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Showing posts with label after about 6 months. Show all posts

Showing posts with label after about 6 months. Show all posts

Tuesday, September 15, 2020

walk on the strip

at September 15, 2020 No comments:

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10Y dropped under 5p ..

As French 10Y go higher than US ..! Both are right indicating slower growth from here; addionally, Crude near 100 is not helping ..!

why tariff's are not causing inflation ..?

because inflation is a monetary phenomenon .. it rises in proportion to the money supply (mostly reckless spending by congress) or a reducti...
why market is going opposite to Fed ..?

as Fed have been raising Federal rates (short-term) this year, market has been dropping long-term rates since Jun 15th anticipating downturn...
BRK invests additional $10B in GooG stock ...

And GooG issues new stock to generate $80B to invest in AI buildup .. now that's smart .. but who's?

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