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The win in inflation and recession. Heads you win. Tails you win.
The caveat is that companies with large short term debt will get creamed in an new liquidity crisis. Zombie companies will get killed either way. They are basically fueled by free money. Companies with poor cash flow and no profit can't survive high borrowing costs.
so look at companies with a relatively high debt load, take their interest expense and multiply it by 5, and see what it does to their EBITDA-interest. Start with all the i-Buyers that are publicly-traded and the overvalued real estate companies, but I'm sure there are others as well. I am not an investment adviser, this is not investment advice but: Zillow, OpenDoor, Redfin, Knock, Acorn, Compass, eXp, etc etc etc.
What is the initial buffer for the economy at-large is the # of unfilled jobs.
It would be interesting to have a completely non-partisan economic model/assumption done to see how quickly they can take all the excess cash out without becoming an unemployment % > 6
oh, by the way - when does Biden's Climate & Energy law "minimum corporate tax" go into effect? for calendar '22 or not until next year?
Right. The Covid lockdowns cost the US about about $10 trillion, or $30,000 per person.
ummm...where? links?
The GDP hit wound up being <$400B, the spending was ~$2T + ~600B + ~$2T. That's about $5T, which don't get me wrong - nothing to sneeze and say "oh well"
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I don't trust Blackrock AT ALL, and think they are a force for destruction.
Don't know exactly what their motives are for trying to scare us all to death with this ridiculous prophecy, but I wish they'd just fall off a cliff.
They are making it nearly impossible for young couples to participate in the American dream in Dallas, and other cities, by buying up all the properties for rent houses.
I don't trust Blackrock AT ALL, and think they are a force for destruction.
Don't know exactly what their motives are for trying to scare us all to death with this ridiculous prophecy, but I wish they'd just fall off a cliff.
They are making it nearly impossible for young couples to participate in the American dream in Dallas, and other cities, by buying up all the properties for rent houses.
Pound sand, Blackrock.
Hey! We agree again, especially on the "Pound sand, Blackrock" part.
They have also invested in the destruction of trees, and have joined other false "teachers" who tell everyone that we need to switch to "bio-fuel", which is: destroying trees by the boatloads.
Year-over-year inflation, as measured by the consumer price index (CPI), likely peaked in June at 9.1%. And some CEOs and money managers argue that it’s set to come down fast.
Does anybody want to know the definition of foretold?
It means predicted -- it does not mean 'like no other'.
When they talked about a market like no other -- they were referring to the stock market.
Snip "Recession is foretold as central banks race to try to tame inflation. It's the opposite of past recessions," the team wrote In their 2023 Global Outlook (embedded below), which says that the global economy has already exited a four-decade period of stable growth and inflation, and has now entered a period of heightened instability.
And when things get bad, "Central bankers won't ride to the rescue when growth slows in this new regime, contrary to what investors have come to expect. Equity valuations don't yet reflect the damage ahead."
"What worked in the past won't work now," said the strategists. "The old playbook of simply 'buying the dip' doesn't apply in this regime of sharper trade-offs and greater macro volatility. We don't see a return to conditions that will sustain a joint bull market in stocks and bonds of the kind we experienced in the prior decade."
So what can actually tame inflation? A deep recession, according to the report "
Nice of them to tell us what they're planning to do. Blackrock, #1 in the ethics department.
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