The Austin, TX rental market is collapsing before our eyes.
With the median apartment rent dropping 15% over the last 2+ years.
The vacancies have skyrocketed. Rental concessions are everywhere.
Rents are now only 9.8% higher than pre-pandemic. Meaning that many Austin…
Continuous Claims are about to explode in the coming 2 years.
All those Diversity, inclusion, Equity, ESG and other climate lunatics and useless bureaucrats about to be sacked by the Trump administration across Federal, State and Education will sure as hell remain unemployed.
Nicolai: So if rates start to go up, how high can they go?
Druckenmiller: Well, that's a great question because right now, the 10-year—I guess it's around 4.5%—it can go to nominal GDP. So let's say inflation went to 4%, 4.5%, and real growth was 2.5% or 3%. Ten year could go to…
Wouldn’t it be interesting if inflation bottoms out, but the Fed still has to cut rates to alleviate the government’s debt burden?
Two words come to mind:
Hard Assets.
Kind reminder that Bank Reserves + RRP are still running at circa 15% of US GDP.
Last time Fed broke markets in 19, they were closer 8%.
Keep this in mind when you hear all the « Fed should do this and that or else something will break »
System is still operating with a…
PE Ratio, or Price to Earnings Ratio, actually means Market Cap to Earnings Ratio.
One way to look at it is it's the number of years it would take for the company to purchase itself.
This is the first thing of many investors look at when evaluating a company.
#stocks $MSFT
Market Cap divided by Revenue as a function of time tells much more about a company than it's stock price history.
Increasing retail investor's access to these 'sophisticated' investing tools is our mission.
$TSLA $SPY #StockMarket
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