Adam D.

Oeconomicus

[Sense Receptor @SenseReceptor]

Former BlackRock fund manager Ed Dowd on the stock market:

"If 45% of your market cap is AI and there's no profits yet, what are you investing in?"

"You're investing in future hopium"

"Bain... said there is no ROI, it's a bust"

"the markets can continue to be irrational and go up on this, but the narrative is changing fast"

This clip of Dowd (@DowdEdward), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from a discussion with Jesse Day (@jessebday) posted to the Commodity Culture YouTube channel on June 2, 2026.

[Adam D. @adammadamclassy]

@doughoffman10 @skew_good4u @contrarian8888 Which arguments do you have about Supply / demand. Kinda missing some. Can you give me a clue? Thank you

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Interest rate futures are now pricing in just 1 rate cut during 2024 for the first time ever.

After a weaker than expected GDP reading but stronger than expected PCE Price Index, another rate cut was just priced-out.

In fact, interest rate futures now see a record high 20% chance of ZERO rate cuts in 2024.

Just 4 months ago, markets saw a rate cut at EVERY Fed meeting beginning in March.

Are rate hikes back on the table?

[Adam D. @adammadamclassy]

@gordon_gekko_29 🇺🇸Bond markets sending a clear message post 1Q GDP and PCE numbers:

⚠️Inflation outweighs growth in driving bond performance

Even amidst stagflation, without signs of inflation dropping sustainably to the 2% target, don't expect a bond rally❗️

🔥10yr UST tests 4.7% aims for 5%

[Adam D. @adammadamclassy]

@cypherpunkHRH @DrMarshallow @GRDecter So, this is the reason why to keep cash is actually better then relocate it to money market funds? Do you mean it seriously??

[Not Jerome Powell @alifarhat79]

Live shot of the Fed’s soft landing

[Adam D. @adammadamclassy]

@pzarazka @gordon_gekko_29 Já tedy musím podotknout, že držím těžaře stříbra. Má to dva příběhy : monetární a průmyslový. Když se nenaplní jeden, mám stále druhý. Osobně dávám v současné době vyšší pravděpodobnost monetárnímu, tedy poptávky investorů.

[Adam D. @adammadamclassy]

@pzarazka @gordon_gekko_29 Ano, všemu rozumím. Poslední roky se zaměřovali hlavně na efektivitu a snížení ceny výsledný produkce zlata. Čekají nás earnings, na základě toho uvidíme, jakým způsobem jsou ziskový. Hodně štěstí *

[Adam D. @adammadamclassy]

@gordon_gekko_29 @pzarazka

[Adam D. @adammadamclassy]

@DividendGuys @mar7mal Mohu se přesně zeptat, jak funguje ten mechanismus při vypsání put opcí na bondy? Děkuji :)

[Nate Fisher renaissancemen.org -MBA/MS CyberSec @natefishpa]

The fun part here is everyone cares about ‘the dollar’ in terms of dxy when they should be thinking about it in non-dxy terms. I don’t even know if an index to measure that. Why?

Think about the de-dollarization going on. How dollars may be being used by non-G7 nations to buy gold/silver/real estate other things from the U.S.

Maloney had predicted the re-patriating of the USD to mainland US, at some point.

This means more USD in circulation bidding up things, but the fun part is the dxy could still be strong.

What would this look like?
- less treasuries bought by non-g7 nations
- gold going up with the dxy
- stocks going up
- real estate going up.
- nations doing more bilateral deals without the USD
- foreign nations increasing their reserves as measured by gold, while decreasing them in USD.

[Nostra, House of Gold @Nostre_damus]

Gold highest daily close in history

[Adam D. @adammadamclassy]

@RussellEgan @MacroAlf Yes pleas, would be nice to know.

[Brannigan Barrett @Trader_Bran]

Bonds are rallying led by backend

Gold rallying new record highs

Dollar rallying to new yearly highs

VIX at yearly highs

This isn’t an environment typically conducive to buying risk-assets. How the market is trading at these prices is beyond me .

#trading #traders

[jeroen blokland @jsblokland]

#Gold just made another all-time high!
Several forces are at work.
- A secular trend of adding gold as a hedge against #debt monetization (fiscal dominance, if you will) and potential #inflation because of that.
- A secular trend of #China boosting foreign gold reserves at the US dollar's expense.
- A medium-term trend of Chinese consumers buying gold because their house prices - the primary source of Chinese consumer wealth - continue to decline.
- A short-term trend of increasing geopolitical tensions at a time when Treasuries offer less of a hedge because inflation is sticky.
Be aware that the short- and medium-term forces will turn at some point, and higher yields mean higher opportunity costs for holding gold. Having said that, the medium-term trend of physical gold ETFs having to reduce gold holdings may also reverse.

[Shay Boloor @StockSavvyShay]

@KobeissiLetter This should counteract yesterday’s hot CPI release, which means the high-beta rally is likely to continue. This is bullish for my growth portfolio 😎

[Adam D. @adammadamclassy]

@gordon_gekko_29 TLT