The Compound and Buddies: Momentum

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On at this time’s present, we talk about:

• The beginning of Mark Fisher’s buying and selling profession
• Oil costs and power shares
• Commodities over the past 12 months
• Ackmans massive brief, and treasury actions
• The US debt downgrade
• Buying and selling vs investing
• the JOET ETF
• Investing and politics
• Hurricane season

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Charts:

Tweets:

I’ve been shocked how low US long-term charges have remained in mild of structural adjustments which can be prone to result in greater ranges of long-term inflation together with de-globalization, greater protection prices, the power transition, rising entitlements, and the larger bargaining…

— Invoice Ackman (@BillAckman) August 3, 2023

Mark Fisher:

Joe Terranova:

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