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| author | nic <ra@afu.re> | 2024-09-11 22:55:12 -0400 |
|---|---|---|
| committer | nic <ra@afu.re> | 2024-09-11 22:55:12 -0400 |
| commit | f78c56b13b5270d45223caa2eab0a9565802814e (patch) | |
| tree | 62d405f54cfd94e793b158b35f3260f23124ab8d /Finance/Current.md | |
| parent | 877be43291730bc496c575c618fdbe61043c09ac (diff) | |
Auto from nzxt - Wed 11 Sep 2024 10:55:12 PM EDT
Diffstat (limited to 'Finance/Current.md')
| -rw-r--r-- | Finance/Current.md | 26 |
1 files changed, 13 insertions, 13 deletions
diff --git a/Finance/Current.md b/Finance/Current.md index 524abcd..9ca5e59 100644 --- a/Finance/Current.md +++ b/Finance/Current.md @@ -1,16 +1,3 @@ -# GDP -Real private investment increased only 2.7 % over last 2 years which is below the GDP # meaning recent rate of GDP increases is unsubstainables - + laggin its pre covid trend -For last 7 Quarters Real governement purshases is growing at a faster rate than private consumption - the private economy—which is all that matters since it’s the only part that’s productive—is stalling out - more evident when looks at real fixed private investements -The federal debt increased almost $600 billion in Q1, in exchange for GDP increasing about $300 billion. -In other words, the federal government is “buying” only 53 cents of “growth” for every dollar it goes into debt - - - -# PMI -Service PMI employement came in at 46.1 confirming a 5 month contraction that is intensifying & confirming Jan print was dead cat bounce -new one - # Macro & Themes @@ -63,3 +50,16 @@ Why ? because bond will take that place Why? ... ? equity risk premium ? Is crypto the equivalent of the german stock market during weimar ? probably yes 4xQQQ but also kinda of a hedge against currency debasement + +# GDP +Real private investment increased only 2.7 % over last 2 years which is below the GDP # meaning recent rate of GDP increases is unsubstainables - + laggin its pre covid trend +For last 7 Quarters Real governement purshases is growing at a faster rate than private consumption + the private economy—which is all that matters since it’s the only part that’s productive—is stalling out - more evident when looks at real fixed private investements +The federal debt increased almost $600 billion in Q1, in exchange for GDP increasing about $300 billion. +In other words, the federal government is “buying” only 53 cents of “growth” for every dollar it goes into debt + + + +# PMI +Service PMI employement came in at 46.1 confirming a 5 month contraction that is intensifying & confirming Jan print was dead cat bounce +new one |