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         Building a nuclear power plant in the US typically takes around 7 to 10 years, considering both planning and construction phases. Sure, the Trump DOE (Department of Energy) can cut this timeline down, but it's time to GET REAL. A must-read - "When Markets Speak" on this subject.
          Building a nuclear power plant in the US typically takes around 7 to 10 years, considering both planning and construction phases. Sure, the Trump DOE (Department of Energy) can cut this timeline down, but it's time to GET REAL. A must-read - "When Markets Speak" on this subject.
       
         Japan, government spending as a percentage of GDP - The fiscal deficit was projected to widen to 3.6% in FY2024 from 2.9% in FY2023, despite the "gradual phase-out of some economic support packages."
          Japan, government spending as a percentage of GDP - The fiscal deficit was projected to widen to 3.6% in FY2024 from 2.9% in FY2023, despite the "gradual phase-out of some economic support packages." 
       
        
 "Could it be that Fiscal Dominance is replacing Monetary Dominance. Conversations about asset allocation in a changing world. If the secular regime has shifted from the Great Moderation of the 2000’s and 2010’s to one of Fiscal Dominance in the 2020’s and beyond, then in my view that calls for a refresh of the 60/40 paradigm that most of us grew up in."
          "Could it be that Fiscal Dominance is replacing Monetary Dominance. Conversations about asset allocation in a changing world. If the secular regime has shifted from the Great Moderation of the 2000’s and 2010’s to one of Fiscal Dominance in the 2020’s and beyond, then in my view that calls for a refresh of the 60/40 paradigm that most of us grew up in."  
         In October of 2023, Bank of America $BAC equity traded near $24 ($43 last week), with the U.S. 10 year Treasury yield at 4.91% (4.51% last week). Thank God for the Fed's Bank Term Funding Program (BTFP), but a lot of these losses are now sitting on the Fed's balance sheet.
          In October of 2023, Bank of America $BAC equity traded near $24 ($43 last week), with the U.S. 10 year Treasury yield at 4.91% (4.51% last week). Thank God for the Fed's Bank Term Funding Program (BTFP), but a lot of these losses are now sitting on the Fed's balance sheet.  
       
         A Historic week. This is a WW2 like initiative. National security, the USA is WAY behind China. Friday, executive orders were signed. The White House wants to 4x domestic production of nuclear power within the next 25 years, @elonmusk has been making this point for 36 months.
          A Historic week. This is a WW2 like initiative. National security, the USA is WAY behind China. Friday, executive orders were signed. The White House wants to 4x domestic production of nuclear power within the next 25 years, @elonmusk has been making this point for 36 months.
       
         Largest Destruction of Equity Capital in the US
          Largest Destruction of Equity Capital in the US 
       
         
       
         
         Apple $AAPL 2.55% bonds due 2060 are down at 57 cents on the dollar. If long-term bond yields go to 6%, take a guess where this bond will trade?
          Apple $AAPL 2.55% bonds due 2060 are down at 57 cents on the dollar. If long-term bond yields go to 6%, take a guess where this bond will trade? 
       
         
       
         
       
         
         The ECB is “smoking on the dynamite shed..”
          The ECB is “smoking on the dynamite shed..” 
         
       
         Reverse Robinhood - with $4.8T of consumer credit (auto leases, credit cards, student loans, home equity lines of credit, etc) - every 1% move hits the little guy and gal with $40B of extra interest costs - all the while the top 40% cash in on the interest gravy train.
          Reverse Robinhood - with $4.8T of consumer credit (auto leases, credit cards, student loans, home equity lines of credit, etc) - every 1% move hits the little guy and gal with $40B of extra interest costs - all the while the top 40% cash in on the interest gravy train.