appears that gold is being adopted by every nation state that values property rights 😏
Читать полностью…The us has been in a labour recession since 2022 IMO. People are working 2-3 jobs, savings have evaporated.
Читать полностью…Even if you think they are painting the economy better than it is, portfolio managers are allocating based on this information. Wouldn’t you want to follow where the money is going?
Читать полностью…The fed likes to cherry pick information to paint the economy as robust. But it's hard to say that when we all know that Americans live paycheck to paycheck, and are one emergency away from going broke
Читать полностью…And march 2023-march 2024 had 800k revised away.
Revision for march 2024 - march 2025 going to be even bigger
NATALIE BRUNELL: 🟠 "Bitcoin is the apex property… that will be adopted by every nation-state that values property rights."
Читать полностью…That's why it's called a bubble. Stock market always goes up until it doesn't. A credit event is looming, the japan carry trade almost triggered it
Читать полностью…Usually it comes very suddenly. When 10-2 is uninverted between 40-90 bps historically
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