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Lyn Alden / @LynAldenContact (RSS Feed)
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Twitter feed for: @LynAldenContact. Generated by nitter.moomoo.me https://nitter.moomoo.me/LynAldenContact

As categorized by Russell, value stocks have mildly underperformed growth stocks over the past 40+ years.

Chart via @ycharts (https://nitter.moomoo.me/ycharts).

https://nitter.moomoo.me/LynAldenContact/status/1735797183847211300#m

**RT @TaviCosta:**

Remember the surge in yields of UK Gilts last year that led the Bank of England to reverse its QT policy course and intervene as a buyer of its government bonds?

We are back to the same levels again, but with a major difference – the BOE wants to accelerate the pace of…

https://nitter.moomoo.me/TaviCosta/status/1690447664415121408#m

**RT @TheBigPharaoh:**

Unbelievable. 92.9% increase in the price of fresh meat and poultry in Egypt versus last year. Just imagine the millions who will be deprived of sources of protein and the effect of this on future generations.

nitter.moomoo.me/AsharqbEGY/status/1690351671287939072#m (https://nitter.moomoo.me/AsharqbEGY/status/1690351671287939072#m)

https://nitter.moomoo.me/TheBigPharaoh/status/1690430838586945536#m

**RT @charliebilello:**

The total value of US residential real estate hit a record $46.8 trillion in June 2023, surpassing the prior all-time high of $46.6 trillion set in June 2022.

https://nitter.moomoo.me/charliebilello/status/1690394862745526272#m

**RT @Mayhem4Markets:**

There's almost no risk premium at all for $SPX (https://nitter.moomoo.me/search?q=%23SPX) earnings yield vs 10-year Treasury yields 🤔

\- This is the third quarter in a row of negative earnings growth for the S&P 500

\- and 10-year yields may rise further from here as economy and (core) inflation remain somewhat resilient

https://nitter.moomoo.me/Mayhem4Markets/status/1690329534371958784#m

**RT @ThHappyHawaiian:**

Did you know that adjusted for residential construction costs, home prices are only up 5% since 2020?

In reality they’re up closer to 40%

But where some see bubble, I see inflation 🤷‍♂️

https://nitter.moomoo.me/ThHappyHawaiian/status/1690094824404258817#m

**Response to @LynAldenContact:**

And this is one reason among a few for why I have been rather neutral on house prices than bearish on them.

Obviously real estate is local, so I am talking about nationwide aggregates and generally linear markets.

https://nitter.moomoo.me/LynAldenContact/status/1690091470319943680#m

This chart is a useful basic description of why the real estate bubble of 2021 is quite different than the one from 2006.

2006: House prices had grown way faster than money supply.

2021: House prices had grown in line with money supply.

nitter.moomoo.me/jessefelder/status/1690051616890859520#m (https://nitter.moomoo.me/jessefelder/status/1690051616890859520#m)

https://nitter.moomoo.me/LynAldenContact/status/1690091468419948545#m

**RT @GridlessCompute:**

Bird’s eye view of the buildout on our next run-of-river hydro site in Kenya. ⛏️

https://nitter.moomoo.me/GridlessCompute/status/1690058985762664448#m

**RT @fgthiel:**

It’s good that academia is finally proving what many of us have been saying for so long regarding benefits of PoW #Bitcoin (https://nitter.moomoo.me/search?q=%23Bitcoin) mining to the #energy (https://nitter.moomoo.me/search?q=%23energy) grid and #environment (https://nitter.moomoo.me/search?q=%23environment)

nitter.moomoo.me/Dennis\_Porter\_/status/1689681504421711872#m (https://nitter.moomoo.me/Dennis_Porter_/status/1689681504421711872#m)

https://nitter.moomoo.me/fgthiel/status/1690058607029866496#m

**RT @TXMCtrades:**

Gasoline futures almost back at $3. Highest since August. This is the inflation people notice first. If the price doesn't cool off, look for sentiment surveys to weaken proportionally.

nitter.moomoo.me/TXMCtrades/status/1687569538697531393#m (https://nitter.moomoo.me/TXMCtrades/status/1687569538697531393#m)

https://nitter.moomoo.me/TXMCtrades/status/1690044112358060043#m