Independent thinking for complex markets and current events
Yikes. So how can Japan keep their 10 year bond yield at 1.1% with their 30 year bond ripping higher? Their 2 year bond yield is .6% None of this seems sustainable Their currency will get trashed. https://t.co/zRpxIojQl6 — QE Infinity (@StealthQE4) January 15, 2025 And yet isn’t enough… JGB 30Y yield now rising to …
Remember when all those folks told you the Long-Term Holders never sell their $BTC? Yeh, they lied to you. Largest revived supply volumes since the 2018 bottom, and the BCH hard-fork (aka the biggest volume of old coins taking profit in a bull market ever). pic.twitter.com/1kwXbOkaI0 — _Checkmate 🟠🔑⚡☢️🛢️ (@_Checkmatey_) December 19, 2024 This is …
Déjà vu 2008 pic.twitter.com/V6ZMYE5wKF — C invest (@mikael_aune) December 9, 2024 Government jobs keep making NFP look (a bit) stronger than it is. One might say, who cares whether the government or private sector created jobs? A job is a job. However, government jobs mostly don't add new value like private-sector jobs and over the …
A former KGB agent named Yuri Alexandrovich Bezmenov claimed in 1984 that Russia has a long-term goal of ideologically subverting the U.S. He described the process as “a great brainwashing” that has four basic stages. The first stage, he said, is called “demoralization,” which would take about 20 years to achieve. https://www.youtube.com/watch?v=C9Yv_AQPWVQ A former KGB …
Listen to the full podcast here: https://podcasts.apple.com/us/podcast/scott-bessent… CEO Technician – X
Yes, as Mario says, the Supreme Court now has an opportunity to make the same decision, and we urge it to seize the day! https://t.co/TShSk01bDr pic.twitter.com/wLxI8mmD9o — James Coleman (@EnergyLawProf) November 12, 2024
With Trump there might be some short term benefits, but no president can change the long-term fundamentals. With Biden we have seen the green boom in the first two years to witness a green bust afterwards. We can expect tariffs, lower taxes, more deficits, but all of that doesn’t change the long-term picture. It might …
by Mike Maharrey Gold’s long-term return is greater than conventional wisdom might lead you to believe. Traditional analysis of gold’s returns leaves out important factors. Models considering these elements reveal much better returns over time that far outpace the inflation rate. Gold is typically viewed as a store of value. Over time, investors expect its …
Global Liquidity entering the next bullish phase in a long-term cycle pic.twitter.com/sGPKyymZZh — Barchart (@Barchart) October 6, 2024 #GOLD formed another inside bar and is poised for its next big move. However, it needs to break above record levels to confirm the setup.#XAUUSD pic.twitter.com/pPRpRlyxj7 — Gold Predictors (@GoldPredictors) October 5, 2024 Another inside bar in …
from Kerry Lutz’s Financial Survival Network Host Kerry and guest Ed Siddell engaged in a discussion regarding the Federal Reserve’s recent decision to cut interest rates by 50 basis points, expressing surprise and skepticism about its implications. They examined how this rate cut might influence the upcoming election and noted the contrasting trends in job growth between the …
If you think the U.S. tax system is complicated, you’re not alone. Scott Galloway, professor of marketing at NYU Stern School of Business, believes the complications are the result of various loopholes designed to help wealthy people. “The tax code has gone from 400 pages to 4,000, and that extra 3600 pages are to turn …
The bond market is placing bets as to rates will be in two years. They're betting there's bad things ahead https://t.co/o9q9qo7821 — Darth Powell (@VladTheInflator) August 26, 2024 Ya but just how bad is this? During the GFC the lowest of the low points AFTER a deep jobs recession was 168.9. Purchase demand is at …
On this long-term chart the pandemic is barely visible as a minor blip in a 15 year blow-off top to a long-term secular bull market. Marked by unprecedented political acrimony, constant monetary intervention, and a 6% budget deficit to obtain 2% "growth". In a more honest time… pic.twitter.com/svL7Rgo7Wy — Mac10 (@SuburbanDrone) August 22, 2024 Expectations …
BlackRock CEO says Bitcoin is "digital gold and a great long-term store of value." pic.twitter.com/TFRRz5MJUv — Citizen Free Press (@CitizenFreePres) March 9, 2024 Crypto is CREEPY. So hey listen, I have this thing you can't touch & can't see but it is worth$4000 but I will sell it to you for $3000. Well where did you …
MicroStrategy insiders sold shares worth $128 mln YTD. Historically they had good timing with selling stocks. h/t mrmrmrj
On Friday, Hawaii Governor Josh Green threatened out-of-state home owners in Maui who resist helping the victims from the recent devastating wildfires with a vacation rental moratorium. Hawaii Gov. Josh Green on Friday said he wants 3,000 condos and homes that are normally rented to Maui tourists converted to long-term housing for displaced wildfire survivors …
The Obamunists are in a hole, they really don’t know what to do next. So they will continue to double down on failure. The Ukrainian Army is fading, losing ground in the field, and there are obvious internal squabbles going on, amid rampant corruption. So Lyndon Johnson, err… I mean… Biden, is sending an Offial …
The soaring Debt to GDP ratio at 124%, driven by the government’s extensive money printing, poses a heightened risk of long-term economic consequences and increased inflationary pressures. Despite a slight dip from the previous peak in 2020, the current ratio remains a cause for concern. ‼️DEBT TO GDP: 🚀 – Current Debt to GDP ratio: …
by MrBuffaLou JPM trying to make some bag holders materialize. https://www.marketwatch.com/story/the-markets-in-a-funk-why-now-is-an-attractive-entry-point-for-long-term-investors-says-jpmorgan-strategist-67dd989a?mod=home-page Someone has to buy Jamie’s shares! https://twitter.com/joosteninvestor/status/1717270633095004487 #recession … #GFC2 US #Banks edition#Banking $BKX $XLF $KRE 📉 👀 https://t.co/rjNti9bQ6L pic.twitter.com/lu6acbDVfC — Invariant Perspective (@InvariantPersp1) October 29, 2023
by ChampionshipUsed9855 Long-term Treasury rates increased from 3.5% to 5% during last 6 months. It may push long-term inflation above current expectations. US government has debt of 120% GDP and duration of 7+ years, therefore this 1.5 percent increase in long-term interest rate will increase interest payment by 1.8% GDP. It may look tiny, but …
by TonyLiberty Billionaire investor Bill Ackman believes that interest rates are going to continue to rise, especially long-term rates. He says that the world is in a different place now and that investors are underestimating the impact of factors such as the skyrocketing national debt, the flood of government bonds in the market, and the …
Reality is all that previous excessive money printing has goosed up prices far above the long term core trend. And only a hard landing would even have a shot at bringing it back to trend, otherwise the future is clear: Permanent higher prices and cost of living with wages not having kept up. And the …
by Michael The rise of the “superbugs” is here. The death toll is already in the millions each year, and it won’t be too long before “superbugs” are killing tens of millions of people each year. In my last book I identified a number of long-term trends that threaten to collapse our society, and now you can …
by Chris Black This literally means perpetual war in the blackhole that is the Ukrainian government, one of the most corrupted in the world. I don’t even know what that means: "We will make clear that Ukraine's future is in NATO" – @jensstoltenberg pic.twitter.com/wte3gotoBL — Anton Gerashchenko (@Gerashchenko_en) June 14, 2023 https://twitter.com/USNATO/status/1669312527631523843 Granted, a “NATO …