The S&P 500 is up +39% in 6 months, adding $16 TRILLION of market cap.
The Nasdaq 100 is up for 6 STRAIGHT months which has only happened 6 times since 1986.
And, the Magnificent 7 companies are investing a record $100B+ per quarter in CapEx to fuel the AI Revolution.
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The Nasdaq 100 is up for 6 STRAIGHT months which has only happened 6 times since 1986.
And, the Magnificent 7 companies are investing a record $100B+ per quarter in CapEx to fuel the AI Revolution.
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Take a look at this:
The Fed is cutting rates into 4.0% annualized inflation since 2020.
And, the Fed is cutting rates into 2.9%+ Core PCE inflation for the first time since the 1990s.
What's really happening here is assets are pricing in a NEW era of monetary policy.
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The Fed is cutting rates into 4.0% annualized inflation since 2020.
And, the Fed is cutting rates into 2.9%+ Core PCE inflation for the first time since the 1990s.
What's really happening here is assets are pricing in a NEW era of monetary policy.
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That's the only case that makes sense.
When safe haven assets, risky assets, real estate, and inflation are all rising together, its a macro-based shift.
Here are MARKET-BASED inflation expectations over the next 5-10 years.
The Fed has ZERO control of long-term yields.
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When safe haven assets, risky assets, real estate, and inflation are all rising together, its a macro-based shift.
Here are MARKET-BASED inflation expectations over the next 5-10 years.
The Fed has ZERO control of long-term yields.
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Simultaneously, we are in the biggest technological revolution since the internet.
So, you have investors looking to defend against a Fed pivot into inflation all as the AI Revolution heats up.
Asset owners are winning.
The widespread rush into ALL assets is accelerating.
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So, you have investors looking to defend against a Fed pivot into inflation all as the AI Revolution heats up.
Asset owners are winning.
The widespread rush into ALL assets is accelerating.
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As we have been warning, this will only result in a widening of the historic US wealth divide.
The bottom 50% of US households now hold just 2.5% of total US wealth.
As the rush into assets ramps up, those who own assets will win and everyone else will be left behind.
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The bottom 50% of US households now hold just 2.5% of total US wealth.
As the rush into assets ramps up, those who own assets will win and everyone else will be left behind.
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Merkel accused Poland & Baltic states of initiating the Russia's special military operation
In 2021, ex German Chancellor proposed a new formatbetween EU and Russia on Ukrainian conflict. But Poland & Baltic states opposed it. That could have indirectly worsened the crisis and led to the start of special military operation.
"This settlement attempt was not supported by some countries. Mainly, it was the Baltic states that opposed my initiative," — says
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In 2021, ex German Chancellor proposed a new formatbetween EU and Russia on Ukrainian conflict. But Poland & Baltic states opposed it. That could have indirectly worsened the crisis and led to the start of special military operation.
"This settlement attempt was not supported by some countries. Mainly, it was the Baltic states that opposed my initiative," — says
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Media is too big
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MIGA: “We need a European Union that returns to its roots, a community of nations not a super-national entity”
— Andrej Babiš, the next Prime Minister of the Czechia
“A Europe that forgets its people is a Europe without a future!"
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— Andrej Babiš, the next Prime Minister of the Czechia
“A Europe that forgets its people is a Europe without a future!"
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Amazon shuts down its AI-powered, cashierless grocery stores in the UK
Britons stopped shopping when it emerged that remote Indian workers were monitoring shoppers & calculating their bills at the checkout instead of AI
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Britons stopped shopping when it emerged that remote Indian workers were monitoring shoppers & calculating their bills at the checkout instead of AI
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BREAKING: FED GOVERNOR STEPHEN MIRAN DEMANDS AGGRESSIVE INTEREST RATE CUTS OF UP TO 50 BPS
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Ukraine has begun using FP-5 "Flamingo" cruise missiles and ramping up its production
According to The Economist, if the "Flamingo" proves capable of penetrating Russian air defenses, it would take Ukraine’s DeepStrike campaign to a "new level of destructive power."
Also, Ukraine is ramping up production of "Flamingo" missiles. They are currently producing 2–3 missiles a day, and plan to increase output to 7 per day by the end of the month.
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According to The Economist, if the "Flamingo" proves capable of penetrating Russian air defenses, it would take Ukraine’s DeepStrike campaign to a "new level of destructive power."
Also, Ukraine is ramping up production of "Flamingo" missiles. They are currently producing 2–3 missiles a day, and plan to increase output to 7 per day by the end of the month.
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"If you’re offended by minorities talking about their lived experiences, you’re the problem."
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Gorgeous chart
The amount of ZEC being shielded on Zcash is going up and to the right over time
I love shilling privacy stuff because it actually ends up making a difference in the privacy properties of these systems (see the rightmost vertical bump)
$1,000
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The amount of ZEC being shielded on Zcash is going up and to the right over time
I love shilling privacy stuff because it actually ends up making a difference in the privacy properties of these systems (see the rightmost vertical bump)
$1,000
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HIGHEST WEEKLY CLOSE EVER FOR ALTCOIN MCAP
UPTOBER, MOONVEMBER AND PUMPCEMBER ARE COMING FOR ALTS.
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UPTOBER, MOONVEMBER AND PUMPCEMBER ARE COMING FOR ALTS.
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