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If we see inflation spike (largely from gasoline) which would take the inflation rate into the high 3s, we would also see one more hike this year with potentially more in 2024. Mr. Bianco also says that he is still…
In his referenced chart, the spread between what a bank will offer and what the money markets are offering is at 4.5% which is the highest we’ve ever scene. He says, “this is the bank walk.” So banks are acting…
Ms. Evans is perplexed how the public seemed more interested with ballooning debt and deficits in 2011 vs now when interest rates are higher. Mr. Clifton says that the deficit costs are a,” warning shot that we need to get…
Mr. Forbes says it won’t be “enough to put you in the hospital, but you’re not going to feel very good about it.”
Mr. Adams says that this debt growth (including $10 Trillion to US Debt over the last 7 years) is not sustainable. However, in the near term he expects large fiscal deficits to continue until “someday when the markets stop taking…
Mr. Gershon talks about a secular change in restrictive trade occurring with Mr. Bianco referencing the complete shutdown of the global economy and its re-start from which persistently high inflation (3-4%) will prevail indefinitely. Mr. Bianco says, “We are not…
Mr. Fink says inflation will be stickier (between 3-4%), because the demand for workers will be extraordinary with the IRA and Infrastructure Act. In the first part, Mr. Fink expounds on the long term health and dynamism of the U.S.…
David Sacks, David Friedberg and Chamath Palihapitiya fire on all cylinders with advice for entrepreneurs. They discuss a toxic mess with bad board members not regulating bad decisions within many companies and “a lot of failure going on right now”…
It seems like Grandpa Warren and Grandpa Charlie are politely telling us they are mad at the banks. Caveat Emptor. https://www.youtube.com/watch?v=UgRFEwjAS9s&t=11s
Mr. Richards believes that the Fed is done raising rates now but that they also won’t be lowering rates for a while. He believes that with student loan payments starting again later this year for over 1/5 of the work…