Lachlan Hughes
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lachlanhughes.bsky.social
Lachlan Hughes
@lachlanhughes.bsky.social
CIO at Swell Asset Management | Sharing impactful market trends and timeless quotes from world-renowned investors
The age of cheap labor, globalization, and abundant savings is ending. Inflation may be less about monetary policy and more about shifting demographics and structural imbalances. Are we prepared for what comes next? #TheGreatDemographicReversal #Economics
November 24, 2024 at 4:44 AM
Are we finally seeing home buying demand normalise after period of stagnation? What do you think?
November 23, 2024 at 10:52 PM
📉📊 This chart illustrates how Trump's fiscal policies, including TCJA extensions and tariff increases, disproportionately impact lower- and middle-income taxpayers. The lowest quintile sees a -3.67% change in after-tax income, signalling a regressive tax impact. #TaxPolicy #EconomicInequality
November 21, 2024 at 1:07 AM
🚀 A record-breaking year for US ETFs! In 2024 alone, inflows surged to a staggering $913 billion, eclipsing 2021's totals. This trend underscores the enduring appeal of the U.S. as a dominant force in global finance. #ETFs #Investing #AmericanExceptionalism
November 20, 2024 at 6:07 AM
📈 This week's investment trends are in! Tech sectors are witnessing the highest inflows, with a significant surge compared to the 4-week average. On the flip side, Industrials are facing the biggest outflows. What's driving these shifts? Let's discuss! #Investing #MarketTrends
November 20, 2024 at 5:38 AM