ECOnomy WATCH

06/04/2025

People can be quite amusing. Instead of acknowledging and accepting facts, they often argue based on their personal beliefs. Historically, tariffs have been detrimental—they can drag the markets down and raise prices on everyday essentials for consumers. Yet, rather than accepting this reality, people argue either in defense of the politician they support or against the decision entirely. To those who debate, I say: you're all right. My focus is on profiting from market fluctuations, not analyzing economic policies. I'm not an economist, nor do I claim to know what the future holds. In fact, I can trade without even checking the news—so when it comes to advancing humanity, I’m dumb. Enjoy.

29/05/2021

15/04/2021

Capitalism is Corporations Vs Public. In communism public monopoly of corporations.Former system worked better and created booms,wealth inspite of lying, chaeting and robbing.Defies common sense and logic.It is technocrats who built it with capital and liquidity afforded by capital system.

20/01/2021

The fractional monitory system can not work without inflation.Called financial leveraging in MMT

17/01/2021

Is there ahead?

Check this India 10 year Yield weekly chart. I am on the edge of my seat! If it closes this week above 6.14 it will be beginning of the end. A rapid shoot up to 8.5 or even 9 over six or nine months not ruled out!

17/01/2021

Playing tennis without the net.
Narrative check:

2020: The stock market is not the economy
2021: The stock market will rise because the economy is improving.

2020: The stock market will rise because inflation and interest rates are going to stay low
2021: The stock market will rise because inflation is rising and you don't want to hold bonds

12/01/2021

As long as Govts buying bonds ,interest rate remain low. Cheap liquidity fuels stock market and exuberance.But When central banks stops bond purchases ,yields spike and exuberance deflate due to risk off. It is just about cost and the velocity of Money.

When there is exuberance, growth stocks get benefits at the cost of value stocks.This is misallocation of resources as the cost of corporate debt for value stocks goes up.Central banks as major buyers of corporate bonds try to suppress yield keeping borrowing cost low for them.

12/01/2021

The gap between 2-year & 10-year Treasury yields has widened to the most since May 2017. This comes as a few Fed officials start entertaining the idea of tapering their monthly bond purchases as soon as later this year:

12/01/2021

Total Bond Market ETF below its 200-day moving average for the first time since March w/ 10-year treasury yield rising to 1.17% (highest since 3/19/20).

08/01/2021

"Whether the equity market's in a bubble or not, it's where it is because the bond market is where it is....if someone asks how far bond yields can rise with the Fed committed to keeping rates low, the only convincing idea is ‘as high as they equity market lets them'.

03/12/2020

“Prior to capitalism, the way people amassed great wealth was by looting, plundering and enslaving their fellow man. Capitalism made it possible to become wealthy by serving your fellow man.” — Walter Williams, RIP