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Begimming to Thimk Malkiel Was Right 2/17/23


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XX80, (because xx20 was not an "option") and the balloon wars are just starting........

Fargin' Ice-Holes.......

>: If you think money means a damn thing....Look at MAN U bidding......

>:: Guess who is bidding......but are being Bought directly....

they actually are a stock symbol....MANU

mu.JPG.456717f76515e9ca59e5533c85420a17.JPG

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The second round of rising inflation will be the bulls killer. Seems like food prices rise again. This could onlyybe somewhat offset by dramatically falling oil price. Hard to say if that will happen.

The price for natural gas seems line massively manipulated. Germany now quite depended on nat gas from the US. So of course the US could demand much higher prices at the cost of letting Europes going down the crapper. So they just lower the price…

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You have to think Bonds and Equity together when you wanna meassure the performance of „the market“ As the graph shows 2022 WAS a catastrophic year. Now you know why the CB‘s intervened in a global cincerted action led by the BoJ in Oct 22:
https://www.fcltglobal.org/resource/long-live-the-60-40-portfolio/

Had they not atepped in, 2022 would have been even worse than 2008.

Also interesting is the graph which shows in which asset classes Endowments invest. Just crazy how much risk they take. One can now say that‘s a direct consequence of ultra low interest policy. Yes it is. But what is also true: The simply play moral hazard at its best. They know that in the future no Ivy League schmuck will be left behind. The gobbernmint would come to the rescue.

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The Chinese central bank injected $92bn USD into the market on Friday!  This easily outpaces the Fed’s current QT.The Chinese central bank injected $92bn USD into the market on Friday!  This easily outpaces the Fed’s current QT.

 

This was the single-largest injection on record, as China looks to support its economy out of depressed levels.  More easing is likely.This was the single-largest injection on record, as China looks to support its economy out of depressed levels.  More easing is likely.

20230219_222445.jpg

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