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Yields implying DEFLATION coming instead of inflation in Japan. I guess US, China and European inflation figures showing the same.

Quote from the WSJ: "Armstrong has also become increasingly brash in the face of U.S. regulators’ effort to rein in the crypto industry. Armstrong spent significant time in Washington, D.C., last year lobbying for crypto legislation. He hired former lawmakers as advisers and donated more than...

Bitcoin ETFs see only $652 million in net inflows, falling short of expectations and raising big questions On Thursday -- just 30 minutes after the launch of the first US spot ETFs -- bitcoin touched a 21-month high of $49,051. The peak of the hype in the first half hour is exactly what you...

Buy the bond dip....Sell USD. Sell USD/JPY

South Korea sought to choke off a potential flood of speculative cash heading to US spot Bitcoin exchange-traded funds, stoking confusion and roiling a slew of stocks. The Financial Services Commission, the country’s securities regulator, said Thursday that brokering such ETFs may violate the...

Did anybody mention "inflation"?

I warned every government debt critic about the choices a US government has to bring down the debt burden. And like usual, it is always helpful to take a look back at history. Does anybody here follow the historical US federal income tax developments over time? Here you go GenX, Y, Z and don´t...

:D:D:D

Gary Gensler is not finished yet coming after the bad guys in the crypto industry. There will be blood on the streets. Coinbase is next for selling unregistered "crypto coins". There is a reason why Cathie Wood is liquidating already a good chunk of her Coinbase portfolio.

Did the issuers/sponsors attach a big, fat warning to the products with the words: BAG HOLDERS URGENTLY WANTED! :cool::cool::cool:

Pricing at a high yield of 4.105%, the lowest 3Y high yield stop since May 2023, the auction stopped through the When Issued 4.116% by 1.1bps, the biggest stop through since Aug 2023. The bid to cover was 2.672, a solid jump from the 2.416 in December, the highest since September. The internals...

Highly probable. :cool:

Saudi Aramco says it'll cut its crude oil prices to all regions February prices for various grades of Saudi crude, including its flagship Arab light, in Asia would fall $2 a barrel versus the Oman/Dubai regional benchmark from their January levels. The price cut is the biggest in 13 months...

Well, obviously. Doesn´t change the fact that Man group has become a home for "elderly portfolio managers"! :sneaky:

This figure is indicating trouble down the road! In aggregation with nowcast 2,95% CPI figure for January by the Cleveland FED, you can literally "smell" the economic downturn approaching.

This is attributed to a 10.4% estimated investment return in 2023 and a decline in total liabilities to $1.19 trillion, offsetting a small 1% drop in total assets.

Here is a thought from a Man Group shareholder: I don´t care about their economic outlook but about their revenue generation! A "hedge fund group" with $161B in assets should return more than a LOUSY $1,351B in total revenues and EBIT of $489M. It seems, that the portfolio managers over...

https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting January CPI nowcast running at 2,95%, Core Jan CPI at 3,8%. This would explain the bid in T Notes and Treasuries after NFP on Friday. BDFD in 10yr and 30yr! ;)

Better Markets works to restore layers of protection between hardworking Americans on Main Street and Wall Street’s riskiest activities. We work with allies – including many in finance – to promote pro-market, pro-business and pro-growth policies that help build a stronger, safer financial...

Full text pdf attached.