So, how do you think the tariffs on the imported pasta are going to change things for your customers here. >> Well, obviously will come with an increase on pricing. Uh, especially for people like us that we don't like to compromise on the quality of the products.>> Are you concerned at all for your business. >> Of course. Of course.You know, time for restaurants is very difficult these days with all the cost increases from energy to rent to labor. Especially here in New York there is a lot of prediction for ...

Core Viewpoint - The recommendation is to maintain a long position in risk assets while shorting hyperscaler bonds and going long on zero-coupon bonds as a hedge against potential recession [1] Group 1 - The advice emphasizes staying long on risk assets for the time being [1] - There is a specific recommendation to short hyperscaler bonds, indicating a bearish outlook on this segment [1] - The strategy includes going long on zero-coupon bonds, which are seen as a protective measure against economic downturns [1]

Market Overview & Predictions - The author emphasizes the importance of balancing predictions with adaptability in the crypto market, suggesting neither extreme works [1] - The author anticipates a major global reset, potentially a depression comparable to 1929, unfolding between late 2025 and early 2026, driven by the unwinding of quantitative easing and tightening policies [3] - Tariffs are considered less significant compared to larger economic forces that will cause sharper market corrections [4] Short-Term & Medium-Term Outlook - A rebound is expected in the very short term, with Bitcoin potentially moving towards the $92,000 - $98,000 zone, and altcoins potentially bouncing 50%-100% [4] - A decent chance of another capitulation is expected in the short term (next few weeks), potentially triggered by renewed tariff talks, a pandemic scare, or escalating conflict [5] - A bullish trend is expected in the medium term (next few months, probably until September), potentially leading to an altseason, though not as significant as 2021 or 2017 [5] Long-Term Concerns & Risks - The author expresses concern about the artificial inflation of Bitcoin's price by ETFs and USDT/USDC minting, while many altcoins remain near their lows [7] - September 2025 is highlighted as a potential pivot point, drawing parallels to the 2021 cycle where a bear market began in November 2021 [7] - The author cautions about the potential behavior of Bitcoin during a real global recession/depression, expecting extreme volatility and potentially the worst part of the cycle [8]

You had said before the policy meeting that you were somewhat uneasy about front-loading rate cuts based solely on slowing payroll growth and that at the same time inflation had been moving in the wrong direction and just counting on inflation to be transitory made you uneasy. So why did you vote in favor of cutting rates last week. Was there anything that changed that caused you to want to take out more insurance.Well, before the last meeting, not not this not this November meeting, but in September, um my ...

A K-shaped recovery is when segments of an economy recover from a recession at different rates. https://t.co/Mp3zBWoyov ...

Let's not just focus on the dayto-day. Let's welcome in Ed Yardi. He is president and founder of Yardenni Research.Uh Ed, um you can comment on what you heard from the president or we can just move on to the markets. I know from a market perspective, you think both gold and the S&P 500 can each hit 10,000 by the end of the decade. I'm not a math wiz, but that's only about four years and what two and a half months from now, right.Why so bullish. Well, look, on the stock side, uh the economy has proven to be ...

Core Insights - The article discusses the potential financial struggles facing America's baby boomers due to inflation and inadequate Social Security benefits, with Robert Kiyosaki warning of a looming wave of homelessness among this demographic [1][3]. Economic Concerns - Social Security benefits are adjusted for inflation, but these adjustments often do not keep pace with rising costs, particularly in housing and healthcare [1]. - The Social Security trust fund is projected to become insolvent by 2035, potentially reducing benefits to about 83% of current levels without congressional intervention [4]. Inflation and Asset Ownership - Kiyosaki argues that the Federal Reserve's money printing exacerbates inflation, disproportionately benefiting asset owners while harming the poor and middle class [2][3]. - The article highlights that while asset owners may see their property values increase, average consumers face rising prices for essential goods [2]. Investment Strategies - Kiyosaki advocates for gold as a hedge against inflation, emphasizing his distrust of fiat currency and the Federal Reserve [5][6]. - Gold is viewed as a safe haven asset, with prices having surged over 50% in the past year, making it an attractive option during economic uncertainty [7]. Real Estate as a Hedge - Real estate is also presented as a strong inflation hedge, with property values and rental income typically rising during inflationary periods [10]. - Kiyosaki owns 1,500 rental properties and encourages individuals to invest in income-generating real estate as a means to secure financial stability [10]. Accessible Investment Options - Crowdfunding platforms like Arrived allow individuals to invest in rental properties with minimal capital, making real estate investment more accessible [11]. - First National Realty Partners offers accredited investors opportunities to invest in commercial properties leased by national brands, providing a way to diversify portfolios without the responsibilities of being a landlord [14].

Market Trends & Sentiment - Gold's 49% rally over the past 12 months signals potential market trouble ahead, contrasting with bullish equity sentiment [1] - The gold rally reflects increasing fear of stagflation or even recession in the medium term [2] - Gold's performance may reflect deeper concerns that run counter to equity market optimism [2] Economic Factors - Market expects lower interest rates in the future, boosting gold's appeal as a non-yielding asset [1] - Stubborn inflation keeps investors wary as elevated inflation erodes bond yields and purchasing power [1] - Declining deficit to GDP ratio is driven in part by tariff revenue and stronger GDP [1] - A sluggish labor market persists [1]

[Music] Don't think you're special. Don't think that you know more than we do. These are some of the statements from the law of Yan.I think that is dangerous. I think that is actually driving a common thinking that can bring you know hazard uh outcomes. And today I want to talk about something that may be a little more dry than what we have uh just heard which is Bitcoin crypto bubbles financial bubbles.Bitcoin is a mineral disease. Bitcoin is rat poison squared. These are not my words. These are the words ...

Economic Policy & Fiscal Performance - US Treasury Secretary Scott Bessent highlighted a decrease in a key US fiscal ratio [1] - The drop in the fiscal ratio is presented as evidence that President Donald Trump's economic policies are effective [1] - The policies are purportedly working without triggering a recession [1]