This chart shows the environment we are in
No macro driver to push equities down and a ton of fundamental factors causing rotations.
We still need to pull more capital into equities as we push to ATH
The Full grown adults who can’t vacation, take a gap year, have hobbies, play an instrument, speak multiple languages, swim, cycle, skate, or backpack. Just a lifetime of hustling and trying to escape survival mode. These are subtle poverty metrics nobody really talks about.
hundreds of people are dodging blades and grinders through Herbalism. I'm just thankful to God for these plants.
Nature wins, nature heals, Herbalism is Godly! 👌🏽🍀💚
“I moved out, started really hanging… I needed money of my own, so I started slanging. I ain’t guilty cause even though I sell rocks, it feels good putting money in your mail box…”
Thank you to Erling Haaland for teaching us what a healthy masculinity *really* looks like- kindness, friendliness, fun, being extremely tall and athletic and rich
If you don’t understand this….
Japan had close to 0% rates for a long time. That created a market where big players borrowed at nearly no interest and bought things like US treasuries to make 5% for free. (This is the “Yen Carry Trade”)
Now that Japan’s rates are increasing, these whales have to sell some of the other investments to cover the loans.
That means things like U.S. Treasuries and the stock markets will have more sellers, which will drive down the prices in these markets.