The Angry Bear

[unable to retrieve full-text content]I am sitting out here in Arizona watching the Semiconductor plants being built. The one we are closest to has been going on for two years now. I am going to guess it is near completion. TSMC Arizona’s first fab is on track to begin production leveraging 4nm technology in first half of 2025. Upcoming […] The post US-China Decoupling appeared first on Angry Bear.

[unable to retrieve full-text content]Capital Gains: Realization Does Not Matter – by Steve Roth Wealth Economics You’re looking at your asset portfolio and decide to sell or buy some ETF shares. Click. The transaction is a dollar-for-dollar asset swap between you and your counterparty, at current market prices: M assets (bank deposits) in exchange for ETF assets, and vice versa. Equal […] The post Capital Gains: Realization appeared first on Angry Bear.

[unable to retrieve full-text content]Getting needed and proper healthcare is a task in the USA. A task in the richest global nation when getting healthcare should not be in the United States. Even if the care is available, it may come at a cost which prevents a person from getting care. The programs which can help a person get […] The post KFF Health News’ Yearlong Study of How Government Decisions Undermine Black Americans Health appeared first on Angry Bear.

[unable to retrieve full-text content]DOGE today, gone tomorrow “With a little more than a month until Inauguration Day, one of the most fascinating parts of the new administration isn’t being led by President-elect Donald Trump. The Department of Government Efficiency, or DOGE, has arguably garnered more attention than Trump’s plans for tax cuts, tariffs, and immigration. Co-heads Elon Musk […] The post Why is This Commentary BS? appeared first on Angry Bear.

[unable to retrieve full-text content]A More Democratic Economy A 1787 newly minted United States of America wasn’t far removed from an old Europe where not so long before all property belonged to the crown or state; where only a hundred years or so earlier John Locke had first defended the idea of private property at a time when most […] The post Public vs Private Wealth – Breaking Free appeared first on Angry Bear.

[unable to retrieve full-text content]Looks like Trump wants to kill the US Postal Service. Postmaster General DeJoy has been bent on killing the USPS in a death by a thousand cuts. The Trump administration will try to kill it outright, and hand over its responsibility to the private sector. Ironic, because the big losers will be rural residents that […] The post USPS RIP appeared first on Angry Bear.

[unable to retrieve full-text content]– by Bill McBride Calculated Risk Newsletter REO: lender Real Estate Owned We will NOT see a surge in housing foreclosures that would significantly impact house prices (as happened following the housing bubble) for two key reasons: 1) mortgage lending has been solid, and 2) most homeowners have substantial equity in their homes. Last week, CoreLogic reported […] The post Q3 Update: Housing Delinquencies, Foreclosures and REO...

[unable to retrieve full-text content]I subscribe to The Atlantic and have done so for years. It would accompany me on long trips to Asia where I would fall asleep at one page, wake up later, and start reading where I left off. Spending 13 hours in a plane to Norita requires some type of brain stimulation. And then from […] The post What It Means to Be Old appeared first on Angry Bear.

[unable to retrieve full-text content]Sorry, our system is f’d up and one of us was murdered as a result. We admit the United Health system does not work as well as it should. At United Health, we can sympathize with all of you hit with higher healthcare costs and bad results. We at United Healthcare are “willing to partner […] The post United Health Group and the Healthcare System appeared first on Angry Bear.

[unable to retrieve full-text content]I live in Arizona and I will not miss Sinema. “Senate Democrats were livid after Sens. Kyrsten Sinema (I-Arizona.) and Joe Manchin (I-W.Va.), two longtime members of their caucus, voted Wednesday (12/11/2024) to block President Biden’s  nominee, Lauren McFerran, to serve another five-year term on the National Labor Relations Board.” The impact of which will allow Trump to place an anti-labor member...