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Daniel Lacalle
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Daniel Lacalle 5h
The Post-Covid19 Recovery. What shape will it likely take?
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Daniel Lacalle 7h
Global debt at all-time high. What could cause a debt crisis? A combination of weak growth or stagnation, rising inflation but central banks keeping rates low as well as diminishing returns of monetary policy.
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Daniel Lacalle 8h
Massive euphoria in 2021 earnings estimates. Analysts expect a 37% jump in earnings per share in 2021. However, track record of constant downgrades throughout the year suggests these expectations are most probably too optimistic.
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Daniel Lacalle 9h
Replying to @AndrewGibsonMBA
Time to reduce exposure to cyclicals and value and take exposure in gold and GARP stocks, IMHO
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Daniel Lacalle 9h
Markets have never been this expensive into a recovery in twenty years, according to JPM.
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Daniel Lacalle 10h
Pfizer CEO "Not Certain" Vaccine Will Stop People From Spreading COVID-19
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Daniel Lacalle 12h
Replying to @PMusgrove62
Means option bets on a rising market
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Daniel Lacalle 13h
Replying to @edwardnh
Amazing
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Daniel Lacalle 13h
Massive exposure to risk.
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Daniel Lacalle 14h
Global Recovery Estimates via S&P. Might be optimistic in most economies.
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Daniel Lacalle 14h
Massive carry trade fuels a very expensive market.
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Daniel Lacalle 17h
Replying to @1234Looper @mises
Thank you. And it is a fact
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Daniel Lacalle 18h
The GDP of China is planned, dictated by production, not demand. It is not an observed GDP, but rather planned by the central government together with the provinces. 
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Daniel Lacalle 18h
Replying to @FagerlundMr @mises
This paper is very detalled. Thanks foo the comment.
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Daniel Lacalle retweeted
Daniel Lacalle Dec 3
The Great Reset. Conspiracy Theory? Or Real Risk Of Massive Interventionism?
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Daniel Lacalle Dec 4
Market greed at all-time highs. Disconnect between markets and the real economy. Watch
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Daniel Lacalle retweeted
Gold Telegraph ✪ Dec 4
MUST WATCH: 🎥 Milton Friedman on inflation & the money supply. “Inflation is just like alcoholism, in both cases when you start drinking or when you start printing to much money, the good effects come first the bad effects come later.”
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Daniel Lacalle Dec 4
Replying to @_InakiLopez_
Cierto
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Daniel Lacalle Dec 4
Replying to @dtwibell
The latter
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Daniel Lacalle Dec 4
Citi highlights risk of debt crisis triggers in 2021: 1) If central banks tighten on rising inflation (unlikely IMO) 2) Economic activity disappoints (highly likely IMO), 3) Governments' fiscal burden larger than expected (very likely, IMO)
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