Fed Model (aka Dow Trend Earnings)

 

 Later

11/5/2024     10 pm  PT - Markets so far

S&P

Australian Dollar

British Pound

Yen

!0 Year bonds

Gold

Euro

 

  Later

Buffetts's Cash Pile

 

Commodities to Equity Ratio

 Quick Overview  is up to date

 

Quick Overview is up to date

Globally, June 2024 was the warmest June since directly measured instrumental records began in 1850. It broke the previous record by 0.14 °C (0.25 °F), a relatively large margin clearly outside the range of the uncertainties.

 

Quick Overview is up to date

Major Economies Debt as % of GDP

Germany stands out.

 

Average US Equity holding period

Notes today

• The S&P 500 closed above 5,500 at an all-time high after Jerome Powell cited progress on inflation
• US Job Openings Unexpectedly Increase From a Three-Year Low

• Donald Trump's criminal sentencing has been postponed until September 18 in the wake of the Supreme Court immunity ruling. 

• Only Musk’s Robotaxi Can Save Tesla Investors Now 
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Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

"Everything will be all right. And, even if it won't be, we'll have the consolation of having lived honest lives." Alexei Navalny.

 

In a 6-3 ruling split along ideological lines, the Roberts Court  found that presidents are entitled to  immunity for official acts but not for unofficial ones.

• Wall Street appears to like the decision.

How Chinese goods dodge American tariffs

• There are big winners from this tariff avoidance. They include Chinese producers. However, the avoidance also generates a windfall for American consumers. 
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SCOTUS, Bribery Instructions...

Jon Stewart Biden Trump Debate (I need to call a real estate agent in New Zealand)

Notes today

• The US Supreme Court blocked a Biden administration rule that would mean stringent new emissions requirements on power plants and pipelines in parts of the country to stem ozone pollution that wanders into downwind states… 

• Bloomberg: A wide range of US data showed the economy downshifting as borrowing costs stay high.

Problem with these notes: some tend to run up against a deeply rooted feature of human cognition - the desire not to think about anything unpleasant…Sorry about that.

Btw, humans can only think about 4 things at once – according to the research team led by University of Oregon psychology professors Edward Awh and Edward Vogel. So, to help, we limit notes. 😉

"Everything will be all right. And, even if it won't be, we'll have the consolation of having lived honest lives." Alexei Navalny

How the Dash to Ditch Paper Money Created a Playground for Criminals

• “That means you can generate profits from crime and then ultimately get a state pension based on that income,” said Larson, the Swedish prosecutor. “That is extremely offensive.”

48C+

Agriculture cannot survive at 48C + air temperatures and ongoing severe droughts for very long. The bread baskets of #India have been hitting these temps for nearly 40 days straight. There is no #civilization without #Agriculture. Billions of people at risk #Delhi #heatwave.

Peter Dynes

@PGDynes