Born of Invention, Forward Thought & Hope. We believe "Together, We Can Accomplish Anything." Our Mission: To change the world through best in class investing.
Denver, Colorado
Joined November 2021
- Tweets 42
- Following 15
- Followers 16
- Likes 38
Moderna mRNA-4157/v940 pos. ph2 data released on December 12, 2022.
EOD
12/12/2022: $165.13
12/13/2023: $197.54
12/14/2023: $208.95
February 22, 2023: $158.17
+ FDA grants breakthrough therapy designation for personalized cancer vaccine
❤️ @moderna_tx and patients!
$MRNA
#sotu2023. It is great to see manufacturing jobs coming back to the United States, as many Americans prefer to work with their hands. #NAFTA #WTO and unfettered #globalization hollowed us out as we shipped jobs overseas. Local supply chains promote security and welfare at home.
#sotu2023. U.S. Nominal GDP hit $26.1 trillion in 2022. The End of the Cold War ushered in a wave of Globalization with Int'l Institutions molded in our image. USD became the global reserve currency, fiat gold accepted universally as a store of value and medium of exchange.
Until recently, if you were #unemployed, economic recession meant a tough scramble to compete for few available jobs.
Since 2018, jobs have been in search of qualified people. The NFIB survey shows finding employees as top priority for small business confidence. #JOLTS
Blue Room Investing retweeted
Our first @madelongroup ground up modular prefab MF building in Denver, CO. @__BLUE__ROOM__ House One
To: @CNBCFastMoney
cc: @jimcramer
🎌: Japan is a loyal ally of U.S. #Yen is allowed to freefall, because BOJ wants #yen to be strengthened from a ++weaker++ position. #PlazaAccord was a painful lesson (tho it was nice to own the Rockefeller Center and Pebble Beach). Buy 🇯🇵?
Japanese #Yen is plunging, with the number of Yen required to buy a dollar increasing from 100 to 150 in less than two years.
No doubt that the Yen can turn on a dime as soon as the U.S. Fed asks BOJ for participation in a coordinated intervention.
#DollarIndex #DollarVsYen
The #Euro is heading to historic lows, only exacerbating the economic sting of the #EnergyCrisis. #PlazaAccord Part Deux is needed to solidify the usefulness of the #Dollar as global reserve currency against emerging rival regimes, which means coordinated dollar depreciation.
The #Euro has traded below $0.97, meaning that compared to just a few weeks ago, corporate America's earnings coming from Europe are going to take another 200+ basis point hit.
Compared to 2000, the Euro could still fall another dime. Compared to 1984, could it get that low?
Blue Room Investing retweeted
Alfonso Medina, CEO of Madelon Group, says the only way to provide the housing at an affordable price is to “productize” development by leveraging technology and using prefabricated and modular construction. #cre #multifamily #commercialrealestate spr.ly/6013Kq9eN
Blue Room Investing retweeted
Our Denver @madelongroup prefab development, can’t wait to break ground on this!
Madelon Group and Blue Room Investing Announce Affordable Housing Partnership | Real Estate Weekly rew-online.com/madelon-group…
Mann Report, a monthly business-to-business commercial real estate magazine featured Alfonso Medina.
@amedinarangel @madelongroup #REDTech
____________________
Madelon Group
New York
Alfonso Medina
Joseph Ruiz @Ignacio15626187
Dane Andrews
READ here: mydigitalpublication.com/pub…
.@__BLUE__ROOM__ 56 | 1.8.22
"A New World" by @omarfguzman
QE failed to boost gold, but #bitcoin and #ethereum surged to propel forward #Web3 and the promise of decentralization.
+ READ the article: lnkd.in/g3HESbtd
#investment #future #blockchain #decentralizedfinance
Blue Room Investing retweeted
#Gold is a beautiful metal valued preciously by all humankind. Note the two price pivots around the timing of Quantitative Easing. Near term movements can be frustrating because gold is priced in dollars, the strongest of all fiat. Don't expect to get lucky on the first date.
Blue Room Investing retweeted
#Silver is a beautiful white metal held in precious regard for its luster and functionality as a key ingredient in all sorts of old and new industrial (and bio) applications. Plus it kills werewolves! When thinking about the widening gold-silver ratio, silver will fly someday.
Bloomberg: NHSPSTOT Index
It is sad when people work to death to have a place to rest and call home.
#HousingCrisis
. _ . . _ . . _ . . _ .
Inelastic Supply &
Growing Inelastic Demand
Tying into Knots
Millions Trying to Make Ends Meet
. _ . . _ . . _ . . _ .
This morning, Headline #PPI for Finished Goods reported +9.6% (highest readout since 2011) vs the average YoY change of 1.8%, since 2013.
Reasons:
1. Port delays
2. Supply shortages
3. Rigid labor market stifling logistics industry
Ex-Food & Energy PPI increased 5.9% YoY.
Forces keeping down Producer Price Inflation include: #Globalization and #TradeAgreements plus #Technology. In the 1970s, surging PPI forced the Volcker Fed to raise Fed Funds to kill #inflation, but thereby induced #Stagflation. Will 2020s #COVID19 Supply Shock > Powell Moment?
U.S. CPI measures the change in prices of goods and services paid for by consumers. Ex Food & Energy, CPI increased 4.9%, up from 4.6% in Oct 2021 reading.
Feb 75 = 11.7%
Jun 80 = 13.6%
Jan 91 = 5.6%
#RealEconomics #SupplyShock #CostPushInflation
source: Bloomberg @business
