@LizThomasStrat It is going to be interesting. If Warsh can get to 2027 without a hike I believe the YOY inflation #s rolling off will yield better inflation readings. And I surely do not blame him for hiding his "dot" from his boss 😆
@john12782@Thebigblackram This one is all about Hopes & Dreams. There was recently a great quote from Jim Chanos - "in bull markets you put a premium on promises while in bear markets you put a discount on reality".
@john12782@Thebigblackram And I would take the flip side, a cult-like fervor driving its price at initial offering. I would think there will be better entry points down the road.
3/end The Regional banks etf $KRE ratio vs Real Estate sector $IYR also continues to advance towards recent highs. All of the above may favor rates at the expense of LT bonds at present.
2/ there are signs that the move up could have more "gas" from inflationary pressures. The copper/gold ratio, for example, is peaking thru a trend line, and....
Ok new giveaway! Giving away this 1989 UD Griffey BGS 10 auto TONIGHT after my sale! All you have to do to be entered is follow, like and retweet this post! I’ll draw a random winner tonight after my sale!
This podcast search tool is a great add, as Buzz has built a wonderful library of varied musical interviews. Literally something for everyone! Find your favorite & Check it out
600+ episodes of Takin’ A Walk. That’s a lot of music history to dig through.
So we built an AI-powered episode finder at https://t.co/OtrfHywI96 — just tell it what you’re looking for, it finds the conversation.
Podcast discovery is broken. This fixes it. 🎧
#musichistory
🧵 Quick chart review following the market hit this past week which saw many items roll over. The Copper-Gold ratio continues to float up, in support of those anticipating higher yields 1/