What'd I miss? Nevermind, I'll ask AI. With the Presidential Debate this Thursday, I'm actually surprised I haven't seen anyone use AI to simulate the debate yet (I'm sure someone has). I know PCE is on the docket for the week ahead and I'm confident inflation will come up at the debate.
I need to keep a better list of macro topics so I can more easily forget about them and then remember them in a few months when people care about them again. Oh wait, I do that with this blog. One day, 25 years from now, I will have my AI and Robot assistant and the Terminator, all jointly, publish this blog under the title "the definitive guide to financial history." (yes in lowercase, to deemphasize the importance of everything documented).
Just for fun, here's a list (likely much abbreviated of the current/oft repeated macro topics): AI, China, Geopolitics, Trade/Tarrifs, Elections, Wars, Climate, Inflation, Deficits, Crypto......at the core of how many of these "macro" topics does the saying "history doesn't repeat, but human nature does" apply?
On the week ahead PCE, Fedspeak, Debates
Monday: Fedspeak (Waller overnight)
Tuesday: Home prices, consumer confidence
Wednesday: New home sales
Thursday: Q2 GDP (2nd), Durable Goods, Pending Home Sales, Old Guys On TV in primetime
Friday: Personal Income and Spending, PCE
XTOD: When Keynes wrote “The General Theory of Employment, Interest and Money” the unemployment rate was around 20% The unemployment rate in the US today is 4%.
We don’t need more make-work job programs.
XTOD: For me, crypto has always been a means to an end. Crypto is the vehicle for accelerating the velocity of capital formation and allocation to effectuate all the positive change we want to see in the world. Advanced manufacturing. Small Modular Reactors. Bio-computing. Breakthroughs in Neuroscience. Photonics.
XTOD: Michael Dell explains “AI”: “Its going to notify you of emails and important calendar events.”
HOLY SHIT! A top computer manufacturer can’t provide a single practical example of “AI”.
XTOD: "You only have to do a very few things right in your life so long as you don't do too many things wrong."🎯 Warren Buffett
XTOD: What did @TheSeesEO learn from Charlie Munger? "Simplicity."
XTOD: One of the odder historical facts I can think of is that Reggie Jackson and Benjamin Netanyahu went to high school together
XTOD: You: Grinding 70 hours a week on Excel spreadsheets and getting a pitiful 1% match on your 401k to make $120k a year. Hawk Tuah Girl: Goes nuclear on the timeline and sells marked-up trucker hats for $120k in one day.
https://x.com/AlecStapp/status/1805013809654099974
https://x.com/davidfeiock/status/1804986449277960519
https://x.com/NB27XlBspWHv3Q1/status/1803528005572051329
https://x.com/CharlieMunger00/status/1804908020171936094
https://x.com/kejca/status/1804127559057121370
https://x.com/RossBarkan/status/1803989617860808881
https://x.com/TrungTPhan/status/1804214343623676206
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