This issue focuses on:This issue focuses on:

-The Fed's shift toward balance sheet expansion.
-The implications of Japan's rapidly rising bond yields.
-The volatile moves in precious metals as of late.
-Recent portfolio movies: what I'm buying or selling.

In review of her growth stock picks:

she has a bank? hmm. I might need to break
down her picks in my daily stock review.

view all related items

140 sats \ 1 reply \ @denlillaapan 9 Feb

... and Booking(!). That surprised me.

Also, this was pretty interesting an observation

Decades ago, the dog used to wag the tail, meaning the health of the economy had a big affect on the stock market. Now that the stock market is so large (200% of GDP), the tail wags the dog, meaning a weak stock market can materially impact the health of the economy. This is because nearly 90% of stocks are held by the top 10% of society, and that same 10% of society performs nearly 50% of all consumer spending. When their portfolios aren’t doing well, they tend to tighten their spending a bit. That affects business profits, which then restrain hiring, completing the circle.

Didn't fact check but that seems too incredible.

Also:

The United States added about $3.5 trillion in GDP over the past two years, or just under $1.8 trillion per year. If that pace continues for the next two years, and the Fed maintains their current ~20% ratio of their balance sheet to GDP growth, that’s $360 billion per year in balance sheet growth. As previously discussed, the Fed projects sub-$220 billion to $375+ billion in balance sheet increases this year, which is in line with those estimates. Even if we double that top end to $750 billion, it’s not all that big in the grand scheme of the size of the system today.

Fed slow print now might just be a nothingburger

39 sats \ 0 replies \ @BlokchainB OP 9 Feb

Good observations!