by InternationalTop2405
There are only two options, either equities go down, or treasury yields go down. Which one will it be? pic.twitter.com/qwclELSpiV
— Michael A. Arouet (@MichaelAArouet) October 21, 2023
Good candidate for PhD in economics thesis „This time it’s different“ pic.twitter.com/903Kp5jIWF
— Michael A. Arouet (@MichaelAArouet) October 21, 2023
Should the situation in the Middle East get out of control and the oil price go sharply higher, the impact would be quite different than during the 1970s oil shock. It’s not only about the oil price, but also about oil intensity. FinTwit parallels to 1970s are naive narratives. pic.twitter.com/Wrc4CthUa6
— Michael A. Arouet (@MichaelAArouet) October 21, 2023