HamCapital

Wouldn’t the later happen as a precursor to the former?

So far this term he doesn’t seem to care.

Been lightening my US exposure for the past two weeks. Rotating to cash, foreign equities, and gold. Never thought I’d be a gold bug, but it’s a crazy world.

bayer herion was directionally correct

All I’m saying is that a treasury secretary should know that sending checks out to the American people is inflationary.

Yellen dismissed the demand side contribution to inflation, instead asserting it was mainly due to Covid supply side shocks. The Biden admin kept their foot to the floor for too long coming out of Covid and deservedly or undeservedly ended up holding the bag politically.

This is the Yellen logic that did in Biden.

Ive had engineers tell me we needed to hardcode default values in tables because NULLs would break joins. Baffles me that even data engineers often don’t understand three value logic and what NULL is / means.

The real Trump trade is in effect.

Or maybe they literally have no idea what he will end up doing

Marc Andreessen is hiring!

I thought the narrative was that the election would put political risk behind us.

Large overlap with NPD

Your average center to left American is well aware and sick to their stomach. The thing with the American right wing is that they don’t care. Their view of Europe and Europeans isn’t far off from the average Russian.

The altruistic narcissist is a very real thing.

Any evidence this term that’s the case?

Cramer told me Trump would make the number go up.