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UE University

315 members • $20/month

104 contributions to UE University
Classic Bullwhip Effect
All the fear will fade away as the markets memory is very short-term. https://www.cnbc.com/2026/06/17/global-oil-demand-suppy-energy-prices-iea-inventories.html
2 likes • 2d
Yeah, what’s the deal with the absurdly pronounced recency bias in markets? They forget almost instantly, which makes them very over-reactive.
Is The AIROT Calculation Suggestion On This Video Accurate?
I don’t know enough about using chart tools to investigate. https://youtube.com/watch?v=u7D7khIyuFo&lc=UgwNr3ESDTCuqh6_qIV4AaABAg&si=qboIAqIqJiY1M2K3
0 likes • 6d
Comment: “Hi Simon! Actually there is a "calculator" for average-inflation-rate-over-time (AIROT) If I get it correctly you could use the SMA indicator over a monthly inflation rate chart. The indicator's period would be 12*Y, where Y means assumed number of years the FED considers. For 10y backward looking AIROT this would be 120, for 15 years - 180 and so on. I believe it's doable on TradingView quite easily. Using this approach along with FedFundsRate overlaid would allow to perdorm some guesswork on their methodology.”
1 like • 4d
@Simon Caron great analysis, thanks Simon!
1 like • 6d
@Ch Ed no pressure Ed, but would be great to have you ✌️
A Question I’d Like Us To Discuss
One of Simon’s regular YouTube viewers and members, Will Christensen, asked the following question with a $100 superchat in a members’ stream, and I was hoping to get some of your opinions on it. I don’t really have a view on this one because I’m not very informed on the markets, and especially the specific situation Will was referencing. What do you all think? Simon said he would perhaps be interested in reading a handful of your responses and doing a stream discussing them later. https://assets.skool.com/f/-/c50662f2e4274776889e29aa719201c0cc75e2f9a5d241eda473a58a3cf4113f.jpg
0 likes • 10d
@Quentin Minet Simon said he’d like us to discuss this a little, then use our comments as a springboard to make a video from.
Will Unrealized Capital Gains taxes bring more value to dividends?
The Cantillion Effect is driving greater divide between the asset holders and everybody else. This, in addition to frivolous spending from governments, has created an Unrealized Capital Gains tax movement. For the last few decades investors have argued that the double taxation on earnings distributed to shareholders via a dividend payout has made share buybacks more valuable to investors, but starting in 2028 The Netherlands along with Spain and other countries will start to require you pay cash as an unrealized capital gains. In the US dividends are taxed favorably, and unrealized capital gains may continue to pick up steam around the world ("soak the rich" mentality). Does all of this mean that dividend stocks that today trade without any premium may start to demand a premium on account that they provide you with cash that more or less pays for you to hold the position (offsetting the unrealized gains tax)?
1 like • 10d
They’re totally unworkable. How could they possibly be priced? It would essentially be arbitrary extraction.
1-10 of 104
Brody Alden
5
279points to level up
@brody-alden-4218
Here to learn — Learning to fly

Active 2h ago
Joined Jan 19, 2026
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