At present’s Compound and Pals is dropped at you by Birddogs:
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On immediately’s present, we talk about:
- The beginning of Mark Fisher’s buying and selling profession
- Oil costs and vitality shares
- Commodities over the past 12 months
- Ackmans huge quick, 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 stunned how low US long-term charges have remained in mild of structural adjustments which can be more likely to result in larger ranges of long-term inflation together with de-globalization, larger protection prices, the vitality transition, rising entitlements, and the larger bargaining…
— Invoice Ackman (@BillAckman) August 3, 2023
Mark Fisher:
Joe Terranova:
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