I see opportunity guys. AI is the key. AI investment needs to keep growing, this is an economy dependent on lower rates. And that is not happening, at least in my opinion. Now do you understand the full court pressure on Powell? It was absolute desperation.
7% mortgage rates and climbing fast.
4% unemployment
5% bond yields
4% cash yields
$100 oil
$5 gas prices
3.4% inflation
Basically all-time highs in the stock market
Basically all-time lows in consumer sentiment
It’s the AI boom carrying the stock market, but not helping mainstreet. You remove that, GDP is flat to negative. Without the AI boom this economy falters. See the desperation when Trump talks and defends AI. if you are asset rich, like Java and to a lesser extent, your humble servant, you are crushing it. Everyone else is suffering.
The Covid inflation in large part is to blame, prices have not come down after the made up supply chain fraud. Tariffs, war, oil shortages just made things worse. And the worst is yet to come. How do we get ahead of the curve?
Classic, “This is the best of times but also this is the worst of times” where are you?
This is a great time to be an investor, for everyone else, sorry but you’re fucked. K shaped economy for sure.
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