jeroen blokland
@jsblokland
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Founder of the Blokland Smart Multi-Asset Fund, a future-proof portfolio that invests in a smart combination of scarce assets, Quality Stocks, Gold, and Bitcoin
Netherlands
Joined June 2009
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EXCITING NEWS 🚀!
I’m thrilled to announce the launch of the Blokland Smart Multi-Asset Fund, which invests in Quality Stocks, Physical Gold, and Bitcoin.
Interested? Contact jeroen
@bloklandfund
.com or visit for more info!
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This is one of the most unreal charts I have ever posted!
#Inflation
in the
#Netherlands
, my home country, has spiked to a surreal 17.1%.
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2K
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Wow chart! Based on
#SWIFT
international payments, we are witnessing 'de-euroization' and not '
#dedollarization
. The
#euro
's share in SWIFT global payments has dropped to 23% from 38% at the start of the year.
Are
#Russia
's SPFS and
#China
's CIPS eating up the euro?
By the way,
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1K
4K
The US 30-year
#mortgagerate
has spiked to a new high of 7.38%. This is the highest level in more than 22 years. It does not require rocket science to figure out that the spike will have a massive impact on the disposable
#income
of people buying a new house or getting a mortgage
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608
3K
BREAKING!
#Equities
plummet as President
#Trump
ends
#stimulus
talks until after the
#USElection2020
.
Chart
#NASDAQ
Index
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990
2K
BREAKING! US Headline
#Inflation
rose to 5.0% in May, beating expectations. Core
#CPI
up to a whopping 3.8%, highest since 1992!
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2K
This is a massive chart from
#Germany
!
Industrial
#production
of what used to be the manufacturing powerhouse of Europe peaked 6(!) years ago. Production is down 12% since then.
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Truly amazing! Just hours after it broke the USD 30,000 barrier,
#bitcoin
adds another USD 2,000 or 6.6% to hit USD 32,000.
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UNREALIZED losses US Banks
Up 22% to USD 683.9 billion in Q3!
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Be careful with
#Bitcoin
maximalists who tell you they bought more Bitcoin. Being a maximalist implies all of your ‘wealth’ is in Bitcoin, leaving no other ‘currency’ to buy Bitcoin. 🤥
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1K
The inflows into the 'new' spot
#Bitcoin
ETFs are baffling.
#Blackrock
's iShares Bitcoin Trust has accumulated USD 19 billion in inflows this year. This is more than Invesco's Nasdaq 100 ETF, including the hyped Magnificent 7 stocks and the
#ArtificialIntelligence
boom.
In
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Wow! The Hang Seng Index is down a whopping 4% today after another round of poor
#China
Macro data.
How long until China defies gravity and starts adding massive amounts of
#liquidity
despite its swiftly rising
#debt
pile?
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284
1K
Read this carefully. Dutch
#inflation
is now NEGATIVE!
Headline
#CPI
fell 0.3% from a year ago.
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1K
Just wow! US M1 Money Supply is up a staggering 70% from a year ago. That is a lot of
#USD
.
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1K
In case you really did miss it. US money supply is growing at a pace of roughly 70%(!) on an annual basis. That is just crazy.
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The Swedish central bank just raised rates by 100 bps!
100 basis points!
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I don’t think central banks, economists, financial markets, and politicians are paying enough attention to this chart!
#foodprices
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Yield Curve flattening - after inversions - is textbook
#recession
behavior. Today seems no exception!
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Wow! They did it again!
#Switzerland
's
#centralbank
unexpectedly cut its policy rate to 1.25%.
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911
Economists ALWAYS believe
#inflation
will quickly fall to 2%.
Forecasting inflation is incredibly hard!
It is impacted by demographics, supply chains, productivity, war, monetary policy, globalization, and luck
Too many factors to correctly ‘model.’
chart via
@biancoresearch
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The Power of Duration!
#Austria
’s 100-year bond is down 82% from its 2021 peak!
#Treasuries
are not safe assets!
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WOW!
#Germany
's Manufacturing
#PMI
plummeted to 38.8, which points to outright
#recession
.
Services held above 50.
So, is this time different, and will Germany's self-inflicted wounds in the Manufacturing Sector not result in another German recession?
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BREAKING! US core
#inflation
rose to 4.5% in June, higher than expected and the highest level since 1991. Headline
#CPI
also higher than expected at 5.4%!
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Wow!
#China
#inflation
drops to -0.5%.
That is some serious
#deflation
going on in China
(chart via
@ricyet
)
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OMG! Europe has completely lost it. European ‘politicians’, who are not leaders, increasingly act from an ideologist perspective, which is incompatible with democratic and socially supported policy making. To send a threatening letter to
@elonmusk
, compelling him to censor(!) his
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Why are stocks down today?
#YIELDS
! US Treasury yields are approaching 5% again, at which point things start to break. Think of the regional banking crisis, for example. But there's more. The UK suffered a near pension/insurance meltdown when UK policymakers came up with an
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🚨De Nederlandsche Bank heeft berekend dat 95% van de huiseigenaren de
#verduurzaming
van hun woning kunnen bekostigen met hun
#spaargeld
en door het afsluiten van een lening. Zo dan!
Ik heb het rapport gelezen blij word ik er niet van. De eerste vraag is in hoeverre een
De Nederlandse huizenprijzen zijn in de afgelopen 12 maanden met meer dan 5% gestegen. Sinds juni vorig jaar is de gemiddelde waarde van een koopwoning elke maand gestegen. In tegenstelling tot het verleden hebben hogere rentes weinig effect gehad op de waarde van een woning.
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825
It's official! The
#Netherlands
is recording the most new
#Covid19
cases per 10K people.
@MinPres
@hugodejonge
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BREAKING!
#Switzerland
's
#yieldcurve
is now negative for all maturities, hence anywhere between 3 months and 50 years.
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This is one of the most bizarre things I have ever seen. The price of crude
#oil
according to the expiring May future contract is USD -40.
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BREAKING! US retail sales rose 17.7% in May, more than double the number expected.
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Some personal news! After almost 20 great & inspirational years
@Robeco
, I have decided to follow my dreams and go on a new journey. Upcoming July, I will be launching a brand new research platform. Expect more analysis, graphs, and insights. New updates soon.
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BREAKING! The German
#yieldcurve
, the mother of all Eurozone yield curves, is now completely negative!
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Yikes!
#Bitcoin
is down a whopping 12% from its peak yesterday. It's another confirmation investors are forced to abandon their goldilocks scenario of decent
#GDP
growth, slowing
#inflation
, and a series of central bank rate cuts on the horizon. The US GDP number, which was
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100% of the US
#yieldcurve
is now inverted. Give me your best (meaning substantiated) reason why this time will be different and there won’t be a
#recession
.
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Volgens
@mauricedehond
zou de PVV, als er nu verkiezingen zouden zijn, 50 zetels behalen. Dat is dus één derde van alle zetels. Dat alleen is al een post waard. We moeten terug naar 1989 toen het CDA met 54 zetels een grotere overwinning boekte. Maar als je de enorme
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BREAKING! The 10-year US Treasury
#yield
has dropped below 1.30% for the first time ever.
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Wow!
#Inflation
in The
#Netherlands
spiked to a massive 11.9% in March. Double-digit inflation is here!
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The supply of
#money
‘created’ by central banks is massive, but it’s just not moving around!
#velocityofmoney
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It's official!
#Inflation
in the
#Netherlands
was 17.1% in September.
Average wage growth so far in 2022: 3.3%.
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Major reserve
#currencies
since 1250! Which currency will be the next?
Great chart by
@JamesEagle17
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WOW! The Chicago
#PMI
just dropped to outright
#recession
levels! 🚨
After spending also disappointed and core
#inflation
cooled, all the
#FederalReserve
now needs is a weakish
#payrolls
number, and the door to rate cuts will be re-opened on June 12.
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Interesting and somewhat disturbing. The % of people earning more than their parents has collapsed... via
@wef
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If you were wondering why stocks have held up so well despite a looming banking crisis?
#LIQUIDITY
!
The Fed Balance Sheet increased by a whopping USD 300 billion+ last week.
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Yikes! The US Composite
#PMI
just fell to 45.0! That is near
#recession
levels. The Services PMI is down to 44.1, where an increase to 49.8 was expected.
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This time is different. The velocity of the market decline in unlike anything before.
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Remember that
#Austria
(almost) 100-year bond?
It has lost half its value in less than three months!
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US
#Inflation
is back?!
Core Services ex Housing
#CPI
rose by 6.7% on a 3-month annualized basis. That's huge. In fact, during the 'inflation crisis of 2022,' there were only three months in which Core Services ex Housing inflation was higher.
😱
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Europe's next big enemy: drought!
Water levels in Europe's major rivers, including the Rhine, have dropped to record low levels, meaning ships simply can't get through. Eurostat estimates shipping routes alone add USD 80 billion to Eurozone GDP. The total impact is much bigger.
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#CreditSuisse
's Total Deposits declined by a whopping CHF 140 billion, or 37%, in Q4.
That is disturbing, and it seems unlikely that the deposit outflow will stop. Who would want to bring their money to Credit Suisse now? More likely, everybody wants out.
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New day, new low!
#China
's Shanghai Composite Index down another 1% as markets across the globe rally.
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Here's a headline:
Dutch
#inflation
falls to the LOWEST level on record!
EU Harmonized
#CPI
-1.0%.
#Deflation
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8 trillion! The
#FederalReserve
balance sheet just hit USD 8 trillion for the first time. ht
@DeItaone
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BREAKING! The German 10-year bond has dropped to -0.40% for the first time ever.
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Oh boy! US M1 Money Supply growth has accelerated to a whopping 66%.
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A 'golden rule' in
#monetarypolicy
says that when US real
#yields
rise above 2%, economic activity is severely impacted, and the odds of a
#recession
increase accordingly.
As of Friday:
5-year US real yield: 2.38%
10-year US real yield 2.20%
20-year US real yield 2.27%
30-year US
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#Money
stopped flowing
The
#velocity
of money has dropped to an all-time low.
#inflation
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