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  1. S

    Evaluate the ROI on Education

    Sorry, but not sorry. This is the destruction of democracy. Ignoring it is hard.
  2. S

    Evaluate the ROI on Education

    ...about the future workers other than to take advantage of them. You can tell by the nonsense he spews on the CHIPS act. Biden had the same goals, but was no better at seeing the future than Trump. The difference was who he had around him. Sycophants driven by self interest are not great advisors.
  3. S

    Asset management and or Private equity invesments

    That's depressing. PE certainly was a contributing factor in the decline of US manufacturing, now they are doing the same to services. Succession planning has been blown up. In a lot of service stuff like accountants, physicians, FAs, the owners used to think they could retire and sell the...
  4. S

    MALA and your money

    It was a Trump "random thought from make-believe land" after talking to someone in the industry. It is nothing and will never happen.
  5. S

    January Inflation

    ...for a cut in June. This Fed does not surprise, EVER, so we will see if next week they start prepping the market for a cut in June. I expect Trump to post something derogatory when they don't cut next week. Oddly, the Treasury market is not pricing in the same cuts, as the 1 mo and 3mo rates...
  6. S

    January Inflation

    ...The main question for markets is Fed rate cut in May, Y or N. The reality is there might be more impact from perception of not bending to Trump as there is to actual data. The tariff-impacted data will continue to trickle in and it will be harder to spin as positive. China made sure of that...
  7. S

    January Inflation

    ...indicator, they will tell us what is happening. Unfortunately jobs numbers have been getting to be less and less reliable since Covid. Again, Trump wants rates lower because it affects the budget. Every 25bps is eating $1.25B at current treasury auction schedule. That said, Fed could lower...
  8. S

    Anybody Buying Yet? Where’s the Bottom?

    Sure they are complex. They take even longer when the parties refuse to talk to each other. Add to the complexity that it's not clear what is being negotiated. They put tariffs on Vietnam and Vietnam quickly agree to remove all tariffs on US imports but the Admin didn't agree and made it about...
  9. S

    Asset management and or Private equity invesments

    The new mob. All legal, with less work. https://www.politico.com/news/2025/04/26/donald-trump-washington-club-00311720?utm_source=substack&utm_medium=email
  10. S

    January Inflation

    I can see why your daughter has trouble talking with you about this stuff.
  11. S

    January Inflation

    Yes, demanding Ukraine give up territory to Russia, but sure, peace. He is also bombing Yemen. Clearly you see what you want to see.
  12. S

    Dept of Interior handed over to DOGE

    OK. How about you go back to Trump 1 and see he and his staff's relationship with the IGs in that term? Would that meet your "time will sort many things"? Zinke had to quit after the IG referred an ethics case to the DOJ. And then he got elected to CONGRESS!!!. Sorry, but any "waste and abuse"...
  13. S

    Dept of Interior handed over to DOGE

    ...staff of those in charge of monitoring the process, unless more accountability isn't really the goal. And further irony, doing shady and illegal stuff actually helped Ollie North's career...
  14. S

    Dept of Interior handed over to DOGE

    To a large degree, yes. But to the point of Forkyfinder, DOGE isn't addressing any of this stuff. Firing USFS or BLM workers isn't "taking any pain now". The reality is no one is willing to take the pain in the major categories. My point, the cuts to physician reimbursement will eventually lead...
  15. S

    Dept of Interior handed over to DOGE

    ...implodes on its own. Musk is wearing on people. Just to make sure it is clear, when billionaires are arguing over who is put in charge of the IRS, it ain’t to find “fraud and abuse”. It’s probably to NOT find fraud and abuse. https://www.axios.com/2025/04/23/musk-bessent-trump-white-house-irs
  16. S

    January Inflation

    WSJ said the kids took away Grandpa’s keys while crazy Uncle was away. I’m here for the memes. https://www.wsj.com/politics/policy/trump-tariff-pause-navarro-bessent-lutnick-b9e864fb
  17. S

    MALA and your money

    Bouncing cats are the whims of our great leader. https://www.npr.org/2025/04/22/nx-s1-5369542/trump-federal-reserve-jerome-powell-tariffs
  18. S

    MALA and your money

    lol. Too many to count. 🤷 We need some good news right now. Something, anything to show progress. All we see is arrogance, pride, and hubris from Trump and Xi. This could get ugly and the damage could last a long time.
  19. S

    January Inflation

    ...every get worked out (this one is funny because any new deal is going to look like the one Obama and the rest of the World signed on to and Trump pulled out of in first term) and 2) Iran oil is somehow not hitting market now (also comical because we know China is buying it.) So yeah, go long...
  20. S

    January Inflation

    ...certainly happen. Or if US goes into recession and global demand will certainly drop. If prices go too low, Saudi's may rethink their favor to Trump to lift export limits. The reality of crude oil is that companies (and countries) need to make money and no one is pumping oil at a loss for...

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