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Three Things – Macro Thoughts
Here are some things I think I am thinking about. 1) Another Frothy Bubblet Growing? While this is not exactly like the Covid induced 2021 speculative market, there are signs that something similar is occurring in 2025. The biggie is valuations which have now surpassed their 2021 highs and rank only second to the late 1990s period. Then again, this is nothing like the 90s in my view and that’s because we have an actual technology boom that is supported by insane fundamentals. For instance, the firms that have amassed the market cap concentration (the Mag 7) are the most profitable firms that have ever existed. They ... (full story)
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From @financialjuice|Jul 31, 2025|3 commentsUS Treasury Secretary Bessent on China: We have makings of a deal. BESSENT ON CHINA: WILL SPEAK TO TRUMP THURSDAY ABOUT AUG 12 DEADLINE WITH CHINA TREASURY SECRETARY BESSENT: WE PULLED DOWN A LOT OF THE NON-TARIFF TRADE BARRIERS IN SOUTH KOREA DEAL -CNBC INTERVIEW BESSENT ON INDIA TRADE DEAL: I DON'T KNOW WHAT'S GOING TO HAPPEN BESSENT ON INDIA TRADE DEAL: IT WILL BE UP TO INDIA BESSENT ON INDIA TRADE DEAL: TRADE TEAM… BESSENT ON FED: WE ARE PUTTING TOGETHER VERY GOOD LIST OF FED CANDIDATES BESSENT: NOT SURE WHAT THE CASE IS FOR NOT CUTTING RATES
From @realDonaldTrump|Jul 31, 2025|43 comments
Jerome “Too Late” Powell has done it again!!! He is TOO LATE, and actually, TOO ANGRY, TOO STUPID, & TOO POLITICAL, to have the job of Fed Chair. He is costing our Country TRILLIONS OF DOLLARS, in addition to one of the most incompetent, or corrupt, renovations of a building(s) in the history of construction! Put another way,“Too Late” is a TOTAL LOSER, and our Country is paying the price!
From politico.com|Jul 31, 2025Cryptocurrency billionaires Tyler and Cameron Winklevoss pressed President Donald Trump this past weekend to reconsider his nominee to lead a small but powerful Wall Street ...
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From destatis.de|Jul 31, 2025The inflation rate in Germany is expected to be +2.0% in July 2025. The inflation rate is measured as the change in the consumer price index (CPI) compared with the same month a ...
From statcan.gc.ca|Jul 31, 2025Real gross domestic product (GDP) edged down 0.1% in May for the second consecutive month, as goods-producing industries declined while services-producing industries were ...
From bea.gov|Jul 31, 2025Personal income increased $71.4 billion (0.3 percent at a monthly rate) in June, according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal ...
