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Archives by Year:
The Market Is Priced For A Fairytale Economy, But Stagflation Is Much More Likel
Image Source: Pexels Today’s guest expert is concerned that too many investors, giddy with the ferocious market gains since November, are increasingly willing to pay prices for assets that only make sense if the pace of gains continues into the far future.This is called “extrapolating the unsustainable” and is a hallmark of late-stage price melt-ups.Historically, this […]
Gold Has Rallied Without Much U.S. Investment Yet
Image Source: Pixabay Throughout the ongoing gold and silver rally, we’ve heard plenty about how much gold China is buying. But have Americans been a part of the buying yet?In today’s show Andy Schectman returns from his vacation to give an update on the conditions in the US retail precious metals conditions, and he talks about […]
Debt Stress Pandemic
US credit card debt topped $1.34 trillion in February, significantly above the cycle tops of around $900 billion in 2008 and 2020 (as shown below since 2003, courtesy of MFHOZ). The interest rate on this debt is above 20%. New car loans (5-year term) at 8.22% are above the 2007 rate peak (shown below courtesy of Liz […]
New Google And Intel Chips Spark Investor Interest; Nvidia Shares Tumble
Image courtesy of 123rf.com Google (Nasdaq: GOOG) has unveiled a new lineup of custom chips designed to bolster its position in the rapidly evolving artificial intelligence (AI) market. The tech giant introduced the Tensor Processing Units (TPUs) and an Arm-based central processing unit (CPU) named Axion, showcasing its commitment to innovate in AI hardware.While the TPUs offer a competitive alternative […]
AI, Cryptocurrency Will Double Data Center Energy Consumption By 2026
Please consider the International Energy Agency IEA Electricity Analysis Report 2024-2026. IEA Notable Points Global electricity demand rose moderately in 2023 but is set to grow faster through 2026 Global electricity demand is expected to rise at a faster rate over the next three years, growing by an average of 3.4% annually through 2026. Electricity consumption from […]
Ugly 3Y Auction Tails The Most In Over A Year As Foreign Buyers Flee Ahead Of CPI
The first coupon auction of the week and the month is in the history books and boy, was it ugly: maybe it was nerves ahead of tomorrow’s CPI, maybe it was the realization that there is a lot more where this came from. A LOT more.With $58 billion in 3Y paper for sale today, tied for the […]
Blockchain dApps activity rose 77% in Q1: DappRadar
The number of average daily Unique Active Wallets (dUAW) in Web3 reached 7 million in 2024’s first quarter, according to the “State of the Dapp Industry Q1 2024” report by DappRadar. This represents a 77% increase when compared to the last quarter, with a notable shift being the 9% rise in the social sector, driven […]
Digital Asset Funds See Record Inflows, Says CoinShares, But Will It Last?
Image Source: Pexels Cryptocurrencies have hit a record number of inflows globally, particularly in the US, according to the latest weekly report by CoinShares.James Butterfill, CoinShares’ head of research, says in the report that cryptos and other digital assets are now seeing their highest influx of funds in history: Digital asset investment products saw continued positive sentiment with […]
FTSE Follows US Markets Lower Ahead Of Key Data Updates
Image Source: Pexels UK stocks started the day with a decline on Tuesday as investors prepared for important economic data from the U.S. and UK to gain insight into the trajectory of global interest rate cuts. However, the market saw limited losses due to gains in metal mining companies. The FTSE 100, which is heavily influenced […]
Grains Report – Tuesday, April 9
WHEAT General Comments: Wheat was a little higher in slow trading with little fresh news yesterday. Trends turned up in SRW but remain mixed in HRW and Spring The USDA reports released a week ago were considered friendly. USDA said that All Wheat plantings would be about 47.5 million acres, with the big reductions seen […]
