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Jac
13.1K posts

Jac
@DiversifiedTF
Trade with the Trend, Ride Winners, Cut Losers, Manage Risk. I see nothing to change.
Katılım Ağustos 2015
23 Takip Edilen1K Takipçiler

@Andrea_Texas_82 @TaviCosta It’s all fiddled in election year - you know this.
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Raphael Bostic and Michelle Bowman discussed their current views on inflation and interest rates. Bostic anticipated that inflation would continue to decrease this year and into 2025, but it would take time to ensure it is on a clear path to the 2% target.
Contrary to the prevailing views, I hold a different perspective. Inflation, in my analysis, is not only accelerating but also raising concerns about Fed officials' lack of attention to the commodity markets.
Commodity Markets are telling us the following.
1) The global economy is accelerating again; many industrial metals like #Copper have spiked recently to record highs.
2) Precious Metals are at record highs, mainly due to the fact that we weaponized the dollar. Consequently, many central banks are selling treasuries and increasing their gold buying. A clear vote of no confidence to the US nefarious fiscal policy.
It's concerning to note that the Fed seems to overlook its own indicators. As evident from the chart below, the Chicago Fed Financial Conditions index is well below zero, indicating easy financial conditions. This trend has been easing again since October 2022, a fact that seems to be escaping the Fed's attention.
Inflation is picking up momentum; investors are adjusting accordingly, but the Fed is not!

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The safest way to play this is through a bespoke individual managed account that offers transparency, ownership of the account, and liquidity. #systematictrendfollowing #marketdiversification #systemdiversification #Commodities
Otavio (Tavi) Costa@TaviCosta
Undoubtedly, still one of the most important macro charts of the upcoming decade. None of us own enough hard assets.
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Are we in a New Commodities Supercycle?! oxfordclub.com/reports/super-…
The safest way to play this is through a bespoke individual managed account that offers transparency, ownership of the account, and liquidity. #systematictrendfollowing #marketdiversification #systemdiversification
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@willywoo @marcvanderchijs BTC or any other crypto does not solve inflation/deflation and is not immutable. Stupid is as stupid does.
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@Object_Zero_ @_Siaynoq @RnaudBertrand So then, how is it even possible to maintain a vital money circulation without accumulating terminal debt when "debts" are subject to interest?
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By having the government borrow the money from a Central Bank, the system creates a legal instrument that has both a faucet and a sink for the newly created money.
The Central Bank, prints the money into existence and buys the bonds, then when the bond matures the Central Bank retires the money.
If the government just printed money instead of the Central Bank, there would only be a faucet. Some countries have tried this and it’s very difficult to persuade governments to run a surplus so that they can retire some money from the economy.
So we have this odd structure just to create these instruments (the bonds), so that there is a legal faucet and sink tied to every quantum of newly printed money.
If we allowed the government to finance itself ad hoc, without the rigid time structure and faucet/sink of bonds, the government would likely be incapable of avoiding hyperinflation.
We have built a complex solution to protect us from our short term impulses.
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@AnthonyCrudele Close all open positions/cancel stops with one click, re-open all previously closed positions/reinstate all stops with one click.
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@geertwilderspvv That's not a clever tweet Geertje and will lose you many votes
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@dbenner83 @JMilei Banca y Economía son mutuamente excluyentes. Estúpido es como estúpido lo hace.
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Exclusiva: Nubank reconsideraría volver a Argentina de mejorar ambiente macroeconómico bloomberglinea.com/latinoamerica/…
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"The western world is in danger . . . because those who are supposed to defend the values of the west have been co-opted by a vision of the world that inexorably leads to socialism, and therefore to poverty.” Try to hear the whole of @JMilei 's speech at the @wef yesterday, a magnificent defense of individual liberty and the free market economy. youtube.com/watch?v=Pfcd0g…

YouTube
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@nilssonhedge So down double digits for ´23 excluding interest returns
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@DiversifiedTF Jeez. The more things I see, it looks like less than 10% of the industry was positive in 2023.
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@BernieSanders Republics decline into democracies and democracies degenerate into despotisms.
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@BP26537198 Yes agreed, the last year you could have had the (T-Bill) performance without the risk.
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