USD
September Is “Suddenly” Nasty

September Is “Suddenly” Nasty

September Is “Suddenly” NastyOn July 29, I hurriedly wrote an email to the stable (which is our narrow set of clients that keep the lights on over here, we have bills yanno). The title was “We’re gonna party like it’s is 2022.” Here Is The Email I SentClosed list...

The Denominator Declines Dramatically

The Denominator Declines Dramatically

Very easy, interest rates down, USD weaker » USD risky assets higher.Higher interest rates did provide opportunities for the savers and planners, so the drop in interest rates creates new challenges to these structures. The combination of events make it even...

The Denominator Declines Dramatically

Just Flip It Upside Down

Imagine the shock when people found out the earth wasn’t flat. It’s the same as those that didn’t understand the denominator. This was never a surprise to moi, evidence here.No one complains when the volatility goes in their favor. That said, it’s still...

Today’s Interest Rate Move

Today’s Interest Rate Move

Today’s Interest Rate MoveVery easy, interest rates down, USD weaker » USD risky assets higher.Higher interest rates did provide opportunities for the savers and planners, so the drop in interest rates creates new challenges to these structures. The combination of...

Yeah, But

Yeah, But

Yeah, But Stuff That ACTUALLY Matters Stabilizes For Longer Than 5 MinutesThe Euro stops crashing, right at the 1.00 EUR/USD level.EUR/USD exchange rate, yahoo.comAnd since that panic attack is over, no need to panic-buy bonds…Bonds for dough moves, but within a much...

The Denominator Declines Dramatically

Panic is the Name of a Two-Way Street

Apologies, but if you don’t like Pulp Fiction, we cannot really be friends (you can still subscribe and read Jae’s Corner, that’s different).Oh MyQQQ on June 15: 269.28QQQ as of this writing: 303.84, which is 12.8% HIGHER IN A MONTHFacebook on June 15: 154.25Facebook...

More Clues Confirmed This

More Clues Confirmed This

More Clues Confirmed ThisThe Fed owns 1/3 of mortgage-backed securities in the US (this guy couldn’t be more wrong). Please pity my pathetic existence, that I am sharing the YouTube space with this person. This isn’t the worst, either, ugh.Look What We Have HereBlue...

The Denominator Declines Dramatically

Medicare Advantage Hack Explained

New Video to Explain March 31stShhh. I have told small groups that the number of rules that govern the carriers are very complicated. When you add the difficult competition, that means wins for consumers, IF THEY UNDERSTAND how/where to look. The Secret Sauce can...

Takeaways? Mixed

Takeaways? Mixed

Takeaways? MixedIt was completely rational that a diversified global portfolio perform in this manner. A diversified portfolio is not only USD-centric. It would fit correctly into the “glue.”That said, it is a bit odd that adjustments to the inputs were not made, we...