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What bonds and duration?

Strong earnings and abating inflation don’t go together very often. When it does i have to believe unemployment is going up allowing profits to go up due to costs dropping vs revenue increases.

Already has started happening. **** AI, onlyfans chats are AI for some popular women, then you have full on *** robots with AI for conversations… It is a major concern for the human population. If you have young kids, you would know how much time that generation spends in the virtual world...

Pretty much. The wealthy will fund the replacement of jobs which will cause massive unemployment in some sectors. If we move too fast, those unemployed will have no time to learn skills for jobs that can't be replaced. To further complicate matters, the tax law doesn't have a means of taxing...

As a real estate guy, I love the sound of one more round of QE and 0% rates. I can then refi from the 7.5% range for around 50% of my portfolio into 4-5% to maximize cashflow. I know the FED will have to do YCC with 7-8% FED Funds Rates to support T-Bonds in the coming years.

I'm an AI bull but also think the economy can't continue on like this forever. Technology also can only get adopted so fast. My best example: Tesla FSD is the best AI tech for driving on the market yet multiple users here refuse to use it. Extrapolate that to the 200ish million drivers in the...

There are signs of a weakening economy: unemployment is up .5% in the last year, GDP is only up due to government spending, the Government can't sell bonds so they are selling T-Bills, Government debt continues north with neither party is willing to address the 3rd rail, consumer credit card...

Personally, I would say they are but the world needs to inflate out of public debt. Thus, 1T will soon look small. Millionaire status will need to be 10-20M… The big question- do we see a bear run before a new bull market OR do the bulls hold on for another 3,6,12 months?

Pardon- one time cost (edited it above)

How much of the loss was one time expense Vs ongoing?

https://www.similarweb.com/blog/insights/social-media-news/truth-social-trump-trial/

Ouch. How many active users, total time engaged, and are those growing? If yes, they simply need to figure out the revenue model. Clearly they have figured out the raising capital model.

Oil, metals, BTC

For the near term, it will remain the USD. We are talking a Massive collapse of the world economy, banking, and U.S. government. Bitcoin is around 1-2T, 38b/day of transaction volume up a little from 2023. the USD is around 3-4T per day or nearly 100x that of Bitcoin.

I never thought it was a joke. I just see the geopolitics around fiat money and don’t think we are close to seeing an end of fiat. Bitcoin as an investment- you are buying into the idea that the world population is going to need a monetary solution that will replace the USD as we become less...

How long are you going to hold it? My opinion- I don’t believe we move away from government backed currency.

6500 to 40000. How is that 75% annual? Do you mean 7.5%?

With the government spending as if we are in a recession/depression, I can't see inflation cooling much. Thus, we are just waiting for something bad to happen before the FED can lower rates. Housing starts down is a bad sign for future inflation. We need starts up or housing inflation will...

Capital One COF

Anyone buying Capone? I could see them gaining market share against visa/master card/amex. If they simply convert their current users, it likely jumps discovery to 3-4%