Finance as a field of study and practice became distinct from economics in the 1940s and 1950s. Particular realms of finance, such as banking, lending, and investing, have been around in some form since the dawn of civilization.Scholars have argued that the 2000s have witnessed an unparalleled expansion of financialization, or the role of finance in everyday business and life. Learn more about the history of #finance and how it work here: https://t.co/L8Pl8GxSsy ...

Market Trends - NFL prediction markets on Kalshi saw millions of dollars in volume today [1] - Prediction markets are poised for significant growth and recognition in the future [1] - The trend indicates a growing financialization of various aspects [1] Investment Opportunities - Publicly traded, peer-to-peer information is becoming increasingly prevalent [1]

RT SightBringer (@_The_Prophet__)The script handed down - stay out of trouble, get your degree, climb the ladder - was written for a world that no longer exists.It worked when capital was anchored to production, when wages tracked productivity, and when assets weren’t financialized into instruments of rent extraction. That world is gone.Here’s the real truth:1. Wages decoupled from wealthSince the 1970s, productivity has continued to rise while wages flatlined. The difference didn’t vanish - it was captured ...

The majority of political power in the golden ages of the USA (1950-1980) was with the workers.The man in the factory. He affected elections.Now all power lies with financiers.Wall Street.They control elections.They control media.They control everything that matters and they want to make money from nothing.Move numbers = more numbers.This isn’t real.Moving imaginary gold and making more imaginary gold doesn’t mine gold.No real work. Nothing is real.Money isn’t real.The money men dictate political policy to ...

Market Volatility & Investment Strategy - Market volatility is expected to return, potentially leading to an asset price explosion in the second half of the year, advising strategic positioning [2][4][6] - Historically, volatility was seen negatively, but now it's part of digitalization and financialization trends [3] - The VIX (Volatility Index) is at its lowest point in 2025, suggesting an imminent increase in market volatility [5] Tariff Revenue & US Investment - Tariff income is projected to exceed 1% of GDP, surpassing the initial estimate of $300 billion [7][8] - Private industry is committing over $10 trillion in investments into the United States [8][9] - The US is gaining advantage in the geopolitical trade realm, potentially disadvantaging those betting against it [10] Geopolitics & Trade Negotiations - The US employs a multi-lever, non-linear strategy in trade negotiations, leveraging military operations, diplomacy, economic sanctions, and oil markets [22][23][28] - Disbanding of the Klepto Task Force and discussions on Arctic routes were potential incentives offered to Russia during negotiations [30][31][32] - Arctic shipping routes are emerging as a significant geopolitical factor, influencing trade and logistics [34][35] Cryptocurrency & Digital Assets - The US government and the Chinese government are among the largest holders of Bitcoin, holding the 3rd and 4th position respectively [40] - China is seriously considering launching a yuan-backed stablecoin, potentially from Hong Kong [42] - Governments recognize the growing demand for digital assets, leading to a complex dynamic between supporting these assets and safeguarding legacy systems [44][45]

The world is becoming financialized because the dollar can’t provide a reliable store of value function anymore. ...

Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host, and with me is Yahoo Finance's Alli Canal, who's here to keep us honest and from veering off too far into wonk land. And today we're going to be talking about the ghosts of crisis past.From the bailouts of 2008 to today's record$ 37 trillion debt pile, cheap mo ...

Summary of Key Points from the Conference Call on India's Equity Strategy Industry Overview - **Industry**: Indian Equity Market - **Key Focus**: Structural growth drivers and investment opportunities in India Core Themes and Arguments 1. **Structural Drivers for Growth**: India is expected to experience sustained economic and corporate earnings growth due to nine structural drivers, positioning it as a leading market globally with a 7% CAGR in USD terms over the past three decades [1][9][10]. 2. **Cautious Near-Term Outlook**: Despite long-term optimism, there is caution regarding near-term market valuations and potential risks from slowing global growth [1][2]. Nine Structural Themes 1. **Rapid Infrastructure Build-Out**: Capacity additions in transportation infrastructure (FY15-30) are projected to exceed those of the past 65 years, creating a 3.25x economic multiplier [5][28][31]. 2. **Productivity Gains**: Enhanced energy efficiency and improved logistics are driving productivity back to levels seen during the 2003-2007 boom [5][41][46]. 3. **Digitization**: Internet users have increased to over 0.9 billion, with a 140x rise in digital transactions over the past eight years, fostering a robust venture capital ecosystem [5][47][48]. 4. **Financialization**: Bank account penetration has risen to over 90%, but access to formal credit remains low (11-13%), indicating significant growth potential for financial services [5][66][67]. 5. **Household Savings Resilience**: Households contribute over 60% to India's gross savings, with improving balance sheets and cooling inflation supporting domestic capital formation [5][76][81]. 6. **Discretionary Consumption Shift**: As per capita income approaches USD 5,000 by 2030, discretionary consumption is expected to rise to 43% of total consumption [5][88][89]. 7. **Formalization of the Economy**: Policies like GST and UPI are expanding the tax base and benefiting organized sector players [5][28]. 8. **Current Account Transition**: Initiatives like PLI schemes and labor reforms could turn India's current account deficit into a surplus by FY30 [5][29]. 9. **Decarbonization Efforts**: India has invested USD 216 billion in capex for decarbonization over the last decade, with an expected additional USD 270 billion from FY25-30 [5][29]. Additional Important Insights - **Market Performance**: India has delivered strong market returns driven by earnings growth rather than valuation expansion, with a notable number of stock compounders [10][11][24]. - **Government Initiatives**: The government is actively opening up monopolies across sectors, which is expected to attract private and foreign capital, enhancing infrastructure capacity [34][36]. - **Investment Opportunities**: The structural themes identified present significant investment opportunities, particularly in sectors benefiting from digitization, financial inclusion, and infrastructure development [2][5][11]. This summary encapsulates the key points discussed in the conference call regarding India's equity strategy, highlighting the structural growth drivers, cautious outlook, and potential investment opportunities within the Indian market.

Summary of Key Points from the Conference Call Industry Overview - The report compares the financial asset pools in China and the US, focusing on bank deposits, property, bonds, and equities, highlighting the wealth effects generated since 2010 [2][10][70]. Core Insights 1. **Financial Asset Pools**: - China leads in bank deposits with USD 32 trillion compared to USD 18 trillion in the US [3][12]. - Property assets in China peaked at 76% of the US level in 2020 but fell to 59% in 2024 due to a correction in the real estate market [3][13]. - The bond market in China has been catching up, reaching 45% of the US bond market by 2024, up from 11% in 2010 [3][14]. - The equity market capitalization of China A and H-shares has decreased from 53% of the S&P 500 in 2015 to 30% by February 2025 [3][17]. 2. **Wealth Effect**: - Cash distributions from equity assets in China exceeded coupon payments on RMB bonds by 32% in 2024, indicating a shift in wealth generation [4][33]. - The "paper wealth" generated by Chinese equities from 2010 to February 2025 was only 8% of that created by the S&P 500 during the same period, suggesting a weaker wealth effect from Chinese equities [4][36]. 3. **Bond Market Implications**: - The bond market in China is expected to provide stability, but its ability to generate wealth effects is questioned due to low interest rates [5][61]. - Policymakers may seek alternative avenues if the bond market fails to deliver the desired wealth effect, emphasizing the importance of equity performance in influencing bond market dynamics [5][61]. 4. **Comparative Analysis**: - The report highlights that while China has a larger pool of deposits and property, the US has a greater inclination towards equities and bonds [7][10]. - The performance of equity assets is becoming a critical risk factor for bond performance in China [7][11]. Additional Important Insights - The report notes that the cash distribution from Chinese equity assets has risen from 20% of the US level in 2010 to 37% in 2024, while coupon distributions from Chinese bonds have decreased from 34% to 22% of the US level during the same period [34]. - The significant losses in property assets, amounting to USD 6.1 trillion from 2022 to 2024, have overshadowed the cash distributions from equity and bond assets, contributing to a risk-off sentiment among Chinese households [38][39]. - The report concludes that there is potential for further financialization in China, particularly in equity assets, which have lagged behind other asset classes [70][71]. This comprehensive analysis provides insights into the evolving landscape of financial assets in China compared to the US, highlighting the implications for investors and policymakers alike.