Author Topic: Is Hyperinflation On The Horizon?  (Read 157564 times)

Online aygart

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: May 2008
  • Posts: 18827
  • Total likes: 14919
  • DansDeals.com Hat Tips 14
    • View Profile
    • Lower Watt Energy Brokers
  • Programs: www.lowerwatt.com
Re: Is Hyperinflation On The Horizon?
« Reply #1340 on: June 10, 2022, 12:57:38 PM »
Fortune: Larry Summers claims he can prove inflation is way closer to the 1970s than people think—and that a deep recession may be the only way to end it.
https://fortune.com/2022/06/09/larry-summers-cpi-flaws-1980-inflation-severe-recession/
Feelings don't care about your facts

Online aygart

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: May 2008
  • Posts: 18827
  • Total likes: 14919
  • DansDeals.com Hat Tips 14
    • View Profile
    • Lower Watt Energy Brokers
  • Programs: www.lowerwatt.com
Re: Is Hyperinflation On The Horizon?
« Reply #1341 on: June 10, 2022, 04:08:29 PM »
Bloomberg: Larry Summers Says Fed Forecasts Look Ridiculous, Warns on Rate Delay.
https://www.bloomberg.com/news/articles/2022-06-10/summers-says-fed-forecasts-look-ridiculous-warns-on-rate-delay
Feelings don't care about your facts

Online aygart

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: May 2008
  • Posts: 18827
  • Total likes: 14919
  • DansDeals.com Hat Tips 14
    • View Profile
    • Lower Watt Energy Brokers
  • Programs: www.lowerwatt.com
Re: Is Hyperinflation On The Horizon?
« Reply #1342 on: June 12, 2022, 01:24:42 AM »
New York Post : Inflation costing Americans an extra $460 per month, analysis says.
https://nypost.com/2022/06/10/inflation-costing-americans-an-extra-460-per-month-analysis/
Feelings don't care about your facts

Online aygart

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: May 2008
  • Posts: 18827
  • Total likes: 14919
  • DansDeals.com Hat Tips 14
    • View Profile
    • Lower Watt Energy Brokers
  • Programs: www.lowerwatt.com
Feelings don't care about your facts

Offline yuneeq

  • Dansdeals Lifetime Presidential Platinum Elite
  • *********
  • Join Date: Jan 2013
  • Posts: 8887
  • Total likes: 4064
  • DansDeals.com Hat Tips 10
  • Gender: Male
    • View Profile
  • Location: NJ
Re: Is Hyperinflation On The Horizon?
« Reply #1344 on: June 13, 2022, 02:49:36 PM »
https://twitter.com/typesfast/status/1536043269217341440

YoY inventory growth doesn't really provide much insight into inventory bloat, especially when inventory was out of whack in 2021. A better metric from the original article - inventory-to-sales ratio is still historically low despite the recent uptick. (Though one category - "other merchandise" seems like a big, negative outlier.)



However I would like to see a metric that better tracks excess inventory by what each retailer considers excess compared to overall inventory, let's call it "excess inventory ratio". A chart based on trailing 4/8 weeks sales and another for projected 4/8 weeks would give a lot clearer picture of how things stand right now.
Visibly Jewish

Offline EliJelly

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Jan 2019
  • Posts: 3246
  • Total likes: 3702
  • DansDeals.com Hat Tips 1
    • View Profile
Re: Is Hyperinflation On The Horizon?
« Reply #1345 on: June 13, 2022, 07:02:19 PM »
New York Post : Inflation costing Americans an extra $460 per month, analysis says.
https://nypost.com/2022/06/10/inflation-costing-americans-an-extra-460-per-month-analysis/
That's maybe for an average American household of a dad, dad and a poodle. How much do we multiply that for an average frum family?

Offline jye

  • Dansdeals Platinum Elite + Lifetime Silver Elite
  • *****
  • Join Date: Jan 2017
  • Posts: 741
  • Total likes: 1144
  • DansDeals.com Hat Tips 0
    • View Profile
  • Location: Lakewood NJ
Re: Is Hyperinflation On The Horizon?
« Reply #1346 on: June 13, 2022, 07:08:11 PM »
That's maybe for an average American household of a dad, dad and a poodle. How much do we multiply that for an average frum family?
No way to compare. You can double the 12% food inflation, the 9% restaurant increase, and the 17% increase in chicken in the official figures shown in the article and it won’t even begin to capture the price increases hitting the Jewish groceries and food establishments.

Offline jye

  • Dansdeals Platinum Elite + Lifetime Silver Elite
  • *****
  • Join Date: Jan 2017
  • Posts: 741
  • Total likes: 1144
  • DansDeals.com Hat Tips 0
    • View Profile
  • Location: Lakewood NJ
Re: Is Hyperinflation On The Horizon?
« Reply #1347 on: June 14, 2022, 12:22:42 PM »

Online Kobe Bryant

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Jan 2017
  • Posts: 4035
  • Total likes: 2302
  • DansDeals.com Hat Tips 17
    • View Profile
Re: Is Hyperinflation On The Horizon?
« Reply #1348 on: June 14, 2022, 06:43:26 PM »


Is anyone buying this?

Online Kobe Bryant

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Jan 2017
  • Posts: 4035
  • Total likes: 2302
  • DansDeals.com Hat Tips 17
    • View Profile
Re: Is Hyperinflation On The Horizon?
« Reply #1349 on: June 15, 2022, 09:33:21 AM »
Any thoughts on what the Fed’s increase to the Fed’s target rate will be today? I expect 75 bp.

Offline ExGingi

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Nov 2015
  • Posts: 17884
  • Total likes: 8116
  • DansDeals.com Hat Tips 19
    • View Profile
  • Location: 770
  • Programs: בשורת הגאולה. From Exile to Redemption. GIYF. AAdvantage Executive Platinum®
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Offline smart man

  • Dansdeals Platinum Elite
  • ****
  • Join Date: Sep 2016
  • Posts: 289
  • Total likes: 83
  • DansDeals.com Hat Tips 0
    • View Profile
  • Location: Lakewood
Re: Is Hyperinflation On The Horizon?
« Reply #1351 on: June 21, 2022, 10:43:19 PM »

Offline ExGingi

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Nov 2015
  • Posts: 17884
  • Total likes: 8116
  • DansDeals.com Hat Tips 19
    • View Profile
  • Location: 770
  • Programs: בשורת הגאולה. From Exile to Redemption. GIYF. AAdvantage Executive Platinum®
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Offline Ver hut gazugt

  • Dansdeals Platinum Elite + Lifetime Silver Elite
  • *****
  • Join Date: Jan 2021
  • Posts: 621
  • Total likes: 615
  • DansDeals.com Hat Tips 0
    • View Profile
  • Location: New york
Re: Is Hyperinflation On The Horizon?
« Reply #1353 on: July 03, 2022, 01:39:12 PM »
Seems like the fed is lying. No qt in June according to the fed balance sheet.

Online yelped

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Mar 2015
  • Posts: 11258
  • Total likes: 4121
  • DansDeals.com Hat Tips 43
    • View Profile

Offline ExGingi

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Nov 2015
  • Posts: 17884
  • Total likes: 8116
  • DansDeals.com Hat Tips 19
    • View Profile
  • Location: 770
  • Programs: בשורת הגאולה. From Exile to Redemption. GIYF. AAdvantage Executive Platinum®
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Offline ExGingi

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Nov 2015
  • Posts: 17884
  • Total likes: 8116
  • DansDeals.com Hat Tips 19
    • View Profile
  • Location: 770
  • Programs: בשורת הגאולה. From Exile to Redemption. GIYF. AAdvantage Executive Platinum®
Re: Is Hyperinflation On The Horizon?
« Reply #1356 on: July 04, 2022, 12:28:09 PM »
Now that most of those are gone, inflation should come down

https://twitter.com/DiMartinoBooth/status/1543956888383098880

But it takes time to resolve, since while some people left the workforce, rehiring them isn't so simple with other costs rising and a recession looming. Everything will eventually resolve, the less the powers in charge mix in, the faster things resolve. All they have ever done with their policies is prolong the process.

https://twitter.com/DiMartinoBooth/status/1541744229025710082
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Online Kobe Bryant

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Jan 2017
  • Posts: 4035
  • Total likes: 2302
  • DansDeals.com Hat Tips 17
    • View Profile
Re: Is Hyperinflation On The Horizon?
« Reply #1357 on: July 08, 2022, 09:26:49 AM »

Offline ExGingi

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Nov 2015
  • Posts: 17884
  • Total likes: 8116
  • DansDeals.com Hat Tips 19
    • View Profile
  • Location: 770
  • Programs: בשורת הגאולה. From Exile to Redemption. GIYF. AAdvantage Executive Platinum®
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Online Kobe Bryant

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: Jan 2017
  • Posts: 4035
  • Total likes: 2302
  • DansDeals.com Hat Tips 17
    • View Profile
Re: Is Hyperinflation On The Horizon?
« Reply #1359 on: July 13, 2022, 08:36:35 AM »