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Re: Where do you rate current US economic conditions?
The good news is that yoy housing prices have fallen on national basis, much more in specific markets such as SF. The main reason that supply is so low is that almost everyone with a mortgage is lock… (View Post)4 -
Re: Perth Mint... accused of diluting purity of gold in bars
Hah, i was tempted to post the same pairing yesterday. It does border on the political but there is lots if irony there. ZH is more of a news aggregator than publisher of original works, and is defin… (View Post)1 -
Re: Will there be an economic reset, and what do you think an economic/monetary reset would look like?
Not necessarily. IRS does bump up income levels annually for each tax bracket based on inflation. Conversely, they also bump up max income level for paying payroll taxes. But no doubt, inflation is s… (View Post)1 -
Re: What's the Palladium story?
Maybe. Hopefully. Depends a lot on China's economy and their non-BEV vehicle production. US might produce around 14M units, but that well below the highs of around 17M. I think that substitution will… (View Post)1 -
Re: 50 basis points is a Pivot................SO HOW DO YOU VIEW A PAUSE ???
Don't get too hung up on the Fed ending rate hikes as a pivot point. The markets are trapped into that kind of thinking. Wall Street will choke on 4 or 5% funds rate. The Fed won't have enough traili… (View Post)2