Great quote I read in Weekend FT from movie director James Cameron, “We’re all generative AI’s - we’re all vast data sets of every experience we’ve ever had. Generative AI can give you a bitmap and give you an image, but can’t give you an emotion.”

I was almost was going to skip Wednesday spaces this week due to FOMC and everyone is going to do a spaces on this topic...but my line up is insane!

So looking forward to speaking with Andy Constan Peter Boockvar Neely Michael Green and Gary Brode

Hope you can join us at…

It’s not just the Trump side that wants to wrongly influence the Fed. ⁦Nick Timiraos⁩

High Borrowing Costs Have Some Democrats Urging Biden to Pressure the Fed - The New York Times nytimes.com/2024/04/24/us/…

As reported by Peter Boockvar: 'Personal income was up 0.5% m/o/m as expected while spending exceeded expectations by 2 tenths m/o/m with an 0.8% rise. This combination drove another fall in the savings rate to just 3.2%, the lowest since October 2022.' Not much room left. $SA

Now is not the time to stand in the way of this long-awaited historical breakout, in my view.

With gold prices at these levels, mining companies are likely to become true cash-flow machines.

Newmont's earnings release today was just a glimpse of what's to come.

The Weekly Quill — Conventional Revolution – Private Equity Blocked at the Exits - QI Research

Sign in to your QI Research Pro account to read on — 
#dimartinobooth
#qiresearch

hubs.ly/Q02v6k5T0

While many focus on the hard economic data, one must also focus on the anecdotes including what corporate America has to say during earnings season. There is always a treasure trove of amazing insights and info when going thru company conference calls/transcripts. Hugely time…

Bob Kraft on CNBC: “Today’s colleges teach students what to think instead of how to think.” Truer words rarely spoken.

Peter Boockvar demonstrating Lacy Hunt's Net National Savings in action

As seen for past few Qs, capital spending has flatlined in totality. Yes, billions being spent on anything AI but it seems that spend there is being pulled from other places, w/little impact on entire cap ex pie

✨New episode dropped!

$5,000 #gold is becoming more realistic, and on a parabolic mania overshoot $10,000. 🪙🚀

The recent rally in commodities is payback for years of underinvestment, now meeting the demands of supply and demand balance.

Full interview available here 👉…

Since 1980, the ratio of household net worth to the US median wage has increased by 370%.

This is the single most important chart for finance, economics, and politics.

Wise words from Howard Marks:
'Investors must accept that success is likely to stem from making a large number of investments, all of which you make because you expect them to succeed, but some portion of which you know won’t. You have to put it all out there. You have to take a…

Lay of the labor land from Manpower's earnings call yesterday:
'Last quarter, we stated that though the economy remains resilient in many markets, uncertainty around the outlook persists, leading employers to be cautious in their hiring, pausing non-critical spend and deferring…

The Weekly Quill — Indian Giving — An Economy Built on the Golden Rule - QI Research
Take a deep dive into the economic growth of India in recent years and moving forward…
Sign in to read 'Indian Giving'
hubs.ly/Q02tgPjh0

What’s your definition of ‘slightly’? Is it a 3% economy? 2%? 1%? I’d guess 1.5% even though we printed 3.4% in Q4 and the Atlanta Fed as of today thinks Q1 will be 2.9%. ‘Slightly’ though is how the Fed’s Beige Book described the US economy. “Overall economic activity expanded…

Bleakley Financial Group CIO Peter Boockvar Peter Boockvar and Mariner Wealth Advisors Chief Investment Strategist Jeff Krumpelman join The Exchange with their 'higher-for-longer' strategies.

🔥MRKT Call is coming up at 1pm🔥 Peter Boockvar joins Dan Nathan to discuss:

- Yields & dollar rally raging
- Why US Investors should care about the Yen
- Earnings wrap
- Listener Q&A

Sponsored by CME Group FactSet

youtube.com/watch?v=VkwZ9J…

We have to enjoy the current cooling in rental growth while we can as record multi family construction continues this year. But, the pace of new multi family starts have fallen to the lowest since 2017 not including Covid so rental prices, once the current supply is absorbed, and…

Funny

Yields and the dollar are raging! Will stocks continue to hold up? Dan Nathan & Peter Boockvar will discuss on today's MRKT Call...tune in live at 1pm! youtube.com/live/VkwZ9J-9L…