@ArtemisInfos Hélas oui... encore de nouveaux impôts, encore un impact inacceptable sur l'augmentation des prix pour tous, encore des mesures pro-bureaucratiques et non votées... 🥲
Sommes nous en train de préparer une Union Européenne Soviétique 2.0 ?
#Liberté#LessGov
@Washigorira Maybe the bottom is in.
Maybe not.
There is still time and room for a slowdown and finalization of the bear leg from ATH before bull market resumes.
In both cases, an active DCA on BTC would seem interesting 🧐
#BTC#DCA#NearBottom
For Japan, I can imagine a few reasons why they keep buying US debt: the yen carry trade by households and businesses providing a gain on spread of Japan vs US bonds, the fact that they rely on US for military defense of the country, the need to prepare future actions to defend the yen by selling dollars...
For the UK, it is way harder to find good reasons to buy more US debt : maybe for sharing of US intelligence ??? Because they have military capabilities, the is no Pound carry trade, and they are geographically far from China.
What did I miss ? Any constructive idea to share and help understand better?
#US #Bonds #Japan #UK #Economy
@KobeissiLetter Another indicator pointing towards a K-shaped economy.
With small businesses in the bottom leg of the K, and tech giants in the upper leg.
Thx for your insights.
For this week’s Gavekal zoominar, I caught up with my friend and business partner Anatole @Kaletsky. We discussed everything from the Iran peace deal, where energy and commodities should head now, the painful underperformance of HK stocks, the outperformance of Japan and many other things beside. For those who pay really close attention, my chocolate lab Huxley even makes a brief appearance…
https://t.co/AgLzxRR3bv
Risque de perte limité, opportunité de croissance élevée : la vision solide de l'UDE, capitalisée sur l'expérience de Charles Gave @Epargne_UDE
Du bonheur en portefeuille 😊👍
#Liberté
Des personnes mal intentionnées usurpent le nom de Charles Gave et passent par Telegram.
Nous allons porter plainte pour cette usurpation d'identité.
A nouveau, Charles Gave ne vend aucun produit, ne fait pas appel au public. N'entrez pas au contact de personnes passant par messagerie pour vendre quoique ce soit.
S'il vous plait, n'entrez pas en relations par Telegram ou autres supports invoquants son nom pour vous vendre des produits. Ceci par exemple, est une arnaque.
Pourriez-vous relayer pour protéger nos ainés?
Tout à fait d’accord avec cette idée d’approximations et de “by-and-large” dans l’incertain.
Les marchés, comme le soulignait récemment Kevin Warsh, excellent justement à cela : interpréter directement les données économiques via le pricing, plutôt que d’attendre les interprétations de la FED.
Respect pour cette vision qui redonne aux marchés leur rôle utile. Espérons que cela influence les décisions futures !
Qu'en pensez-vous ?
#FED #Markets #KevinWarsh #Economy
Je suis bien d'accord.
Et je pense que les marchés financiers ont mal réagi sur le court terme au dotplot et à la conférence.
Et Kevin Warsh a pourtant indiqué sa volonté de remettre les marchés dans leur rôle d'analyse directe de l'économie, par le consensus de pricing, plutôt que d'interprète des propos de la FED.
Kevin Warsh a même indiqué qu'il souhaitait utiliser le pricing des marchés comme donnée d'entrée aux discussions et décisions de la FED.
Un tel respect de l'utilité des marchés en impose, non ?
#FED #KevinWarsh
I may have a more balanced view.
Kevin Warsh also explained that he wanted the financial markets to interpret the data themselves, and not wonder about how the FED would interpret the data.
The FED Chairman also noted that the FED would use the financial markets mouvements and prices as complementary input data for the FOMC meetings.
#FED #KevinWarsh #MarketPricingPower
Growing debt burdens of Government is worrying for sure.
And it may hide different realities in different countries.
If the debt is mainly held by the people, companies, and funds of the country, then there is no real worry for this country, as the impact of any debt default or restructuring stays contained.
If the debt is mainly held by foreign investors, then there is a sovereignty issue, and this is aggravating the debt issue itself.
Another aggravating factor is when the debt is denominated in a foreign currency, which the Central Bank cannot print.
I would be very interested to have such breakdown of the data.
The tokenized market just crossed US$10B. About a year ago it was under US$1B.
🔸 80% of tokenized stock traded on Binance are from emerging market users
🔸 93% of trades are fractional
🔸 Median trade size: US$18.81
The stock market is being rebuilt from scratch.
Read more ⬇️
https://t.co/AteVKUGRU5