Working with the Swiss. What we've done is we've identified the areas in the reasons why we have a big deficit with them in goods. And it really boils down to things like pharmaceuticals, gold, right.Trade in gold and a handful of other things. And so the Swiss, as part of their agreement, you know, they said we are going to have $200 billion in investment. The trade as in Trump's term, you know, starting with about $70 billion investment next year.And it will be in these areas, we expect that the Swiss wil ...

COMPONENT. IF THEY ARE BECOMING LONG-DURATION ASSETS THEY WILL SWING WITH RATES. JONATHAN: TO THE FORCES I AM TALKING ABOUT PUT THE YEAR IN THE RALLY IN JEOPARDY.GEORGE: WE WILL GO THROUGH MANY CYCLES BEFORE WE GET TO THE TYPICAL YEAR END RALLY WHICH TYPICALLY KICKS OFF CLOSER TO THANKSGIVING INTO THE END OF THE YEAR. I THINK NOW WITH THE GOVERNMENT REOPENING WE WILL GET THE DATA. SOME DATA.NOT ALL OF IT. THE BURDEN OF PROOF IS THERE. YOU HAVE TO HAVE REALLY STRONG JOBS DATA TO TURN OFF THE FED.EVEN THOUGH ...

After putting in an all-time high near $4,400 an ounce in mid-occtober, gold experienced a sharp sell-off, losing 11% of its value in just 7 days, including the largest 1-day drop in over a decade. But was this a fundamental narrative change or just a reflection of extended market positioning. Many analysts believe it's the latter, citing the parabolic 30% rally that began in late August.This up move corresponded with several high-profile banks and individuals advocating for gold to be a bigger part of an i ...

[Music] Will China buy US soybeans before the end of 2025. While China did purchase 5.9% million tons of the 2024 US soybean harvest for delivery in early 2025, this question has plagued the soybean market since February when President Trump first signed an executive order to impose tariffs on China. This event cascaded into additional retaliatory tariffs from both sides over the next several months, which inevitably led to a complete absence of Chinese purchases of the 2025 US soybean harvest.A trade deal ...

Economic Policy & Affordability - The administration is shifting focus to affordability, potentially through tariff deals and dividend checks to Americans, aiming to counter concerns about the cost of living [2][3] - The White House is considering new tariff deals to generate revenue, possibly distributing $2,000 dividend checks to alleviate cost of living pressures [3] - The administration is exploring tariff reductions, particularly on food goods from Latin American countries, to provide relief to consumers [8][9] - The focus on affordability is seen as a pivot, though tariffs remain a favored policy tool [6] Tariff Strategy & Trade - The White House is being cautious about revealing details of tariff reductions, focusing on long-term economic effects rather than short-term pain [5] - The administration is signaling potential tariff relief through deals with Latin American countries, specifically on a list of food goods [8] - The administration is lowering the standards for countries to qualify for tariff-free trade arrangements, aiming to provide relief in the food sector [9] Potential Policy Actions - A potential rebate check is being considered, though its size and passage through Congress remain uncertain [11] - The administration is expected to find areas for tariff relief, particularly in the food sector [12]

Market Dynamics - US winter wheat markets have experienced a reversal, with Kansas City hard red winter wheat futures trading at a discount to Chicago wheat futures since mid-August [1] - This inversion is driven by supply and quality factors [2] - High hard red winter wheat yields and late-season moisture have lowered protein levels across the hard red winter wheat crop [2] - The abundance of lower quality supply has weighed down the Kansas City hard red winter wheat futures contract price, which requires a minimum 11% protein [3] - Soft red winter wheat maintains a higher value due to its fundamentally lower stocks to use ratio [3] Historical Context - Past inversions include a soft red winter wheat supply crunch from 2019 to late 2021 and the Russian invasion of Ukraine in February 2022 [4] Commodity Pricing - Quality specifications, particularly protein content, can temporarily overpower typical supply-side dynamics in commodity pricing [5]

This isn't really a surprise. I think most people who know have been following Wal-Mart. Furner has been the natural successor to Doug.The the the timing of it, not so much of a surprise. And the fact that it's Furner also not a surprise. He's sort of been.Doug 2.0% waiting in the wings for a while. So in terms of performance, the shares have more than doubled in the past five years. I like to look at them compared to Amazon, which has only done half as well.McMillon has put this company in a good price. Sh ...

If the president says it's time to rip the waste out of our great nations budget, the nickel would be the place to start, wouldn't it. Let's let's go to the beginning now and what this means for the United States as the institutionalist you are to say goodbye to the penny. Are you doing okay.No. I mean, I. This is really a moment that arguably should have happened 20 years ago.That's when we started. That's when the penny started costing more to make than it was worth. And there were jokes on TV shows like ...

There are opportunities. What. What have you been maybe buying in this, you know, recent pullback.You interests that you're in the hyperscale. Look at Oracle, the sell off here. Look at Meta.I mean, these are golden buying opportunities for the next two, three, four years. And that's that's my view where we are in the revolution, that you use these as opportunities. Now, I'd head for the elevators.So I guess the question that I have, Dan, if this is a buying opportunity, what happens if there's another 10% ...

You go out and you buy Bitcoin on an ETF or you buy exchange. You kind of have 1 to 1 Bitcoin, right. You go out and you buy one Bitcoin. You're always going to have one Bitcoin.Our entire ethos is increasing Bitcoin per share. Right now, every day we're mining bitcoin or mining bitcoin at roughly 50% of spot prices of bitcoin, so roughly about $56,000 per bitcoin. That's what we're able to mine and we're able to mine because we have the best facilities anywhere on earth. We've got some of the cheapest ener ...