Independent thinking for complex markets and current events
The technology is real. That is what makes this so interesting. The biggest risk to the AI boom is not that AI fails. It is that the economics fail. Look at what is happening. Microsoft invested roughly $13 billion into OpenAI. OpenAI then spent billions on Azure. Microsoft booked the revenue. Google committed tens of …
Stop looking at the stock market and start looking at the empty job sites. The foundation is gone, and no amount of corporate press releases will build it back. ‘It’s only a matter of national security.’ America Workforce Academy’s mission to fill the workforce gap. Some raw facts from the American Builders and Contractors Association …
The Professor has never heard of the Zimbabwe School of Economics! — Visegrád 24 (@visegrad24) March 20, 2026
https://www.youtube.com/watch?v=razKa7KEK_Q Worldrenowned realist scholar Professor John Mearsheimer explains why Japan’s demographic collapse, geopolitical entrapment between the US and China, exploding debt,
Written 13 years ago.https://t.co/GeBHZEavhF — Financelot (@FinanceLancelot) April 3, 2025 “Almost all economists, financial analysts, journalists, pundits, bloggers, and armchair cynics will scoff at this prediction. But the cycle exists because people don’t believe it. Now that the US economy is recovering from the Depression of 2008, people are wondering when will be the next …
I’ve heard talks in Cali of increasing the minimum wage to $30 lol it’s like they don’t want to understand how economics works. h/t alanrelianttop
In other completely unrelated news : The Price of Steel and Aluminum is up 25% The Price of Semiconductors is up 50% The Price of EV’s are up 100% and the price of solar panels are up 50%. “Determined to dominate” vs “Actually dominating” are Two very different things. Fact check: Biden again falsely claims …
via The Epoch Times: Epoch Times reporter Tom Ozimek recently wrote in these pages of former President Donald Trump’s encounter with Kayla Montgomery, a young Republican political consultant whose business is to “engage young, black professionals, students, and community members” in the Atlanta area. The ex-president and Ms. Montgomery met at a Chick-fil-A restaurant during an impromptu …
Jim Willie- ‘Gold’s The Safe Haven When There’s No Escaping The Debt Default’ With gold and #silver rallying while there’s been a selloff in the bond market, today Dr. Jim Willie checks in to share his view on what’s happening. Jim talks about how Japan is selling US treasuries, which has added to the pressure …
via dismal-jellyfish: Source: https://libertystreeteconomics.newyorkfed.org/2023/12/dropping-like-a-stone-on-rrp-take-up-in-the-second-half-of-2023/ Background: Liberty Street has a paper Treasury Bill Supply and ON RRP Investment based on the Staff Report Banks’ Balance-Sheet Costs, Monetary Policy, and the ON RRP. TLDRS: The authors call out the increase in Overnight Reverse Repurchase (ON RRP) take-up from 2021 to May 2023 was influenced by several factors, including higher balance-sheet costs …
by DAVID HAGGITH Statue of a REAL economist — Adam Smith. Photo by K. Mitch Hodge on Unsplash Can you believe the Treasury market is already unwinding its bets that the Fed is done fighting inflation, even as the Champaign is still bubbling in half-empty flutes left behind from everyone’s celebration of the Fed’s victory? Of all the …
When you're Left-leaning you just have to want something badly enough for it to happen i.e. the laws of economics are nonsense. Simply legislate the result you desire. What could be easier! — TheLege (@TheLege2) June 18, 2023 JUST IN – Swiss voters agree to "net-zero" carbon law, a 15% tax rate for multinationals, and …
