OM DENNE EPISODE
Billionaire hedge fund manager says the current asset bubble is more significant than any has seen and even bigger than anything he has ever studied. More positive nuclear energy news articles. The Iranians dumped 100 million barrels of oil on the market over the last three months. Has this contributed to the recent price weakness in oil?
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USA
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ANDRE EPISODE I DENNE PODKAST
Back in 2017, Janet Yellen said it was likely we would never have another banking crisis in our lifetime. The whole banking system is a confidence game and these people are just making it up as they go along.
Believe them at your own risk.
Things are breaking due to rates being too high.
In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem.
Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidit…
With the failure this week of Silicon Valley Bank I believe we are seeing the results of continuing liquidity tightening. If the FED continues raising rates and shrinking its balance sheet you will see more of this.
I had two tranches of coal producer Peabody Energy in the AIA portfolio. I discuss why I bought the shares and why I recently sold both positions for 400-600% gains.
More data sets are lining up to indicate that the economy is weakening and yet the market has been rallying.
My view is the lag effects of the rapid rise in the FED funds rate still have not fully shown themselves in the economy.
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra John Polomny, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
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