Macroeconomics
Discussion List
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Exchanging Lanes: Just In Time to Just In Case, Last Mile to Last YardGreetings all, @brad_s and I are back with a new "face-lifted" Exchanging Lanes (as in, I had to get a facelift over the holidays, as not of all us can look like we're frozen at age 20 like Brad can). In this episode, Brad and I explore excess inventories in a search for early sources of where deflation/disinflation may come from, which isn't being discussed by the broader public: Massive warehousing capacity coming online Shelves empty, stock room full, macro data useless Also, if yo…
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Everything Rally (Except the bonds). Market Update / Tony Greer Q&AHappy Tuesday RV Members! Markets up for the 5th session in a row, on the S&P 500. After making a solid bottom which we talked about the Dow Jones holding those critical support zones, we have come up about 5% off the low range lows. The Nasdaq is leading the upside charge today, even with the rates rising. Bar chart of the S&P 500 cash index 10-year yields now back to highs of October at around 1.625% Cryptos largely in the green with Bitcoin up ~2% After initially trading lower in th…
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I would like to add some new topics to the Exchange survey and the Real Vision Bot's portfolio. W...I would like to add some new topics to the Exchange survey and the Real Vision Bot's portfolio. What would you (the community) prefer in terms of assets? The Bot's choice is quite clear, given that it is "the Robot of the altcoin space" (his AI really produced this quote by itself)