Independent thinking for complex markets and current events
Sadly, most people don’t understand money, specifically fiat currency. Things become more expensive because the currency purchasing them becomes less valuable. It will be a colossal mistake if the Fed cuts rates.Bonds will erode to oblivion. pic.twitter.com/Hdwdm4TUTj — The Great Martis (@great_martis) September 15, 2025 Things are BAD.1. GDP is "up" on stubborn inflation, which …
Cutting rates was a colossal mistake. pic.twitter.com/Wd41S5B8Cp — The Great Martis (@great_martis) January 3, 2025 $TLT is not the same as $ZB_F fwiw. 30-year bond futures are quite a ways away from all-time lows. The long-end is on the rise for reasons that include: – Upside economic surprises – Risks of inflation resuming – The …
by Michael If you live in the Southwest, you don’t need me to tell you that it is hot. A massive “heat dome” has been sitting over the region for quite some time, and it doesn’t appear that it will be moving much for at least several more days. There have been many areas where …