Chaos reigns

by Michael E Dehn | Sep 22, 2023 | 2024 election realities, Banking and Finance, consumer spending and sentiment, World politics of consequence

Why Chaos Has Come For Detroit (msn.com)

The Pershing Square take on things

by Michael E Dehn | Sep 22, 2023 | 2024 election realities, Banking and Finance, Breaking News, consumer spending and sentiment

I believe that long-term rates, e.g, 30-year rates, will rise further from here. As such, we remain short bonds through the ownership of swaptions. The world is a structurally different place than it was. The peace dividend is no more. The long-term deflationary...

Yikes

by Michael E Dehn | Sep 22, 2023 | Banking and Finance, Breaking News, consumer spending and sentiment

UAW’s s Fain announces expanded strike, targets 38 GM, Stellantis distribution plants (msn.com)

Insightful stock market take from the the not so Motley Fool :-)

by Michael E Dehn | Sep 22, 2023 | Banking and Finance, consumer spending and sentiment

https://www.fool.com/investing/2023/09/22/warren-buffett-silent-warning-147-billion-reasons/

Reuters Morning bid for this 9/22/2023 covers the “numbers’ for the week

by Michael E Dehn | Sep 22, 2023 | Banking and Finance, Breaking News, consumer spending and sentiment

https://newslink.reuters.com/public/32796290

Matt Stoller covers VC and health care in a monopolistic application in Texas in this insightful article posted here. And Matt thanks for the support for the in the trenches coverage on the Google antitrust trial. Yosef Weitzman is doing an outstanding job.

by Michael E Dehn | Sep 22, 2023 | 2024 election realities, Breaking News, consumer spending and sentiment, General interest, Latest News

Forwarded this email? Subscribe here for moreBIG has special daily coverage of the biggest monopolization trial in 25 years, the antitrust case against Google. If you’d like to follow along for a daily recap of this world-changing legal event, sign up at Big Tech on...