A hub for independent voices and hard truths
Valuations this lopsided don’t last. DXY looks like it has much further to rise. pic.twitter.com/Aw1QxqXfwg — Michael J. Kramer (@MichaelMOTTCM) July 28, 2025 Where do you think the risk vs. reward is? The last (and only) time the % distance …
The trade deficit will find another level but the situation is actually worse once people step back and think about sht for more than a degenerate price tick. The underlying problem with this disorderly “Flood the Zone” manner in which …
Megyn Kelly is joined by Kevin O’Leary, chairman of O’Leary Ventures & Beanstox, to discuss the reality of Donald Trump’s tariff policies, why China is taking advantage of American businesses and stealing IP, the effects tariffs could have on the …
by Dismal-Jellyfish Source: https://www.bankofcanada.ca/2023/06/summary-governing-council-deliberations-fixed-announcement-date-june-7-2023/ Highlights: “the economy remained clearly in excess demand and that the rebalancing of supply and demand was likely to take longer than previously expected.” “members felt that enough data had accumulated to convince them that more …
JPMorgan Chase & Co. projects real-money portfolios, including those of sovereign wealth and pension funds, will tilt back in favor of bonds to meet allocation targets, in the largest rebalancing flows to the asset class since the fourth quarter of …