Idea for Macro: - I present to you a counterargument for the media blaring inflation narrative. - Speculate that the interest rate hikes (Jackson Hole, etc.) are just red herrings. In fact rates may go negative. - The real shocker is that everybody is positioned for inflation when inflation is at its peak and is indeed transitory. The reflation trade was debt...
M2 Money supply / DJI Nearing an area of support a fall through of the support line and we could see selling exhaustion that would cause the DJI to melt up. Where a boost in buying would see the DJI melt down. What could cause M2 to either be peddle to the medal or taking the foot off the gas.? Inflation, lets see how the fed can handle inflation. We have...
I've read that it's primarily the increase in money supply that's pushing up these valuations. From a quick look, that only partially explains it. Google's PE is a bit on the historically high side, trailing 33, forward 26. But nowhere near previous peaks.
looks like a local top and possible global deflationary environment ahead for the next year or so. hedge with cash and bonds might be best bet but I would not personally short the market. Tip: Indicator needs to be improved by normalizing the data from various indices before averaging(not done in graph above)
#Inflation is cool if you are close to the money printers. I am directly attached to crypto money printers (a form of mining) by buying #HEX shares in the savings pool. No need to #trade (but you could with a small % of your stack)
I'm currently taking a long position on the United States M1 And M2 money supplies. I'm not really sure how to actually take a position though, but it's good to know that if our country needs more money we can just print it because USD is the Dave and Buster's token of the World Bank. See you Apes on the moon. #MOONGANG
Hold on tight, when gold senses the next explosion in M2, it will explode BEFORE. Currently unwinding M2 explosion. Patience
If you're a analyst that has been using M2, I'm here to let you know the data has been discontinued. However, FRED is still updating the data under a new ticker "M2SL" and "WM2NS". Hopefully tradingview updates M2 with the "WM2NS" data from FRED as that one updates weekly now. Thanks for interacting with the post as it'll be more likely for tradingview to see this...
400 billion is roughly 20% of stimulus will go directly to people's pockets. One study found out the 37% of that money will go directly to stocks. That's just from Individuals, let alone the rest 1.5 trillion ????????????????????
Looking at M2 it looks incredibly Inflationary but where exactly is that Inflation? So I had to dig deeper, if you look at M2V, the Velocity of M2 or in easier terms, the number of times that the average unit of currency is used to purchase goods and services within a given time period, you will notice a sharp decline in M2V accelerated by the pandemic crisis. Now...
Hello fellow traders and dear padawans. The equities market has been hit very hard the past 3 weeks or so, specially growth stocks. I think it is important to address what is happening behind the scenes that caused the selloff in the equities market so that many of you can better understand what is going on. This is a very basic explanation of macroeconomics and...
The House passed its $1.9 trillion coronavirus relief package, which will head to the Senate. Democrats in both chambers aim to have the legislation passed and to President Joe Biden’s desk before March 14, when unemployment aid programs expire. The party is likely to pass the plan on its own, as Republicans have questioned the need for another massive spending...
It seems like good deals are to be had when the total stock market increase is below the increase in the overall money supply. The green is the M2 money supply and the yellow line is the VTI total stock market index. You can see you got a good deal in March when stock prices fell below the increase in the money supply. The same for 2019 and 2016. There...
Although one should prefer "panel data analysis and more data" to estimate the relationship with these variables, Based on the 30 day data, we can say that there is a significant positive relationship among the money supply and these there stock market indexes. So according to results we can expect that as long as money supply continues, altough these three...