Good discussion about t-bills/bonds and QT. I am hoping stats and inflation/ employment trade off indicate it is time for a rate decline. Next weeks stats should show a slowing of If I clarion I am hoping. With Europe and UK reducing rates soon, I think a quarter point reduction in July or September is warranted. It is good the economy is doing well.
If you work in the housing industry, it's borderline infruating to hear "the economy is good". No, it's not. Not for us. It's 2009 right now in housing type industries (appliances, furniture, building materials).
Life is designed to take somebody else's resources. As long as there are resources, wars, local or major, will continue, with smarter people cleverly taking the resources of less smart people.
Such great information! Thank you!
Enjoyed the discussion! Appreciate the insights.
Thank You, Ed
Good discussion about t-bills/bonds and QT. I am hoping stats
and inflation/ employment trade off indicate it is time for a rate decline. Next weeks stats should show a slowing of If I clarion I am hoping. With Europe and UK reducing rates soon, I think a quarter point reduction in July or September is warranted. It is good the economy is doing well.
If you work in the housing industry, it's borderline infruating to hear "the economy is good". No, it's not. Not for us. It's 2009 right now in housing type industries (appliances, furniture, building materials).
Also thankful for the market indigestion note:)
It's been a v. long time since I've seen anyone as proud about their recent hire:)
Life is designed to take somebody else's resources. As long as there are resources, wars, local or major, will continue, with smarter people cleverly taking the resources of less smart people.
As it should be.
Bring Eric on more Sir