Remarks on the Valley
Remarks on the Valley Delivered to no one. Recorded for the record. Let’s talk about geography for a minute, because geography is not usually where the interesting monetary story…
Topics
The Long End Isn't Buying It
The Long End Isn't Buying It Kevin Warsh got his in-line CPI print on Wednesday. Headline 3.4%, down a tenth from June. Core 2.5%, softest since February. Every number landed…
![A clone of me [EN/PT]](https://images.hive.blog/768x0/https://i.ecency.com/DQmRQNP3mCiwyMVUJmMaB63UVyzkbDRPD1KYKXCJqDVykGB/image.png)
A clone of me [EN/PT]
Is the world heading toward the unimaginable, or are we already living through something that, until recently, seemed impossible? We can look at technology as a very powerful…
Optics Sector "Profit-Taking
Start with the number the sell side refuses to lead with: Coherent trades at 160 times trailing earnings. Lumentum sits at 146 times. These are not growth multiples. They are…
Gold at $4,350 and the Uncomfortable Question Nobody on the Committee Wants Asked
Before the next client call lands asking why gold is “still going up” after the move we’ve already had, we need a cleaner frame than the one the Fed will ever use in public. Gold…
Openbills.
Bismillahir Rahmanir Rahim, Hello, my dear friends, good morning, My sincere greetings and greetings to everyone. How are you all? I hope everyone is well and healthy.…
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