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Satchu's WrapUp Search Results for 'hendry_hugh'
 
  25 FEB 21 ::  Here's my alchemy formula. You take real $ rates, -100bps and you multiply by total debt-to-GDP, 450pc, and you get a negative real cost of debt at the macro level of -4.5pc of GDP, a trillion bucks. @hendry_hugh
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  18 FEB 21 ::  Negative rates are the next major gold discovery. @hendry_hugh
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  12 FEB 21 ::  08-FEB-2021 :: Negative rates are the only escape hatch
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  11 FEB 21 ::  08-FEB-2021 : The Markets Are Wilding [continued]
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  10 FEB 21 ::  08-FEB-2021 - The Markets Are Wilding [continued]
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  9 FEB 21 ::  In accounting terms the first China will show a much lower GDP and a lower GDP growth rate than the second. We live in the second China. The GDP number they report is much higher than the GDP number of the first. @hendry_hugh
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  9 FEB 21 ::  The Markets Are Wilding
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  9 FEB 21 ::  China took the blue pill - you wake up in your bed and you believe whatever you want. But you need to adjust GDP by as much as 30%. So official data says China debt to GDP ratio is 260% but if GDP is 30% less, they could be closer to 400%. @hendry_hugh
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  8 FEB 21 ::  Here's my alchemy formula. You take real $ rates, -100bps and you multiply by total debt-to-GDP, 450pc, and you get a negative real cost of debt at the macro level of -4.5pc of GDP, a trillion bucks. @hendry_hugh
  Read Wrapup
 
  8 FEB 21 ::  Negative rates are the next major gold discovery. And if you are sitting there befuddled. Buy eurodollar futures. Buy lots of them. Assuming you already own gold. @hendry_hugh
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  4 FEB 21 ::  Here's my alchemy formula. You take real $ rates, -100bps and you multiply by total debt-to-GDP, 450pc, and you get a negative real cost of debt at the macro level of -4.5pc of GDP, a trillion bucks. @hendry_hugh
  Read Wrapup
 
  4 FEB 21 ::  Negative rates are the next major gold discovery. And if you are sitting there befuddled. Buy eurodollar futures. Buy lots of them. Assuming you already own gold. @hendry_hugh
  Read Wrapup
 
  3 FEB 21 ::  Negative rates are the next major gold discovery. And if you are sitting there befuddled. Buy eurodollar futures. Buy lots of them. Assuming you already own gold. @hendry_hugh
  Read Wrapup
 
  3 FEB 21 ::  Here's my alchemy formula. You take real $ rates, -100bps and you multiply by total debt-to-GDP, 450pc, and you get a negative real cost of debt at the macro level of -4.5pc of GDP, a trillion bucks. @hendry_hugh
  Read Wrapup
 
  1 FEB 21 ::  Buying crappy co.s and bidding them to preposterous valuations is almost DaDaism and the kind of nihilism you find around fin de si├Ęcles or at least in The Joker movie. @hendry_hugh
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  18 JAN 21 ::  Negative rates are the next major gold discovery. And if you are sitting there befuddled. Buy eurodollar futures. Buy lots of them. Assuming you already own gold. @hendry_hugh
  Read Wrapup
 
  7 JAN 21 ::  Negative rates are the next major gold discovery. And if you are sitting there befuddled. Buy eurodollar futures. Buy lots of them. Assuming you already own gold. @hendry_hugh
  Read Wrapup
 
  7 JAN 21 ::  Here's my alchemy formula. You take real $ rates, -100bps and you multiply by total debt-to-GDP, 450pc, and you get a negative real cost of debt at the macro level of -4.5pc of GDP, a trillion bucks. @hendry_hugh
  Read Wrapup
 
  4 JAN 21 ::  Here's my alchemy formula. You take real $ rates, -100bps and you multiply by total debt-to-GDP, 450pc, and you get a negative real cost of debt at the macro level of -4.5pc of GDP, a trillion bucks. @hendry_hugh
  Read Wrapup
 
  4 JAN 21 ::  Negative rates are the next major gold discovery. And if you are sitting there befuddled. Buy eurodollar futures. Buy lots of them. Assuming you already own gold. @hendry_hugh
  Read Wrapup
 
Total Records: 41
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