The fed may never raise rates again: Horwitz: ‘The Fed may never raise rates again’ I hope he’s right. The bad jobs number last week increases the odds rates will remain low, and the fed has no pressing reason to raise rates, anyway. The bond market isn’t signaling inflation and neither is the economic data.… Continue reading The Fed May Never Raise Interest Rates Again
Tag: american exceptionalism
Foreigners Keep Buying US Debt – And it Makes the Left Mad
The left whines about foreigners buying US debt, refusing to buy into the ‘we are doomed’ leftist delusions. But the question is, where else should foreigners put their money? Since 2011 the US dollar, the US stock market, and treasury bonds have outperformed their respective global peers. Since 2011, The dollar is up 30-100% against… Continue reading Foreigners Keep Buying US Debt – And it Makes the Left Mad
The Big Will Get Bigger
The left wants web 2.0 to burst, longing for the tech crash that will never come. Crisis-seeking and IQ denialism is how the cognitively average reconcile their mediocrity in a society and economy where intellectual accomplishments and wealth are more important than ever. Small/medium-cap stock picking is dead. Now it’s just large cap tech and… Continue reading The Big Will Get Bigger
Thee Cheers for Washington: America Stands Alone
From Yahoo Finance: Three cheers for Washington In case you haven’t noticed, we are in another one of those America-stands-alone moments, at least in terms of our economic strength, (notwithstanding a weakish jobs report for March.) I say moments because it won’t last forever. It’s a state that always comes and goes. But compared to… Continue reading Thee Cheers for Washington: America Stands Alone
Snapchat Proves America & Capitalism is Not in Decline
As the slowest news cycle in history continues, this was actually a front page story: Snapchat is paying college grads a ridiculous amount of money to work there This is what the left is thinking when they read this story: ‘Why does web 2.0 refuse to burst! These valuations are too high and the media… Continue reading Snapchat Proves America & Capitalism is Not in Decline
We Solved Everything
With the possible exception of the Germanwings crash, there is like literally nothing fucking going on. 2015, like 2014 and 2013, promises to be an uneventful but prosperous year. Expect web 2.0 valuations to keep rising, but stocks seem to be sputtering possibly due to the strong dollar. We (as a nation) have almost become… Continue reading We Solved Everything