Weekly Points – September 27th, 2024 – 5 Things to Know in Investing This Week – The Government is Trying to Control too Much Issue

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The theme in the markets this week was all about increasing government control of the economy and the money supply. The Chinese government poured liquidity into their banking and housing sectors causing equity markets all over the world to rise. There’s new evidence that the government intentionally and unnecessarily killed Silvergate bank. We explain why … Read more

The Fed Pivot is Here

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Overview: The Federal Reserve completed its September meeting and decided to cut the fed funds rate by 50bp (.5%). Significant items:   The market knew the Fed would pivot and cut at this meeting. There was substantial debate regarding the size of the cut. I had expected 25bp (.25%). The doves in the crowd calling … Read more

Weekly Points – September 13th, 2024 – 5 Things to Know in Investing This Week – The Pivot Week Issue

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The long-awaited pivot is here. The Federal Reserve is going to cut the fed funds rate this week. Asset gatherers celebrate the opportunity to blow up another asset bubble. The rest of the country should prepare for more misery-causing inflation. Russia talks about limiting exports of uranium during a multi-year supply shortage. Multiple people pinged … Read more

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