Wednesday, April 10, 2024

strong CPI and less chances of rate cuts bring market down

Those prognasticators should doob maro in chuluu bhar pani or w/o

japan exits negative rates after 17 years..

Confirming an 18 years real-estate cycle. In fact the boom occurred in 1989, about 35 years ago .. 2x real-estate cycles ..!

Friday, April 5, 2024

NFP 303K supports higher for longer ...

 market is now pricing for 2 rate cuts this year ... from 6 Q4 LY to 4 to 2 ... & its only April ..!

why do people predict things and proven wrong, again and again !

Wednesday, April 3, 2024

on the strip

think about this ..

there were 3 main buyers of US treas - Japan, China & Fed and none of them buying these any more .. or at least going slow ... so who is going to fund US lavish spending ..?