@TheSundayGame I hope the sunday game highlights the unsavory element of booing Frees by cork supporters...very un sportsman like for a county steeped in sporting tradition...no one else is doing it...we don't want to see this in gaa..
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Seamus Murphy
81 posts
Seamus Murphy
@smurphy126
Founder of Carraighill. @CarraighillC Advising on international financial systems and select equities. #investmentresearch #financialinsight #buildingthematrix
Dublin, London, New York Katılım Aralık 2012
444 Takip Edilen160 Takipçiler
Still thinking about this moment... 50 minutes of hurling to be played after it, but how important was this save by Patrick Collins?
#sundaygame #gaa #hurling #cork #patrickcollins
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@TheSundayGame Great win for cork and well-deserved...but the booing of Frees is an unsavory element that does not reflect well on cork supporters...I hope the sunday game takes time to highlight it...they are the only ones doing this
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Hill 16 a sea of red at the full-time whistle as Patrick Horgan plays with his son Jack on the pitch
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@RTEgaa Anyone actually listening to one word he says ?? … ye are all happy to pay for soccer on sky sports …every month
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@higginsdavidw David - as you know, you need to use constant usd rather than current to get the most accurate picture...I am sure the same result but for the sake of completeness.. :-) wink 😉
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I'd bet the 1916 leaders, if they could see what Ireland has done with deep EU integration over the years, wouldn't mind one bit.
The Irish Times@IrishTimes
'For far too long Fine Gael and Fianna Fáil have been far too deferential to the European Union. Sinn Féin is different' - SF leader Mary Lou McDonald speaks at 1916 event at Arbour Hill irishtimes.com/politics/2024/…
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Seamus Murphy retweetledi
I’m excited to say that @CarraighillC is hiring for the first time in 2 years.
When I joined 7yrs ago, I landed my dream job, working with economic data from around the world.
I’ll explain why you should apply. Please share with anyone interested!
linkedin.com/jobs/view/2832…
1/
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ECB QE remains important for financial stability and funding this level of excess (albeit necessary).
Carraighill@CarraighillC
Italy’s budget deficit was over 10% in 2020. It is forecast to fall below 6% in 2022, but this will still be larger than its deficit in 2009 at the height of the global financial crisis.
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Italy, previously the heart of European production, is fading
Carraighill@CarraighillC
There is a wide gap between manufacturing wages in east and west European countries. This partly explains the exodus of many manufacturing jobs to eastern Europe over the past two decades.
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Positive for the savings industry and the associated companies
Carraighill@CarraighillC
Italy is a net exporter of goods. It has run a steady balance of payments surplus since 2013. This has remained unchanged through the pandemic. The government runs a budget deficit, but the private sector runs a surplus. This helps the savings industry.
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Seamus Murphy retweetledi
Carraighill has been ranked as the 5th best independent research provider for overall industry research in Europe.
The annual @iimag rankings survey over 4,200 investment professionals.
You can subscribe for free to view the full rankings here.
institutionalinvestor.com/research/11359…
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Seamus Murphy retweetledi
Economist Jim Power on the decision today. @JimPowerEcon
"This is no country for young people... they should get the hell out of this country"
open.spotify.com/episode/3D1FRo…
Dun Laoghaire-Rathdown, Ireland 🇮🇪 English
@culkin22 People in a ponzi can never see the ponzi or understand why its not true. Human emotion. Classic one here. Blockchain technology is good but crypto is a ponzi.
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Current conversation with my wonderful mother: “So what does a Bitcoin look like? Is it a little, bitty coin?“ I replied..no mom, it’s in cyberspace.
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Seamus Murphy retweetledi
European asset managers are avoiding investing in their own region, in favour of the US and elsewhere.
@higginsdavidw explores the drivers of this trend in a new piece on our website.
#assetmanagement #investing @ecb #finance #markets #equities #bonds
carraighill.com/european-asset…
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@BarriaultFranc2 @LynAldenContact The big question for the us is " if velocity picks up"...This remains unlikely in economies that are over indebted....other than the transitory effecr of stimulus....lets see....
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Case vs Jpn : Japan M1 was big, but M2 and M3 stayed low which is why there was big money in the banking system but not the economic system. The US is now boosting its M2, which is why inflation is probable if velocity picks up. @LynAldenContact made a good case on her website
Carraighill@CarraighillC
M1 as a share of M3 in Turkey has been growing for the past 2 years This reflects a preference among depositors for current accounts which have a shorter duration In Argentina, this was a precursor to rapid #inflation #hyperinflation #moneysupply #monetarypolicy #centralbanks
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@BarriaultFranc2 @LynAldenContact There is a difference here in that the CB in Japan undertook QE and people trusted the value of money. M1 in Japan is growing due to QE. In Turkey it is growing as people are moving their deposits to shorter duration despite high rates...people miss this consistently....
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Seamus Murphy retweetledi
Data from @Mastercard shows a full #recovery in volumes and transactions in the USA and rest of world
However, this does not mean a full recovery in consumer spending
It most likely reflects the move to online payments away from #cash
#payments #consumerservices #creditcard
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Finally, I just want to thank everyone who has supported my work to date.
My account won't be deactivated so you can still review historic data.
I might do the odd Like / RT if I take a sneaky look at what's being said! 🤭
Otherwise, see you in a few weeks. 👋
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I'm taking a twitter holiday for the next few weeks.
I'll explain why I've chosen now.
I think the time is right.
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This is a potential EM crisis of epic proportions. And it could happen soon.
@RobinBrooksIIF @tashecon @laurapitel @ragipsoylu @p_zalewski @aslikandemir @cagankoc @skleb1234 @gauthiervillars @natashaturak @steve_hanke @SteveJohnson000 @theothersarahh @FrontierMarkets @ceostroff
Carraighill@CarraighillC
When gold and forwards are excluded, Turkey’s central bank reserves are depleted. The new CBRT governor does not have room to cut interest rates today.
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