AJ4Value (@aj4value) 's Twitter Profile
AJ4Value

@aj4value

International investor

ID: 1511677000536276997

calendar_today06-04-2022 12:09:38

1,1K Tweet

80 Followers

111 Following

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Biden and liberal policies completely crushed peoples' optimism! It will take more than one year of new policy to bring it back. Real wages are on the rise again and prices are stable. Lets see what the next year brings.

Biden and liberal policies completely crushed peoples' optimism! It will take more than one year of new policy to bring it back. Real wages are on the rise again and prices are stable. Lets see what the next year brings.
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This is what more government participation does for prices. The spiked healthcare with the ACA. College tuition with a govt takeover of student loans to help fund the ACA. Housing is a local govt issue with more regulations... More Government is the problem not the solution.

This is what more government participation does for prices. The spiked healthcare with the ACA. College tuition with a govt takeover of student loans to help fund the ACA. Housing is a local govt issue with more regulations... More Government is the problem not the solution.
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Do you think the UK will ever learn that you don't grow an economy by raising taxes and increasing regulation? The only PM that understood this had the shortest tenure in UK history. They need to start understanding economics.

Do you think the UK will ever learn that you don't grow an economy by raising taxes and increasing regulation? The only PM that understood this had the shortest tenure in UK history. They need to start understanding economics.
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If you are wondering if China is winning the tariff war... Look at their falling loan growth and you can see that their growth rates are fall quickly. The US is growing at a faster rates and China is growing at slower rates... The US is winning.

If you are wondering if China is winning the tariff war... Look at their falling loan growth and you can see that their growth rates are fall quickly. The US is growing at a faster rates and China is growing at slower rates... The US is winning.
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India is more than a decade behind China in economic development, but India is accelerating as China slows. India is the market of the future and China is getting old before it ever gets rich.

India is more than a decade behind China in economic development, but India is accelerating as China slows. India is the market of the future and China is getting old before it ever gets rich.
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It looks like the housing market will take another 6 mos to a year to take off again. With inflation under control the 30 yr should be in the 5's by then. The effective rate will move up faster as the number of transactions increase.

It looks like the housing market will take another 6 mos to a year to take off again. With inflation under control the 30 yr should be in the 5's by then. The effective rate will move up faster as the number of transactions increase.
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One reason the PPI was higher is that margins at businesses increased. This is good for business and future investments. It should be helpful for the long term and a good sign that customers were willing to pay.

One reason the PPI was higher is that margins at businesses increased. This is good for business and future investments. It should be helpful for the long term and a good sign that customers were willing to pay.
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Good to see manufacturing starting to pick up after it crashed during covid and again under Biden policies. Pro growth polices are back in place and having an effect.

Good to see manufacturing starting to pick up after it crashed during covid and again under Biden policies. Pro growth polices are back in place and having an effect.
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Massive regulation burden is crushing the EU's growth opportunities. Japan is reforming and doing better. The US has cut regulation and is well ahead of the rest of the developed world.

Massive regulation burden is crushing the EU's growth opportunities. Japan is reforming and doing better. The US has cut regulation and is well ahead of the rest of the developed world.
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If you want an idea of what Biden did to home affordability... take a look at this graph. It will take years to fix what Democrat policy made a mess of.

If you want an idea of what Biden did to home affordability... take a look at this graph. It will take years to fix what Democrat policy made a mess of.
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The media was all over Trump's tariffs as being inflationary. Powell used them as an excuse not to lower rates. So, where are tariffs in the data? If tariffs are adding to inflation, where will the CPI be in 6 mos when their effect rolls off? We will see the CPI <2.0% by fall!

The media was all over Trump's tariffs as being inflationary. Powell used them as an excuse not to lower rates. So, where are tariffs in the data? If tariffs are adding to inflation, where will the CPI be in 6 mos when their effect rolls off? We will see the CPI &lt;2.0% by fall!
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Why is inflation such a blue state issue? Policy matters and it is state policy that is generating much of our inflation. CA, NY and NJ are the worst offenders and they are always blaming someone else!

Why is inflation such a blue state issue? Policy matters and it is state policy that is generating much of our inflation. CA, NY and NJ are the worst offenders and they are always blaming someone else!
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The makeup of the jobs market has changed drastically over time. AI will displace some workers, but they will find jobs doing other things. As agg jobs fell off people made much more money doing other things. It may not be smooth, but we will be better off in time.

The makeup of the jobs market has changed drastically over time. AI will displace some workers, but they will find jobs doing other things. As agg jobs fell off people made much more money doing other things. It may not be smooth, but we will be better off in time.
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Socialist/Communist don't support business, they work to destroy business. Don't expect much growth in the NY area with the current leadership. Too bad for them, but good news for FL and TX!

Socialist/Communist don't support business, they work to destroy business. Don't expect much growth in the NY area with the current leadership. Too bad for them, but good news for FL and TX!
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As you can see from the graph... the conflict in Iran is spiking oil prices, but nowhere near as bad as Biden's total assault on energy. The conflict will have a limited duration and oil should be back below $60 within 6 months.

As you can see from the graph... the conflict in Iran is spiking oil prices, but nowhere near as bad as Biden's total assault on energy. The conflict will have a limited duration and oil should be back below $60 within 6 months.
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Strong and rising earnings is a sign of a very strong economy. Even if the conflict lasts a few more weeks, the US is set for a great couple of years!

Strong and rising earnings is a sign of a very strong economy. Even if the conflict lasts a few more weeks, the US is set for a great couple of years!