Generational Dynamics Forum - New Site

vincecate wrote: Mon Aug 01, 2022 11:13 am The Cleveland Fed is now estimating 9.06% CPI for Aug, which will come out in Sept. To 2 digits this is the same as the 9.1% CPI for June two months before. However, most of the past 12 months Cleveland's estimates have been too low, and if we correct for that it make sense to expect inflation to be even higher. So the transitory/peak people are probably wrong again.

https://www.clevelandfed.org/our-resear ... sting.aspx

Of course they are.

Leibowitz
No brain matter that mattered.

Everyone is for veterans healthcare but using it as piggybacked leverage for more Build Back Better is exploiting the sick
after promising they wouldn't do it.

The common vernacular of "fake news" and the rising alternative media and alt-tech platforms has provided a bulkhead against bills like this.
It is harder for progressives to lie cheat steal some money but being chimps ripping grass out of the ground applies when they cannot grift
and be alert to what is already here. Millions of progressives that ended up in a charred pile of bones from each wing tip. Wake up.

The market thinks the FED’s hawkishness has peaked so financial conditions have loosened
Translated: traders have bought corporate bonds.
Confirmation as yes the recency bias was noted in due nature.
https://gustdebacker.com/wp-content/upl ... 80x783.png

Good with luck with that https://twitter.com/AlessioUrban/status ... 2670826496

Like the suckers who rally on others since it sounded good. We will stick no clue as before since as before
go ahead fight tape. Data Fragility

https://3.bp.blogspot.com/-uZL79qxFdIM/ ... ylined.jpg
https://www.youtube.com/watch?v=BvsMPOfblfg

From the Aramaic verb אלל ('alal), to encircle or search out, corresponding to the Hebrew verb עלל ('alal), to glean.

thread: amos, anderson, elul

https://www.youtube.com/watch?v=QNDm5XWZTWQ s

The US won't be spared. Chairman of the Kansas Wheat Commission.

https://www.youtube.com/watch?v=1r-Up5ZP65w
Blame us Amish.

https://a57.foxnews.com/static.foxbusin ... ?ve=1&tl=1

https://www.youtube.com/watch?v=Ki6xHnDAwHw

https://finviz.com/screener.ashx?v=111& ... 00_pa&ft=4

https://www.sec.gov/news/press-release/2022-134
intrinsic value query
competition is a sin rock o feller said

innovation disrupts legacy
sec was not amused

richard5za wrote: Mon Aug 01, 2022 3:29 am Phong, over last 120 years P/E ratio is highly influenced by over bought markets and bubbles. Markets get over bought, P/E ratio is very high, and then market corrects, P/E ratio comes down, but without a recession earnings need not change, might even go up. However, in a recession earnings go down. So now there is a double effect, and yes might go down faster and further than non recession corrections. The point I was making is that recessionary bears last longer because of the time it takes to rebuild earnings. Play with the arithmetic of PEratio = Price/Earnings. Bring down PE and see price drop. Then additionally reduce earnings and see what happens to PEratio. Hope this explains.

Ah, ok, I think I understand. I think I was trying to figure out why it would be a longer peak to trough only and thought that it should be steeper so was confused. Since we've never really seen a proper bear market, or at least one that wasn't rescued by the fed, I suspect there's going to be a lot of bear market rallies in this one as lots of investors and money on the side buy into the dips and newer lows, which will make it even more drawn out then one would expect in normal market conditions.

Normal market condition
But 5-2 Heavenly Trump was the one who benefitted from the freak finish, with 8-1 Noah in second and 13-8 favorite Red Bird’s Storm in third.
https://www.thegatewaypundit.com/2022/0 ... ack-video/

You been in bear flag over 6 months. No worries.

So, despite unanimously passing my amendment a year ago, and my efforts this past week to get it readded, this bill does not contain the prohibition on funding gain-of-function research in China.

Gain-of-function research enhances the severity or transmissibility of existing viruses that may infect humans. The dangers are so acute that from 2014-2017, the National Institutes of Health suspended funding for all gain-of-function projects.

While we may never know whether the pandemic arose from a lab in Wuhan or occurred naturally, the emergence of COVID serves as a reminder that dangerous research conducted in a secretive and totalitarian country is simply too risky to fund.

No taxpayer money should ever be used to fund gain-of-function research in China, and because of Dr. Fauci’s allies in the Washington Swamp, Congress will continue to send your money to fund this reckless research. U.S. Senator Rand Paul

lunatics in the senate

vincecate wrote: Mon Aug 01, 2022 11:13 am The Cleveland Fed is now estimating 9.06% CPI for Aug, which will come out in Sept. To 2 digits this is the same as the 9.1% CPI for June two months before. However, most of the past 12 months Cleveland's estimates have been too low, and if we correct for that it make sense to expect inflation to be even higher. So the transitory/peak people are probably wrong again.

https://www.clevelandfed.org/our-resear ... sting.aspx

You have done a great job forecasting and monitoring inflation!!