The
interest payments on US National Debt have spiked to a
record $1.1 trillion annual rate, increasing 120% over the
past 4 years.
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00:01 - 13/11/24
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Including dividends, the S&P 500 is now up over 27% in 2024,
which is 3x higher than the average year at this point in
time (+8.9%).
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The
Dollar is rising almost exactly in line with what it did
after the 2016 election. This is - so far - a conventional
Dollar move driven by expectations of fiscal easing, the
impact on growth and thus rate differentials. If tariffs
come, this Dollar rise will get MUCH bigger...
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Bitcoin
$85k.
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One
month later, it's tick for tick ... and going much higher
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