Sublime
An inspiration engine for ideas
💥💥Das dürfte schon jetzt die Rede des Jahres sein:
Theodor Weimer, CEO der deutschen Börse AG, erklärt den Habeck'schen Irrweg für komplett gescheitert und fordert die deutschen Unternehmer zur offenen Revolte gegen die Regierung heraus. https://t.co/f99ZRQN5jV
TheRealTom™ - Trusted Flaggerx.comThe story going into FOMC tomorrow: The Fed needs to lower rates because the US needs to roll over $8-9 trillion of debt in 2025.
Rolling over $8-9 trillion at 2025’s higher rates (e.g., 4-5% vs. 1-2% pre-2022) increases interest expenses, projected at $1.1 trillion for 2024 and rising. This crowds out other spending, as interest now exceeds milita... See more
Rolling over $8-9 trillion at 2025’s higher rates (e.g., 4-5% vs. 1-2% pre-2022) increases interest expenses, projected at $1.1 trillion for 2024 and rising. This crowds out other spending, as interest now exceeds milita... See more
MartyParty • Tweet
Liquidity and interest rates...
Now that the 30 yr is pushing 5% it's time to ring alarm bells. With nearly $10 trillion awaiting refinancing the US can afford these interest rates even less than homebuyers can afford 9% mortgages.
The Fed has few tools left in the shed. The reverse repo fac... See more
Bill Barhydtx.com
彭博连续写了两篇中国债券市场买家和央行对赌的报道，在全球点击量非常高。
央行放狠话放了几个月了，一直不干活，难怪债券买家愿意和央行对赌。
我不懂央行为何如此，长端利率和经济、汇率也没什么直接关系，既然有批示，做就完了。
一直放空炮，白白消耗货币政策信誉，难道这也是中国特色金融理论？ https://t.co/04WNmWJFEQ
“Yea work was great today, honey!”
(Powell vaporized half my net worth)
https://t.co/zOnR8YI02D
Geiger Capitalx.combig fear of the 1980s mortgage bond investor was that he would be repaid too quickly, not that he would fail to be repaid at all.
Michael Lewis • The Big Short: Inside the Doomsday Machine
A good test question would have you relate the Federal Reserve’s actions to the bond market. For example, if the Fed is tightening credit, bond yields will rise and bond market prices will drop. If the Fed is stimulating the economy, yields will drop and bond market prices will rise. As with everything else in the economy, monetary policy creates w
... See moreRobert Walker • Pass The 65: A PLAIN ENGLISH EXPLANATION TO HELP YOU PASS THE SERIES 65 EXAM - UPDATED FOR 2017
This is a MUST WATCH clip of Barry Sternlicht speaking at a conference yesterday about the state of the real estate market. Here are the key points:
-Thinks "RATES WILL COME DOWN B/C THEY'LL HAVE TO COME DOWN"
-"The Fed is going to have to relent b/c they have no choice... none of the Western democracies c... See more
Triple Net Investorx.com