𝗧𝗵𝗲 𝗖𝗮𝗹𝗺 𝗪𝗶𝘁𝗵𝗶𝗻 𝘁𝗵𝗲 𝗦𝘁𝗼𝗿𝗺. This weekend the @FinancialTimes has an excellent article on US business leaders' response to Trump’s agenda, exploring why his interventions have been met with near silence. As they observe, "The backdrop to the relative silence

𝗪𝗵𝗮𝘁 𝗯𝘂𝗯𝗯𝗹𝗲?. #investing #stocks #bonds #StockMarket

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RT @junkbondinvest: Remember when lenders were lending to anyone with a pulse in 2021?. Yeah, it's showing up in the numbers now. https:/….

RT @StephenKing: How about this logo?

RT @TaviCosta: Foreign central banks now officially hold more gold than US Treasuries — for the first time since 1996. Let that sink in.….

RT @_Investinq: Japan now has the steepest yield curve in the world. The gap between 30-year and 10-year JGBs has blown out past 150 bps,….

RT @_Investinq: 🚨 Japan’s bond market just flashed its weakest signal in 16 years. The country’s 2-year government bond auction just coll….

𝙁𝙊𝙈𝙊 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗔𝗹𝘄𝗮𝘆𝘀 𝗘𝗻𝗱 𝗶𝗻 𝗮 𝙁𝙊𝙏𝙊 𝗙𝗶𝗻𝗶𝘀𝗵. The extra interest paid by investment-grade companies in US dollars is around the lowest level since before the dot-com bubble burst. 𝗙𝗼𝗿 𝗳𝗲𝗮𝗿 𝗼𝗳 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝗼𝘂𝘁, 𝗯𝗼𝗻𝗱

𝗕𝘂𝘆𝗯𝗮𝗰𝗸𝘀 𝗣𝗶𝗹𝗶𝗻𝗴 𝗶𝗻 𝗮𝘁 𝘁𝗵𝗲 𝗧𝗼𝗽?. It sure looks like it. 𝗧𝗵𝗲 𝗼𝗻𝗹𝘆 𝘁𝗶𝗺𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗵𝗮𝘃𝗲 𝘀𝗲𝗲𝗻 𝗵𝗶𝗴𝗵𝗲𝗿 𝗨𝗦 𝗲𝗾𝘂𝗶𝘁𝘆 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 𝘄𝗮𝘀 𝗷𝘂𝘀𝘁 𝗽𝗿𝗶𝗼𝗿 𝘁𝗼 𝘁𝗵𝗲 𝗱𝗼𝘁-𝗰𝗼𝗺 𝗰𝗿𝗮𝘀𝗵 𝗶𝗻 𝟮𝟬𝟬𝟬.

𝗔𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗨𝗻𝗱𝗲𝗿𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝗟𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆?. Investors seem hardwired to take liquidity - access to their 𝘰𝘸𝘯 𝘮𝘰𝘯𝘦𝘺 - for granted. This may be why they so frequently fall for 𝘪𝘭𝘭𝘶𝘴𝘰𝘳𝘺 𝘭𝘪𝘲𝘶𝘪𝘥𝘪𝘵𝘺, investing in vehicles that

RT @RobinWigg: “Just as the interpretation of law is inherently political, the price of money is inherently political, and all aspects of n….

RT @thejobchick: Here’s a stat nobody wants to say out loud. If you’re laid off after 50, there’s a 1 in 4 chance you will never work ag….

𝗧𝗵𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗿𝘀 𝗔𝗿𝗲 𝗕𝗲𝗶𝗻𝗴 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 (𝗕𝘆 𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗘𝗹𝘀𝗲). Concerns about overexposure to the Mag 7 has led some investors to allocate instead to equal-weighted funds (in which the smallest stocks are given the same

Just a question:. How 𝙪𝙣𝙛𝙤𝙘𝙪𝙨𝙚𝙙 do you have to be to justify being given $24 BN in stock to "stay focused" on a company that you are already the CEO and largest shareholder of?. Given his ownership stake, he already had a huge financial incentive to, you know, pay

𝗨𝗦 𝗔𝗴𝗿𝗶𝗰𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗣𝗼𝗹𝗶𝗰𝘆: 𝙏𝙝𝙚 𝘿𝙖𝙢𝙖𝙜𝙚 𝙞𝙨 𝘿𝙤𝙣𝙚. The key to understanding the state of agriculture in America comes down to a very basic question with a very obvious answer:. 𝗜𝗳 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝗰𝘂𝘁 𝗼𝗳𝗳 𝘆𝗼𝘂𝗿 𝗳𝗼𝗼𝗱 𝘀𝘂𝗽𝗽𝗹𝘆, 𝘄𝗵𝗮𝘁

𝗛𝗲𝗱𝗴𝗲 𝗙𝘂𝗻𝗱 𝗙𝗲𝗲𝘀 𝗖𝗮𝗻 𝗞𝗶𝗹𝗹 𝗥𝗲𝘁𝘂𝗿𝗻𝘀 - 𝗕𝘂𝘁 𝗪𝗵𝗮𝘁 𝗔𝗯𝗼𝘂𝘁 𝙏𝙖𝙭𝙚𝙨?. Bloomberg recently featured an interesting article (link below) about how investors in hedge funds have been pushing back on sky-high fees - particularly the passthrough fees

𝗧𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗼𝘃𝗲𝗿𝗮𝗹𝗹 𝗶𝘀 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗶𝗻𝗴 𝘄𝗲𝗹𝗹, 𝗮𝗻𝗱 𝗯𝗿𝗼𝗮𝗱𝗹𝘆 𝘄𝗲𝗹𝗹, 𝗯𝘂𝘁 𝗽𝗿𝗼𝗳𝗶𝘁𝘀 𝙖𝙧𝙚 𝙣𝙤𝙩 𝙗𝙧𝙤𝙖𝙙𝙡𝙮 𝙙𝙞𝙨𝙩𝙧𝙞𝙗𝙪𝙩𝙚𝙙. The chart below from BlackRock strategist Kristy Akullian (courtesy of @rbrtrmstrng) illustrates what

𝗛𝗼𝗺𝗲𝗯𝘂𝘆𝗲𝗿𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗨𝗦 𝗖𝗮𝗻𝗰𝗲𝗹𝗲𝗱 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁𝘀 𝗮𝘁 𝗥𝗲𝗰𝗼𝗿𝗱 𝗥𝗮𝘁𝗲 𝗳𝗼𝗿 𝗝𝘂𝗹𝘆. Per Bloomberg today (link below), home-purchase contracts in the US were canceled at a record rate for July as jittery buyers got cold feet. About 58,000

𝗦𝗼, 𝗖𝗿𝗮𝗰𝗸𝗲𝗿 𝗕𝗮𝗿𝗿𝗲𝗹 𝗸𝗶𝗰𝗸𝘀 𝗚𝗿𝗮𝗻𝗱𝗽𝗮 𝗼𝗳𝗳 𝘁𝗵𝗲 𝗹𝗼𝗴𝗼 𝗮𝗻𝗱 𝗹𝗼𝘀𝗲𝘀 ~$𝟮𝟬𝟬 𝗠𝗠 𝗶𝗻 𝘃𝗮𝗹𝘂𝗲?. It's not like they nuked Momma's Pancake Breakfast. Then again, as @SteveSosnick of Interactive Brokers observed, “If Sydney Sweeney can get

𝗕𝗲𝘄𝗮𝗿𝗲 𝗙𝗮𝗸𝗲 𝗪𝗲𝗯𝘀𝗶𝘁𝗲𝘀 - 𝗧𝗵𝗲𝘆'𝗿𝗲 𝗛𝗮𝗿𝗱𝗲𝗿 𝗧𝗵𝗮𝗻 𝗘𝘃𝗲𝗿 𝘁𝗼 𝗗𝗲𝘁𝗲𝗰𝘁. Today the @WSJ had an article (linked below) about a new online scam. 𝗦𝗰𝗮𝗺𝗺𝗲𝗿𝘀 𝗮𝗿𝗲 𝘂𝘀𝗶𝗻𝗴 𝗔𝗜 𝘁𝗼 𝘃𝗲𝗿𝘆 𝗾𝘂𝗶𝗰𝗸𝗹𝘆 𝗰𝗿𝗲𝗮𝘁𝗲 𝗳𝗮𝗸𝗲