Share this page!

Ben Hunt Profile picture
Twitter logo
9 Dec, 4 tweets, 2 min read
If you're wondering how this plays out, wages will go up x% and tuition will go up x+2%.
Inflation is now common knowledge, which creates an inflation reality regardless of any other economic fundamentals.

Every company will now raise prices. Every worker will now push for higher wages. Whatever your inflation estimates are, they're too low.
epsilontheory.com/inflation-and-…
That was fast.
LOL

“Biden administration signals Friday's inflation data could be high”
reuters.com/business/biden…

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Ben Hunt

Ben Hunt Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @EpsilonTheory

Ben Hunt Profile picture
4 Dec
A vaccine-evading, insanely high R0 variant like Omicron is a *political* disaster for every nation that has gone all-in for mass vaccination.

Our failure to develop non-vax Covid mitigation strategies, like universal distribution of effective PPE, is a massive policy mistake.
I am as pro-vax as they come. But it is insane to me that Western gov'ts have put all of their Covid mitigation eggs into the mass vaccination basket, and nothing into universal PPE distribution or air filtration/ventilation retrofits.
Universal PPE distribution does NOT require a mask mandate.

Mask mandates are only for cloth mask theater, where the goal is to curtail the already infected from spreading the virus further.

If I wear effective PPE, I really don’t give a fuck if you choose to go unprotected.
Read 5 tweets
Ben Hunt Profile picture
29 Nov
"I represent science" and criticism of me is "dangerous".

My god.
Just like Fauci, Peter Daszak intentionally conflates any attack on him or EcoHealth as an attack on “science”.

Did EcoHealth-engineered viruses lead directly to Covid? No.

Did EcoHealth and NIH $$ run gain-of-function experiments on bat coronaviruses in Wuhan? Yes.
Peter Daszak, defender of “science”, just blocked me. Image
Read 4 tweets
Ben Hunt Profile picture
28 Nov
A thread on the lapdog CCP-apologist fucks who run the World Health Organization.
It doesn’t really matter how Covid variants are named. Skipping the letter Xi in their naming convention (designed in the first place to eliminate references to Wuhan) to arrive at Omicron is ridiculous, not dangerous.
What’s dangerous is WHO leadership placing Chinese political interests ahead of global health interests, something Tedros and team have done from the start.

epsilontheory.com/the-industrial…
Read 15 tweets
Ben Hunt Profile picture
17 Nov
Texas Capital Bank knew Bill Hwang was juicing stock by acquiring secret 20% stake, then sold $300m in new stock “mostly to retail investors”. Morgan Stanley was stalking horse for Hwang’s stake AND underwriter for stock sale.

#BITFD bloomberg.com/news/articles/…
You and I get proctology exams by the SEC over disclosures when we do a private placement for institutional investors.

Texas Capital Bank has a secret 20% owner juicing their stock, sells $300m in a private placement to retail investors, and no one gives a damn.

Fuck this.
And this fantasy that Bill Hwang was just running his own money in a “family office” … LOL
Read 4 tweets
Ben Hunt Profile picture
23 Sep
I get mail.

“I’m a tax accountant. No one talks about the ERC but its the most outrageous tax benefit I’ve ever seen. Easy to qualify and subsidy of 7K per employee per quarter. Its insanity. Clients getting 600K a quarter.”
“And if you got the last PPP, you’re automatically eligible for ERC for 2 quarters. All they gotta do is play with the coverage period and wage costs.”
“Last thing - the easiest one to qualify have been hedge funds cause they move around fees for 2 quarters in 2021 and now you got a full year of eligibility. 30 employees * 7K * 4Q; easiest 840K they ever made. And treasury made this a priority to pay over legit refund claims.”
Read 4 tweets
Ben Hunt Profile picture
19 Aug
How hard is Covid hitting the Gulf Coast states? Here's hospitalizations per 100k.

76 Florida
57 Louisiana
55 Alabama
55 Mississippi
45 Georgia
42 Texas

For the rest of the US, there are only 18 Covid hospitalizations per 100k. Image
More than half of all US Covid hospitalizations are in eight states: Florida (16,280), Texas (12,199), Georgia (4,811), Alabama (2,702), Louisiana (2,671), Mississippi (1,647), South Carolina (1,542) and Arkansas (1,421).
20% of all US Covid hospitalizations are in Florida.
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @EpsilonTheory has new unrolls!

Check out other threads from @EpsilonTheory!

Read all threads by @EpsilonTheory

:(