John Delaney 🇺🇸

@JohnDelaney ↗

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Last Checked Aug. 17, 2022

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Wed May 11 18:20:53 +0000 2022

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John Delaney 🇺🇸 @JohnDelaney

The market is reminding people of a fairly basic principle - all companies will ultimately be valued by the cash flow they will produce, and nothing more. This is ultimately very healthy and stabilizing. — PolitiTweet.org

Posted May 11, 2022

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John Delaney 🇺🇸 @JohnDelaney

People should not assume that the current market forecast for rates is anything more than a guess. There is a reasonable chance that the Fed has underestimated the problem and that Fed Fund rates could exceed 4%. — PolitiTweet.org

Posted May 11, 2022

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John Delaney 🇺🇸 @JohnDelaney

Low rates inflated "story" stocks (and new currencies) and made people believe the world was changing or "realigning" faster than it was. A few percentage points of rate increases immediately turned everything on its head and reminded people that basic economics still apply — PolitiTweet.org

Posted May 11, 2022