I am in the minority on this outside of the MAGA cult, but… I sincerely believe Trump hasn’t read project 2025 and agree he has no clue what is...
Three thoughts: 1) Ever since I had a beer with a psychologist, who has a PhD from Duke and treats people with Narcissistic Personality Disorder...
Because the economy is doing pretty good, although I like Goldman’s estimate that there is a 20% chance of a recession, so there is no need to...
Only question is will it be 50 basis points or 25? Based on nothing but a guess, 25 sounds right with 2 more cuts by year end.
The stock market absolutely reacts in real time to labor reports / rate changes / etc.
Nobody is denying it is a big revision. It is a historically big revision. We will have the final answer in Feb 2025 (as it always takes 11 months...
If you like that asset class, PSEC has an attractive yield. I’ve worked with them in the past, and they do far more homework on their investments...
You missed the most important word. “Wrongly” believe we are in a recession. 59% of Americans wrongly think the U.S. is in a recession, report finds
You aren’t missing anything. This is a terribly risky stock. They are purchasing loans made to corporations (mostly PE backed for LBOs and...
Agree with you on this. The OP is cherry picking bad news. From the Bloomberg article referenced in the OP (not the NY Post one linked in the...
No, the three inches of paperwork required would have mentioned the non-compete in all the other legal / employment docs and they would not be...
I couldn’t agree more. Let the contract and common sense rule. Non-competes are extremely common in private equity. They were a requirement to...
He reposted a few images, but I don’t see that one. This could actually be a bigger deal than people think. Rightly or wrongly, T swift’s...
Awesome. Their loyalty should be to America not their dear leader.
The DNC’s target audience is crystal clear after watching one day. Target “double haters” like me that don’t like either option, but recognize,...
It’s really remarkable that Trump is allowed to even run for President when the facts are pointed out so bluntly like that. The crimes committed...
Off topic, but they showed Barrack’s DNC speech from 2004 for the 20th anniversary. While I still think Romney would have been the best President...
They are still having technical problems. When it works, Elon says something logical like regulation is hurting American businesses. Trump takes...
Loved that show. My favorite show of the summer has been The Serpent Queen on STARZ. It get’s very political between the Catholics and...
Let’s look at Trump’s arguments: 1) He has better instincts than “many” on the Fed. Well the Fed isn’t the trading desk of a hedge fund and...
