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Bitcoin (+43%) and Gold (+25%) are the top performing major
assets in 2024. We've never seen these two in the #1/#2
spots for any calendar year |
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00:01 - 19/09/24 |
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The Interest Expense on US Public Debt rose to a record
$1.12 trillion over the last 12 months, doubling over the
past two years. At the current pace it will soon be the
largest line item in the Federal budget, surpassing Social
Security |
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One reason why the NASDAQ 100 may be underperforming is that
earnings growth trends for mega caps and tech overall could
be set to slow further from here, according to Societe
Generale |
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Truflation's real-time US inflation gauge has moved down to
1.06%, the lowest level since July 2020. |
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The slowdown in Mag 7 profit growth vs the broader market
suggests that we could see this pair trade continue to work
as well. |
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