The Fed has been so far behind the curve it is almost comical.They spent the first half of the year telling everyone they couldn't cut rates, but now it is obvious they should have been cutting rates all along. ...

Economic Outlook - Investors are concerned about slowing job growth and tariff-related costs [1] - Investors anticipate that tax cuts and falling interest rates will stimulate economic growth [1]

Sri Lanka’s economy grew faster-than-expected last quarter, as lower interest rates aided business activity and eased some tariff-related pain https://t.co/SRo9JeG3is ...

BREAKING: 🇺🇸 PRESIDENT TRUMP SAYS THE FEDERAL RESERVE WILL MAKE BIG RATE CUTS THIS WEEK. ...

💥BREAKING:🇺🇸 Probability of the Federal Reserve lowering interest rates this week rises to 100%. https://t.co/eOc41CSOv0 ...

RT Anthony Pompliano 🌪 (@APompliano)I sat down with @jvisserlabs to discuss discuss Oracle going up 40%, what is going on in the stock market, the job revision, the latest in artificial intelligence, bitcoin, interest rates, and where asset prices could be headed.Enjoy!YouTube: https://t.co/lpHLMtNbQ4Spotify: https://t.co/YfXJCJhnxVApple: https://t.co/TwtRj5lVmTTIMESTAMPS:0:00 - Intro0:59 - Why are there massive moves in the stock market?3:38 - What’s going on with inflation and tariffs9:25 - Is there an ar ...

Market Trends & Dynamics - Discusses massive moves in the stock market [1] - Examines the impact of inflation and tariffs [1] - Explores the potential for a recession [1] - Analyzes the mortgage market and housing affordability [1] Artificial Intelligence (AI) - Addresses how the US can win the AI race [1] - Considers humans competing against machines [1] Labor Market - Notes job growth revised down by 911,000 [1] Cryptocurrency - Discusses the future of Bitcoin [1] Interest Rates - Analyzes what is happening with interest rates [1] Company Specific - Mentions Oracle going up 40% [1] - Takeaways from Robinhood event [1]

One reason for the recovery, however fragile, is that inflation has been almost conquered and interest rates have come down. The effect is visible in the gloomy-but-improving outlook of European construction https://t.co/HuIv2q8wDP ...

Market Outlook & Fed Policy - The market has priced in many positives, leaving room for the Federal Reserve to disappoint next week [2] - The key focus will be on the Summary of Economic Projections (SEP) and the committee's rate guidance for the end of 2026; a convergence with the rates market is needed to avoid disappointment [3][4] - A weakening labor market is a defining macro characteristic, suggesting growth-side risks for the equity market and the need for a bond position [10][11] Investment Strategies - Broadening investment portfolios beyond tech is recommended, considering areas like small caps, energy, and international markets [6][7][8] - Small caps are poised to benefit from declining interest rates due to their floating rate and short-term debt structures, along with less regulation and more M&A activity [7] - Offsetting equity positions with a bond position (duration) is suggested, especially given the potential for a pullback in the second half of September [9] Interest Rate & Bond Market - The market anticipates a 25 basis point rate cut next week [2][3] - The yield curve is positively sloped now, suggesting that rates across the curve should come down as the Fed starts its rate-cutting cycle, unlike the previous year when the yield curve was inverted [16][17] - Expect the 10-year Treasury yield to break below 4%, surprising many due to recency bias related to the bond market's reaction to previous rate cuts [18] Economic Indicators - Despite concerns about the labor market, other data points like GDP growth, company earnings, and consumer strength suggest a continued strong economy [13]

The problem with the company was bloated GNA. So real estate does have a roller coaster rides to it. There are phases, cycles and they happen every 5 to 10 years and you need a resilient uh cost structure that doesn't depend upon selling 6 million homes a year because it can come down to 4 million.That's basically the zone over the last 30 years. And so the bloated GNA was a real problem because as people stopped transacting as interest rates went, you know, through the roof, the company's GNA made no sense ...