ANU Market Day和Leon他们大逛特逛并突然成为了criminology society的成员
HPV第二针打卡♡(*´∀｀*)
还是上次的GP和上次的nurse～GP问我第一针有无不适，我说no prob just felt a bit painful，老爷爷笑着说正常，和nurse说She's cute
呜呜 于是打针的时候一点点的痛也可以忽略了
放弃左臂一星期计划 on！ https://t.cn/z84Gote
HPV第二针打卡♡(*´∀｀*)
还是上次的GP和上次的nurse～GP问我第一针有无不适，我说no prob just felt a bit painful，老爷爷笑着说正常，和nurse说She's cute
呜呜 于是打针的时候一点点的痛也可以忽略了
放弃左臂一星期计划 on！ https://t.cn/z84Gote
#honghao# 最新动态
[微风]Now the most value-adding CPI call is on inflection timing. With deflation prob = 0% & CPI >40y high, the big inflation call should’ve been back in 03/2020.
Adjusted for method chg, CPI now = Volcker 80’s. Fed lagging is the BIGGEST RISK.
图增补注释。请不要技术分析通胀数据。#洪灏#
[微风]Now the most value-adding CPI call is on inflection timing. With deflation prob = 0% & CPI >40y high, the big inflation call should’ve been back in 03/2020.
Adjusted for method chg, CPI now = Volcker 80’s. Fed lagging is the BIGGEST RISK.
图增补注释。请不要技术分析通胀数据。#洪灏#
《金融期刊》新论文：前三年信贷和资产价格的飙升 = 40%后三年出现危机的机会。兴衰更替，周期轮回，苍天饶过了谁？
JF latest “Predictable Financial Crisis”: rapid credit/asset price growth over prior 3yrs = 40% prob of crisis in next 3yrs. Boom breeds bust - the pickle we’re in.
(2022.7.6 @HAOHONG_CFA)
JF latest “Predictable Financial Crisis”: rapid credit/asset price growth over prior 3yrs = 40% prob of crisis in next 3yrs. Boom breeds bust - the pickle we’re in.
(2022.7.6 @HAOHONG_CFA)
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