First posting... why "Prosperity"? open.substack.com/pub/robertdewe…
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Markets Policy Partners
375 posts
Markets Policy Partners
@MarketsPolicy
Our mission is to provide sophisticated financial market analysis that is independent, accessible, and actionable for a broad public and private sector audience
Washington, DC Beigetreten Temmuz 2019
151 Folgt328 Follower
Just released our interview with Stefan Rust, CEO of Truflation. Excellent recap of the shortcomings of CPI as a measure of inflation and a new, accurate way to measure debasement of fiat currencies and inflation.
youtube.com/watch?v=eEVoUk…
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Join us at 2:30pmET Friday, Feb 23 for a deep dive into inflation data with Truflation CEO @srust99. Learn the shortcoming of BLS inflation indices like CPI, PPI, PCE, etc and how Truflation can correct them. Register here: us06web.zoom.us/webinar/regist…
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We hosted a webinar with @DariusDale42 yesterday. See his latest views with a deep dive into his process.
youtube.com/watch?v=Cs3vah…
YouTube
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@DariusDale42 Live webinar today at 2pmET. We will be exploring the drivers of equities, bonds, currencies, Bitcoin, etc. Darius has a phenomenal grasp of a broad range of data, and a model that provides remarkable insights. Click here to register: @DariusDale42" target="_blank" rel="nofollow noopener">us06web.zoom.us/webinar/regist…
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Great session during an historic day in the anals of ETFs.
Bob Dewey@macroleverageTP
Just hosted X Spaces session with @Matt_Hougan and @matthew_sigel about #BitcoinETFs first day of trading. Copying @JSeyff who was stuck on a subway. Takeaways: Volumes are higher than what most expected - Tough to know what % is current owners switching into ETFs as a new vehicle, but that is likely a large portion of demand. - Buy/sell spreads were wide early today, as expected, but have narrowed through the day- necessary for the RIA market as brokers are sensitive to this form of fee. - True demand won't be known for a while as very few buyers were likely to buy all at once. - On chain fees were actually weaker than expected through the day and the mem pool was calm for most of the day, signaling the end of day posting of transactions by the APs and others. - Expect continued demand after a very big volume day. Bitcoin Mempool - The spike was 11-11:15am.
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What will be happening with #BitcoinETFs at 3pmET on Thursday???
Enthusiastic to be hosting @JSeyff and @Matt_Hougan
from Bitwise on an X Spaces session.
Will any ETFs be trading at a premium as some are predicting? Will Bitcoin be higher or lower?
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Catch our interview at youtube.com/watch?v=19iU1d… with @ramahluwalia for some great insights!
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@ramahluwalia joined us Friday (now posted to @MarketsPolicy YouTube Channel)- great discussion about:
markets,
investment themes and ideas,
consensus,
geopolitics,
spot Bitcoin ETF,
Warren Buffet secrets,
CRE and more.
youtube.com/watch?v=19iU1d…
YouTube
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Markets Policy Partners retweetet
Chatting with @macroleverageTP on non-consensus ideas, investment philosophy, Macro and micro at 1:30 PM ET today.
Register here to tune in & ask your questions:
us06web.zoom.us/webinar/regist…
Bob Dewey@macroleverageTP
I am co-hosting Ram Ahluwalia for a deep dive interview on Friday at 1:30pmET with Markets Policy Partners. DM me if you would like to listen in.
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Once again the media is focusing on Dec. non-farm payrolls beating estimates by 46K. However, the downward revisions to both Oct. and Nov. subtracted 71K from prior estimates. So the report is not a beat, it's another miss. Dec.'s number is likely to be revised lower next month!
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We are hosting @ramahluwalia for a deep dive interview on Friday at 1:30pmET with Markets Policy Partners. DM us if you would like to listen in.
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It seems as though the markets now have too much holiday spirit to listen to the Fed Grinches this weekend, having been drinking deeply from the monetary punchbowl that Chair Powell just spiked.
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@APompliano And they do that by keeping interest rates lower than inflation. Learn more - insightful interviews with experts @LynAldenContact and Russell Napier. You will also love our interview with @APompliano discussing prosperity.
youtube.com/watch?v=mthmZe…
YouTube
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The United States is now spending more than $1 trillion on annualized interest payments for the national debt.
The crazy part?
This is the second largest budget item for the government now.
They will have no choice but to heavily devalue the currency in coming years.
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Markets Policy Partners retweetet
Ratio of Russell 2000 relative to S&P 500 has fallen to lowest since late 2001
[Past performance is no guarantee of future results]
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Fed messaging remains the driver of global risk markets while US data continues to cool. Q3 earnings season wraps up on a mixed note, while Japanese markets swing after BOJ decision and US government dysfunction persists. marketspolicy.com/five-minute-ma…
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Top 5 drivers of financial markets this week:
1) Fedspeak, 2) economic data showing comfortable slowing, 3) Earnings mixed confirming #2, 4) BOJ starting to address the weak Yen, 5) House Speaker resolution has not improved US Govt disfunction.
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Markets Policy Partners retweetet
1/23 EU CBDC
In early October, I warned about a green light that the ECB might get to move to the next stage of testing towards the launch of an EU CBDC.
The ECB did get the green light on Oct 18 and the ECB is proceeding towards a potential launch in the next four years.
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Markets Policy Partners retweetet
Real personal income excluding government transfer payments rose to new all-time high in September
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