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Long time fan of yours too. Now is the time. Let’s do this.
👀 "Trump’s awareness of both the state of the U.S. Navy and S. Korea’s strengths in shipbuilding is a development few predicted. This interest suggests that economic cooperation between the U.S. and S. Korea could grow beyond its current scope."
Trump emphasized South Korea’s top-notch shipbuilding industry, highlighting close collaboration between the two nations, which reflects the challenges facing the U.S. shipbuilding sector. #SouthKorea #US #YoonSukYeol #DonaldTrump #Ship chosun.com/english/opinio…
What happens to housing if the 10 year yield gets to 5-6%? I think there’s a real chance we get there if the Fed doesn’t get more hawkish and continues to try and cut rates.
Once a media organization becomes the voice of a presidential candidate shouldn’t they become subject to campaign finance limits and regulation?
BREAKING: @MSNBC Producer Admits MSNBC Is 'Doing All They Can to Help’ the Harris Campaign During an undercover date with an OMG journalist, Basel Hamdan (@BaselYHamdan), a writer and producer for MSNBC’s show “Ayman,” (@AymanMSNBC) was asked what the network has done to assist…
This article by @MikeSchuler is excellent. But I want to highlight a few key points that make this especially bad: 1) neither side wants a deal The ILA wants unreasonable demands and can afford to hold out. USMX shipowners have leaned that port congestion increases rates and…
US East and Gulf Coast Ports Face Imminent Shutdown as Union Announces Intent to Strike gcaptain.com/us-east-and-gu…
Just a year and a half ago, 30% of Democrats believed that children should be taken away from unvaccinated parents. Nearly 50% of Democrats believed that the unvaccinated should be sent to camps. This is what a totalitarian ideology looks like.
Give Americans a plot twist that gets them excited to vote. Trump would win by a landslide if he makes @RobertKennedyJr the CIA director. His uncle and dad were murdered by them. Americans hate the deep state and would love for RFK Jr. to splinter the CIA into a thousand pieces.
People need to stop overreacting about Kamala’s plan to reduce food inflation, as if it would lead to communism, mass starvation, and the end of America. I worked in M&A in the food industry. Here’s a step-by-step summary of what would actually happen: 1. The government…
The US govt and Fed can guarantee that all payments will be made to avoid default, they can print the money if needed. The only thing they cannot guarantee is the buying power of those dollars after they have printed a few trillion $$$.
Greenspan has confirmed it - US treasuries are safe because the US can print money to repay them. Yup that is the definition of risk free safe asset class. Do you have enough gold?
The amount of rating agency fraud involved with private credit will make the housing bubble seem like amateur hour
Among the commission's recommendations: authorize the Navy to make greater use of allied shipyards for maintenance and allow the procurement of support vessels from US allies if US shipyards lack the required capacity.
In its new report, the Commission on the National Defense Strategy warns of mounting security threats, stresses innovation, and recommends strengthening the DoD as part of an "all elements of national power" approach to security. bit.ly/3YqzEMr
How a Fed cut could send rates soaring higher instead 👇🏼 If the Fed cuts, they signal an end to the inflation fight If they aren’t fighting inflation, who wants long term bonds with a negative real yield? Nobody. They sell off. Sending long term yields higher. The yield…
This is your monthly reminder that the US Government employs 2.2 million people Over FOUR PERCENT of them work for the US Navy’s shipbuilding and repair arm @NAVSEA South Korean does not have that many government workers or massive delays or run away shipbuilding costs
It seems like there is a big debate in shipbuilding and therefore, I published an article @PolicyMarine! sciencedirect.com/science/articl… My article discusses key driving factors of South Korea's shipbuilding industry. Special thanks to @djag2 for his insightful comments.
Not sure I've ever seen the chairman of the Federal Reserve publicly accuse the White House of cooking the books on employment numbers, but here we are.
there it is POWELL: THERE IS AN ARGUMENT THAT PAYROLLS MAY BE A BIT OVERSTATED
All across Alaska, people are seeing signs like this in stores. Why? Because a single ship, the North Star, is temporarily down for repairs. Why would a single ship being down cause a shortage crisis for an entire state? Because thanks to a ridiculous law that passed 104 years…
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