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| author | nic <ra@afu.re> | 2024-08-04 16:39:32 -0400 |
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| committer | nic <ra@afu.re> | 2024-08-04 16:39:32 -0400 |
| commit | f76aa5cde5d331bcff2bce69b9613baa382cd34b (patch) | |
| tree | a9eecc5db5e1a0a3606de21fc9b6370786265e9d /Finance/index.md | |
| parent | 1874b2c8eaaa5b3a368c357444f42e60ac831111 (diff) | |
Auto from nzxt - Sun 04 Aug 2024 04:39:32 PM EDT
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diff --git a/Finance/index.md b/Finance/index.md index 8eeaf50..14de5eb 100644 --- a/Finance/index.md +++ b/Finance/index.md @@ -1,69 +1,23 @@ -[Fundamentals](/Fundamentals/index.md) + definitions + theory like business cycle + spiral cat theory ... + History?? +[Fundamentals](/Fundamentals/index.md) [Research](/Research/index.md) +[[Current]] - - - -# or defenitions more quick access here - call it Financial_Dictionary - -Research ? Ideas(rename one to tickers??) + Themes + strategies - -Current? + dairy ? - -------------- - -[[The Business Cycle]] - -[[Macro]] - - Alexandre Harfouche -sankey diagram for income statement - - -# GDP print -what matter most is real fixed private investment. - -This is where you get factories, tools, computers, machinery, AI, and all other forms of technology and productivity-enhancing devices, software, etc. It’s the source of real wage growth, medical advancements, better quality of life, higher standards of living, and so one. - -Increased only 2.7 % over last 2 years which is below the GDP # meaning recent rate of GDP increases is unsubstainables - + laggin its pre covid trend - -For last 7 Quarters Real governement purshases is growing at a faster rate than private consumption - the private economy—which is all that matters since it’s the only part that’s productive—is stalling out - more evident when looks at real fixed private investements - - The federal debt increased almost $600 billion in Q1, in exchange for GDP increasing about $300 billion. - -In other words, the federal government is “buying” only 53 cents of “growth” for every dollar it goes into debt - - https://theconversation.com/why-central-banks-are-too-powerful-and-have-created-our-inflation-crisis-by-the-banking-expert-who-pioneered-quantitative-easing-201158A - - - -"" When I want to raise cash I put it into bershire hataways "" .... - - - -# stock picking advices -- During a bear market, monitor the outperformers in significantly underperforming industries. They will be the best stocks of the coming bull. -- When the bear gives way to the bull, buy the companies that IPO’d during the bear market. - Money (the kind worth having in any case) is usually downstream of character and relationships Character (mental/physical health and skill) —> relationships —> wealth @SnowKitten200 - BTU -AI theme still young... - Lingotto/Scolari, arguably one of the best investors in Europe of his generation - keep track of his trades Some interesting holdings of theirs $Gato, $VEON, $RRC, $PCOR, $mrna, $sbsw, $PARA, $FATH $INDV |