Summary:
Wasn't expecting such a slowdown. Could be end-of-year stuff or the new normal, but at the moment looking soft.
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Wasn't expecting such a slowdown. Could be end-of-year stuff or the new normal, but at the moment looking soft.
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Matias Vernengo writes Milei’s Psycho Shock Therapy
Bill Haskell writes Population Growth Outcomes
Robert Vienneau writes Books After Marx
Joel Eissenberg writes Undocumented labor: solutions, not scapegoating
Wasn't expecting such a slowdown. Could be end-of-year stuff or the new normal, but at the moment looking soft. |
Thanks, I appreciate your wisdom.
I got a feeling that that long COT Dollar position will unwind than we get a correction in stocks.
I'll be happy when the dollar slides, been building my positions for a long time.
Mike is gonna sign up to Planet Fitness Gym for his new years resolution jk…
Hey Mike great commentary as always my only regret is that you do not answer your comments have a happy new year Mike
Damn dude, 1975?!! I was just 2 years old and I am only guessing it's a whole different scene now. It will be a normal bedtime for me anyway.
i'm still waiting for the new year's ball drop to get cancelled for being offensive to neutered cats, its comin…
Happy New Year 🎊
Nancy Pelosi bought call options on Disney and Google. What’s your opinion?
Thank mike
We'll be Japan, they've done all the same crap as we're trying but still a stagnated economy. Lower interest rates coming.long term I don't see how we can be bullish on much for too long, declining demographics, higher avg age going up, and many old people with retirement accounts just waiting to be cashed out.
Yield curve is flattening again, without stimulus there is no doubt we are heading for recession in 2022. Even if the new covid isnt deadly, it is hospitalizing people and just generally making so many sick that the world will lose so much production in 2022. So what's the next shoe to drop that the fed will have "no choice" but to intervene?
I took my Santa rally cash today…sold my losers for tax purposes…and am about 50% exposed 50% cash. SPY and QQQ.
Norman is the man. 100k subs coming
That's one of the first complaints I heard. Socsec going up, Medicare payments eating that up. Not the smartest fiscal policy, from an MMT perspective.
All time highs coming!
Thanks for the heads up
Happy new year! These have been very valuable insights instead of the normal market commentary