People cannot afford new cars…
What is going to happen?
@DanielleDiMartinoBoothQI
Videos by John Mauldin
Is Trump the new Reagan?
@DanielleDiMartinoBoothQI
View moreTrade War Chaos: Why US Businesses Don’t Know What’s Next | John Mauldin
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As the trade situation intensifies between the US and China, it’s time to think about the ripple effects of a decoupling.
We know all trade wars have a currency effect… but what happens when nations drive down their currencies to counter US tariffs? Will China use its cache of US treasuries as a weapon, driving US interest rates up?
John Mauldin explains why he doesn’t believe China is using US treasuries as a weapon—and where he thinks the trade war will hurt most.
Learn more about the Strategic Investment Conference here:
https://www.mauldineconomics.com/go/JM577Z7/MEC
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View moreMulti Billion dollar bankruptcies?
That can’t be good (,,𖦹﹏𖦹,,)
@DanielleDiMartinoBoothQI
Warning: We are entering a cost cutting doom spiral
@DanielleDiMartinoBoothQI
View moreHospitality a Big Loser?
Maybe the Covid Wanderlust has moved on…
@DanielleDiMartinoBoothQI
Was 2022 the cycle top?
@DanielleDiMartinoBoothQI explains why that is what she believes…
View moreInflation is coming down on the ground according to Guest Danielle DiMartino Booth.
Have you experienced this in your daily life? Or is a banana still $10? @DanielleDiMartinoBoothQI
View moreIn 1932, FDR ripped apart the US status quo in 100 days…
Will Trump be the Same?
View moreDo you think George is a Democrat or a Republican?
His Answer might shock you! @GeopoliticalFuturesGPF
View moreIs US isolationism a recipe for disaster?
George is betting the dollar is a powerful weapon of stabilization for the rest of the world economies. @GeopoliticalFuturesGPF
View moreTrillions Poised to Flee US Markets? A Risk Beyond Volatility | Jared Dillian
There’s no substitute for experience. That was evident this week in the markets. While most people were confused or frozen, former Wall Street trader Jared Dillian was making money after spending the past few months positioning himself for a week like this one.
On Wednesday, Jared told his readers to cover shorts and sell the put options he suggested they buy months ago. Over the course of the day, he received nearly 50 “thank you!” emails from readers who made money this week and this year.
Part of his strategy involves using options, but not for speculation.
Options are one of those areas where many investors know just enough to get themselves into trouble. They can even prove perilous for seasoned professionals.
Jared wants to stop people from shooting themselves in the foot. He
View moreThe world loses while Putin wins…
@GeopoliticalFuturesGPF
View moreIf Russia is losing in the Ukraine then why are the Europeans so afraid of them?
George Friedman returns to the conversation to answer questions from the audience. @GeopoliticalFuturesGPF
View moreOPEC – Keep an Eye out for the Oily ones…
@TheJaredDillianShow
View moreBullish on Bonds?
@TheJaredDillianShow explains why this is something important to look to as the market responds to Trump’s Actions
View moreThe Canucks are PISSED at the US
Will your boycott of US goods work?
View moreDo you know about the Plaza Accord of 1985?
@TheJaredDillianShow explains why its important to understand the Dollar a its role in the US economy.
View moreThe dollar going down helps America?
Sounds like a Tarrif-ic Idea! @TheJaredDillianShow
View morePrivate Equity’s Playbook: Plundering the American Economy | Brendan Ballou
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Private equity is buying up America—everything from nursing homes to hardware stores and the local plumbing business. As today’s guest Brendan Ballou notes, “When you look at the number of employees that these portfolio companies employ, Blackstone, Carlyle, and KKR, not necessarily in that order, they would be the third, fourth, and fifth-largest employers in the United States behind just Walmart and Amazon.”
Globally, the value of private equity deals rose 14% in 2024 to $2 trillion. This isn’t a bad thing on its face—there are plenty of great people doing good work in private equity. But some, including my friend and former Wall Street trader Jared Dillian, are calling it a bubble.
Brendan Ballou
View moreCar prices are going up by 12k?
@TheJaredDillianShow
View moreTariffs? Deflationary?
But don’t tariffs make things more expensive? @TheJaredDillianShow
View moreUnemployment at 4%? Perfect for the Economy! What if Doge drives it to 9%?
@TheJaredDillianShow
View moreIndicators showing recession?
Or will Trump pull a rabbit out of his hat? @TheJaredDillianShow
View moreAre we headed towards a recession?
@TheJaredDillianShow tells Ed D’Agostino what the market indicators are telling him!
View moreBlood Money: How the CCP is Poisoning America | Peter Schweizer
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Peter Schweizer, the #1 New York Times bestselling author of BLOOD MONEY, is here to discuss China’s "disintegration warfare" tactics, which are destabilizing the US and threatening its best and brightest youth.
Chinese criminal organizations, with tacit approval of the Chinese Communist Party, are flooding American communities with deadly fentanyl. As Peter explains, "This is not your typical drug abuse problem… Most people dying of fentanyl overdoses aren’t even aware they’re taking fentanyl. This is actually a poisoning rather than a drug overdose."
We also unpack how China has infiltrated US political systems through "elite capture" – effectively buying off political leaders by giving business
View moreIs healthcare good business?
Or should it be left to the state?
View moreFederal Reserve gets an “A” grade for their pandemic era response to monetary challenges?
Do you agree with David Kotok?
View moreGeopolitical Playbook for Defeating Russia: The West Germany Blueprint | Marko Papic
Marko Papic, Chief Strategist at BCA Research, is joining us today to discuss how the Ukraine War ends and how peace could reshape global markets.
Marko believes that end is coming sooner than later. “It’s not about the peace. I think that the war has to end. And that’s not a normative statement, it’s just a statement of physical reality."
Ultimately, he sees Ukraine recovering by following West Germany’s model. Here’s Marko again: “I think there is a playbook for defeating Russia. It’s worked in the past. It’s called West Germany. The reason that Ukraine can eventually reconquer these territories is that on a 10, 15, 20-year time horizon, we have a proven track record that Western capitalism does better than whatever Russia does.”
In the interview you will also hear:
* The future of
View moreDavid Kotok thinks the US Govt Response to COVID was robust,
…and absolutely stopped the spread of the disease. What do you think?
View more