This is not Apple, Tesla or even Nvidia. This is interest payments on the US national debt of $36 trillion. We now pay nearly $1.2 trillion per year in interest on the debt, about 23% of all taxes, tariffs and fees collected by the US govt goes to paying interest on the debt.

If you can’t see why this is immensely troubling, you’re not looking either closely enough or far enough into the future: cps.org.uk/research/the-p… JA

It's Official There are not enough buyers in the open market for U$ Treasuries, which need to be sold to cover the HUGE deficits (apparently) So, the Treasury is starting another round of Weimarization by printing and buying them themselves That explains why the dollar is

On My Radar: AI Venture Capital ow.ly/rsC550TQKib

Love this ESPN commercial.

On My Radar: All Roads Lead to Inflation ow.ly/nqka50TUNjv

On My Radar: Great Powers Index 2024 – The Most Important Facts and Charts ow.ly/Yr1R50TZeni

On My Radar: Ever Forward! ow.ly/55wo50U4FTB

You could have captured all of the upside in the S&P 500 (and avoided a ton of volatility) over the past quarter century by only being invested when corporate bond yields were falling. Right now they are rising.

On My Radar: Bond Vigilantes, Narratives and Bowl Games ow.ly/FsnK50UFogm

On My Radar: A Story as Old as Time ow.ly/GMUA50UISio #OMR #Economics ow.ly/GMUA50UISio

On My Radar: A Story as Old as Time ow.ly/lg6750UMVlA #OnMyRadar #Economics ow.ly/lg6750UMVlA

On My Radar: Housing, Interest Rates, and Whales ow.ly/ktGF50URxwU #OnMyRadar #Economics ow.ly/ktGF50URxwU

Following up on this weeks post, here is a link you Ray Dalio’s conversation w All In’s David Friedberg - outstanding: open.spotify.com/episode/6G51ze…

On My Radar: If Ever There Was An OMR to Read, It’s This One ow.ly/g3iE50UWi8e #OnMyRadar #Economics ow.ly/g3iE50UWi8e

👇👇👇

On My Radar: Hearts and Parades ow.ly/C0Vi50V0xxs #OnMyRadar #Economics ow.ly/C0Vi50V0xxs

On My Radar: Tariffs, The Dollar, and The Japanese Yen ow.ly/3A5I50V4HHI #OnMyRadar #Economics ow.ly/3A5I50V4HHI

On My Radar: Be a Swim Coach #OMR #Economics #Finance ow.ly/c2eB50V8FB6

Thank you Tony