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MarketNote

@marketnote1

Investment and Bank consultant.

ID: 1359963877350531081

calendar_today11-02-2021 20:34:26

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Hey Fox News and FOX Business … There’s too many guests on your air these days that give nothing but opinion. Let’s go back more to guests who have FACTS to offer. Paul Mauro and Jack Keane are good examples.

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Further to the below, and the comment I made to your original post Batya Ungar-Sargon … not sure we yet understand the extent to which fraud was hidden under the well-meaning guise of “healthcare”. The more we find out, the more we’ll likely agree drastic changes are needed.

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Elon’s an engineer. He prefers hard numbers — like the CBO’s. Trump knows you can’t exactly predict the economic growth that will come from the OBBB, and is comfortable w “projections” based on experience. Isn’t that basically the nub of their disagreement? Maria Bartiromo

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Not a surprise… … corporations are downsizing… First, hiring “freezes” coupled with natural attrition — retirements, resignations, etc. Then, return-to-office demands. Lastly, layoffs.

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In analyzing risk, we too often judge it by how likely a bad event is to happen. We ought to analyze it by looking at the “true cost” of the bad event… “Worst case” should always be the deciding factor.

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Calculating risk by factoring in the historical infrequency of a bad outcome is like sleeping in a tent in the middle of what you think is an infrequently traveled highway. Never risk more than you can afford to lose in the worst case.

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Agree. As w the CBO, the Fed has no idea how to collect and/or analyze current data based on antiquated models that don’t incorporate today’s economic drivers. For example: shouldn’t it forecast tariffs as economic boosters and longterm deflationary forces, and not as headwinds?

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Working quietly and w/o a lot of fanfare, Harmeet K. Dhillon and her deputies may be the most effective forces in Trump’s cabinet. Just ask Brown, Columbia, Penn, Cornell etc. etc. JD Vance

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For all her experience and skills, Maria Bartiromo was dense to understanding that negotiations btwn UKR and RUS are nowhere near an endpoint, as Secretary Marco Rubio politely but firmly had to keep reminding her. Fox News

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If the The Wall Street Journal is correct that the PE world is further dividing into “bigs” and “littles”, that the industry has “… a bloated backlog of nearly 31k unsold companies…”, and that the pace of exits is increasing, why should we not feel that a stress point is approaching? Maria Armental

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As Reagan said: Govt’s view of the economy can be summed up in a few short phrases: If it moves, tax it. If it keeps moving, regulate it. If it stops moving, subsidize it.