chrisyounger

102 posts

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chrisyounger

chrisyounger

@chrisyounger

Opinions are my own

Katılım Haziran 2008
72 Takip Edilen28 Takipçiler
chrisyounger retweetledi
Accidental CISO
Accidental CISO@AccidentalCISO·
I really need to stop having ideas. I just keep making more work for myself.
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Michael Green
Michael Green@profplum99·
Love Bitcoiners. So eager to get blocked for being numbskulls. FWIW, not my list. I tweeted it during a spaces with @Mike_Taylor1972. Heck of a list, btw. But very helpful with the blocking of D-bags Buh-bye @NY_HODL
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Grant Collins
Grant Collins@aimresearchllc·
Last week I chatted with Eric @EPBResearch to discuss our thoughts heading into the fourth quarter. We discuss declining growth📉, peaking inflation🗻, fed policy🦅, the state of the labor market🧑‍🏭, and financial markets💹. All under an hour 🤯 youtube.com/watch?v=8JyB0m…
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chrisyounger
chrisyounger@chrisyounger·
@troyhunt @Ari_Hunt_ I was surfing down in Currumbin this morning and I thought I saw you blasting off over some waves and heading back north with Ari on the back 🤘
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Troy Hunt
Troy Hunt@troyhunt·
This was just a magic day ☀️ That @Ari_Hunt_ can blast a 300hp supercharged jet ski down the coast at 13 y/o is the coolest thing 😎
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Troy Hunt
Troy Hunt@troyhunt·
Jet ski weather perfection 😎
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chrisyounger
chrisyounger@chrisyounger·
@EPBResearch Agree. Also I am sure you noticed, but you were personally called out in the latest Hoisington letter. Mega props!
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Eric Basmajian
Eric Basmajian@EPBResearch·
Clearing production backlogs from supply chain problems 3-6 months ago has led to a lagged decline in production and, thus, employment relative to consumption and income. This lag has allowed the Fed to hike more than anyone, including myself, thought was possible. 4/4
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Eric Basmajian
Eric Basmajian@EPBResearch·
The economy is being held up by industrial production and employment. Income and consumption are borderline recessionary. 1/4
Eric Basmajian tweet media
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Eric Basmajian
Eric Basmajian@EPBResearch·
Thank you for all the amazing feedback on this video 📽️. Overwhelming consensus to make more content like this so that's exactly what I'll do. Subscribe to this YouTube channel and you'll start to see many more videos just like this. youtu.be/7akLC9lkQ2I Thank you 🙏🙏
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YouTube
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chrisyounger
chrisyounger@chrisyounger·
@EPBResearch Truly masterful work Eric. Thank you so much for taking the time to make it into a video.
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Eric Basmajian
Eric Basmajian@EPBResearch·
If you liked this video, please do me a big favor and subscribe to the YouTube channel and leave a comment telling me this was helpful! If these short videos are valuable, I will make a bunch more! youtube.com/watch?v=7akLC9…
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YouTube
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Eric Basmajian
Eric Basmajian@EPBResearch·
I received many requests to explain this chart in greater detail. So I made a short video to help explain the dynamics in this chart including how the cyclical part of GDP interacts with debt and demographics. You can watch this video explanation below 👇
Eric Basmajian@EPBResearch

Here's the most important chart in macro. Explains the surge in growth, the overwhelming of supply chains, and the peak in the cycle. If the black line goes back towards the red line, the pain will be excruciating.

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chrisyounger
chrisyounger@chrisyounger·
@profplum99 Please record these so those of us in other timezones can hear your wisdom. Thanks Mike for everything you share. Much appreciated
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chrisyounger retweetledi
SwiftOnSecurity
SwiftOnSecurity@SwiftOnSecurity·
mfw index=*
GIF
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SwiftOnSecurity
SwiftOnSecurity@SwiftOnSecurity·
It's after-hours that means time to index=*
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Tracy Alloway
Tracy Alloway@tracyalloway·
These charts never get old.
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Maxi Contieri
Maxi Contieri@mcsee1·
The best reaction to “this is confusing, where are the docs” is to rewrite the feature to make it less confusing, not write more docs- @codinghorror
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chrisyounger retweetledi
Tim Urban
Tim Urban@waitbutwhy·
We think a lot about those black lines, forgetting that it’s all still in our hands.
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Stephen Spratt
Stephen Spratt@StephenSpratt·
RBA came in like a wrecking ball on Monday. A$4b in QE buys, double normal size. If other central banks follow suit this is could be the narrative change. ECB will show it's hand later with last week's bond purchases. Lots to play for. bloomberg.com/news/articles/…
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Jeff Atwood
Jeff Atwood@codinghorror·
I got two of these to thank @pinboard for everything he did in the 2016 and 2020 election efforts. So, thank you, and this 10+ pound monstrosity (roughly keyboard sized) will be on its way to you soon.
Jeff Atwood tweet media
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