@ronmortgageguy Have to prop up home valuations some how to keep the vote . the first time homebuyer doesn’t exist cause one would have to be able to afford a home to be a first time buyer
@DonMiami3 As in your reached your monthly limit or just the allotted tokens for that time frame ? Claude limits how much you can use on a daily and weekly basis to prevent excessive usage at all times . It can be a little annoying but it’s good at picking up where it left off.
Gradient Boosting over the last 5 years created a new large global oil data/information gap.
This is why oil is not yet at $150.
I explain this silent giant of the oil industry in today’s Macro Voices podcast : https://t.co/sVQ1A0IBsW
@pboockvar Just like how everyone was freaking out during Y2K that computers were gonna malfunction. We might look back on these claims on day and say “remember when ……”
@Anders7715 I’m not leveraged , my portfolio is long tech/long energy/long ag commodities/ short bonds . The energy portfolio hedges the tech downturn but not being exposed to tech would be a huge drawback as this could go on for a long time and I don’t know that timing
@Pickza10 It’s pulling the market and rightfully so. Earnings , expectations and capex spend is all real. It’s weather adaptation can follow along with innovation fast enough to create disinflation and a strong job market. The catalyst being inflation pressures , rate hikes and Japan
🇺🇸U.S. winter wheat conditions unexpectedly dropped to 28% good-to-excellent as of Sunday, the date's lowest reading in 30 years.
U.S. corn and soybean planting remained ahead of average pace, with progress slightly topping analyst expectations.
@fejau_inc How they can create more circular funding loops between each other so trump can tweet how well the stock market is doing as people keep degen gambling on call options while money managers sit on the sidelines watching and saying it’s a bubble