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Rainy777

    • Rainy777Rainy777
      ·01-27
      The impact of rising interest rates on US debt is an underappreciated problem. Interest is currently around 13% of government spending and will rise as old treasuries low rates roll off and are replaced by new treasuries at current rates. Note that the market price does not change the interest paid by the government, as this is fixed at issue.

      (Part 4 of 5) News and my thoughts from the past week (26Jan2026)

      @KYHBKO：
      News and my thoughts from the past week (26Jan2026) Civil unrest. Jamie Dimon says that’s what happens when AI layoffs move faster than society can adapt. AI isn’t the danger. Speed is. If technological displacement arrives in sudden, concentrated waves, Dimon warned that the consequences could be destabilising. “You’ll have civil unrest.” - X user Amanda Goodall Trump admitted the reason he doesn’t want home prices to fall so people can afford them, is that current homeowners and mortgage lenders would lose money. But if homes are so overpriced that people can't afford to buy them, they’re not worth what people think. A crash is coming. - Peter Schiff One of the most overvalued stock markets by any metric - X user Lukas Ekwueme The Federal Reserve is injecting $55.3B into the financial sy
      (Part 4 of 5) News and my thoughts from the past week (26Jan2026)
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    • Rainy777Rainy777
      ·01-19
      In other words, Hassett has zero percentage chance of having his nomination approved by the Senate.

      Trump Tells Hassett He May Want to Keep Him at White House

      (Reuters) - U.S. President Donald Trump on Friday praised economic adviser Kevin Hassett at a White House event and said he may want to keep him in his current role, as the president considers his...
      Trump Tells Hassett He May Want to Keep Him at White House
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    • Rainy777Rainy777
      ·2025-11-11
      Softbank famously lost 95% of its equity in three dotcom bubble.  Will this time be the same?

      SoftBank Sells Its Entire Stake in Nvidia for $5.83 Billion

      SoftBank Group Corp. sold its entire stake in Nvidia Corp., pocketing $5.83 billion ahead of a rash of planned investments by founder Masayoshi Son to build his own sphere of influence supporting...
      SoftBank Sells Its Entire Stake in Nvidia for $5.83 Billion
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    • Rainy777Rainy777
      ·2025-11-03
      Its just the end of this plan.  I'm sure he'll file a new one and keep selling. 

      Nvidia CEO Jensen Huang Finalizes $1 Billion Stock Sell

      Jensen Huang, the CEO of Nvidia Corp., has completed his planned sale of over $1 billion worth of the company's shares since June.The last batch of 25,000 shares was sold on Friday, concluding a...
      Nvidia CEO Jensen Huang Finalizes $1 Billion Stock Sell
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    • Rainy777Rainy777
      ·2025-10-29
      $NVIDIA Corp(NVDA)$  I'm suspicious about why they seem to be doing deals with almost every tech company out there while Huang sells his shares every day. Are they going to miss their revenue target for next quarter (noting that $54bn is a big jump over last quarter of $46bn)?
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    • Rainy777Rainy777
      ·2025-10-28
      This will probably be yet another rug pull. Bessant says they have a preliminary deal, gold goes down, all Trumps friends buy gold, then Trump throws a tantrum. 
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    • Rainy777Rainy777
      ·2025-10-27
      I'm starting to wonder whether official statistics are being manipulated to make the Fed cut. Inflation only came in lower because owners housing costs were assessed as decreasing.

      How Can the Fed Be Cutting Interest Rates Again with Inflation Running so High?

      The Federal Reserve is almost universally viewed as on track to cut interest rates next week, despite inflation running at a 3% annual rate in September - well above the Fed's 2% target.What gives?...
      How Can the Fed Be Cutting Interest Rates Again with Inflation Running so High?
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    • Rainy777Rainy777
      ·2025-10-22
      $SPDR Gold Shares(GLD)$  Gold was up 10% in September and is still up 5% this month, so only recent buyers have lost out. I'll wait and see what happens but I'm not even considering selling any of my mining companies unless gold goes below $3500/oz, the price at the beginning of September.
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    • Rainy777Rainy777
      ·2025-10-20
      Margin debt has reached new heights driving the market up. With so much leverage, it won't take much bad news to see it fall.  I'm buying gold mining stocks to hedge. All the benefits of gold but with leverage. 
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    • Rainy777Rainy777
      ·2025-10-15
      I think gold still has a long way to go up as global political instability is going to continue.  But I prefer gold mining stocks to physical gold as the mining companies are leveraged to the gold price and pay dividends.  $BTG 20260116 2.5 CALL$  
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