From a21c3acd688902ce8fae4f9e6e13592361fdb35e Mon Sep 17 00:00:00 2001 From: nic Date: Mon, 20 Jan 2025 11:02:34 -0500 Subject: Auto from nzxt - Mon 20 Jan 2025 11:02:34 AM EST --- Finance/Current.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) (limited to 'Finance/Current.md') 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 -- cgit v1.2.3