From f78c56b13b5270d45223caa2eab0a9565802814e Mon Sep 17 00:00:00 2001 From: nic Date: Wed, 11 Sep 2024 22:55:12 -0400 Subject: Auto from nzxt - Wed 11 Sep 2024 10:55:12 PM EDT --- Finance/Current.md | 26 +++++++++++++------------- 1 file changed, 13 insertions(+), 13 deletions(-) (limited to 'Finance/Current.md') 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 -- cgit v1.2.3