Mike Norman Economics

Stampede into Nvidia on good earnings then everything dropped. This market is highly speculative as I have been saying. 

Perma bears are going to be FREAKING… OUT…Nvidia now worth over $2.5 Trillion, more than the market cap of the entire German stock market. pic.twitter.com/Q7sJctOeoR— Erik Brynjolfsson (@erikbryn) May 23, 2024

It’s not an environment I like to invest in, but there’s no denying there’s still a lot of buying momentum.

15-17 July, 2024 / University of Leeds, UKUK MMT Conference 2024

MMT taking hold in the Global South?The Jordan TimesThe conceptual roots of the Global South’s debt crisisNdongo Samba Sylla, head of research and policy for the Africa region at International Development Economics Associates, is a former technical adviser for the presidency of the Republic of Senegal and a co-author of “Africa’s Last Colonial Currency: The CFA Franc Story” (Pluto Press, 2021) and a co-editor of Economic and Monetary Sovereignty in 21st Century Africa (Pluto Press, 2021)...

The AI zombies will be buying when Nvidia releases its earnings. 

Will he be spectacularly wrong twice? 

Lots of FOMO buying going on.

Major government transfers, yesterday, but I’m still not a fan of this rally. 

I see who’s buying now and I get it but the stuff that I look at tells me to be a little bit cautious.