No question.

My Sunday video is uploaded. Is it recession or a growth scare? Tactics to profit from either... charityhedgefund.com/weekly-video

Bizarre. But fascinating. youtube.com/watch?v=Htw6HW…

These MAGA morons are so stupid, it hurts. All that would happen is that a "foreigner" would buy a Delaware LLC and problem solved. Zero world experience.

Nice of Bill to send me his new book. Let’s see if there are any trades in there where he buried me 😂

What a bunch of pussies you need to be to be worried about a Cat1. The Cajuns living there will just hold a Hurricane Party and not even shutter their windows. Storm surge from a Cat1? Do me a favour. Grow a pair.

As an immigrant, I thought I would join in and tried to order cat on DoorDash. No luck. Seems not to be on the menu in Miami. Having Peking duck instead. Does that count?

Or is that Beijing duck now? I get confused...

You would have thought so. I am not 5 miles as the crow flies from Little Haiti. Now that you mention it, I have never seen a live cat walking around there. Suspicious. Plenty of chickens pecking away in the dirt, though. Very 3rd world.

Fun fact, I am one up on the Haitians: I have eaten swan.

Never forget. We are so lucky. Life is nothing but a game of chance. Could have been any one of us.

Well, we can forget about that...

Nice tan, Christine!

For gold prices?

To be long gold, all you need as an argument is that Blinken is Secretary of State. If the Fed does 50...that's a (small) cherry on top.

This has to be money laundering for Area 51 funds. I hope. Or we are fucked. I mean...why spend money on the obvious? Can't they just ask an AI?

From my catechism 50+ years ago: grave sin<mortal sin. Assassination=mortal sin. Formula seems to be Grave Sin< Assassination. So that must be the lesser evil? Who knew you needed maths to be a Catholic?

So, let's put these pieces together: although a 50 would suit my book more, I think they do 25. 25 would enable them to have not ridiculous unemployment or growth dot plots, which would scare neither long bonds nor equities. Nor have dissenters. And Powell can always do the

Consider the evolution of human history. 5,000 years ago bronze WAS the pinnacle of human tech. Now it’s nothing. I can conceive of a day, not so far away (certainly not in a historical context) when all commodities are mined by robots, the energy comes from some free source and

My Sunday video is published. It's not a matter of 25bp or 50bp cuts at FOMC, but how the Yield Curve responds to the reasons behind the move. And how the YC responds will be crucial for all risk assets. charityhedgefund.com/weekly-video