As CMBS Crashes New Opportunities Arise

(8/28/2024)

The Federal Reserve Is About To Shock You

(8/28/2024)

• 📉 The Federal Reserve is expected to deliver steeper rate cuts due to a softening labor market.

• 📉 The Federal Reserve likes to Bluff, just like when they said we're going to get on top of that stubborn inflation.

• 📊 Labor demand has softened, unemployment has risen, and supply has increased, making for an odd combination of rising concerns about the US slide into recession.

• 📉 "The time has come for policy to adjust."

• 🐯 It's like an incestuous relationship between the heads of the FED and the government.

• ⚠️ The Federal Reserve knows that when unemployment hits a certain point, it ticks really high really fast, like the last move of a parabolic rise or a steep crash in the markets.

• 📉 The Federal Reserve's decision to lower rates is just a political move and will only be temporary.

• 💸 The fact of the matter is food's still expensive electricity is still expensive and you can't change that without stopping the consumer from spending money.

Mark Zuckerberg Just Admitted What Facebook Did

(8/27/2024)

The Surprising Truth About Nvidia Stock Nobody Tells You

(8/27/2024)

• 🚨 Nvidia stock is about to shock the absolute World.

• 📉 Nvidia's market cap expanded by 9fold since the end of 2022, but then lost almost 30% of its value over the next 7 weeks, shedding about $800 billion off its market cap.

• 💸 If an investor is taking a loss in one asset class, they may be forced to sell something in another asset class, thus creating a ripple effect.

• 📈 The stock's volatility is top of mind for Wall Street, with any indication of waning AI demand or a leading Cloud customer tightening its belt potentially translating into significant revenue slippage.

• 📉 When the stock market is in bubble territory and held up by a handful of stocks, "it's not going to end well as it drops".

• 🤑 The CEO of Google and meta enthusiastically endorsed the pace of their build outs and said under investing was a greater risk than overspending.

• 📉 Nvidia has gotten so big that even a 7% drop from its top is causing people to freak out, indicating it's in the last stage of a parabolic rise.