Independent thinking for complex markets and current events
The seven-time Oscar nominee, a winner for ‘Tender Mercies,’ also was memorable in ‘The Godfather,’ ‘Apocalypse Now,’ ‘To Kill a Mockingbird’ and ‘Lonesome Dove.’ Robert Duvall, the steely-eyed actor whose performances in the first two Godfather films, Apocalypse Now, The Great Santini, Lonesome Dove and The Apostle made him one of the finest actors of …
Moody's assessment is right. No other major developed economy is under pressure to grow its GDP by nearly 5% simply to service its debt. None. This is a central pillar of the bearish case for the US dollar. FX is a relative game and the urgency for rate cuts in the US is… pic.twitter.com/53XMF3p6f8 — …
Fraudster ex-Baltimore DA Marilyn Mosby wants Biden to give her a presidential pardon ahead of May 23 sentencing which could see her jailed for 40 years Mosby said she believes a presidential pardon would be ‘appropriate’ The prosecutor claimed she has done ‘absolutely nothing wrong, nothing illegal’ She is set to be sentenced on May …
Interesting that price pressures are decreasing in Germany while Survey has likely bottomed. There is a reason why European stocks are outperforming their US peers. pic.twitter.com/SlH1jUAgMk — The Macro Guy (@SagarSinghSetia) April 23, 2024 italian banks ripping this morning.. rate cut hopium https://t.co/AfRuywrPpV — Alessio (@AlessioTMAD) April 23, 2024 https://twitter.com/WinfieldSmart/status/1782712426154401801 European 🇪🇺 Equities pic.twitter.com/K1KHw5cZED — …
Great chart from PPG Macro showing delinquency issues beyond the large lenders. It seems that small lenders are increasingly exposed to overly risky loans. Commercial real estate loans are yet another example. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) August 2, 2023 Throughout ‘23 US default risk …