Independent thinking for complex markets and current events
Since the Fed's peak (so far) holdings of MBS hit $2.74T in April 2022, they've "run off" $242B, about 8%, over 16 months. In just TWO months in 2020 they monetized $500B. At that time, Case-Shiller home prices were up near 5% YOY, on their way to 22%. They owned $0 MBS in 2008 pic.twitter.com/vm3uyuDcq3 …
Guest Post by Nick Giambruno via internationalman.com In the age of fiat currency, the distinct concepts of saving and investing have become conflated and confused. Saving is producing more than you consume and then setting it the difference aside. Investing is allocating capital to a productive business to create more wealth. Investing has more risk—and …
by AvailableChoice3130 The goal of the investigation is to gather facts that would inform the U.S.’s China policies, including on American capital flows. By routing “massive flows of American capital” to such Chinese entities, the U.S. firms are “exacerbating an already significant national-security threat and undermining American values,” said the letters. How does this flow …
(7a) Lower Priced Teslas The average price of a used Tesla is over $24k lower than the peak last July. Video: https://t.co/uwLwbR3ssh pic.twitter.com/9qfGaCetiH — Charlie Bilello (@charliebilello) July 19, 2023 h/t Simian_Stacker
That's the week. We have now entered the pre-FOMC silent period. 96% probability of July rate hike. Peak earnings. Lowest liquidity period of the entire year. Nothing can go wrong now. pic.twitter.com/TEXdXB3q2w — Mac10 (@SuburbanDrone) July 14, 2023 Anyone who buys this chasmic gap between the wealthy and everyone else deserves what's coming. This impending …
It is indeed a matter of great concern that the top 4 banks are currently facing monumental losses, amounting to a staggering $205 billion, on their bond assets. Moreover, the entire banking system has witnessed an alarming figure of approximately $2 trillion in bond asset losses. This unfortunate situation emphasizes the vulnerability of banks and …
https://t.co/HCatGtZb5A — McSqueezyTheCow (@McSqueezyTheCow) July 4, 2023
I love this ratio (old definition/new definition), specially the rate at which it has been increasing since 2021…👇 https://t.co/pXs2htkAra — Alvaro (@Alvaro128929138) June 25, 2023 Can you spot a difference between the two boxes? Identical in size and price of $7.49. One was bought two weeks ago, and the other today 🚨🚨🚨 by u/BoatSurfer600 in …
BREAKING: @BlackRock Recruiter Who “Decides People’s Fate” Spills Info on Company’s World Impact “It’s not who the president is- it’s who’s controlling the wallet of the president” “You got $10K? You can buy a senator" “War is real f***ing good for business” #BlackRockExposed pic.twitter.com/DZIy1DuZKF — James O'Keefe (@JamesOKeefeIII) June 20, 2023 James O’Keefe and O’Keefe …
Now you know why student loans will never be forgiven. https://www.advisorperspectives.com/dshort/commentaries/2023/06/09/feds-financial-accounts-what-are-uncle-sams-largest-assets https://www.fiscal.treasury.gov/reports-statements/financial-report/balance-sheets.html Then, drilling down on “Note 4.” https://www.fiscal.treasury.gov/files/reports-statements/financial-report/2022/notes-to-the-financial-statements4.pdf h/t PettyWitch
