Is Saylor Building A Bitcoin-Backed Central Bank? #CHAINREACTION https://t.co/YHT3CtfEDj ...

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]

On paper he may look like a conventional pick. But his appointment would mark an abrupt shift in the relationship between America’s central bank and the White House https://t.co/II4Snq8pKY ...

The Trump administration canceled interviews with a group of finalists to be the next Federal Reserve chair as Trump again suggested he had made up his mind about who should lead the central bank https://t.co/5enkualQxU ...

In today’s India Edition, Anirban Nag writes on the central bank’s tough choices. And, Lou Del Bello shines a light on Delhi’s pollution fixes. https://t.co/ILMayMjTL6 ...

Mexico’s central bank cut its expectation for growth this year after the economy contracted in the third quarter, igniting recession fears for Latin America’s second-biggest economy https://t.co/Lr3D9Qdmwh ...

RT Bloomberg New Economy (@BBGNewEconomy)"Central bank for the first time today own more gold than US Treasury."Founder & CEO of Algebris Investments at #BloombergNewEconomy.⏯️https://t.co/Sqkf8dJOyf https://t.co/vTMaQFuUMf ...

Namibia’s central bank said Governor Johannes !Gawaxab will step down at the end of December after more than five years at the helm https://t.co/o16qT2hDuj ...

货币政策 - 台湾中央银行需要为其货币（新台币）建立长期路径 [1] 经济影响 - 普通民众最终将能够享受非凡出口奇迹的更多成果 [1]

Finance ministers meeting today are expected to start talks on the sidelines for the central bank’s top jobs. https://t.co/rqPiVsZ6GV ...