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waterbottle's latest activity

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    waterbottle replied to the thread Inflation.
    Sorry, not sure what you mean. On a different note, are there any real estate aficionados that could comment on the commercial real...
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    waterbottle replied to the thread Inflation.
    It isn't though. CPI is still above target has core CPI has been going sideways for a few months.
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    waterbottle replied to the thread Inflation.
    US retail misses NY manufacturing index misses Phillip manufacturing misses This data looks ****
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    waterbottle replied to the thread Inflation.
    Oz consumer sentiment now as low as it has been during COVID 2020....
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    waterbottle replied to the thread Inflation.
    We just had a record surplus and minerals are at all time lows. Time to buy.
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    waterbottle replied to the thread Battery recycling - EVs & beyond....
    My understanding is that REEs are a custom made chemical, in that you can't just recover the product and reprocess it as you would with...
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    waterbottle replied to the thread Inflation.
     Question is how weak can they get? Worse than 2020? Surely not. IMO commodities have been less susceptible to hopium so are probably...
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    waterbottle replied to the thread Inflation.
    If the US opts for any sort of default, surely that would drive interest rates higher? Could be a good political move and would help...
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    waterbottle replied to the thread Inflation.
    Dunno, crypto is my bellwether for risk plays and it's just started to crack recent lows
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    waterbottle replied to the thread Inflation.
    I don't know enough to answer that
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    waterbottle replied to the thread Inflation.
    US unemployment claims starting to trend upwards. Usually the precursor to recession hmmmmm
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    waterbottle replied to the thread Inflation.
    Don't know how you can justify keeping inflation high for years when you've been arguing that it's the worst economic bogeyman for the...
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    waterbottle reacted to Dona Ferentes's post in the thread BUB - BUBS Australia with Haha Haha.
    Dis / function
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    waterbottle reacted to The Triangle's post in the thread BUB - BUBS Australia with Like Like.
    What does Charlie Munger always say? Substitute EBTDA with Bull💩 earnings If fairness maybe no one has explained to the board of Bubs...
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    waterbottle replied to the thread Inflation.
    I'll get reported to HR if I keep watching Peter Zeihan doom pr0n. In other news, there are different types of recession...
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