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[Fundamentals](/Fundamentals/index.md) + definitions + theory like business cycle + spiral cat theory ... + History??
[Research](/Research/index.md)
# or defenitions more quick access here - call it Financial_Dictionary
Research ? Ideas(rename one to tickers??) + Themes + strategies
Current? + dairy ?
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[[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
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