Independent thinking for complex markets and current events
China is a complete sh*t show. Their 2008 moment. https://t.co/z9K9spoqBU — QE Infinity (@StealthQE4) December 29, 2024 Bazooka’s and bank recaps. Nothing has worked. Instead, China’s industry is in freefall with deflation threatening to spiral out of control. At the same time, real estate developers are back in the news facing insolvency; a threat that …
Warren Buffett echoed Charlie Munger’s criticism in his annual letter, that the stock market has become increasingly “casino-like.” Buffett believes too many investors act as speculators rather than long-term investors focused on company fundamentals. The ease of online trading apps has made buying and selling stocks more akin to gambling, in Buffett’s view. He warned young investors … https://www.msn.com/en-us/money/savingandinvesting/warren-buffett-joins-charlie-munger-s-criticism-in-annual-letter-criticizing-the-stock-market-as-becoming-casino-like/vi-BB1j0fsf Financial Nihilism Making sense …
Higher US debt deficits can potentially contribute to inflation if the government resorts to printing more money to cover its deficit, which can increase the money supply and, in turn, lead to rising prices. Prominent figures like former Treasury Secretary Larry Summers and investor Stanley Druckenmiller are sounding alarms about the unprecedented economic challenge the …
"Soft landing" narrative is now the consensus This also happened in 2000 and 2006 We all know what came after… pic.twitter.com/LUjenTWIgi — Bravos Research (@bravosresearch) August 23, 2023 Imagine working twenty hour days building complex financial models when you can make 5% risk-free doing nothing. pic.twitter.com/SpvBsdhnQb — Genevieve Roch-Decter, CFA (@GRDecter) August 22, 2023 Office …
Taiwan semiconductor warned that Artificial Intelligence is not as good as it sounds.https://t.co/ENHumo5m4y"TSMC's second-quarter earnings call may go down as one of the more pessimistic calls in recent history" Just another rope-a-dope. pic.twitter.com/1YtEEDD7Xc — Mac10 (@SuburbanDrone) July 20, 2023 Bulls the highest since the left shoulder over two years ago: pic.twitter.com/v0CmBacGO5 — Mac10 (@SuburbanDrone) July …