Market Analysis & Investment Strategies - The market suggests that catching a falling knife (investing in a rapidly declining stock) is risky and requires patience, waiting for signs of stability rather than reacting impulsively to price drops [1] - The market emphasizes that a stock's cheapness alone doesn't make it a bargain; understanding the underlying reasons for the decline (earnings collapse, business model issues, etc) is crucial [1] - The market indicates that savvy investors wait for confirmation of a turnaround, such as a reset in earnings or technical stability, before investing in a distressed stock [1] Economic Trends & Fed Policy - The discussion suggests that the Federal Reserve (Fed) is overly focused on lagging indicators like tariffs and consumer prices, potentially missing the impact of AI on energy demand and the labor market [1] - The analysis points out that the utility sector's strong performance is linked to increased energy demand from AI, highlighting an overlooked driver of inflation [1] - The speaker suggests that the Fed's focus on inflation may lead to missed opportunities to lower interest rates and stimulate business lending for job creation [2] - The speaker believes that the availability of credit is a more significant issue than the cost of credit in slowing down economic growth [2] - The speaker suggests that a 25 basis point rate cut by the Fed is insignificant and that a cut of 75 basis points to a full point is needed to have a real impact [2] - The speaker believes that the Fed should cut rates by 75 basis points immediately, followed by another 50 basis points, to address the slowing economy [2][3] Housing Market Dynamics - The housing market is divided into existing homes and new homes, with national home builders keeping prices stable by building smaller houses [3] - The speaker believes that existing home prices are inflated due to sellers and realtors being unrealistic about market clearing prices [3] - The speaker suggests that realtors should price homes based on comparable sales to create bidding wars and achieve optimal prices [3]

Treasuries fell, lifting US 30-year borrowing costs to within a whisker of touching 5% for the first time since July https://t.co/IhtzTSyvOO ...

Friday. Joining us this morning is bespoke co co-founder Paul Hickeyi to discuss. Paul, let's get the fall started.Good to have you. Um, talk about September season seasonality and whether or not there are elements that might make this particular round of September maybe a little less than feared. Yes.I mean, September, we all know it's historically a weak time of year uh for the markets overall. Uh, especially look at I mean what we've done the last four months. We're up 1% four months in a row.Um, you kno ...

Tokenization Opportunity - Tokenization of assets unlocks vast potential, including $100 trillion in global payments, $62 trillion in stocks, and $7 trillion in Treasuries [1] - Trillions of dollars worth of assets are expected to be tokenized [1] Infrastructure Importance - Scalable infrastructure is crucial for handling the tokenization of trillions of dollars in assets [1] Sei Network's Positioning - Sei Network emphasizes faster market movements, suggesting its suitability for tokenized assets [1]

Stocks, Treasuries and the dollar all fell after Lisa Cook’s “sacking” was announced, though the scale of the moves was minor.The relative calm of investors may come with its own problems https://t.co/x5a8uSYFOZ ...

Mortgage Rate Trends - 30-year mortgage rates have fluctuated between approximately 6% and nearly 8% over the past two years [1] - Despite the Federal Reserve cutting short-term rates, longer-term rates have been increasing [1] - Historically, the Federal Reserve cuts rates when entering or already in a recession, leading to lower rates across the board due to decreased inflation expectations [1] Factors Influencing Mortgage Rates - The 10-year Treasury yield is a key driver of mortgage rates [2] - Supply and demand of treasuries significantly impact mortgage rates [2] Impact of Government Borrowing - Increasing government borrowing leads to a rising supply of treasuries [3] - If the demand for treasuries does not keep pace with the rising supply, bond prices decrease, resulting in higher yields (rates) [3]

On-Chain Asset Expansion - Sei Network aims to bring a wide range of traditional financial assets on-chain, including stablecoins, treasuries, ETFs, GDP data, stocks, money markets, mutual funds, derivatives, corporate bonds, commodities, private equity, and index funds [1] Speed and Efficiency - Sei Network emphasizes faster transaction speeds for all on-chain assets [1]

Onchain Assets - Everything is coming onchain, including Stablecoins, Treasuries, ETFs, GDP Data, Stocks, Money Markets, Mutual Funds, Derivatives, Corporate Bonds, Commodities, and Private Equity [1] Blockchain Platform - Everything moves faster on Sei, indicated by the ticker symbol ($/acc) [1]

Track institutional Solana treasuries on CoinGecko:https://t.co/vTcVo9Fy5O ...

Short-maturity Treasuries fell slightly after strong US economic growth and employment data made a small dent in the market’s conviction the Fed will cut interest rates twice by year-end. https://t.co/vr2Bp5KmJg ...