Reagan’s “War On Inflation” Speech

Reagan’s “War On Inflation” Speech

Below is Ronald Reagan’s “War On Inflation” speech as conceived by ChatGPT. Ladies and gentlemen, my fellow Americans, It is with great pride and a deep sense of responsibility that I stand before you today to talk about one of the greatest challenges facing our nation: inflation. For too long, the American people have suffered … Continue reading Reagan’s “War On Inflation” Speech

Churchill’s “War On Inflation” Speech

Churchill’s “War On Inflation” Speech

Below is Winston Churchill's "War On Inflation" speech as conceived by ChatGPT. My fellow citizens of England, today I stand before you to discuss a matter of utmost importance, the war we are waging against inflation. This battle is not just about the numbers on a ledger, but about the future of our great nation … Continue reading Churchill’s “War On Inflation” Speech

The Fed’s Balance Sheet Reduction (QT) Update

The Fed’s Balance Sheet Reduction (QT) Update

The Fed continued to tighten as it culled approximately $38 billion in Treasuries from its balance sheet, $33 billion of which consisted of T-Notes and Bonds. Treasuries: The Fed’s Treasury security holdings were $38.1 billion lower over the last week and $59.2 billion lower on a rolling 4-week total basis. Agencies: The Fed’s Government Agency security holdings … Continue reading The Fed’s Balance Sheet Reduction (QT) Update

Here’s When Crypto Currency Will Work

Here’s When Crypto Currency Will Work

Crypto currency will become a mainstream accepted form of payment when the Federal Reserve rolls out its central bank digital currency ("CBDC"), or FedCoin. Not before then. The Fed and the SEC would never allow a third-party crypto currency to replace the U.S. Dollar. The only commodity that will ever replace the Dollar (every fiat … Continue reading Here’s When Crypto Currency Will Work

META: Where Will Growth Come From?

META: Where Will Growth Come From?

Analysts estimate that META will grow revenues in 2023 over 2022. However, the estimates I see imply that revenue growth will be back-end loaded. We know how that usually ends. I see META struggling to generate year-over-year Revenue growth and expect for 2023 to be a down Revenue year. Zuckerberg is not an Operator. META's … Continue reading META: Where Will Growth Come From?

Why The Fed Should Hike By 50 BPS

Why The Fed Should Hike By 50 BPS

The sooner the Fed gets to where it is going, the sooner it may pause and observe. In addition, Treasury yields remain negative across the yield curve which is not long-term healthy for the economy. The Effective Fed Funds rate range stands at 4.25-4.50%. If the Fed believes that the upper bound should sit at … Continue reading Why The Fed Should Hike By 50 BPS