by Summary:
More voices than ever screaming to reduce “the debt” including Elon.
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
More voices than ever screaming to reduce “the debt” including Elon.
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
| More voices than ever screaming to reduce “the debt” including Elon. |
Teach Elon Musk MMT. If AOC can learn it, so can he.
Debt phobia goes up —> BTC goes up.
Fed needs to completely shrink their balance sheet to slow speculation in the housing market 🤷♂️
thanks Mike
Thanks for the updates, Mike. It's hard to believe it's already Thanksgiving.
You always use to get made and call us day traders but I’ve been a long term swing trader for years. I just try to buy with a margin of safety
Thanks for sharing your thoughts, Mike.
They're cuttin money!
Does anyone else see the massive bull flag on 10 year yields? Isn’t the pain trade new highs on rates? So much liquidity flowing how does one get disinflation?
Everything goes up. For now.
❤👁
You also read that the Houthis declared a cease fire because they are scared of the Draft Dodger in Chief. lol
In other news, Biden's been having American soldiers launch missiles against Russia.😬Yemen (and others) are expected to increasingly use Russian missiles to hit US interests here and there. Britain's military bases face similar retaliations (hopefully. I'd rather England not be vaporized. I have a 2nd home there)
Sticking with the fiscal flows works but the bond trade was based on speculating on Fed interest rate decisions
Elonia musk is either the first lady or the illegal immigrant president.
Trump's has a DEI cabinet
If you look at the FRED chart, "Assets: Total Assets: Total Assets (Less Eliminations from Consolidation)", the Fed increased its balance sheet sharply between Oct 2012 and Oct 2014. Why did this coincide with a big rally in the S&P that ended in Sept 2014? It seems to contradict what you are saying.
Thats when gov spending after 08 finally picked up
MSTR, SOL and TSLA plays are all that matter. Buffet just bought 1 bn of MSTR convertible bonds for 0% coupon. BTC treasury war began. Beautiful times ahead
And i wonder what they will all use to pay taxes on those fat juicy btc gains 🤣
@bobdones8098 if they are smart they will use melting ice cubes – dollars, if they double smart they wont pay taxes on those gains and live where it is possible to not to pay tax on gains, as it should be.
The reason why all this net spending isnt translating into larger economic growth is because the banking system has been at a complete standstill since 2022. Banks lend against income well like you said net government spending is private sector income and that has gone way up but banks arent lending against that increased aggregate income. Once the banks get back to lending 6-10% gdp growth we just need to figure out why they dont want to lend i mean look at the h8 data the fed puts out banks are asleep i think its the ukraine war banks hate when oil spikes
Can't we have rockets to the Moon and space-based Internet and EVs without a supply-side fascist bringing about another Great Depression in this decade? Is that at all possible…?
Time to short just sayin….