Easy Money Era is over! As Warren Buffet, eloquently states: "Only when the tide goes out, do you discover who has been swimming naked"... Are you naked ?

Warren Buffett closes in on Cathie Wood as tech stocks tumble on.ft.com/3nNtm6q

x.com/i/events/14848…

This is #deflationary

Technology is deflationary. Factor that in your inflation panic!

Science fiction epic Dune, directed by Canadian Denis Villeneuve, leads nominations for the British Academy of Film and Television Arts awards. cbc.ca/1.6337971

New HIV variant discovered in the Netherlands on.ft.com/3sgBsGg

Bad!

They won’t!

Bad news for South Africa, Russia, Turkey, Brazil etc…

Johnny Depp Rocks 💪 With him all the way 💫

More evidence inflation is coming down: U.S. wholesale prices barely rise in October. Inflation is still up a lot over the past year, but the trend is headed in the right direction. marketwatch.com/story/wholesal…

A US homebuyer now needs to earn a record $107k to afford the median priced home for sale, an increase of over 45% in the last 12 months. redfin.com/news/homebuyer…

Anything that increases money supply together with the velocity of money turns back as inflation. So kind of yes…

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The problem is the stickiness in inflation. Inflation is sticky, perceived inflation has momentum. Rise in expected inflation may be so extreme that it is a daunting task to kill it via prod increases. Plus there is freq mismatch between supply and demand sides

*U.S. CPI FELL TO 7.1% IN NOVEMBER, BOLSTERING FED PIVOT BETS invst.ly/ztfz8

Prof. Dr. Alex Edmans is a close friend of mine. His book is finally translated to Turkish and meeting with Turkish readers. Have a look at my post regarding the book 👇🙋‍♂️🙋‍♂️

Nanos Gigantum Humeris Insidentes...

Stand on the shoulders of the Giants...