Economics and Financial Markets

Joined December 2020
763 Photos and videos
Will be interesting to observe who will buy all this supply.
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The SpaceX or semiconductors of watches. Total hype Lot 10 by F.P. Journe View more⁣: phillips.com/detail/fp-journ…
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So viel zum Thema Degrowth.
Peer-reviewed literature review on degrowth: ◼️Almost 90% of “studies” are opinions rather than analysis. ◼️Few of them use quantitative or qualitative data; even fewer use formal modelling. ◼️Most of them offer subjective policy advice without policy evaluation. ◼️Most “studies” focus on small, local cases without a clear implication for the whole economy. Source: sciencedirect.com/science/ar…
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Will be interesting to see SpaceX post IPO performance
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Mieterland Schweiz.
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Demograhpie in Europa. Quelle: Michael Siegenthaler (KOF)
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In der Schweiz wird nach wie vor viel zu wenig gebaut.
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Food for thought
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Emerging Markets Performance
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In each of the metals shown below China controls at least 60% of processing.
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The US still imports around 6mn barrels oil per day. WTI is light and sweet and good for jet fuel or gasoline.
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EU and China gov debt is taken together smaller than US gov debt.
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Indeed
'We don't need the Strait of Hormuz' is the new 'foreigners pay the tariffs.'
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Interesting research from GMO: high corporate investment leads in most cases to lower subsequent returns.
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