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On today’s show, we discuss:
- We Need to Have a Talk About “Bond Vigilantes”
- Paul Tudor Jones says market reckoning on spending is coming after election: ‘We are going to be broke’
- Here are the highlights from the Paul Tudor Jones interview with Goldman Sachs
- Generational Theft Needs to Be Arrested
- Giverny Capital Asset Management Q3 Update
- ‘Americans just work harder’ than Europeans, says CEO of Norway’s $1.6 trillion oil fund, because they have a higher ‘general level of ambition’
- The Bottom 50%
- A $12 Trillion Opportunity for Financial Advisors
- Data shows disconnect between Americans’ perceived financial strain and reality
- Majority of Americans Feel Worse Off Than Four Years Ago
- Economic Well-Being of U.S. Households in 2023
- Visualizing the Cost of the American Dream in 2024
- Inflation Has Cooled, but Americans Are Still Seething Over Prices
- The Porterhouse at Weis Points to Inflation’s Demise
- America Is Primed for a Home-Renovation Resurgence
Listen here:
Recommendations:
Charts:
Tweets:
https://t.co/ftlPiSdrb4 pic.twitter.com/pmOehGfPcX
— Bill (@wabuffo) October 22, 2024
BONDS
Many are misinterpreting recent price action. The move (from 3.6 to 4.25) in the 10-yr (post-Fed cut) does not signal a policy mistake.
Instead, it is the unwind of "recession insurance" buyers.
Conclusions from the 9/19 @3F_Research report below: pic.twitter.com/24O6aGTg9v
— Warren Pies (@WarrenPies) October 23, 2024
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