- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Art Blakey
| Favorite team: | |
| Location: | |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 100 |
| Registered on: | 8/26/2023 |
| Online Status: | Not Online |
Recent Posts
Message
re: Interesting read - "Most Investments Are Bad"
Posted by Art Blakey on 5/28/24 at 3:09 pm
[quote]
LINK[/quote]
I'm going to go out on a limb and guess that the 7 downvotes didn't read the article. Lyn is one of the most brilliant minds in financial analysis and provides some of the best research in macro [i]for free.[/i] Do yourself a favor and read it. ...
1
re: Official CryptoTalk Thread
Posted by Art Blakey on 5/28/24 at 10:59 am
[quote]You would think the ETFs would not charge ANY fee and just get the staking rewards.
But then they would not really be a custodian. This is so weird we are calling it a commodity but i digress[/quote]
2024, the year sh!tty incumbent polling simultaneously redefined the word "commodity" a...
re: Official CryptoTalk Thread
Posted by Art Blakey on 5/26/24 at 12:45 pm
[quote]
I'm reading more about the ETH ETF and was hoping you guys can clear something up for me.
ETH has a staking reward of 2%-4% correct?
As a commodity ETF, there is no yield allowed.
Why would an investor lose out on 2%-4% yield by putting money in an ETF?
What am I missing?[/quote...
re: Official CryptoTalk Thread
Posted by Art Blakey on 5/21/24 at 7:14 am
Anyone have thoughts on how lack of staking in the eth etf will affect demand?...
re: Is Reaganomics and free trade officially dead?
Posted by Art Blakey on 5/20/24 at 6:37 am
[quote]How did we get here? Trump loves him some tariffs, and Biden has followed suit. Why has protectionism gotten so stylish and Adam Smith so passé?
It will be to the detriment of all in the long run, but as economists say… in the long run we’ll all be dead.
[/quote]
https://imgur.com/a/Li...
re: Implications of fiscal dominance in the US and likely options going forward.
Posted by Art Blakey on 5/16/24 at 3:35 pm
[quote]I know there was zero (or near zero) monetary elbow room in 2020 when they needed to stimulate the economy. That's why they did direct payments.
But to summarize your lengthy post - you are suggesting that we are contributing to specific economic policies and will continue to blur the line...
re: US CPI comes in "hotter than expected"
Posted by Art Blakey on 5/14/24 at 12:10 pm
[quote]Just getting a jump on tomorrow's most repeated economic headline. [/quote]
https://x.com/financialjuice/status/1790385523669770692
About an hour ago^...
re: Implications of fiscal dominance in the US and likely options going forward.
Posted by Art Blakey on 5/14/24 at 11:19 am
https://x.com/DeItaone/status/1790025915843416257
Fiscal
https://x.com/financialjuice/status/1790383760061468920
Dominance
https://x.com/LukeGromen/status/1790410258935914763
perfect...
re: US CPI comes in "hotter than expected"
Posted by Art Blakey on 5/14/24 at 9:47 am
[quote]If they exclude food, housing, energy, and taxes it could be a low number.[/quote]
And coffee...
re: How much should I invest in BTC today?
Posted by Art Blakey on 5/7/24 at 11:19 am
[quote]I’ll be 34 in two months. 140k in my 401k is basically all the retirement money I have. No other accounts other than what my wife has. I see projections right now of BTC at $4M+ per coin by 2050.
So my thinking is right my 401k looks to be worth between 1.5M-2.0M by my earliest retirement ...
re: Berkshire Hathaway sells 13% of AAPL stock. Now holding $189 Billion in Cash.
Posted by Art Blakey on 5/6/24 at 11:29 am
[quote]So I've always wondered what people do with 10s of millions of dollars+ of cash, but dang what does a company like Berkshire do with so much cash on hand?? Is there insurance the purchase to protect them like the FDIC does we pions of the world?
AAPL has struggled to break thru 200, so I g...
re: Almost 45 trying to determine where I want to be bond vs equity mix now that there is rate
Posted by Art Blakey on 5/5/24 at 7:30 am
[quote]The bond market has changed dramatically in the last few years with the amount of debt we have now.
It is experiencing historical draw downs that we have not seen before.
Bond prices are trading at 2013 levels
You are only 45, stay in the S&P 500 (even though only 10 of the companies...
re: This is where our current economic policy is coming from...
Posted by Art Blakey on 5/4/24 at 11:57 am
[quote]These are the minds behind MMT. We have to stop this shite.[/quote]
If you own gold, btc, R/E or cash flow positive equity MMT is your friend. The melt up in hard assets unleashed by it will melt faces. But so will all the fires in major cities lit by folks that don't own hard assets, lol....
re: 2 year inverted yield curve
Posted by Art Blakey on 4/25/24 at 12:22 pm
https://x.com/sorenthek/status/1783544945829113909?s=46&t=DTQdMYaUCL9U0N4czgrNYw
Fiscal dominance in mariner form. ...
re: 2 year inverted yield curve
Posted by Art Blakey on 4/25/24 at 11:28 am
https://x.com/lukegromen/status/1783510224642474369?s=46&t=DTQdMYaUCL9U0N4czgrNYw
Fantastic meme thread of the current situation. ...
re: 2 year inverted yield curve
Posted by Art Blakey on 4/25/24 at 9:01 am
[quote]Usually recession follows the inversion. The Following recession usually comes within months.
We’re 2 years in now and no recession.
I’ve never seen anything like this.
How long can this go?[/quote]
We haven't been in fiscal dominance since the 40s. ...
re: CPI comes in hotter than expected, futures down 1%+
Posted by Art Blakey on 4/10/24 at 2:53 pm
[quote]
He did
Holy shite, this is peak clown world.
[/quote]
Yup, and nothing that happens in November will change it.
https://x.com/samcallah/status/1778143873631498534
...
re: CPI comes in hotter than expected, futures down 1%+
Posted by Art Blakey on 4/10/24 at 12:25 pm
[quote]I don't disagree as to Powell's hands being tied, I just think that how he's handled this thus far he's more likely to understand that the results of raising rates are going to be "less worse" than continuing to try to thread the eye of the needle. Already we're hearing talks about the possi...
re: CPI comes in hotter than expected, futures down 1%+
Posted by Art Blakey on 4/10/24 at 9:04 am
[quote]I've said for a while now that we're more likely to see another hike before we see a cut, I continue to stand by that statement.
[/quote]
I doubt it. Run the numbers on US Govt interest expense. They're hooped. Powell's hands are tied. He gets to decide how he's going to lose the long end...
re: CPI comes in hotter than expected, futures down 1%+
Posted by Art Blakey on 4/10/24 at 7:58 am
In a regime of fiscal dominance, high rates eventually become inflationary. ...
Popular
10
