FRBは米国債の安全資産としての地位に疑問を呈しています。 ワウ。

This goes live in less than an hour... @alexejjordanov

あなたの大統領として、私は私たちの非常に強いドルに興奮するだろうと思うでしょう。私は違います！FRBの高金利水準は、他の国々と比較して、ドルを高止まりさせており、キャタピラーやボーイングのような偉大な製造業者にとって、より困難になっています,.....

私たちは経済を成長させ、借金をコントロールすることができます。重要なのは、経済が借金よりも速く成長することです。 もし私たちが国や経済の成長軌道を変えれば、私たちは財政を安定させ、そこから抜け出すために成長するでしょう。

Let me explain further: In decades past, S&P was more or less a discounting mechanism for future cash flows used by the wealthy as an alternative to cash-flow producing opportunities available in private markets and elsewhere. That is no longer the case. The passage of MAGA accounts cements the S&P as a new pension scheme for the US. This transition began with the institution of the 401(k) and continues to this day. The S&P 500 is, in a very real sense, a new public good. It is backed by Congress and the Executive. It is also backed by the Fed. All of this creates a very real different return profile from the past. Looking at it and saying a 17 P/E sounds right is ludicrous. Given it's now explicit and implicit gov't backing, its role as the modern-day pension scheme, and its fundamental de facto backing of the bond market, means it deserves a much higher multiple, in the 20s if not 30s. People who ignore all these true yet exogenous facts regarding the markets, and insist on trying to analyze them from 20th century principles, are dinosaurs and not worth of your attention.

I actually agree with him. Look at all the bearish responses. They are about to pump the ponzi to make homes more affordable. Get ready for the acronym factory. Negative real rates cometh!!

With the dust of the last week settling, here's how I'd position top down for next 2-4 yrs Long: Property (specifically: Land) Gambling/speculation in any form All of crypto. One really can't miss here. Trades (HVAC/Plumbing, etc.) Childcare (prepare for direct gov't incentives for having children) Domestic or nearshore manufacturing (most physical industries not listed in Shorts) Commodities & precious metals @SpaceX supply chain All Elon supply chains Palantir/Anduril & related Nuclear & Solar (non-consensus) + supply chain Israel & Mexico Short: Big Pharma/Big Health Insurance/Big Hospital Legacy Mil/Industrial complex (Boeing et al) Big food (anything levered to excess calories) & Big agriculture (namely chemicals & pesticides) Large gov't contracts that are blatantly net extractive/zero sum Legacy (partisan) media & search Higher education supply chain Anything levered to ACH/SWIFT Fiat currencies Anything that still has an oversized DEI dept. Software that can be easily displaced by an AI agent China & Germany What am I missing?

( @realDonaldTrump - 真実のソーシャルポスト ) ( ドナルド・J・トランプ - 2025年7月10日午前10時28分(東部標準時)) ハイテク株、工業株、NASDAQは、史上最高値を更新しました!CRYPTO、「屋根を越えて」。NVIDIAはトランプの関税以来47%上昇しています。アメリカは数千億ドルの関税を徴収しています。国は今「戻ってきた」。大きな功績です!FRBは、この強さを反映するために、金利を急速に引き下げるべきです。アメリカは「リストのトップ」にあるべきです。インフレはありません!!

PANICANSが最も大きな打撃を受けました。

分母は無価値です GNの