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The Compound Podcasts:

On at the moment’s present, we talk about:

• We Have to Have a Speak About "Bond Vigilantes"

• Paul Tudor Jones says market looking on spending is coming after election: 'We’re going to be broke'

• Listed here are the highlights from the Paul Tudor Jones interview with Goldman Sachs

• Generational Theft Must Be Arrested

• Giverny Capital Asset Administration Q3 Replace

• 'People simply work tougher' than Europeans, says CEO of Norway's $1.6 trillion oil fund, as a result of they’ve the next 'normal stage of ambition'

• The Backside 50%

• A $12 Trillion Alternative for Monetary Advisors

• Information exhibits disconnect between People' perceived monetary pressure and actuality

• Majority of People Really feel Worse Off Than 4 Years In the past

• Financial Nicely-Being of U.S. Households in 2023

• Visualizing the Value of the American Dream in 2024

• Inflation Has Cooled, however People Are Nonetheless Seething Over Costs

• The Porterhouse at Weis Factors to Inflation's Demise

• America Is Primed for a Dwelling-Renovation Resurgence

Charts:

Tweets:

— Invoice (@wabuffo)
7:03 PM • Oct 22, 2024

BONDS

Many are misinterpreting latest worth motion. The transfer (from 3.6 to 4.25) within the 10-yr (post-Fed minimize) doesn’t sign a coverage mistake.

As a substitute, it’s the unwind of “recession insurance coverage” patrons.

Conclusions from the 9/19 @3F_Research  report beneath:

— Warren Pies (@WarrenPies)
2:13 PM • Oct 23, 2024

Suggestions:

• Lady of the Hour

• Entice

• The Penguin

• Mads

• Unusual Darling 

• Kill Listing 

• Terrifier 3

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