Independent thinking for complex markets and current events
Troops in cities. Elections in question. Billionaires warning of autocracy. The system isn’t bending. It’s being hollowed out. “A federal judge has declared President Donald Trump’s use of military troops in Los Angeles illegal… warning that Trump appears intent on ‘creating a national police force with the President as its chief.’”Politico That is not critique. …
Why did the 2yr treasury sell off when everything else rallied on the tariff pause? Why did gold recover and finish the day up $100 amid widespread euphoria in risk assets? Something doesn't add up here and I don't know what it is. Keep your helmets on. pic.twitter.com/Nqe0oJkxdY — Nobody Special (@JG_Nuke) April 9, 2025 …
https://twitter.com/FinanceLancelot/status/1904404403164971055 https://twitter.com/PhilipSoos/status/1904379760370950216
With $SPY currently standing at $4,200, the relentless upward climb of inflation is silently chipping away at purchasing power, while so-called “assets” are showing a decline. To maintain pace with inflation since 2021, when it was perceived as transitory, $SPY would need to rise to $5,480, signifying a substantial 30% increase above its current value. …
With each passing crisis, the scale of economic interventions grows, yet the challenge of maintaining real incomes in the face of eroding purchasing power remains. Reflecting on the past 40 years, it becomes clear that inflation’s compounding impact may lead to even more significant price increases in the future, highlighting the evolving nature of financial …
