RT Ray Dalio (@RayDalio)"I promise to not raise your taxes" and "I promise to not cut your benefits" are the two popular political promises that are inconsistent with the much more needed promise "I promise to cut the budget deficit to about 3 percent of GDP" that is required to prevent a big debt/dollar crisis. There is no way that the deficit/debt bomb problem can be sustainably dealt with unless there is a mix of tax revenue increases and spending decreases that are determined in a bipartisan way. Our re ...

🔥 LATEST: BitMEX reports a 90% drop in extreme Bitcoin funding rates since 2016, signaling the rise of a mature, stable, and institutional-grade crypto derivatives market. https://t.co/rNEXiUrmIo ...

So as we close the books in the first half and look ahead to Q3, how should investors be positioned. And Karen, we are just welcome back. First of all, um we are discussing how extraordinary this quarter has been mindboggling.I mean so many just uh you know for obviously the April low was in itself extraordinary. So to bounce from that but just you know the uh Nvidia for example from 108 to 157 in the quarter. Yes they had good earnings but that can't be all of what happened there.So I mean the sentiment ch ...

Joining us now is Evercore chairman emeritus and black rockck co-founder Ralph Schlaststein right here on set. It's great to have you. Welcome.It's great to be here. Let's start right there. Uh because what what an incredible second quarter we had.Uh tariff tantrum. Is it over. Is is the fear about peak tariffs behind us.Well, I I think you can never say it's completely behind us because I don't think we have a absolutely certain path as to where the president and his team are going to take the tariff discu ...

🔥 UPDATE: Most major banks now expect the Fed to cut rates by 25–100bps starting as early as July, while a few still see no cuts in 2025. https://t.co/rjnPVpIMYM ...

NEW: 🇺🇸 In a recent post President Trump suggests interest rates should be between 0.50% and 1.75%.The President also claims Fed Chair Jerome Powell has "cost the USA a fortune https://t.co/nPl6V64jGO ...

Interest Rate Impact - A 1% interest rate may solve the looming debt bubble [1] - A 1% interest rate provides an opportunity to refinance debt over an elongated period [1] - Minimal interest could make paying off massive debt more realistic [1] - Younger generations may be able to consider buying homes without massive debt overhang [1] Economic Consequences - The cost of goods will increase if interest rates go to 1% [1] - The value of the dollar will decrease significantly [2] Opportunities with Dollars - Opportunities include buying a house, buying a car, refinancing debt, and using credit cards [2]

Interest Rate Impact - Cost of goods will increase due to interest rate changes [1] - The dollar's purchasing power will decrease significantly [1] - Lower interest rates make buying a house, buying a car, refinancing debt, and credit card interest more affordable for those with capital [1] Investment Strategies - Individuals with the ability to save capital should consider two strategies [1] - Strategy 1: Accumulate as much capital as possible in "safe" ETFs like S&P, Nasdaq, or money market funds until rates are below 3%, then buy a house [2] - Strategy 2: Invest aggressively in assets like individual shares, crypto, and luxury collectibles, as their value is expected to increase parabolically with significantly lower rates [2]

Joining me now is Mike Wilson, Morgan Stanley's chief US equity strategist and CIO. Uh Mike, great to have you uh with me here. It's it's it's a fascinating round trip we've had, right, since early uh I guess since February in a sense.Where does the market sit in your mind relative to all the the kind of important drivers, right. I mean, we had this tariff policy scare and then a little bit of relief off of that. But in terms of the fundamental picture, technicals, demand for stocks, and all the rest of it. ...

But yields are sinking today even as we're talking about the long-term fiscal sustainability of the US government. Maybe Rick Santelli who is back now can explain. Hi Rick. Hi.you know whether it's the month end quarter end halfyear end effects or just in general as the last guest Steve pointed out and so appropriately sometimes markets don't trade on fundamentals and on the interest rate side there has been a global propensity for lower rates but everything you said is true Kelly this administration's budg ...