Join me &
Join me & @TheROShowPod in Miami Beach on May 18, 19, 20 2023 for this amazing #BTC Conference 2023! @TheBitcoinConf @TheBitcoinConft Use Promo Code ‘ROSANNA’ for 10% off tickets. (I get NO credit. Just sharing to help YOU) Here is link:
Economics
Not good especially as we have higher cost of debt and capital which is here to stay.
Not good especially as we have higher cost of debt and capital which is here to stay. Don’t fall for Recency bias, rates are not near ZERO. Higher cost of money! Americans Using Buy Now, Pay Later for Groceries Risk ‘Cycle of Debt’ https://bloomberg.com/news/articles/2023-04-18/high-grocery-prices-make-americans-use-buy-now-pay-later…
Not good especially as we have higher cost of debt and capital which is here to stay. Read More »
Diversification is key for reducing RISK & Durable Alpha!
Diversification is key for reducing RISK & Durable Alpha! Equities = ETFs & alt asset classes Business = many diverse industries for various economic cyclesReal Estate = MIXED USE Mixed Use was always my favorite when I brokeraged commercial RE & when acquiring.
Diversification is key for reducing RISK & Durable Alpha! Read More »
Velocity of Money Formula
Velocity of Money Formula GDP & Money Supply are in it. V=GDP/Money Supply • High V = Expanding, Healthy Economy• Low V = Contracting, Recessionary Economy So, For V to , GDP OR Money Supply If our Money Supply decreasing FASTER than GDP then… Do YOU think we
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Know Your “Economic Modern” Family!
Know Your “Economic Modern” Family! STAY AHEAD OF THE MARKET!Always go to http://marketgauge.com to maximize Your success in the markets. MISH called #commodities #GOLD #SILVER #SUGAR early last year! https://x.com/marketminute/status/1491823927168880640?s=20…
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Look at RISK before RETURN
Look at RISK before RETURNTightening lending standards usually occurs at this stage of “recessionary” economic cycle and was expected as banks are reducing their exposure to risk. Now they want to avoid borrowing from discount window. Increasing balance sheet – YQE – N
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Change is Significant
In most analytical fields and in science, financial analysis, economics, we study the change or delta of data. Today we saw a report of Total Asset rise by $300B which is significant when we study the charts and are aware that QT should be going on with restrictive monetary policies not an increase in more
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ECB Rate Hikes Decision March 23
What does the ECB decision mean? That inflation reduction is the primary focus as persistently elevated inflation is a global challenge. Today ECB president Christine Lagarde announced a 50 bps rate hike which had a 100% probability until the Silicon Valley Bank Collapse and Credit Suisse troubles. Fortunately for Credit Suisse, they were thrown a
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ECB hikes 50bps. Personally, I thought that would happen as INFLATION is a global challenge and grea
ECB hikes 50bps. Personally, I thought that would happen as INFLATION is a global challenge and greatest problem we face. RISING CORE 5.6% Y/Y vs 5.3% Inflation is cumulative and cannot be brought down with the same loosened monetary policies that created it. Inflation is
Unemployment rate UP to 3.6%
Unemployment rate UP to 3.6%Labor Participation INCREASED Recall, labor participation was down which most likely was holding unemploy # down. As benefits & student loan forbearance potentially end, LABOR PARTICIPATION should continue to INCREASE. @NeelyTamminga
Unemployment rate UP to 3.6% Read More »