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В целом, поддерживаем позицию Миши Бьюрри по вопросам «Sell» & «This time is different».
На картинке изображены ставки по федеральным фондам (белым, правая шкала) и обвал индекса SP500 (желтым) на 42% в 2001-2002 годах. Есть такое золотое правило — американские рынки всерьез не падают, пока ФРС не начинает снижать процентные ставки = признание реального сокращения экономики. Это как с рецессией, которую объявляют постфактум, эдак через 9-12 месяцев.
В целом, поддерживаем позицию Миши Бьюрри по вопросам «Sell» & «This time is different».
На картинке изображены ставки по федеральным фондам (белым, правая шкала) и обвал индекса SP500 (желтым) на 42% в 2001-2002 годах. Есть такое золотое правило — американские рынки всерьез не падают, пока ФРС не начинает снижать процентные ставки = признание реального сокращения экономики. Это как с рецессией, которую объявляют постфактум, эдак через 9-12 месяцев.
Soloviev also promoted the channel in a post he shared on his own Telegram, which has 580,000 followers. The post recommended his viewers subscribe to "War on Fakes" in a time of fake news. The War on Fakes channel has repeatedly attempted to push conspiracies that footage from Ukraine is somehow being falsified. One post on the channel from February 24 claimed without evidence that a widely viewed photo of a Ukrainian woman injured in an airstrike in the city of Chuhuiv was doctored and that the woman was seen in a different photo days later without injuries. The post, which has over 600,000 views, also baselessly claimed that the woman's blood was actually makeup or grape juice. Pavel Durov, a billionaire who embraces an all-black wardrobe and is often compared to the character Neo from "the Matrix," funds Telegram through his personal wealth and debt financing. And despite being one of the world's most popular tech companies, Telegram reportedly has only about 30 employees who defer to Durov for most major decisions about the platform. But Kliuchnikov, the Ukranian now in France, said he will use Signal or WhatsApp for sensitive conversations, but questions around privacy on Telegram do not give him pause when it comes to sharing information about the war. Ukrainian forces successfully attacked Russian vehicles in the capital city of Kyiv thanks to a public tip made through the encrypted messaging app Telegram, Ukraine's top law-enforcement agency said on Tuesday.
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