Trump bristles at Musk’s rocketing profile as Dems play on the president-elect’s vanity, "He's [Elon] not going to be president, that I can tell you. I’m safe. You know why? He can’t be, he wasn’t born in this country."
Trump talked a lot about reducing the U.S debt, and yet he was pressing House Reps to vote to suspend the debt ceiling for the next 2 years...to run an unlimited amount of debt...nothing is changing, after all he is a debt man...some sort of debt crisis looms, watch long-end UST's #duration
Trump found out about Panama
Federal Reserve’s flip-flops risk undermining US exceptionalism. The central bank’s highly reactive policy approach of recent years amplifies financial volatility
Pentagon report says China prepping Taiwan invasion. PLA launched large-scale amphibious operations to support ‘invasion scenario'
Warren Buffett's Berkshire Hathaway has a cash position of $325 Billion, or 30% of its total AUM, which is Buffett's largest allocation to cash since in 35 years
European stocks are underperforming the S&P 500 by the largest amount in history, Foreign investors have piled into US stocks like never before: Foreign investors now allocate a record 59% of their assets to US equities
74% of world central banks have cut rates this year, the biggest share since 2021
Qatar warns it will halt gas supplies to Europe if fined under EU due diligence law
“I’m not bluffing” in LNG threat, Qatari Energy Minister Saad Sherida al-Kaabi-FT
#BTC correction coming ? money supply charts say so
It’s true that Trump aides have told Europeans they want defence spending at 4-5% (which US doesn’t do itself). But it’s also true that they’ve said privately that they’ll “settle” for 3.5%. It’s not exactly the world’s most advanced negotiating strategy?
How long is this going to last ?
The Kobeissi Letter on X: "The global Fed pivot continues: 74% of world central banks have cut rates this year, the biggest share since 2021. The Bank of Canada has cut rates 5 times by 175 basis points, marking the most aggressive rate cut cycle among major central banks. The European Central Bank and https://t.co/3lCB4YeEjl" / X
Michael Pettis on X: "1/6 This may be a tad optimistic: "Just as a single decisive move can energize a chess game, China's latest initiative to address local government debt risks marks a crucial step in revitalizing the growth prospects." https://t.co/472hoQF8io" / X
(3) Bravos Research on X: "WARNING: Home prices are contracting sharply These levels were only seen 4 times since 1964: - 1970 - 1990 - 2008 - 2020 All 4 ended in sharp economic downturns https://t.co/8WIN8raQGr" / X
The Kobeissi Letter on X: "Is Bitcoin overdue for a correction? In the past, #Bitcoin prices have followed global money supply with ~10 week lag. As global money supply hit a new record of $108.5 trillion in October, Bitcoin prices reached an all-time high of $108,000. Over the last 2 months, however, https://t.co/i80ym4Wu7F" / X
Comentários