Sensible Speculation
@SensibleSpecReal winners don't talk a lot - William Gallacher
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Absolutely nothing beats the combination of a good risk management model and discipline! If you don't have those, you are likely better off indexing! #RiskManagement
Natural human, emotional reactions to stressful markets can influence the decisions we make. As this chart illustrates, the influence often isn’t for the better. pim.co/gxf3t #behavioraleconomics #investing #recession
It seems the bond market doesn't believe that Trump, Vance, Musk, etal will do anything positive for government finances. 😒
Know those unrealized UST losses on US bank balance sheets? What do u think unrealized Sov losses look like on Euro bank balance sheets? Or unrealized JGB losses on Japanese balance sheets? Dont even get me started on unrealized Real Estate losses on Chinese bank balance sheets.
VERY, VERY unpopular opinion...... History will show that the September 50 basis point rate cut by the Federal Reserve was appropriate. #JustWaitAndSee
$100 now ---> $10k in a few months I'll definitely take the under on that! I realize I'm just an old relic stuck in a fiat world, and that "I'll have fun staying poor"......... But I will never understand this "phenomenon".
Thank you @SmallCapVal for the heads up on the WPM interview. It was great to hear Smallwood say he didn't see a need to raise more equity. And, that excess cash flow will go to dividends before they would ever consider compromising deal quality,
Your opinion would be appreciated! Do you think the 30 year bond yield is heading back to 5+%? (Currently at 4.401%) #InterestRates #Bonds #economy
Superior business models produce superior results! @DynacorGold announces expansion of their proven strategy! $dng.to $dngdf
The "Standard Oil Trust" of the new millennium?
It often seems that the person that called computers "instruments of the devil" was closer to the mark.
Steve Jobs called the computer “a bicycle for our minds”, a tool that makes humans much more productive. However, US economic data back to the 1950s shows that annual productivity growth averaged 2.8 % in the 1950s but just 1.3 % in the 2010s. The 2020s aren’t much better 1.8 %
From the 2023 Berkshire Hathaway Meeting. $brk.b
Up 42 bps since the calendar year low on September 11, 2024 (6.11%) Thank you for posting this @NewsLambert
🚨🏡 The average 30-year fixed mortgage rate just popped up to 6.53% That's a BIG one-day move Spread: 256
It will be interesting to see what happens to 30 year mortgage rates over the next few days. (30 year closed at 4.253% today)
4% 10 treasury yields here we come. We haven’t seen this levels since August The Fed’s September rate cut actually made borrowing costs higher 🤦♂️ Nice job Jerome.
We knew this was inevitable after the merger was denied, didn't we @ValueStockGeek reuters.com/business/aeros…
The Dogs portfolio continues to suffer from poor stock selection in 2024. YTD: -18.16% $AAP $TTEC $MODV $MLAB $TRUP $SEE $AMN $TBI $FBNC $CLB
History never repeats itself, but it often rhymes! I'm never bearish, but certainly a bit more cautious than usual right now.
The last time the Fed cut rates while markets were at their highs? September 19, 2007. The market rallied, pulling everyone in. By October 7th, it all came crashing down...
And many sports bettors do even better than the most disciplined casino gamblers.
You have better odds in Vegas than you do being a trader in the stock market. People don’t want to hear this, but it’s a proven truth.
The same Senators that couldn't cut 75 basis points out of the federal budget if their life depended on it. 🤡
BREAKING: US Senators have sent a letter to Powell asking for a 75bps cut.
![Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice.](https://pbs.twimg.com/profile_images/1022255534911700992/vmNRWBcf.jpg)
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