Send us a text The world's most important EVER, highest stakes EVER, poker match is set to take place this coming week, between China's Xi and Trump from the US. These two shrewd operators, sharks both, have been playing back at one another for weeks, months in fact, and recently the stakes went up. Trump, holding a strong hand defined by Chips-AI-Quantum-Tech bet big earlier this month, splashing the threat of 150% tariffs onto the felt, "floating" the hand, on a bluff...(since he understand...
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Send us a text The world's most important EVER, highest stakes EVER, poker match is set to take place this coming week, between China's Xi and Trump from the US. These two shrewd operators, sharks both, have been playing back at one another for weeks, months in fact, and recently the stakes went up. Trump, holding a strong hand defined by Chips-AI-Quantum-Tech bet big earlier this month, splashing the threat of 150% tariffs onto the felt, "floating" the hand, on a bluff...(since he understand...
Send us a textAmong several macro-themes I pushed during last January's 2024 Outlook, I note three that are intertwined with the US Consumer:One) US Consumer cocoon would “harden” amid deflation in “real” Retail Sales.Two) Consumers would RELY on Credit Cards to “make ends meet,” thus Delinquencies would soar under intensifying financial pressure, thanks to dangerously LOW savings and ZERO “real” wage growth.Three) A consumer credit crunch would evolve.BAM, we entered the final phase, so to s...
Money, Markets & New Age Investing
Send us a text The world's most important EVER, highest stakes EVER, poker match is set to take place this coming week, between China's Xi and Trump from the US. These two shrewd operators, sharks both, have been playing back at one another for weeks, months in fact, and recently the stakes went up. Trump, holding a strong hand defined by Chips-AI-Quantum-Tech bet big earlier this month, splashing the threat of 150% tariffs onto the felt, "floating" the hand, on a bluff...(since he understand...
