El Plan de Biden y el de Icahn

Hola nofinancieros,

En el pod-newsletter de hoy: 1. Biden economic plan. 2. El plan: crédito y mora disparada. 3. FED is in a box. 4. Taylor Rule. 5. 1 million por trabajador

INTRO - ESTE ES EL BIDEN JUGÓN QUE NOS GUSTA

Breaking911 @Breaking911

BIDEN: "Inflation is coming down. Take-home pay for workers has gone up. [...] I'm tellin' ya, the Biden economic plan is working."

BIDEN ECONOMIC PLAN POR PARTES

Markets & Mayhem @Mayhem4Markets

Lower income consumers are piling into debt as their savings dwindle: - 2/3rds are living paycheck-to-paycheck - 40% are struggling to pay bills - Credit card debt hit an all-time high

Jose Luis Cava @jluiscava

La alarmante debilidad del consumidor estadounidense obligará al FED a incrementar el objetivo de inflación a la zona del 3% e incluso 4%. Para que FED no pierda credibilidad, probablemente lo harán de forma paulatina. ¿Qué implicaciones tiene? 👉 buff.ly/3YJO7QQ

Gold Telegraph ⚡ @GoldTelegraph_

"Some 9.3% of auto loans extended to people with low credit scores were 30 or more days behind on payments at the end of last year, the highest share since 2010..." Source:

wsj.comMore Auto Payments Are Late, Exposing Cracks in Consumer CreditBorrowers with low credit scores are falling behind on their car payments in numbers unseen since 2010.

FED IS IN A BOX DECIA CEM

JR Alive&Kicking @jraixelamarkets

The market depends on the Fed. And the Fed depends on the data. And the data depends on the economy that the market and the Fed have found impossible to predict. By Michael Harnett de BofA. Es decir la redundancia del problema...que no permiten a nadie salir del bucle airoso!

LA REGLA DE TAYLOR DICE…

LA TEORÍA DICE MUCHO, ESTAMOS EN UNCHARTED TERRITORIES

Lyn Alden @LynAldenContact

According to the Taylor Rule, Powell should have interest rates at 10.2% currently. The current Fed is considered hawkish, but rates are still lower than trailing inflation, and less than half where the Taylor Rule says they should be.

¿CUÁNTOS TRABAJADORES NECESITA UNA COMPAÑÍA DEL SP500 PARA GENERAR 1 MILLÓN?

jeroen blokland @jsblokland

So I assumed this chart was corrected for #inflation. If not, this chart is not so fascinating. If 8 workers generated USD 1 million in 1985 1 worker generated USD 125K That 125K would not be 354K solely due to inflation Implying just 2.8 workers need to get to USD 1 million. 🤔

jeroen blokland @jsblokland

Fascinating chart! Number of workers needed to generate USD 1 million in revenue. https://t.co/8o34jnSOUl

jeroen blokland @jsblokland

Fascinating chart! Number of workers needed to generate USD 1 million in revenue.

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Hazte socio del club nofinancieros:

1. Pertenecerás a un club de inversión, economía y finanzas.

2. Disfrutarás de contenido exclusivo “against the box” cada semana.

3. Lograrás navegar la incertidumbre de los mercados.

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PÉRDIDAS EN LA BANCA (VER DIRECTO SPREADGREG)

Gold Telegraph ⚡ @GoldTelegraph_

BREAKING NEWS CREDIT SUISSE CLIENTS PULL $120 BILLION AND HAVE REPORTED A FIFTH STRAIGHT LOSS Ouch.

Gold Telegraph ⚡ @GoldTelegraph_

“The worse-than-expected net loss of 1.39 billion Swiss francs ($1.5 billion) in the three months through December was driven by losses at both the key wealth division and the investment bank...” Source:

bloomberg.comBloomberg - Are you a robot?

CEM COMPARTE CASUALMENTE ESTE ARTÍCULO DE HACE UN AÑO.

1. CEM ES MARKET MAKER Y SABE LO QUE SE MUEVE EN LOS BAJOS FONDOS DEL MERCADO.

2. ÚLTIMAMENTE CARL ICAHN ESTÁ APOSTANDO FUERTE CONTRA EL SP500.

Cem Karsan 🥐 @jam_croissant

smh.com.au‘Lone Wolf of Wall Street’: Billionaire Carl Icahn won’t stop till he gets what he wantsThe inspiration for Gordon Gekko, Carl Icahn has just turned 86 but remains one of the most feared activist investors on Wall Street.

ESTE CONSEJO ES “TRUE ALL OF IT”. NO DISCUSSION.

Eliant Capital @eliant_capital

How to make your stock go up in 2023: - Announce Job cuts - Announce AI - Announce bankruptcy

¡Un placer! ¡Hasta Mañana!

Mariano Angulo Solves

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MÁS ALLÁ DEL DINERO

John Nash I

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