Newsletter

Lost decades are common. Blackrock–the new BTC maxi. US creates more gov’t jobs. China sees record drop. Peak obesity in the US.

The Chinese stimulus rally. Money supply on the rise again. S&P 500’s dividend yield at 1.3%. Gold trades at extremes. Germans keep money in the bank.

Gold hits ATH again. Nuclear is cool again. Socialism is not the answer. US ETFs soon hold the most Bitcoin. Bitcoin correlates to the money supply.

Fed cut 0.5%. Economists still can’t predict. 2-year UST leads the Fed. US$ weakens further. Gold is a better store of value.

German production is down. German GDP has fallen behind. US bankruptcies are rising. Big drop in US small businesses earnings. Pets are more important than kids.

US households invest a lot in stocks. 9 million vacant homes in Japan. US labor market worsens. We’re working a lot less. Prices have skyrocketed in the past 50 years.

War-like US government deficit. Overstated US employment. No return investing in bonds. Berkshire Hathaway’s market cap hit US$1trn. Tulsi Gabbard endorses Trump.

Credit card defaults rise. Gold hits another all-time high. US$ hits an annual low. China sees equity outflows. Capitalism sucks…Not!.

Real wages have fallen. PPI inflation falls to 2.2%. Chinese home prices drop. Buffett has a record cash pile. Throw tomato soup at the Mona Lisa, save the world.

Bloody start to the week. BoJ got to pay. Fed is expected to come to the rescue. 10%+ drawdowns are common. US adds unproductive debt.