by Summary:
Stocks follow the economy, not the other way around. And stocks are not currently reflecting the slowdown in the economy, but they will. 
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Stocks follow the economy, not the other way around. And stocks are not currently reflecting the slowdown in the economy, but they will. 
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
| Stocks follow the economy, not the other way around. And stocks are not currently reflecting the slowdown in the economy, but they will.  |
I heard Buffett is sitting on a abnormally high amount of cash… like he's waiting for a buying opportunity.
Thanks Mike. Best wishes!
you are the best Mike…thank you!
MMT lunatics are a big reason why the economy is going down the drain. How do you justify printing trillions of new dollars while the economy is slowing?
Hedge funds which use bond strategies are in terrible situation for at least 3 years. Some of them use leverage, most of them are done.
Ive noticed a divergence between SPY and my blue chips I watch. I think the effects of the drain are present its just not being felt by the overall market (yet)
Don't banks also create money? So if loan growth slows shouldn't that be bearish?
So you’re bearish now? What happened to rocket fuel after the tax drain
You don’t see the rebound?
Thanks Mike. I wonder if capital inflows from Europe etc. is having a big impact with all this increasing fear of war. Thinking of crazy Europe for sure.
the ponzi bubble fraud market gives zero fucks about anything, it just goes UP UP UP UP