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June 27, 2024
Both in the construction and execution of Monetary Policy. Following on one of the data points, trade, i guess were going to talk a little bit about Monetary Policy. As part of that discussion, the fed has started to talk about that being the role of its Balance Sheet. Well talk about that in a little bit. So randy, i think all of you know both of these folks. University of chicago, former governor at the fed, now with the university of chicago. And john foust, a number of years at the fed, now ...
June 26, 2024
A look at where european equities are trading right now here on this monday session. You know the function, global macro movements, calling for a first weekly its increase in five weeks against the dollar with these other rates rising. Amidst all of this talk of allowing inflation to overshoot credit default swaps and commodities, what a day we are having on this first new trading day of the week. The first new day without talking about Deutsche Bank. They are exploring tricking the u. S. Operat...
June 26, 2024
Worldview, but he probably was the first statesman to have a coherent view, which brought together a sense of domestic policy and Foreign Policy. I should give a brief shadow because there was a very good short book about atoms that came off while i was writing my book. Im asleep, though not wholly agree with what he says. If i had to summarize what my sense of his world you was, it would be Something Like extent do Something Like expansion at home and restraint abroad. If you try to think of a ...
June 26, 2024
Worldview, but he probably was the first statesman to have a coherent view, which brought together a sense of domestic policy and Foreign Policy. I should give a brief shadow because there was a very good short book about atoms that came off while i was writing my book. Im asleep, though not wholly agree with what he says. If i had to summarize what my sense of his world you was, it would be Something Like extent do Something Like expansion at home and restraint abroad. If you try to think of a ...
June 26, 2024
I promise not to ask you not to publish your tax returns if you ask me not to publish my emails. And i wont deny things i said in the past. I will admit everything i said. We will try to work our way towards shedding light on something we both think about and write about and talk about a lot. Im going to take the privilege, since it is my book of going first and saying a few things and bob will tell you why what i said was wrong. Our subject, is was John Quincy Adams a realist . We are talking a...
June 26, 2024
If there political solution on the horizon . First thing we have to do and our mission here, the military mission is to defeat isil. I am not here necessarily to facilitate a broader, political solution in iraq. But for a lasting effect, there has to be political reconciliation in iraq. There are a lot of competing interests here, political interests, ethnic interests, religious interests that is the environment we live here in in iraq. As i watch it, i am hopeful that there is a broader politic...
June 26, 2024
What is you expectation for Congress Starting in january . Caller one of the biggest things i hope our congress will do is this get rid of waste in washington. The biggest enemy we have in washington is waste. If our government would get together and say, hey, every department, lets look at the waist weve gotten our department and start cutting it. Department, what do they do . It costs millions of dollars to operate and they do exactly nothing. I would like to see our congress get together and ...
June 25, 2024
Lets get straight to the pound story. We have seen a great deal of volatility which we need to communicate to you. One month volatility getting a sevenweek high. The panel itself hitting a threeweek low. ,his is implied volatility bracing for the Eu Referendum which will take place on june 23. We have had a couple of polls over the weekend that seem to have put some moves into currency markets. 45 leave, 41 remain. Poll, 41 believe, 41 remain. We have to be a bit careful of the polls were the fi...
June 25, 2024
Saw wire going to have the trump rally. Within what time frame . I think in the next couple of months. 45 is a number that 45 to 50 is the number the market likes. It does. Yesterday when oil was slumping, thats when the equity started. Its almost as if we get close to that three handle again and people start worrying. The market was just off oil. That was the key thing to watch. You put up a couple weeks of inventory build. Couple weeks of rigs coming back online. Was it supply. I thought it wa...
June 25, 2024
That its not okay to just use people because they are dying. Some of the rationale for some of the plutonium experiments and radiation experiments and other injections was that these people are dying and we might as well get some information from them. Being ill and hospitalized did not justify that. You still have to respect them as people. So what are key lessons from the radiation experiments. Ive only scratched the surface. I hope you will go and read more about them, in arlene wilsons book,...