Alcohol Drunkenmiller @ADrunkenmiller
The big money is made in bear markets. Pittsburgh, PA Joined September 2015-
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우리때도 문과의 핵심 과목이 수학이긴 했음. 단기 쓸때부터 그랬음. 그러나 저렇게 서울대가면 뭐하냐 이거야. 제국대학을 가시라. 난도도 이것보다 낮다. 용돈도 준다. 미래도 낫다. "서울대 가려면…" 대치동 고딩이 목숨 건 과목은 '깜짝' [대치동 이야기④] hankyung.com/article/202404…
‘바닷속 냉전’ 벌이는 美…해저케이블, 중국 안 거치고 간다 (출처 : 조선일보 | 네이버 뉴스) naver.me/Fqiob9sB
$AAPL I wouldn't look too much into Apple doom impact on market structure. Though I do agree it will crash soon because of it's Monthly and Quarterly Velocity divergence, and said as much when we reviewed it Thursday on stream. But, the rest of the Mag 7 have more to go. Apple…
My latest Investment Outlook. Yep, I said it, Total Return is dead. Don’t let them sell you a bond fund. You’re only clipping coupons, don’t expect capital appreciation. williamhgross.com/they-just-wann…
Of course, overnight liquidity is still AMPLE but it is coming down. We get an update of these factors later today when Fed releases H.4.1 which will show how money shuffled around after the tax deadline
Curve holding together after a knee-jerk dump. 5s30s bouncing from a low of 6 bps and now above 8 again. Eco strength seems structural and long-end rates need to go higher IMO... r* and all
이거 진짜 전방위적으로 PF 구하기...네 n.news.naver.com/article/008/00…
@Revhappy2 YES. Tax payments are a big money shuffling operation. The overall size of all the system factors are determined by the Fed's balance sheet and the shrinkage by QT. Most of this information is in the H.4.1 release. Here is a graphical representation
A lot of people have argued elevated inflation is just because of housing and housing is lagged/inappropriate. But even excluding housing recent inflation is highly elevated (annual rates): 1 month: 3.6% 3 months: 4.2% 6 months: 2.4% 12 months: 2.2%
Real disposable personal income per capita is roughly consistent with CBO's pre-pandemic forecast. Real consumption per capita is well above that forecast. Squaring the circle: the saving rate is low.
IME at FRBNY seniority was due tenure, so a small group of lifers held all the power. And because they could never be fired they basically owned the agency. Almost all were Dems, so I understand if a Repubican pres would be uncomfortable Btw all federal agencies are similar
The Feb core PCE forecast for 2024-Q1 was 2.1%, or "mission accomplished." The actual was 3.7%, a red warning sign. Full history from Survey of Professional Forecasters forecasts/actual for 2024-Q1: Feb-23: 2.5% May-23: 2.5% Aug-23: 2.6% Nov-23: 2.7% Feb-24: 2.1% Actual: 3.7%
Staggerleeflation is not part of my hard landing script unless Janet and Powell pump. FWIW.
⚠️ FED SWAPS NO LONGER FULLY PRICE IN RATE CUT BEFORE DECEMBER
"미국이 지켜주기 힘드니 한국이 자체 핵무장해서 스스로 지켜라.."라는 말씀인데, 트럼프가 되면 정말 머리아픈 상황이 전개될 수밖에 없다. 동북아 핵무장 도미노의 악순환을 시작할 것으로도 보이고. joongang.co.kr/article/252449…
More are coming around to the view that our star is shining brighter with real 30s making YTD yield highs.
n.news.naver.com/article/015/00… 이제 사람들은 지금보다 잘 사는 데 별 관심이 없는 듯하다. 4만달러, 5만달러 시대를 위한 지적 탐색은 자취를 감췄다. 높은 소득 수준이 요구하는 교양과 품격, 자유와 책임, 경쟁과 혁신이 싫기 때문일지도 모른다. 아니면 그런 덕성 없이도 잘 살 수 있다고 믿는 어리석음…
I am probably one of the few who would find this interesting but 30-Year reals and breakeven are at the same rate of 2.35
Alis volat propriis @Alisvolatprop12
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우리때도 문과의 핵심 과목이 수학이긴 했음. 단기 쓸때부터 그랬음. 그러나 저렇게 서울대가면 뭐하냐 이거야. 제국대학을 가시라. 난도도 이것보다 낮다. 용돈도 준다. 미래도 낫다. "서울대 가려면…" 대치동 고딩이 목숨 건 과목은 '깜짝' [대치동 이야기④] hankyung.com/article/202404…
당신이 근육이 없는 이유! 하루에 필요한 단백질 섭취량은 체중 1kg당 0.8~1g 이라고 해요. 체중 70kg이면 하루 56~70g의 단백질이 필요합니다. 달걀 1개에는 단백질 7g이 들어 있어요. 즉 계란으로 먹으면 10개는 먹어야 기본이라는거에요. 물론 반찬과 밥에도 조금 들어있긴 하니 조금 덜먹어도…
China's gold-buying spree could be the straw that breaks the dollar's back telegraph.co.uk/business/2024/…
비전 프로 없이도 됨 오늘 막내 데리고 해야겠음^^
A mother gives her daughter an unforgettable moment in her life. A wonderful moment!
키 181 학력 고졸 부모님 노후 안되어있고 집도없고 현금도 없었지만 양가 집안의 도움 없이 결혼잘해서 빚은 있지만 아파트 한채 장만했고 그것도 월세로 돌린 후에 처가에 들어와서 잘 살고 있다. 몇 년 살아보니 이런 외적인 커트라인은 결혼생활에 가장 중요한 요인은 아니었다. 물론 금전적으로…
여자들이 생각하는 평범남 커트라인.(30대초반) 175cm 이상, 4년제 인서울 졸업, 부모님 노후대비 완료, 서울 전세집, 현금자산 1억이상보유.
저 20대 때 서울신라호텔 홍보팀에 있었는데.. 식음료 부서 이익 거의 안납니다~~ 당시에 망빙 가격이 5만원대 였는데 욕 무지 먹음. 근데 현실은 팔 수록 적자였다는.. 호텔신라 이익은 거의 면세점에서 나고 호텔 운영은 그냥 하이엔드 럭셔리 브랜딩 목적이라.. 서울신라호텔 레스토랑은 비싸도…
호텔망고 빙수 가격보고 호텔 바가지가 심하다, 원가가 1만원 아니냐 오해가 있는데 제주망고가 겁나 비싸요. 제주에 망고농장에서 파는 빙수도 6만원. 그게 제작년. 거기서 싸게판다고 내놓은 생망고도 비싸더군요. 망고싸다는건 동남아 작은망고... 저 호텔망고빙수 원가가 아주싼데 바가지…
Other than weekly initial claims and UMich sentiment, it will be an odd no data week for the US markets. But fear not. Huge UST auctions will keep us busy with $25B 30s highlighting the duration dump
최근 수도권 아파트 전세 매물들이 급격히 줄어들고 있네요 가장 큰 요인은 공급 부족과 너무 올라버린 매매가.. 전세 수요가 많아지면서 전세가가 급 상승하는 곳도 많습니다. 이대로라면 26년까지는 계속 전세가 상승이 예상됩니다. (주요 지역 랜드마크 확인 결과임) 마포래미안푸르지오 59 기준…
@nakoskon I don't consider the October 2022 low at all in my positioning. I position with a horizon of 1-3 months. I can say with extremely high confidence that 3500 is not in the cards this summer. Of course anything is possible. I am also NOT saying that over the course of the next 2…
@MrEdogtagnft "Do women need men?" 🔊 ... 🤣
“짐은 오늘 가톨릭으로 개종하노라. 이와 동시에 프랑스 내에 위그노들의 종교적 자유를 보장한다.” 난봉꾼으로 성병 달고 산 ‘이 남자’···악몽같은 결혼 후 ‘대왕’으로 불렸다 [사색(史色)] (출처 : 매일경제 | 네이버 뉴스) naver.me/59iTrBtZ
Yup
Warren Buffett dropped 13% of his $AAPL stake. The company he said he’d never sell….
아파트 청약받으려고 아이 입양했다가 파양했던 사건이 있었는데.. 브로커만 3년정도 판결받고 애들 파양한 사람들은 벌금으로 끝이었다. 아이 보험 들어놓고 하루 입원하면 3만원 주니까 장염 걸리게 젖병 오염시켜서 입양아 상습입원에 사망까지 유도한 사건도 있었다. 근데 1억이면?
$GLD almost there @BobEUnlimited
last view is daily...and a more likely roadmap...the fibs were drawn off the latest breakout from ATH's...I would use these fibs & the two fuscia UTL's as spots where we might bounce....note that lower UTL will likely be hit with a confluence of the rising 55MA//.50 fib
그냥 생각나서 ... 투자자 분들이 Sell in May 입에 달고 살지만 그 다음은 ... ??? Sell in May and go away and do not come back until St. Leger day. 5월에 팔아 시장에서 떠나라. 그리고 세인트 레저 스테이크스(영국 경마)까지 돌아오지 마. (5월 ~ 9월 중순에 열립니다.)