Independent thinking for complex markets and current events
Gains, Pains & Capital argues Fed policy never eliminated inflation, only displaced it across categories and time Official CPI down from peak levels, but housing still elevated Insurance costs remain one of the fastest rising major expense categories Federal interest expense rising above $1T annually, adding fiscal pressure into price structure Higher rates increasing debt …
According to the report, SEC enforcement attorneys are “looking into whether the firm and some of its senior executives have exerted improper commercial influence on its ratings procedures, said the people, who asked not to be identified discussing the ongoing probe.” Officials in the agency’s complex financial instruments unit are involved in the investigation, the …
“For decades, the Japanese and Chinese produced more than they consumed and saved the difference. A part of those savings got invested in US treasuries, which meant the US govt could spend more than it earned and borrow the difference. The more Asian savings grew, the more US borrowing surged. Western economists understood this mechanism, …
Peter Schiff examines the first trading week under President Trump’s second term, noting market performance, a joint venture announcement in the tech industry, and a significant decline in the dollar index. He delves into the implications of a $500 billion AI investment, arguing it may strain short-term economic resources. Peter also highlights rising trends in …
Most of the US stock market are tech, that has a very high valuation plot from multpl. com pic.twitter.com/YQgSP5LoRy — Data Driven Stocks (@stockdatamarket) December 15, 2024 European Stocks trading at an all-time record discount relative to U.S. Stocks 🚨 https://t.co/MBwckCKVD2 pic.twitter.com/c1nwYFwjLJ — Barchart (@Barchart) December 16, 2024 ZIRP allowed the government to run up …
The propaganda is beginning to unravel. https://t.co/nvfdevO9Si — Robert F. Kennedy Jr (@RobertKennedyJr) February 20, 2024 NEW – Red Cross official says the only way to get blood "that is not vaccinated" is to donate for yourselves or from an unvaccinated family member.pic.twitter.com/54xU3eeQcs — Disclose.tv (@disclosetv) February 21, 2024