Public’s Post

Listen!💥 Last significant financial meltdown was not foreseen by the Fed or *virtually* anyone the public listened to. What’s to make you think this time is different? Here, Chairman Jerome Powell speaks of banks swimming in commercial debt. You have to ask yourself, if this is what he’s telling us, attempting to not create a self-fulfilling prophecy, does he see what’s coming? Perhaps this is the limit of what he sees and he’s wrong like Alan Greenspan was, blinded by high oil prices among other things. Thousands far wealthier and “experienced” than you and I didn’t see the meltdown coming last time, so make sure you don’t put all you eggs in one basket over the next few years because it’s coming. The only question is how bad will it be. #banks #banking #bankingandfinance #realestate

Freeman / Money Talks News Every Friday I recap “news you can use” from the week: a handful of quotes from major (and often expensive) news sources, so you can stay up to date on the news that affects your money without spending a dime and in less than a minute. Here’s an overview of what happened this week. Higher Bond Yields Likely to Extend Fed Rate Pause (Oct. 10, Wall Street Journal) A sustained rise in long-term...

Come Again?? Fed Will Have to Cut to Avoid Hard Landing Billionaire investor Bill Ackman is betting the Federal Reserve will begin cutting interest rates sooner than markets are predicting. The Pershing Square Capital Management founder said such a move could happen as soon as the first quarter. Traders had been fully pricing in a rate cut in June, according to swaps market data. “We’re betting that the Federal Reserve is going to have to cut rates more quickly than people expect,” Ackman said in an upcoming episode of The David Rubenstein Show: Peer-to-Peer Conversations. “That’s the current macro bet that we have on.” #fedpolicy #markets #bloomberg

The Fed has been making comments that seems they could continue to raise rates. This really makes no sense. Data indicates they have overtightened. It’s very helpful to see economists expressing this sound analysis. #federalreserve #banking #mortgages #realestate #realtors #nar #rates #housingaffordabilty #cnbc

Please, please, please let me live long enough to witness the biggest overdue bear market in Wall Street history. Main Street & Wall Street bulls need a big reality check that has been postponed by Wall Street analyst Mike Green’s “Passive Bid” theory & the Biden Administration’s “War/Depression” style 7% fiscal deficit spending in 2023 (Ukraine and Israel don’t count, it means WW2 USA troops and tanks on the ground type deal) to push off the inevitable bear market & savage recession as far out into the future as they can before the 2024 election but you can only delay the business cycle for so long until the reality payment comes due in a bear market which will be much more severe because of said economic manipulation of the natural business cycle. #stocks #bonds #fed #government #nasdaq #AI #Bubble #bearmarket

Again this past week with our Konni Harrison, Iand Chris Temple picked up somewhat where we'd left off in the prior week's discussion I sent you last Sunday; that on "The Great Stagflation." Since then, we learned from the Federal Reserve this past week--led by Fire Marshall Jay himself--that the central bank was now ready to admit what the rest of us already knew: that the Fed will NOT be cutting interest rates at all any time in the foreseeable future. That added to the renewed urgency on Wall Street to flee overpriced "Mag 7" and other stocks and--in part--to redeploy capital into what is real and will prove resistant to if not benefit from The Great Stagflation. https://lnkd.in/gqNwGZAb #Stagflation #FederalReserve #InterestRates #WallStreet #Economy #StockMarket #Investing #FinancialNews #Inflation #CapitalAllocation #MarketAnalysis #AssetAllocation #InvestmentStrategy #EconomicTrends #CentralBank #MonetaryPolicy #MarketVolatility #Mag7Stocks #CapitalFlight #RealAssets

Again this past week with our Konni Harrison, and Chris Temple picked up somewhat where we'd left off in the prior week's discussion I sent you last Sunday; that on "The Great Stagflation." Since then, we learned from the Federal Reserve this past week--led by Fire Marshall Jay himself--that the central bank was now ready to admit what the rest of us already knew: that the Fed will NOT be cutting interest rates at all any time in the foreseeable future. That added to the renewed urgency on Wall Street to flee overpriced "Mag 7" and other stocks and--in part--to redeploy capital into what is real and will prove resistant to if not benefit from The Great Stagflation. https://lnkd.in/giFNzhzg #Stagflation #FederalReserve #InterestRates #WallStreet #Economy #StockMarket #Investing #FinancialNews #Inflation #CapitalAllocation #MarketAnalysis #AssetAllocation #InvestmentStrategy #EconomicTrends #CentralBank #MonetaryPolicy #MarketVolatility #Mag7Stocks #CapitalFlight #RealAssets

Want a quick overview of where things stand after the July FOMC? My colleague Jake Schurmeier, Multi-Asset Portfolio Manager, has some thoughts. ⬇️Watch this and ➡️read this: https://lnkd.in/g4yaq6a7 . #TheHarborLookout

Did you miss me on CNBC's Closing Bell earlier today talking markets and the likelihood that the Fed continues to raise rates throughout the rest of the year? Not to worry. Just click the link below to watch the replay. https://lnkd.in/ezXjvzvZ