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| -rw-r--r-- | Finance/Current.md | 3 |
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diff --git a/Finance/Current.md b/Finance/Current.md index 3ba2a3b..d11bf01 100644 --- a/Finance/Current.md +++ b/Finance/Current.md @@ -15,13 +15,14 @@ Is crypto the equivalent of the german stock market during weimar ? probably yes - Energy for all data center they are building , who? where? - EMification of usa markets - Japanification of the past is very different than today, today it is real negative rate & QE and covert debasement of currency like bresil market - stairs down, elevator up ... slow bleed , get inestor fustrated and out of nowhere it Rip up - Commodities & platinum deficit -- China crushed, waiting after fed for stimulus - need to deal with its youth & unemployement +- China crushed, waiting after fed for stimulus - need to deal with its youth & unemployement - figure out when catalyst to buy - Future was ai just a meme pullback - value/grow spread largest in 40 years - Humanoid robot theme meme wave - Bond 3std move in 2025? - sell off into mid/end of Feb, OR one in April + # ITPM 2025 outlook - Trump leading to deascalation, notably russia ukraine - Russia oil could come back on international markets - China in depression - china can lie but not steel and copper |