Comments by "Jeffrey Marshall" (@jeffreymarshall4572) on "CNBC Television" channel.

  1. Joe Kernen is one of the few good journalists left who isn’t pimping an agenda.
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  2. Every Econ class I ever took had the same evaluation metric: if the return on the endeavor can exceed the discount rate, it’s generally worth doing. Rising interest rates make a lot of businesses insolvent.
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  3. They should be bearish. Recession on the horizon. Future earnings need to be discounted due to inflation and corporate debt is going to get more expensive.
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  4. This is WAY worse than the 70s/early 80s because at least back then REAL rates were positive. Today, everyone’s savings are losing 7% per year.
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  5. Granny Yellen and the treasury won’t stop spending until something irreversible breaks. MMT was always gonna be suicidal.
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  6. As wealth evaporates and Fed tightens, companies are going to have trouble raising capital. Especially the ones that are hemorrhaging losses like Uber and Lyft.
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  7. Real rates need to be positive and we’re not even close.
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  8. “Don’t Fight the Fed” works both ways. If the Fed money printer, asset purchases, and ultra accommodation created this bubble, then reversing these policies will certainly pop it.
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  9. That’s still about 700 bps short of fighting inflation.
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  10. 2023 a good year for tech? We’ll see. I think we’re starting a multi year decline
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  11. Bull crap. Sell off assets and give haircuts accordingly.
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  12. As long as reserve ratio is still 0%, no deposits are safe.
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  13. If your business is capturing people’s disposable discretionary income like Netflix, Peloton, restaurants, etc I would be worried. Those food and energy costs have to be made up somewhere.
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  14. Controlling inflation is easy. Just do what Reagan-Volcker did to stop it. Although this would likely lead to other problems…
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  15. Hopefully Israel is able to vet any military age men before there are allowed to leave.
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  16. Supply chain BS. You don’t print $5 trillion and do $10 trillion in deficit stimmy packages without creating huge price hikes - if you can still get things at all.
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  17. Just once more in my lifetime, I would like to see a balanced US budget, $0 Fed balance sheet and free market interest rates. This economy is so beyond fake.
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  18. How is the Fed going to sell $9 trillion in losing assets that pay between 0.5% and 2.5% when inflation is 8.5%? There’s gonna have to be some massive asset mark downs and guess who gets stuck with that bill?
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  19.  @brianoleson4634  Yup. You can blame the Fed.
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  20. Dude seems like a total weasel. Only spoke in nebulous 40,000 foot sound bites.
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  21. Here we go…..
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  22. That just tells us how many zombie companies are out there only surviving on ultra accommodative fiscal and monetary policies.
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  23. Isn’t that low? I’m thinking $50 trillion or more. If we last that long.
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  24. He’s right about rates being a traffic signal for market exaggerations. What happens when traffic signals are manipulated to be “green” for all directions?
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  25. Zero chance of recession ha! 100% chance of recession.
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  26.  @scrantonrager  Hmm. That’s seems unwise sacrificing a sub 3% interest rate on the whole loan to now pay 5% plus to free up some dough.
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  27. Make banks do two things immediately: 1) reserve ratio 10%+ 2) mark down their overvalued assets
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  28. Two choices: wealth destruction or buying power destruction. The Fed will choose to help the wealthy so don’t expect them to follow through on their empty inflation rhetoric.
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  29. “Reservations” aren’t sales.
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  30. The Dems have gone the reconciliation route for everything else since Biden was elected, they better expect to go it alone on the debt ceiling as well.
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  31. These analysts are so out of touch of reality. 4775 S&P 500? No freaking way. Recession by fall. Gas is staying above $4 for years. Food prices aren’t going down if you can continue to get food at all. Stagflation is here. More like S&P 2500 by end of year.
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  32. Until real interest rates are positive we won’t know just how bad things really are.
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  33. Said every meteorologist to date.
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  34. An alphanumeric string of characters that takes supercomputers to validate transactions invented out of the ashes of the GFC. I can’t understand why anyone would buy it.
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  35. We were one of those households who cancelled in Q1. We had barely used the service for the last year. Completely bored with the repetitive content. Should have cancelled a year ago. Inflation and the upcoming recession are going to make people shed many discretionary monthly bills.
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  36. Ever since I bought my first iPhone 3s in 2010, the product has changed very little. Yet somehow Apple can lure people to spend between $700-$1500 every year for an upgrade with very little increase in utility.
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  37. No Cramer, the stock market isn’t the weakest part of the economy. It’s weak everywhere.
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  38. I can’t see how stocks can be priced higher than pre-pandemic. We now have $10T more US debt that needs to be serviced. We have $5T more of Fed asset purchases that need to be unwound. And now we have near record inflation.
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  39. We’ve been using more and more debt and spending to keep the economy afloat for 50 years (the end of Bretton-Woods). One of these times, more debt and money printing isn’t going to work. Even reserve currencies have a finite credit limit.
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  40. Apple’s products are becoming increasingly stale. Why do people buy a new phone every 1-2 years when it’s basically the same product? Maybe as times get tougher, people will replace their phones about the same as their TVs: every 5-10 years.
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  41. Finally deleted my account for good a year ago after they kept putting me in jail for nonsensical stuff.
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  42. Oh please. How can somewhere have long term optimism when there’s $30 trillion debt, $125T of unfunded promises and trillion dollar plus deficits for as far as we can see? The dollar is toast. The future is Weimar Germany or worse.
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  43.  @askmedov  A lot of budget commitments are indexed for inflation like Medicare and Social Security so deficits increases will offset any debt monetizing.
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  44. I worked in a Anazon warehouse for a year. It was kind of fun. But it would have totally sucked if it was a union shop. There was too many laggards who complained all the time as it was.
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  45. UP close to $2k per month? Just wait until the job losses pick up. This is going to be way worse than 2008.
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  46. I was thinking same. Our Walmart is notoriously under staffed.
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  47.  @JominC  How can they if inflation stays high?
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  48. The economy is so false. It’s only thriving due to money printing, 0% interest rates, and trillions in deficit spending. Any reversal of these policies will crush it and the Fed knows it.
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  49. The banking reserve ratio is still at a Covid emergency level of 0%, in other words, UNLIMITED leverage.
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  50. How much longer will apple be able to get people to pay $1,000 for an unnecessary phone upgrade? At some point people will realize they are buying something they don’t need.
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