A CLEAN Planet Earth is a BETTER Planet Earth.
Joined September 2022
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"The Reference Chart Of 2027": Definitive Snapshot Of The Entire AI/Data Center Debt Universe zerohedge.com/markets/refere…
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Historically, periods of core CPI reacceleration have tended to coincide with higher Treasury yields, with the front end generally experiencing the greatest selling pressure.
While broader macroeconomic conditions, particularly growth and labor market dynamics, remain important, the historical evidence suggests upside risks to yields across the curve. Against the backdrop of AI-related growth concerns and the recent rates rally, renewed inflationary pressures could challenge the sustainability of the move lower in yields.
Gotta love PTJ
👇Great Interview
Paul Tudor Jones told Andrew Ross Sorkin 2027 will be "really, really challenging" for stocks - and pointed at the $2 trillion SpaceX, Anthropic and OpenAI:
"you've probably got the most negative flow picture for the US stock market that we've had, say, since 2002"
this is him explaining the midterm-year pattern he's trading into year-end, the question he asked 200 traders about 1999 that stunned him, and the AI scenario he says turns spectacular earnings into a donut
"if we sum up all the buybacks, M&A... and then I subtract from that the IPOs, secondaries, unlocks"
"you know what the output is, but you don't know why or how you got there"
bookmark & watch the full conversation - then read the article below ↓
From 1789 to NOW,
YOR First Ammendment,
HARD(ly) at WORK!!!
@BankerWeimar
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"Too Combustible": New York Times Calls For Canceling Sophie Cunningham zerohedge.com/markets/foul-c…
And people believe all the tradfi “data.”
Unless ur a statistician or a data scientist who understands how to sample & do “data,” AND do the sampling-data collection & processing YOURSELF,
You’re literally AT THEIR MERCY.
“Trust me, bro,” 😎
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We haven’t mastered our own
“Consciousness,”
But somehow “playing God” is gonna work out just fine
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Mark Twain saw the TRUTH over 100 years ago. And for all u “BANANAS” out there; that’s PRE-Twitter.
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AND China’s been APING into
#Gold; we’re CLEARLY at war,
Just ECONOMICALLY,
(In the “money” so to speak)
Meanwhile the Fed just admitted last week that Raising Rates is a NONSTARTER (via FedSpeak) bc that’d CRUSH-Banks-SMALL
caps-Credit Markets HENCE BROADER Markets
GAME-OVER
So @TuckerCarlson’s interview with a Rothschild representative is now waking people up to the fact that China’s manufacturing-intensive economy is 35%+ larger than the USA’s “service economy” 🚨
It’s insane how fast things are moving due to people checking facts
