Dixon. Respect

Bitcoin car had the fastest indy 500 qualifying speed since 1996. Goes for the pole today. In past years it would have already won pole.

The only equalizer these days is wind or unfair greens. They’ve reached the limits of length. Even at this distance they’re still hitting wedges...

So we can stop calling them currency?

I’m looking for the lost de vinci and nazi gold. Im also certain there is no gold in Fort Knox.

Create a sense of scarcity with an illusion of lost supply owned by an imaginary friend. Fairy dust and unicorn stuff

Currency trends much farther and longer than most expect. Although, long currency trends have been fleeting in recent decades. In 2010 we were post...

Just to be clear, my investments are levered to a lower dollar. Strong dollar hurts me going forward as I have a lot of EM sovereign dollar bond...

Three things are supporting the USD: 1. Oil is priced in dollars. 2. US interest rates are much higher than other major currencies; even...

This is not true. It might add some value but reserve status is a banking function. It’s how global transactions are priced. The dollar was 30%...

Drumbeats for the demise of the dollar have been loud since the end of Bretton Woods System

Money for Luna came from this guy: Since 2010, Vinod Khosla has been engaged in a legal dispute surrounding public access to Martin's Beach,...

Luna was funded by “Wall Street types”. You can’t have it both ways. Fact is, that $40-60 billion was just an illusion sold by those same Wall...

My view on energy is that it’s still great for income but now that every one loves it I’d be on alert for a pullback.

BOTZ Has performed well with global diversification ...

Dalio has consistently said that a real rate of return going forward will be difficult and requires a very broad diversification Good video. ...

+2 on MT advice right now. After balanced funds got pummeled I think they have good value. Maybe even a global fund like GBLAX ...

Great course. Big

Rates rolled over pretty well into support. HYG down on the day. That needs to show some strength.

10y rate near a six week low

My hood 95762 is still selling ok. The nicest ones go in a weekend. It’s a popular Bay Area exodus spot. 3 years ago houses languished here.

It’s always a great time to buy! 8% rates will ripple across the economy with much higher unemployment and credit card payments will be up 5% ...

Airlines are booked for most of the summer and I Suspect most of those fares were booked before the increases. After the summer season we’ll see. ...

What if inflation really is transitory? All this hand wringing could be completely misplaced.

What’s the hurry for USA now that demand has cratered? All that extra ordering is going to cause widespread price cuts. Just wait till the layoffs...

Container rates dropping https://www.freightwaves.com/news/sky-high-container-shipping-rates-are-falling-back-to-earth/amp

When China started locking down massive port cities like Shanghai and Shenzhen to prevent the spread of COVID-19, fears mounted that maritime supply...

Double ordering microchips. Always a boom bust cycle. Look at all the retailers. Starting to be a theme. “Ross Stores fell more than 18%...

Let me guess? Gold!!

There are two parts of QT. Roll off and selling. Most of the Fed balance sheet is in one to five year maturities so most of that can roll off. ...