Not to get political but then how does all of this fare with Trump wanting to install his Fed chair? We all know the economy is not great as he keeps saying.
The real question is how to make money off of it. Puts on the index? 3x bear funds? Sector puts? How do you hedge against monetary intervention or BRRRRRRRR? Calls to.hedge the puts?
Saw an article about basell III endgame regulations being delayed again. With the recent "maintenance" purchases wonder if that will be the tool the governments use to "fix" the banking system? I'm sure you'll comment on it if they ever actually decide on something
Queue the final scene from Animal House and a young Kevin Bacon getting run over. All is well! Stay positive! Love your work. Thank you. Would love your opinion. Your final note this morning hinted at EM being one of the safe spots to be. Been in the commodity rich Latin America in Africa EM for a while now. Do you see the private credit risk affecting these markets?
Not to get political but then how does all of this fare with Trump wanting to install his Fed chair? We all know the economy is not great as he keeps saying.
They're shifting the montary support over to the Treasury Department... Bessent is in charge.
I wouldn't say that he's the better call would you? But at least he didn't lie to everyone and say that we'd get back some tariff refunds 😊
The real question is how to make money off of it. Puts on the index? 3x bear funds? Sector puts? How do you hedge against monetary intervention or BRRRRRRRR? Calls to.hedge the puts?
Gold, silver, and societal choke points… things like pipelines, medical reits.
Check out Postcards from the Edge of the world
Saw an article about basell III endgame regulations being delayed again. With the recent "maintenance" purchases wonder if that will be the tool the governments use to "fix" the banking system? I'm sure you'll comment on it if they ever actually decide on something
Queue the final scene from Animal House and a young Kevin Bacon getting run over. All is well! Stay positive! Love your work. Thank you. Would love your opinion. Your final note this morning hinted at EM being one of the safe spots to be. Been in the commodity rich Latin America in Africa EM for a while now. Do you see the private credit risk affecting these markets?
GB, I can’t read 3x articles/ day! Haha
You don’t have to.
I feel like I have to
"What can I say... except... you're welcome."
- The Rock
Correct…
We will have a new monetary system…