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U.S & Arg / NATO clear warning to Russia / GOLD fear or logical deduction ? / Trump & Zelensky + Powell today

  • Writer: Stéphan
    Stéphan
  • Sep 23
  • 4 min read
ree

  • Poland, NATO gave Russia a clear warning about violating it's airspace >>> Trump meeting Zelensky today at the UN asssembly, US Ambassador to the UN: United States and allies will defend every inch of NATO territory, Poland's Sikorski-"If another Russian missile or aircraft enters our airspace and gets shot down, don’t come here to whine. You have been warned."

  • Markets : the top 10 stocks now make up 41% of the S&P 500 (an all time highs), 666 lows SPX during march 2009, we hit 6'666.66 yesterday and straight through it, GS's 1year target is 7200 SPX500, NVDA to invest $100bn in OpenAI (vendor financing ??), MAGA is now "Making the Argentine Peso Great Again"?, Powell to speak later on, Whenever gold has gone vertical in the past, it’s been a sign that confidence in the system was breaking down (Thread), IMHO it's about the system, INCLUDING Central Banks, that is hedging significantly debased fiat currencies, because of RECKLESS debt levels created (specially) over the last 15years, that's not fear, that's planning, maths, logical and risk management (AND possible loss of FED independence, which look sincreasingly likely..Miran out to cut again, Hasset favorite, Waller voted himself out recently...rates quiet, for now anyway))

  • Trade : South Korea’s President Lee says U.S. investment demands would spark a financial crisis

  • FED Miran | Stephen Miran said US rates are too high and made a case for aggressive easing in the coming months, staking an outlier stance in his first policy speech since becoming a Fed governor

  • Forbes: Since last year's election, the Trump family has nearly doubled its wealth to $10B, profiting from the presidency..

  • Goldman increases its S&P 500 target to 7200, citing strong earnings this year. Stocks remain historically expensive, but typically perform well during Fed rate-cut cycles without a recession. Investors should focus on companies with floating-rate debt, which benefit from falling rates, and on SMID-cap stocks sensitive to economic acceleration

  • Bessent : Argentina is a systemically important U.S. ally in Latin America, and the US treasury stands ready to do what is needed within its mandate to support Argentina. All options for stabilization are on the table

  • Fed's Bostic: I see little reason to cut rates further for now - WSJ

  • FT - Private equity groups warn of mis-selling as sector opens up to individual investors, sounds like laying the groundwork to blam someone else, if/when things go wrong.. you can blame the IFA's and various sales forces selling to retail

  • “Keep your eye on one thing and one thing only: how much government is spending, because that’s the true tax.” - — Milton Friedman

  • Nuclear energy represents a $10 trillion potential market opportunity that could hold "the answer to the world's power shortages," according to a new report from Bank of America

  • Chicago is stepping in to lend cash to its underfunded pensions so they have enough money to avoid asset sales to cover retirement checks as they wait for property taxes to come in

  • China plans to nearly double the number of its “15-minute community life circles” by 2030, such a great scheme









U.S left Asia, wants Europe to take care of itself, and is now taking steps in South America, Venezuela and others, not sure US bailing out Argentina, again, and again is going to be so popular..Argy election coming up, let's see how popular Milei is now (allegedly not great)




NVDA invest in OpenAi, so that OpenAi can buy NVDA chips '''vendor financing' existed in the 2000 period..the numbers are are mucho bigger though





Probably part of dealing with India's trade deal






WIll probably be binned, or water down dramatically sooner rather than later




 
 
 

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