Markets/economics/politics | rip paul volcker š personal views Iāll give my macro view regarding the fed and the economy, a few key market/asset predictions for. To receive new posts and support my work, consider becoming a free or paid subscriber.
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As always, this is not financial advice
I am sharing my personal views It is meant to stimulate ideas and is not to be considered investment advice Please make your own decisions. Geiger's prediction holds significance as it comes at a time when the presidential race between donald trump and kamala harris is intensifying.
I recently entered into a new position and wanted to share with the great readers of geiger capital why i like it here. Former president (and leading candidate to be president again) donald trump has been found guilty in new york of falsifying business records. We would like to show you a description here but the site wonāt allow us. Click to read geiger's capital gains, by geiger capital, a substack publication with thousands of subscribers.
The tweet starts by highlighting the vast differences in time measurements, stating that a million seconds ago was only in may 23rd, a.
Full archive of all the posts from geiger's capital gains. China's stimulus policies, the macro outlook and a new investment idea.geiger capital sep 27, 2024 ā paid 7 Seasonally, technically, politically and fundamentally The biggest story in markets this week is the sudden reversal by the sec on approving ethereum etfs
The etfs (and crypto as a whole) have abruptly become a very important political issue that might actually move the needle come november These latest actions are giving a very clear signal about the outcome of the election and what both political parties are currently thinking For the last few weeks, i have been warning about a clear shift in economic data After months of the āinflation is reacceleratingā narrative successfully playing out, it now appears as if the economy is slowing sharply
Iāve compiled some key data points and charts that help show exactly what is happening and where to pay attention moving into the second half of 2024 and 2025
President trump and treasury secretary bessent are ushering in a new economic regime Tariffs, tax cuts, onshoring manufacturing and less government spending are supposed to create a new āgolden ageā in america However, i believe this new regime may also contribute to a golden age somewhere else, and wanted to share my latest investment with the great readers of geiger capital Subscribe lly different from the two presidential debates we saw earlier this year
It was policy heavy and they both focused on the issues with very little personal attacks. 2024 was an absolutely crazy and historic year As we turn the calendar to 2025, itās time for our annual look at the year ahead Obviously, we all know that markets and the economy can be unpredictable, but i try to use my experience and the information available to give my best prognosis
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