Economist’s “News and Views” 10-15-2024
Will BRICS Make An Announcement About Gold Backed 'Unit' At Next Week's Meeting?
Arcadia Economics: 10-15-2024
We're now one week away from the beginning of the BRICS meeting.
And some of the questions I'm hearing people ask is whether there will be an official announcement, if they might actually launch a gold-backed payment settlement currency next week, and whether that could lead to a substantial move in the gold price.
So in today's video, I share my own thoughts about what I'm expecting heading into the meeting. As well as why.
INFLATED TO DEATH... THE ECONOMY IS DEAD... FOR THE MARKET- WE BUY IT ALL!
Greg Mannarino: 10-15-2024
‘Everything Rally’ Is Here: Markets Repeating 1982’s 100% Bull Run | Eric Jackson
David Lin: 10-15-2024
Eric Jackson, CIO of EMJ Capital, discusses how conditions are ripe for an "everything rally" reminiscent of the bull rally of the early 1980s.
0:00 - "Everything Rally" Is Here
3:13 - Comparing 1982 To Today
7:35 - Bond Yields And Stocks
10:52 - Fed 50 Bps Cuts During Crises
12:48 - What Is "Everything Rally"
14:20 - Conditions For Bull Run Today
17:32 - China's Stimulus
18:40 - Inflation Vs. Tech Stocks
22:00 - Stock Market Ex-Mag 7
26:20 - Capital Rotation Out Of Big Tech
27:45 - NVIDIA
29:20 - Tech Valuations
31:10 - What Could Turn Eric Bearish?
33:00 - Is Tech Recession-Proof?