Mastering Time Management
By Victoria Repa thru Compounding Quality
Nobody cares about Commodities
Source: Win Smart
BlackRock's Bitcoin ETF pulled in a MASSIVE $788m yesterday.
It smashed the previous record of $612m. They could be taking in +$1 Billion a day soon. Source: Bitcoin archive
France's 2023 Deficit 'Significantly' Above 4.9%' (BBG)
France's budget (in)discipline... Since the Great Financial Crisis in 2008, France managed to keep its budget deficit below the 3% threshold (remember the Maastricht Treaty) just once (2018). This is far worse than Italy. France's debt-to-GDP ratio is at 110%, up from 64% pre-financial crisis. With potential GDP growth at a paltry 1% and declining, structurally low interest rates is needed to keep the debt burden afloat. Source: Jeroen Blokland, Bloomberg
The law of supply and demand...
Source : Bitcoin Archive
Yesterday, not only has Bitcoin reached an ATH, Gold is also trading at a record high. What is the message here for fiat money?
Source: HolgerZ, Bloomberg
AI Beneficiary PEG Ratios - Locating the Value
Will nvidia $NVDA really plateau at 14% earnings growth after this year? Will arm $ARM come back to earth or will earnings rocket? Source: Consensus Guru
ouch... too bad... a sign that we are late-cycle?
A bitcoin effect? Or just a remainder of the power of scarcity ?
