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@AllOilGasJobs
"The lenders all coming in push the story that you can borrow against these chips and add to the frenzy that you need to get in now. But chips are a depreciating, not appreciating, asset." ft.com/content/41bfac…
It’s not lack of financial means, but lack of faith and hope in an eternal future. wsj.com/world/birthrat…
Above, I made the case that gold is rallying on Fed cuts. Some are arguing that it is about two wars. I disagree ... see this chart. The marginal change was not war. It was rate cuts.
Is the US headed for stagflation? NO. With the US money supply (M2) contracting since July 2022, you can forget about a new surge in inflation. More in my latest w/ @davidlin_TV:
'We're in the midst of the third delusional epoch of the tech industry. Yet, unlike crypto and the metaverse, everybody has joined the party and decided to burn money pursuing an unsustainable, unreliable, and environmentally-destructive boondoggle.' wheresyoured.at/subprimeai/
“The greatest among you shall be your servant.” Matthew 23:11 ESV bible.com/bible/59/mat.2…
Oil price hitting its lowest level YTD while global oil inventories hit their lowest levels...as far back as Kpler dataset goes. Amazing.
While the unemployment rate fell as temp layoffs reversed, the number of workers working part-time for economic reasons jumped sharply for the second consecutive month. As a result, we continue to see upward pressure in underemployment: the U6 rate rose to a fresh high of 7.9%.
Whither the soft landing? Consider that small-cap stocks are rolling over even with market interest rates falling hard. This dichotomy tells you a thing or two about how investors are marking down their earnings forecasts (ahead of the analysts) for the most…
'Generative AI's one real innovation is that it's allowed a certain class of scam artist to use the vague idea of "powerful automation" to hype companies to people that don't really know anything.' wheresyoured.at/put-up-or-shut… by @edzitron
Distinguished UChicago Prof. John Mearsheimer on the Trump victory in November and the US proxy war with Russia: "There's no question that if Trump cut off all aid to Ukraine, that would put a quick end to the war or AT LEAST create a ceasefire." NO FUNDING = NO WAR.
'Thrive AI Health is profoundly emblematic of this AI moment precisely because it is nothing, yet it demands that we entertain it as something profound - the kind of press-release hype-fest you see near the end of a tech bubble.' theatlantic.com/technology/arc…
10 year yield fell, gold jumped. Investors are bracing for bigger stock correction?
Who said it? When a measure becomes a target, it ceases to be a measure. Sounds like the bubble is in whatever the PEs are busying themselves with…
Thanks, Fed. Your absurdly low interest rates for decades have caused the financial castration of thousands of main street business by so-called Private Equity: From Mark Jeftovic: (How Private Equity “Adds Value” In A Fiat-Financed World – Mark E. Jeftovic is The Bombthrower)…
These reserves are getting “risk-free” interest from the Fed at 5.25-5.5% which is the only interest rate that the Fed can directly control. That’s plenty of dormant liquidity, right? fred.stlouisfed.org/graph/?g=1o0Ru #FRED @stlouisfed
Gold is honest money created by God. And the Bible tells us: Of His government there shall be no end.
'The search for golden stability is a response to a world in flux. It reflects a growing belief that a new political order is emerging.' project-syndicate.org/commentary/gol…
Only 15% of Boomers have college degrees. 38% of Millennials.
I asked Gemini how the FED pays interest on the reserve balance held by the banks. The answer I got? "electronically" Something out of nothing. That's the only interest rate that the Fed can control, correct? Fed Interest on Reserves g.co/gemini/share/2…
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