Wednesday, July 16, 2025

It's Not Tariffs, Per Se -- It's Balance Of Payments -- Some Folks Finally Get It -- July 16, 2025

Locator: 48760TARIFFS.

Link here

Link here. Put the headphones and turn up the volume. Time for Cher? We're getting close!

Fantastic Four! July 16, 2025

Locator: 48759TECH.

Link here.

Take on me!

Wow, I Completely Missed This! Whoo-Hoo! - July 16, 2025

Locator: 48758SLB.

Link here.

Come on, Eileen! Join in on the chorus. Put the headphones and turn up the volume. Come on! Eileen!

Link here.

No More "Cuts" This Year -- You Can Take That To The Bank -- July 16, 2025

Locator: 48757BERLIN.

Link here

The market is getting way too frothy. A rate cut or two or three would be a disaster. Let the market go. JPow: make the announcement. No more rate cuts this year. Take my breath away.

Wow, I miss the USAF! Yeah, I know this is the navy, but it's all the same to me ...

Pedal To The Metal -- July 16, 2025

Locator: 48756DRONES.

Pedal to the metal: that's the US DOD and drone development. Eighteen new prototypes in eighteen months. Link here. Wow, I miss the USAF!

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A Musical Interlude

Link here.