Tag Archive: newsletter

11-18-24 “Trump Trade” Sends Investors Into Overdrive

2024-11-18

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It's the last full week of trading before Thanksgiving. Expectations for US GDP growth in the new year are on the plus side of 3%, vs the EU's negative expectations: Where do you want to put your money? First place the "Government Efficiency Department" can start is at the Department of Defense, failing its past seven audits. Risks are building in certain market areas where “Trump Trade” exuberance has likely exceeded the grasp of...

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Yes, Senator Cruz, Elon Musk should read Mises’s Bureaucracy

2024-11-18

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2024-11-18

On his podcast “Verdict” November 13, Ted Cruz mentioned one of my favorite books by Ludwig von Mises: Bureaucracy. He mentioned it in reference to the “Department of Government Efficiency” that was also announced by President-elect Donald Trump on the same day. Cruz brings up a crucial point to the conversation surrounding this plan, pointing at Mises for getting it right. The idea lingers that this Department will make government efficient; that...

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The long game: how will US missiles help Ukraine?

2024-11-18

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America feared that letting Ukraine use US weapons (https://www.economist.com/topics/ukraine?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners) to attack far-off targets in Russia would escalate the conflict. Why has President Joe Biden finally changed his mind? Markets soared...

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Fragile and Consolidative Tone Starts the Week in FX

2024-11-18

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2024-11-18

Overview: The US dollar has begun the new week consolidating in a mixed fashion against the G10 currencies. Bank of Japan Governor Ueda remains circumspect and did not provide guidance about next month's central bank meeting. Without positive guidance, the market sold the yen, but the swaps market shows about 13 bp of tightening has been discounted, up a couple of basis points from a week ago. Leave aside the New Zealand dollar, which is also under...

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Destroying Creative Destruction: The DMA against Innovation

2024-11-18

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2024-11-18

In the ever-evolving landscape of economic theory and policy, few concepts have been as influential and controversial as Joseph Schumpeter’s “creative destruction.” This powerful idea, which describes the process by which innovation continuously reshapes markets, challenges conventional wisdom about competition, monopolies, and the role of government intervention. As we grapple with the complexities of the digital age, the tension between creative...

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Swiss billionaires oppose closer EU ties

2024-11-18

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2024-11-18

The Compass Initiative calls for important treaties to be approved by the people and the cantons. Keystone / Peter Klaunzer Listen to the article Listening the article Toggle language selector...

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The $100 Trillion Global Debt Bomb and Financial Shock Risk.

2024-11-18

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2024-11-18

Last month, the IMF stated that “our forecasts point to an unforgiving combination of low growth and high debt, a difficult future,” emphasizing that “governments must work to reduce debt and rebuild buffers for the next shock, which will surely come, and maybe sooner than we expect.”This advice comes with a warning. At the current rate of spending, the US debt to GDP will reach 198% by 2050 even without expecting a recession. The G-7 public debt...

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5X5 Inflation Expectations: A New Benchmark To Follow

2024-11-18

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2024-11-18

At the last FOMC meeting, Jerome Powell was asked if they were concerned that inflation expectations are “de-anchoring, or put another way, are anchoring at a slightly higher level?” His answer specifically referenced the 5x5 forward inflation expected rate. He could have used many data points to answer the question. However, the fact that he …

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USDJPY Technical Analysis – The market looks fine with the current pricing

2024-11-18

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#usdjpy #forex #technicalanalysis In this video you will learn about the latest fundamental developments for the USDJPY pair. You will also find technical analysis across different timeframes for a better overall outlook on the market. ---------------------------------------------------------------------- Topics covered in the video: 0:00 Fundamental Outlook. 0:36 Technical Analysis with Optimal Entries. 1:35 Upcoming Catalysts...

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Is Berkshire Hathaway stock a buy or sell?

2024-11-18

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Find out my opinion on where a lucrative buy the dip zone is at.

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Skandal-Rede: Claudia Roth verliert völlig die Fassung!

2024-11-18

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Das war dann wohl ein bisschen zu ehrliche Selbstkritik! Meine Depotempfehlung: https://link.aktienmitkopf.de/Depot * Auf der Freedom 24-Plattform findest Du: - Bis zu 1.000.000 Aktien, ETFs, Aktienoptionen und andere Finanzinstrumente! - Depot kostenlos eröffnen: https://link.aktienmitkopf.de/Depot * Bildrechte: ? Mein Buch! Der Rationale Kapitalist ►►http://amzn.to/2kludNT ?JETZT auch als Hörbuch bei Audible ►► https://goo.gl/iWvTRR...

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The Inflationists’ Narrative Is Crumbling

2024-11-18

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2024-11-18

The United States 10-year government bond yield reached a low of 3.6% in September but has rapidly creeped up to 4.2%, erasing all the rate cut impact. The primary cause is the out-of-control public spending and the lack of confidence among bond investors in the government’s ability to manage its public finances. Therefore, it is logical that investors fear an inflation bounce.The United States’ government is obsessed with doping GDP with...

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Droht demnächst der Aktien-Crash?

2024-11-18

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Wird der US-Aktienmarkt abstürzen? Warum Goldmann Sachs geringere Renditen voraussagt und was Du beachten musst, das erklärt Dir Saidi hier.

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Childhood Trauma Expert Explains How Creativity Can Heal a Lifetime of Pain

2024-11-17

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In this interview with a trauma expert you'll hear incredible stories of kids overcoming trauma, building self-esteem, and discovering their potential – all with a simple tool: a camera. Learn how this program not only changed the lives of these children but also inspired positive change in their families and communities. This is more than a story about giving back; it's a testament to the resilience of the human spirit and the ripple effect of...

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UNA TRAGEDIA UTILIZADA PARA FINES POLÍTICOS

2024-11-17

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Te animo a suscribirte a mi canal y te invito a seguirme en mis redes sociales: ☑ Twitter - https://twitter.com/dlacalle ☑ Instagram - https://www.instagram.com/lacalledanie ☑ Facebook - https://www.facebook.com/dlacalle ☑ Página web - https://www.dlacalle.com ☑ Mis libros en Amazon - https://www.amazon.es/Daniel-Lacalle/e/B00P2I78OG ¡Un saludo!

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AI could disrupt more than we realize warns Jim Rickards

2024-11-17

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Key Considerations for Healthcare Costs Before Medicare in Early Retirement

2024-11-17

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Planning for retirement before Medicare age? ? Main concern often is medical expenses in the gap. How do you plan to cover it? #retirementplanning" Watch the entire show here: https://cstu.io/863a99 YouTube channel = @ TheRealInvestmentShow

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Global chaos or efficiency? AI might bring both.

2024-11-17

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200 Mrd. im Rentenfond bis 2036

2024-11-17

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Ein Rentenmodell, das ausschließlich auf Kapitalerträgen basiert? ? Die Idee: eine stabile Rente ohne zusätzliche Beiträge. Doch wie realistisch ist das Ziel bis 2036? Bleib dran!

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Gold für jeden: Vermögensschutz ab 100 Euro

2024-11-17

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