@temfr13@JoshMandell6 The challenge in todays market is the younger investors have never experienced big drawdowns.
Fed has conditioned investors that markets will go up. Now with new Fed chair and Bessent they will support markets, but likely in different ways.
Could be very harmful to capital
SHOCKER: S&P 500 will NOT fast track SpaceX. So it will take AT LEAST a year, probably more. This is wild considering every other big boy index is 5-15 days. This could create significant return dispersion bt 'passive' indexes. Choose wisely.
@phongle@TimKotzman@Strategy Voted For the new div! Hopefully 2x month and perhaps later to more frequent. Seems like SATA has been pinned to 100 since their announcement
@infraa_ Japan maybe too? - Many other asian countries that might be importing refined crude from China. China hasn't suffered as they import oil to refine and export too.
@TFTC21@LukeGromen Great overview. So does Bitcoin sniff out this inflation that is more stealth like through the banks, if so how long? likley vs Yield Curve Control . @LawrenceLepard
@LawrenceLepard@TaviCosta Agree - I think of hurdle rate as around 15%, but how are you calculating the 15%.....17T/ by what? or are you stating more conceptual. Thanks Larry the Legend!