Month: May 2024

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So a 100 bp “overage” in the T-Bill rate is the culprit of higher inflation? I think businesses are just raising prices, because they can now.

By Pucklore | May 27, 2024 | Comments Off on So a 100 bp “overage” in the T-Bill rate is the culprit of higher inflation? I think businesses are just raising prices, because they can now.

If T-Bill revenue is about $300B per year based on $6T outstanding at 5%, and foreigners own 30%, that’s about $200B of income here in the U.S.  Berkshire Hathaway alone takes about $9B of that with other major corps like…

If the U.S. economy is falling off the edge of the cliff, I don’t see it this year or even early next year. 

By Pucklore | May 10, 2024 | Comments Off on If the U.S. economy is falling off the edge of the cliff, I don’t see it this year or even early next year. 

My small business tells me that people are just consolidating.  Those that work are working harder and maneuvering to make ends meet.  And the ones that don’t work are still hunky dory.  I’m more of a “Silver Tsunami” subscriber.  And…

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