Don't they issue credit? đź’ł
I find it very odd that the stock market dismisses any kind of economic downturn when we know almost for a fact that some level of tariffs will stay up for the longer term and inevitably affect economic growth. Feels like everyone is just running around blind and sharpening their ears for the first guy to cry "danger!", at which point everyone sells in panic.
Thanks for confirming I'm not crazy!!!
JPMorgan wants out of credit and Berkshire et al. are holding big cash. Hold on.
that guy should be in charge of a bank!
I ❤ Bankers.
Cut spendings!!! Gosh! Politicians are so irresponsible!
Spot on
if people think that we have seen the effect of these new tariffs, think again. This kind of volatility is REALLY BAD. Companies will fire people because they dont feel "safe". Because they cant predict the next month, quarter, or year. The full effect of these idiotic tariffs will be fully felt in 3-6 months from now. This is why I have declined to invest more now, until I see some stability. I was going to buy a new production line, 455k, and cancelled the order.
REALITY -> The ONLY figure that matters is debt to GDP and where that is going. The term on most US debt issuance is short, only 6 years average. In 6 years time, all that outstanding low interest debt (average 3%) will have been rolled over at higher interest rates (average 5%+). Any new debt issuance (which is increasing) is also issued at these higher rates. It would be impossible to "grow the GDP faster than the debt grows" under these circumstances. Spending cuts, ending tax cuts, and taxing the wealthy significantly more is the ONLY way out of this mess.
what is 'financial services' without 'debt'?
Where is this country headed?!
We’re in that last leg of the Alaxio presale run — these are the moments that make portfolios.
Bring back the debt cycle
Truckers have nothing to haul. Ports are empty. Tariff rates seem to change by the hour. But no, listen to Bullshit Beset. Everything is fine.
I remember sitting out during the SUI presale thinking I’d wait until it launched. It ran 100x before I even noticed. Alaxio gives me those exact same early, underpriced, overlooked vibes.
It's rare to find a presale with strong fundamentals and momentum. Alaxio seems to have both. The staking, AI features, and roadmap make me think this is a long-term winner.
Jamie Dimon's public comments are often wrong. He has predicted 10 out of the last 2 recessions.
So no stocks....no bonds....what to buy?
@Ex-expat