Private Investor
I am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are published ...more

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Is The Freight Recession Finally Over? J.B. Hunt Thinks So
3 days ago
Good article. Trucks on the road are a more reliable indicator than many stats and show things happening now not weeks or months later as with stats
In this article: JBHT
The United States Needs A Spending Chainsaw
5 days ago
Let's hope Musk does not just slash and burn but gets rid of the unneeded 80% while keeping the useful 20%.
The United States Needs A Spending Chainsaw
5 days ago
Let's hope Musk does not just slash and burn but gets rid of the unneeded 80% while keeping the useful 20%.
The United States Needs A Spending Chainsaw
7 days ago
Good article. Pareto's 80/20 needs to be applied. 80% of what government agencies do is unnecessary and the 20% that is useful can be done with 80% less people.
Will The Federal Reserve Use The Excuse Of Tariffs For The Inflation They Create?
14 days ago
Good article. I put my views on the Fed in this one...https://talkmarkets.com/content/stocks--equities/prepare-for-the-next-fed-led-crash?post=475100
Prepare For The Next Fed Led Crash
15 days ago
The stock market is nervous and that has happened earlier than I thought it would. Tariffs are a negative. Back in the 1960s Australia introduced them to protect local industry and to encourage more manufacturing there. Instead existing makers got lazy because they were protected, turned out lousy products that no one wanted so manufacturing there became almost non existent and remains that way today. Trump would do better by giving tax incentives to encourage investment in manufacturing in the US.
As Goes January...
16 days ago
Good article. My portfolio ended up over 7% even after the DeepSeek crash. Long may that performance last but I see dangers that I put in this article https://talkmarkets.com/content/stocks--equities/prepare-for-the-next-fed-led-crash?post=475100
In this article: SPX
Prepare For The Next Fed Led Crash
16 days ago
Yes but he does not create any solid price base for it.
Prepare For The Next Fed Led Crash
16 days ago
Yes but he does not create any solid price base for it.
Prepare For The Next Fed Led Crash
16 days ago
Others are making the same warning as I about crypto currencies...Elliott Management, a prominent hedge fund managing $70 billion in assets, has issued a stark warning about a growing cryptocurrency bubble fueled by the White House's policies13. The firm cautioned investors that the Trump administration's support for cryptocurrencies is contributing to a speculative frenzy that could lead to severe economic consequences5. Key points from Elliott's warning: Cryptocurrency is described as "ground zero" for the current speculative boom in financial markets37. The bubble is seen as closely linked to the White House, with prices surging since Trump's election and his pledge to make the US a "bitcoin superpower"3. Elliott believes the inevitable burst of this bubble could cause "serious damage" in unforeseen ways35. The fund criticizes the US government for pursuing assets with "soaring prices but no real support"3. There are concerns that political support for cryptocurrencies could undermine the dollar's status as the global reserve currency5. Elliott Management argues that investors are behaving irrationally, comparing them to "a crowd of sports bettors" flocking to entirely speculative assets57. The firm emphasizes that it has "never seen a market like this," pointing to the artificial intelligence boom and high stock market valuations as additional signs of market excess3. This warning comes in the context of the Trump administration's pro-crypto stance, including recent executive orders promoting US leadership in digital assets and the establishment of a working group to evaluate a national digital asset reserve24. The contrast between Elliott's cautionary stance and the White House's embracing of cryptocurrencies highlights the ongoing debate about the role and risks of digital assets in the financial system.
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