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shelter inflation

June 30, 2022 By Asi de Silva

Market Tea Leaves for 2H22

As July approaches, let’s read the market tea leaves for 2H2022 and beyond. Over the past few weeks, markets have priced a broader growth scare as commodity equities sold off sharply and Treasuries priced a lower and earlier peak in Fed Funds rate. However, bonds markets were blind to the inflation surge, so why should […]

Filed Under: News, The Dispatch Tagged With: 3AC, Blockfi, bond volatility, buffett indicator, CAPE ratio, Celcius Network, Celsius, Commodities, commodity inflation, crypto winter, earnings estimates, equity valuations, FTX, Gucci, inflation, inventory spike, LooksRare, move index, NFTs, Paypal, profit margins, rents, S&P earnings, SBF, shelter inflation, sticky price inflation, Uniswap, Voyager, wage inflation, yield curve

May 28, 2022 By Asi de Silva

First Signs of Slowing Real Estate

We saw the first signs of slowing real estate activity this week. April new home sales dropped 16.6% MoM and home builder surveys show an uptick in cancellations. This slowdown is needed to cool the economy and ease inflation. Rents (aka shelter) is over 40% of the core-CPI index, and we need easing house prices […]

Filed Under: News, The Dispatch Tagged With: CPI, housing starts, insider trading, new home sales, NFTs, OER, QT, shelter inflation, US housing

March 12, 2022 By Asi de Silva

Crypto Executive Order Embraces The Industry

President Biden’s crypto executive order embraces the industry and illustrates how digital assets have become mainstream. It’s surreal to hear “the rise in digital assets creates an opportunity to reinforce American leadership in the global financial system and at the technological frontier…” coming from the White House. The various government departments and agencies are instructed […]

Filed Under: The Dispatch Tagged With: Andre Cronje, CPI, crypto executive order, crypto regulation, EU crypto ban, government surveillance, inflation, OER, PoW ban, rent inflation distortion, rents, shelter inflation

February 26, 2022 By Asi de Silva

Is the Ukraine invasion a buy trigger?

The question “Is the Ukraine invasion a buy trigger?” does not attempt to make light of the destruction and suffering in Ukrainian. Readers look to The Dispatch for investment observations, not malformed geopolitical ramblings. We shall aim to stick to our knitting even during this unfortunate time. The massive markets reversal on Thursday was a […]

Filed Under: News, The Dispatch Tagged With: bitcoin adoption, bitcoin donations, crypto narrative, equity valuations, home prices, LUNA, Luna Foundation, Market Outlook, Megacaps, mortgage, mortgage rate, OER, rent inflation distortion, rents, shelter inflation, SWIFT, Ted Cruz, Terra, Ukraine

November 20, 2021 By Asi de Silva

Signs of Market Froth

Signs of market froth are rising in both digital and traditional assets. As we show, 10-20% fees on transaction value makes no economic sense, but that is the reality on Ethereum today. This points to expectation of higher asset prices offsetting the punitive fee. Rivian, the recently IPOed electric vehicle maker, reached a $150bn market […]

Filed Under: News, The Dispatch Tagged With: bubble signs, covid lockdown, covid vaccines, Energy prices, Ether, Ethereum, Fed QE, Fed taper, gas fee, home prices, hourly earnings, inflation, John Deere, market froth, Metamask, mortgage, oil inventory, Peloton, Rivian, shelter inflation, Unions, vaccination rate, wage inflation, wages

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