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 ..?

Merry XMAS from Golden CO