matthias garscha

47. Peira-Matinée: Deutsch-Russische Beziehungen nach dem Krieg - mit Ulrich Brandenburg, ehem. dt Botschafter in Moskau & @martinhaase Stream auch auf YT: @PEIRA" target="_blank" rel="nofollow noopener">youtube.com/@PEIRA // Produktion: @easylivestream twitter.com/i/broadcasts/1…

47. Matinée @peira@mastodon.berlin: „Dt.-russische Beziehungen nach dem Krieg“ mit Dr. Ulrich Brandenburg, ehem. dt. Botschafter in Moskau & @martinhaase, So 22.1.,11h, Café Weltgeist, Dorotheenstr. 24, Berlin Stream/Aufzeichnung: @PEIRA" target="_blank" rel="nofollow noopener">youtube.com/@PEIRA – peira.org/deutsch-russis…

2022 "Globie" award for best book, Money and Empire blogs.wellesley.edu/jjoyce/2022/12…

@martinhaase und @MGarscha erklären die #Polykrise klabautercast.de/folge-172-poly…

Neue Moeglichkeiten soonparted.co/p/rln?r=qmi2d&…

Mit @MGarscha spreche ich über die verschiedenen Krisen unserer Zeit.

Well spoken Martin sites.prh.com/crisis-of-demo…

youtu.be/kVZun0xcj3k Meta Krise 2022, Teil 2

youtu.be/JkkZknVo714 Meta Krise 2022, die wahren Ursachen, Teil 1

#Russia #NordStreamSabotage #Ukraine Professor Jeffrey Sachs dropping counter-narrative bombs on #Bloomberg, blowing Tom Keene’s mind 🤯👇

Professor Jeffrey Sachs causing nervous interjections by Bloomberg stenographers for daring to suggest what everyone believes to be true, that the US Govt was behind the Nord Stream sabotage. twitter.com/0ddette/status…

Erfindungen passieren selten allein, und Regierungspolitik werden sie sowieso nur in einem gemeinsamen Kraftakt. Herzlichen Dank an @SDullien @GustavAHorn @AchimTruger @CanselK @PhilippaSigl @thorebe @J_E_Thie @fl_schuster @inesschwerdtner & viele mehr.

The chart that many analysts are watching closely: the M2 money supply, or the unprecedented rise and fall of the amount of cash-like assets in the financial system. This has fairly directly correlated with the rise & fall of more speculative assets, like bitcoin.

US liquidity conditions keep tightening. This chart shows the year-over-year change in the M2 (broad) money supply.

Professional investors’ risk aversion has reached extreme levels, according to @BankofAmerica's fund manager survey. The second chart shows allocation to equities.

Commercial sentiment in Germany (ZEW) has only been worse in three other months in three decades: July & Oct '08 & Dec '92 (reunification crisis). Recession? Yep. Just Germany? Nope. Nasty? Most likely. marketsinsiderpro.com

ZEW current index is hardly any better than future sentiment - and it's about to get much worse. Equivalent to the nasty 2020 and 2009 recessions already. And it's just getting started, esp. given external factors (China weakness not just Russia/oil). marketsinsiderpro.com

"MMT meets Rey's dilemma" Balance of payments is the relevant survival constraint.

Great Explanation criticalfinance.org/2018/02/14/mmt…

“If you want to re-establish a complete semiconductor supply chain in the US, you will not find it as a possible task,” Excellent this on the IMMENSE complexity of chip supply chains. ft.com/content/f76534…