Independent thinking for complex markets and current events
by Michael In order to understand what those running Iran intend to do, it is important to put yourself in their shoes. If someone was planning to kill you, how far would you go to save your own life? For many people, there isn’t anything that would be off the table in such a scenario. When …
by Michael After years of heading in the wrong direction, nobody can deny that the United States is facing overwhelming problems. So why don’t we focus on fixing those problems first? The truth is that we can’t do everything because our resources are very limited. U.S. households are more than 18 trillion dollars in debt, …
While GDP and inflation are critical indicators of economic health, unemployment also plays a significant role in market dynamics. High unemployment can lead to decreased consumer spending, which in turn affects corporate earnings and investor confidence. This can trigger market volatility and spread widening as investors seek safer assets. Q2 2007 & July stock outlook: …
For the first time since February 2021, inflation-adjusted grocery spending has increased, signaling a positive growth trend after nearly three years of decline. This means that despite inflation, people are now spending more on groceries in real terms. GROCERY SHOPPING 🍞🥩🥦 Inflation-adjusted grocery spending was positive for the first time since February 2021 after nearly …
Vivek Ramaswamy has said, if elected: I will reduce headcount at the U.S. Federal Reserve by >90% and limit its scope to doing exactly *one* thing: stabilize the dollar as a stable unit of measurement. pic.twitter.com/8lZBGZqkwH — unusual_whales (@unusual_whales) December 17, 2023 Hedge Funds have turned bearish on the U.S. Dollar for the first time …