Money & Economics

bigredfish said:
I don’t think either one if the above article authors or publications (neither by ZH) are anywhere close to pro Russia. :lmao:

One can be against our involvement in the Ukraine fiasco without being Pro Putin. If I want to read “Russia bad, Trump bad, US good” I can tune into any of the US based MSM all day every day.

Much if not most of ZH stories are about domestic, macro, and global economics and yes domestic and geo politics.. I like that unlike many if not most, they actually cite sources and provide external links to data more so than most any other news source. They were so far ahead of most on the Covid/vaccine fraud narrative for example it wasn’t even close.

Im all for arguing the facts and the content, but I’ve seen nothing to lead me to believe ZH has some Pro Putin agenda. They publish maybe 10-20 articles per day from the WSJ to conservative blogs to European socialist publications. So maybe 100-150 articles, most externally sourced, per week. I just don’t think pro Russia is their primary focus nor their bias. There’s a lot more going on in the world
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Yes, those articles are not dealing with the topic of Russia - thus you will not see the pro-Russia bias in non-Russia related articles .. of the Articles touching Russia, there is a clear pro Putin bias .. just search the articles and read a sampling ..

on some of the ZH articles I have not found references to the other publications / author .. so I'm finding a mix of properly attributed articles and some which do not show the sources.

"Agreed but I think #3 "Printing more money" will accomplish that no?"

hmm .. iirc Dalio mentions that creating more money in general is good for the economy ( the boom part of the cycle where a lot of infrastructure work gets done .. )

I guess the real question is the ROI on the "printing more money" .. right now China has over built their infrastructure and probably can not pull off what they did to help the global economy after the GFC ( 2008 crash ) .. in which China bought a lot of raw input and built a ton of infrastructure ..

Home Depot, Walmart, Amazon, .. all did great with the cash infused into the US economy during the pandemic .. Apple too .. new iphones for many ..
 
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Anyone here ever watch him before? I stumbled on his channel last month. He has some good videos.
Did anyone know China had a secret bio lab in the US?
 
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Gargoile said:
Anyone here ever watch him before? I stumbled on his channel last month. He has some good videos.
Did anyone know China had a secret bio lab in the US?
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Yes, heard about it last week on local talk radio, it's in CA, IIRC...but that's all I know.:mad:
 
Gargoile said:
Anyone here ever watch him before? I stumbled on his channel last month. He has some good videos.
Did anyone know China had a secret bio lab in the US?
Click to expand...


I've watched and enjoyed a few of his videos .. not yet certain if I would trust his view point .. I see a lot of perma bulls and perma bears .. hard to find those who are able to judge more accurately ..

also youtube algo seems to favor "drama" more than accuracy ..

btw also been watching a few videos from :
 
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Gargoile said:
Anyone here ever watch him before? I stumbled on his channel last month. He has some good videos.
Did anyone know China had a secret bio lab in the US?
Click to expand...


Yes, I did know about the secret Chinese lab in Reedley, California. I have also made some posts on it. However, as usual the MSM has been very silent about the subject. This should be big news.
 
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Later this month BRICS will have a global meeting ( Aug 22-24) with the additional countries joining the accord. The FED will not like this as this is taking away their power as the world's reserve currency. I've always been told to watch the velocity of money, when the dollar is being dropped for other currency as this will cause USD hyperinflation to kick in. And if enough countries jumps on BRICS, this will be one trigger. A black swan event will be started to keep what control the Fed has and to keep it in the future. They have killed in the past over this ( remember Gaddafi's gold backed Dinar anyone). They are waiting for a global distraction to do this. We live in interesting times.

Buckle up buttercups.
 
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A "global warming virus" or a false flag alien invasion? We'll have to wait and see what they've cooked up. Interesting times.
 
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America's Biggest Firms' Moat Is Becoming Impregnable
America's Biggest Firms' Moat Is Becoming Impregnable | ZeroHedge

The huge outperformance in the stocks of the largest US firms will become further entrenched as they outspend on capex and buybacks, while smaller companies defensively build up cash levels.

Big is beautiful. That’s been the resounding lesson from stock markets over the years. The biggest stocks have not only outperformed the rest, they have made their performance look like a rounding error.

Stock pickers are in a bind as it makes it increasingly unavoidable to own the largest stocks, for fear of missing out on where the bulk of returns are coming from. Unfortunately, it looks like that trend is set to continue as the largest firms fortify their already increasingly unassailable position.

The gulf between the largest and smaller companies can be seen in the chart below. Since 1990, a portfolio of the 10 largest companies in the S&P 500 rebalanced monthly has returned a stupefying 37x versus only 2.3x for the bottom 250 firms in the index.



Some of the stratospheric performance of the large-stock portfolio is due to calendar effects from rebalancing at the start of the month, but the smaller portfolio also benefits from that.

No matter which day of the month we rebalance, the largest stocks greatly outperform.
 
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bigredfish said:
America's Biggest Firms' Moat Is Becoming Impregnable
America's Biggest Firms' Moat Is Becoming Impregnable | ZeroHedge

The huge outperformance in the stocks of the largest US firms will become further entrenched as they outspend on capex and buybacks, while smaller companies defensively build up cash levels.

Big is beautiful. That’s been the resounding lesson from stock markets over the years. The biggest stocks have not only outperformed the rest, they have made their performance look like a rounding error.

Stock pickers are in a bind as it makes it increasingly unavoidable to own the largest stocks, for fear of missing out on where the bulk of returns are coming from. Unfortunately, it looks like that trend is set to continue as the largest firms fortify their already increasingly unassailable position.

The gulf between the largest and smaller companies can be seen in the chart below. Since 1990, a portfolio of the 10 largest companies in the S&P 500 rebalanced monthly has returned a stupefying 37x versus only 2.3x for the bottom 250 firms in the index.



Some of the stratospheric performance of the large-stock portfolio is due to calendar effects from rebalancing at the start of the month, but the smaller portfolio also benefits from that.

No matter which day of the month we rebalance, the largest stocks greatly outperform.
Click to expand...
Agreed except winning big is also a door for losing big. You can see 2008, 2020 and 2022...
 
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Agree. Im not in any of them currently. After the 1st of the year I'll take a look as I'll have a few more beans to stash somewhere... likely I'll just do a broad index fund. But really at guaranteed 4.5-5% on 6 month CD's Im happy
 
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