Recession, Soft Landing, Reflation, Deflation, Stagflation, And All That Jazz -- Another Possibility -- February 21, 2024

Locator: 46864ECON. 

Link here. 

Quick! MTD, what is/was the second-best performing sector? 

UNP had a pretty good day. Just saying.

Now, back to the blog.

This possibility -- the possibility raised by Kathy Jones and Carl Q below -- I call a "touch and go." 

I don't want to get too far ahead of my headlights but this is getting exciting. "We" might be watching something in real time. One may want to mark one's calendar with an "X" on February 22, 2024 -- 02222024.  

And, then, of course, there's one more piece of the puzzle -- what investment did Buffett make that was so important that the SEC agreed to keep it quiet?

Link here.

So, I've been calling this outcome a "touch and go." 

But I am 1000% with Kathy Jones and Carl Q on this one.

Folks that don't see this must not "understand" AI and/or its potential.

Late night:

 

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Capital One

This is a must-read article with regard to the Capital One - Discover deal. Bio:

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And Let's Not Forget Energy Today

From Liz Sonders (MTD - current month-to-date):