Pages

Monday, August 5, 2024

Might As Well Separate Out These Posts For A Stand-Along Blog Today -- August 5, 2024

Locator: 48334BUFFETT.

There will probably be more before the day is over.

Headline: chance of recession rises from 15% to 25% -- was that Morgan Stanley? It was one of the big banks that came out with that over the weekend. The narrative: "... but still highly unlikely." And if it does, we won't know about it until well into Kamala's presidency.

Buffett: brilliant. The Sahm rule.

The Buffett indicator: if the indicator sounded an alarm five days ago, imagine how long and how loud the alarm is today! OMG! Link here. And if the Fed cuts rates, the indicator will only get worse. Buffett indicator here.

There is no recession. Link here.

 

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.