@robin_j_brooks Is this blockade not causing long term damage to global oil inventories, next year's crop yields and winter lng supply? If Iran holds out for a few more months what damage does that do to the global economy. Refilling reserves will keep prices elevated for some time?
@_The_Prophet__ There is a base level where Bitcoin has value just like a tulip has a base value? There must also be a price where Bitcoin becomes a so called digital tulip and if that's the case what is that price? A never, B 126k, C 250k, D 500k, E 1 million+
If the Treasury’s TGA rebuild via T-bill issuance keeps pulling reserves out of the system just as delinquencies tick up, housing inventory rises in pockets, inflation stays sticky, margin debt climbs, and a December Fed cut looks like a coin flip, and with the risk of leverage starting to leak out of the equity market can these AI growth multiples realistically hold up?
@biancoresearch Could even a small increase in housing supply at this stage of the cycle be a tricky issue, by lowering home prices, eroding household equity, and triggering deleveraging through margin accounts and credit repricing across the financial system?
@Jkylebass America is a great country but what is the atmosphere like for a tourist now? Any conversation with a stranger in the US spills over into who they voted for. That the current administration makes visitors feel unwelcome is added reason?
@TheShortBear Trump’s duties crackdown threatens China shopping apps Shein and Temu Financial Times UK Wed, 5 Feb 2025
Trump’s duties crackdown threatens China shopping apps Shein and Temu
https://t.co/tCoUUSdwSD
@kroyrunner89 Have you thought trying to bring down your resting heart rate in the evening by eating or training earlier in the day? Could also cut down on blue light at night and use magnesium/breathing , stretching to relax ?