The bull market is coming for asset prices.They are going to run the economy hot, so buckle up for the ride. https://t.co/wZqjQhgmqL ...

RT Financial Physics (@FinancialPhys)What’s supposed to happen in countries that have a birth rate drop off is prices on assets (particularly real estate) decline rapidlyThis sets up the next generations to have another baby boomBut, when your country is flooded w/ illegals and flipflops to prop up prices that country gets replaced ...

So I think we're headed for a crisis that will be an order of magnitude greater than08. >> You called out the08 financial crisis while everybody was still partying. I want to know what you saw then and are we seeing the same thing now.>> A lot of the problem that the mainstream was overlooking in the years leading up to the '08 financial crisis. They've been overlooking very similar problems ever since that crisis that we're in a bigger bubble in general now than we were then as far as the excess leverage a ...

If the dollar goes down, does that mean asset prices go up?Asking for a friend. ...

Hello everyone. Today we got a very special treat. We are going to talk to Phil Rosen. He is the co-founder and editor-inchief of Opening Bell Daily. In this conversation, we talk about the US economy, the stock market, what's going on with interest rates, and how politics like socialism, capitalism, and much more is affecting people's portfolio, and why there should be some changes out there. We're live today from the desk of Anthony Pompiano. [music] Before we get into today's conversation with Phil, I ne ...

Quantitative easing is back, baby. Feds announced now that they are going to restart balance sheet expansion. They're going to do $40 billion in monthly Treasury bill buys.So, now that we know QE is coming back and it's going to be fun, what will happen to asset prices. This liquidity wave, it's called, it makes borrowing cheaper. It boosts confidence and it raises demand across all of financial markets.The biggest beneficiaries of QE are almost always risk assets. Stocks, they tend to rise because future e ...

Jerome Powell and the Federal Reserve decided to cut interest rates today and the money printer is back, baby. The government is going to start buying treasuries to the tune of $40 billion of US treasuries starting on December 12th and they're going to execute that $40 billion of purchases in 30 days. QE is back and the asset prices in the market, they're going to love this.So, we got rates coming down. We got the government back with a persistent bid and QE is on again. And Jerome Powell, he may be kicking ...

From the Desk of Anthony Pompliano0:00 QE Is Back And Asset Prices Are Going Higher4:42 Scott Bessent Confirms Tax Refunds Coming in 20266:50 Jerome Powell Comments On How To Fix HousingEnjoy! https://t.co/k1ba3uZaPY ...

RT based16z (@based16z)There is a popular myth atm that asset prices are some smooth function of actions taken by the government ...

Economic Outlook & Monetary Policy - The Fed's shift towards easier monetary policy, including ending quantitative tightening and leaning towards lower interest rates, is expected to inject liquidity into markets, potentially driving up asset prices [1] - The current GDP growth of approximately 4% is considered strong, comparable to Asian economies, while job weakness is attributed to foreign-born workers returning home, with American worker numbers remaining solid [1] - The Fed's actions are often perceived as benefiting Wall Street, creating a reverse Robin Hood effect where economic crises benefit the wealthy who own assets [3] - The Fed aims for a 2-3% inflation rate to avoid upsetting voters and facing potential congressional intervention, limiting its ability to print excessive amounts of money [2] AI & Technology - AI is currently in a bubble phase, similar to the dot-com era, with potential for further growth due to easy money funding new technologies [1] - AI is not primarily impacting blue-collar jobs but rather white-collar cubicle workers in IT, customer service, accounting, and HR [6] - The AI bubble is still in its early stages, focusing on semiconductor companies like Nvidia and Taiwan Semiconductor, with the "stupidity" phase of malinvestments yet to come [5] Immigration & Labor Market - Mass deportations historically lead to 5 to 10 times more people leaving than are actually deported [4] - Immigration does not necessarily solve labor shortages but rearranges wages, potentially crashing wages for low-skilled Americans while raising demand for skilled workers [4] - Removing immigrants can raise wages for low-income individuals and lower wages for high-skilled individuals, with an unclear overall impact on inflation but a reduction in headline GDP [4] Investment Strategies & Asset Bubbles - The big trade right now is AI, which is considered to be in a bubble, but it may have a few years left to run [5] - Gold and silver are driven by liquidity and the debasement trade, betting on a future crisis due to a lack of structural reforms on budget deficits [5] - Bitcoin's momentum is being affected by AI, as speculators are shifting their focus, but its debasement argument remains strong [5] Social & Political Commentary - Communism resonates most with elite kids who are losing status, driven by factors like deportations and the impact of AI on white-collar jobs [6] - Government interference often leads to negative consequences, and the battle between freedom and socialism is a constant one [13][14] - UBI may disincentivize work and reinforce poverty, potentially becoming politically appealing during the next recession due to AI-related job losses [7][8][9][10][11][12]