peelpeelorangefeel.bsky.social
@peelpeelorangefeel.bsky.social
Reposted
Bonus chart - among the preponderance of daily warning flags I mention in the Dec comment, we saw this one on Wednesday - a general version of what I call a "phase transition."

The SPX is about 5% ahead of T-bills since the June one, but at record valuations, this seems risk deferred, not avoided.
December 20, 2024 at 1:25 PM
they cant ease enough to bail out the private real estate owners that are deep underwater and are trying to pay down their mortgage as fast as possible and cutting back on spending on any unnecessary stuff
December 6, 2024 at 10:44 PM
Well, here's something you don't see every day.
December 6, 2024 at 10:42 PM
Kläranlage sieht man doch schon im Bildhintergrund
December 1, 2024 at 7:43 PM
ein unwürdiges Theater
November 29, 2024 at 5:53 PM
we convinced grandpa to become a generational bag holder obviously
November 29, 2024 at 5:26 PM