Positive Thinking
Source: Habit Hustler
"Make America Great Again" by Joe Biden
Micron $MU is set to receive over $6 Billion in chip grants from the 🇺🇸 to help pay for domestic factory projects - Bloomberg Source: Bloomberg, Evan
The problem with the world is that fools and fanatics are alwyas so certain of themselves, and wiser people so full of doubts
Source: Charlie Munger Fans
Data center power demand will 2x to 8% of total US power demand by 2030
Source: Mike Zaccardi, McKinsey
MUST READ: Mario Draghi, who is writing a report on how to revive the European economy at the request of Brussels, shares “the design and the philosophy” of his forthcoming report.
https://lnkd.in/emkyzQCN Source: Javier Blas
Financial Stability Board urges Hedge Funds to hold more liquid assets in order to meet margin calls in case of market shocks 😱👀
Source: FT >>> https://lnkd.in/eJuU4sg2 Financial policymakers have urged hedge funds, pension investors and commodities traders to keep more liquid assets on hand and develop stress tests to better withstand shocks from extreme market moves. The Financial Stability Board, which includes the world’s leading finance ministers, central bankers and regulators, said on Wednesday that after assessing a series of recent market panics, many funds and traders had made “inadequate” preparation for sudden price moves. Its call increases the scrutiny of so-called non-bank financial institutions, which have become a larger part of trading in financial markets since the 2008 financial crisis. Many have come under deep strain from unexpected moves in market prices, from the March bond market meltdown at the onset of the coronavirus pandemic in 2020, to the UK’s pension fund crisis in 2022, when a wave of selling by some pension fund strategies forced a Bank of England intervention.
Passenger train lines in the USA vs Europe
Source: Rainmaker1973
“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” - Peter Lynch
Source: Charlie Bilello
