MEGAN I LIKE YOUR ANALYSIS!!!!!!!!!!!!!!:) INDEED WE'LL SEE MORE+MORE+MORE TECH BUBBLES BURSTING BECAUSE OF CHANGING MACRO PICTURES!!!!!!!!!!!!!:) TWO OF THE HUG MACRO PICTURE CHANGES ARE PANDEMIC+ US ELECTION MEANS COMPARED TO NOV OF 2020YR ELECTION WHEN THE ELECTION WAS RIGGED AS EVERYONE IN THE WORLD WATCHED MEANS AROUND THE ELECTION, THERE WERE INDEED EXPLOSION OF DATA PRODUCTION LED BY THE ELECTION MEANS WE DID NEED MORE+MORE+MORE EXPANDING OF DATA CENTER SINCE 2020YR TILL JULY OF 2024YR BUT NOW US ELECTION BETWEEN TRUMP VS HARRIS HAS FAILED TO BE A BLOCKBUSTER OF THE WORLD MEANS NOW PEOPLE IN THE WORLD ALREADY SICK OF US CORRUPT POLITICS+ELECTION THAT RESULT INTO DRASTICALLY DECREASING OF DATA PRODUCTIONS BY PEOPLE MEANS NO NEED TO EXPAND DATA CENTER THAT MUCH BUT JUST REGULAR DEMAND FOR CHIPS MEANS WE'LL SEE MORE+MORE+MORE DETERIORATING OF NVIDIA EARNINGS IN COMING MONTHS AND YEARS!!!!!!!!!!!:) AND ALSO DURING PANDEMIC FROM CHINA IN 2020YR, PEOPLE STAY AT HOMES AND WATCHED THE RIGGED ELECTION THAT ALSO POURED OIL AND GAS INTO DATA PRODUCTIONS THAT RESULTED INTO THE BIGGEST EVER DATA PRODUCTION SINCE THE BEGINNING OF THE 20TH CENTURY BUT NOW NO MORE THAT MUCH PRODUCTION OF DATA ESP UNDER STAGFLATION= LOSING JOBS+ HIGH INFLATION+ HIGH DEBT+ SLOWING GDP GROWTH+ HIGH TAX <. ------ WE HAVE ALREADY ENTERED INTO THE DARKEST EVER TECH PROGRESS ERA DRIVEN BY THE T$$$$$$$$$$$$$$$$$ - DEBT!!!!!!!!!!!!:) AGAIN+AGAIN= THE ONLY SAFE HAVEN ASSETS ARE PHYSICAL GOLD + ENERGY (OIL GAS) AGAINST THE SUPER SUPER SUPER STAGFLATION, WILL BE ONGOING FOR MANY MANY DECADES TO COME AT LEAST BY +2059YR+/-!!!!!!!!!!!:)

The quarterly Nvidia Day. And that's it. Do you Fold ... or ARE YOU IN kid??? ... 😾 Are you in the GAME ... or ... IzYoouhSissyboi ... anYuhGoin🏡2mommy ... What's it GunnaB ... kid??? ... 😾 🐈

"Impressive ComeBack". ... Yes Ma'am Miss Hornaman ma'am ... 😊 Soooo ... are We to take from this ... 🤨 ... when Megan Hornaman goes on a Ten-Day Holiday ... The Markets RIP-IT ... Like The Daytona 500 with Jeff Gordon in his Prime? You-know ... like ... Just Killz The Best Week in a decade. Do you see a relationship there? Hmmmm? ... 🤔 It is a pleasure to have You back on the Podcast Miss Hornaman ma'am ... 🙂

WELCOME BACK MEGAN!!!!!:) NOW WE HAVE TO THINK ABOUT FED RATE CUT THAT REALLY SAVES US ECONOMY WHICH HAS BEEN IN THE BIGGEST EVER DEBT CRISIS?!!!!!!!!!!:) INDEED LOWERING INTEREST RATE MAKES THE DEBT CRISIS EVEN MUCH WORSE THAN EVER MEANS US ECONOMY WILL BE GOING INTO DEEPER+DEEPER+DEEPER DEBT CRISIS EVER SINCE 1929YR!!!!!!!!!!!:) AS A MATTER OF FACT THE ONLY WAY TO SOLVE THE BIGGEST EVER US DEBT CRISIS IS TO HIKE INTEREST RATE ASAP AS HIGHER AS POSSIBLE OR MATHEMATICALLY US ECONOMY WILL NEVER EVER BE BACK TO POSITIVE GROWTH TRACK AGAIN MEANS LATINAZATION(=STAGFLATION) OF US ECONOMY WILL NOT BE STOPPED PERMANENTLY!!!!!!!!!!:) THIS IS ALL BECAUSE OF STILL TOOOOOOOO LOW INTEREST RATE AGAINST THE EXPLODING T$$$$$$$$$$$$$$$$$$ - DEBT!!!!!!!!!!!:) AGAIN+AGAIN= THE ONLY SAFE HAVEN ASSETS ARE PHYSICAL GOLD+ ENERGY (OIL GAS) AGAINST THE ECONOMIC CRISIS OF USA LED BY THE EXPLODING T$$$$$$$$$$$$ - SHORT END T - BILLS!!!!!!!!:)

Great but quick insights. Easily digestible and informative.

Thank you Megan for your summary review. Thank you for always explaining Market and Macro complexity, understandable.

Recently, I visited Your KZfaq channel and I found some problems. I think and believe that if you can fix that problem, your channel will grow very gradually. Then your channel possible to grow.

"Megan Horneman" is an anagram for "Ma Hen, Negro Man!" o/

Interesting stuff

Miss Horneman ma'am ... 😐 ... in this particular episode ... there appears that to be some potentially troubling signs of ... Trending-Momentum to The Blond-Side ... 👱‍♀ A closer look 🧐at The 📊 ... and at the 🕯🕯🕯 ... ... ... 😯 ... ... ... 😬 WeeNeed2Keepan 👁 on how this develops ... moving forward ... 👉🔮 Thank You, Miss Horneman ma'am ... for this report ... ... ... 😌

Megan Horneman Rah-Raah-RAAH! Megan Horneman Go-GO-GOOO! ... 🥁🥁🥁 ... 📯📯📯 ... 🔊🔊🔊... 🤺🤺🤺

I MADE A TERM THAT 'LATINAZATION' = HIGH INFLATION+HIGH INTEREST RATE+COLLAPSING ECONOMY LED BY CRASHING VALUE OF CURRENCY DRIVEN BY THE EXPLODING DEBT INDEED LATIN AMERICAN TYPE'S STGFLATION IS GOING ON IN US ECONOMY!!!!!!!!!!!:)

AS I'VE SAID ALREADY WE WILL SEE GOLD PRICE GETTING INTO +3K$ - +3.5K$ THIS YEAR INEVITABLY AND IT WILL BE GOING UP TO THE RANGE OF +10K$ - +15K$ BY 2030YR +/- AND OF COURSE OIL PRICE IS GOING BACK TO +100$ RANGE DRIVEN BY THE EXPLODING T$$$$$$$$$$$ - DEBT!!!!!!!!!!!:) DO THE MATH NOW THOSE OLD + SUPER CORRUPT POLITICIANS CAN REDUCE THE EXPLODING T$$$$$$$$$$$ - DEBT?!!!!!!!!!!:) IT MEANS THEY ARE LOSING POLITICAL POWER IN TERMS OF POLITICAL ENGINEERING IN OTHER WORDS THE EXPLODING T$$$$$$$$$$$ -DEBT WILL NEVER BE STOPPED BUT EVEN MORE+MORE+MORE EXPLODING INTO MUCH MUCH MUCH HIGHER INTEREST RATE ENVIRONMENT AS WE SEE LATIN AMERICAN ECONOMIES!!!!!!!!!!!:)

WOW!!!!!!!:) I LOVE YOU MEGAN!!!!!!:) YOU ARE TELLING THE TRUTH NOTHING BUT TRUTH!!!!!!!!!!!!!!!:) INDEED NOW US GDP GROWTH IS BASED ON THE EXPLODING T$$$$$$$$$$$$$ - DEBT AND THE T$$$$$$$$$$$ - DEBT IS DECREASING MEANS US GDP GROWTH WILL BE GONE THAT'S SAME THING!!!!!!!!!!!!:) IN OTHER WORDS NO DEBT = NO GDP GROWTH OF US ECONOMY SAME AS JAPAN MEANS DEATH SPIRAL HAS BEEN ALREADY ENTRENCHED INTO THE ECONOMY!!!!!!!!!!!!!!!:) US MUST GO THROUGH 'AUSTERITY' BASED ON ITS THE BIGGEST EVER DEBT - RESTRUCTURING SINCE 1776YR OF COURSE IT WILL BE A DISASTER AND TREMENDOUSLY PAINFUL TIME BUT IF US DELAYS FROM HERE THE PAINFUL TIME WILL BE PERMANENTLY GOING ON MEANS NO FUTURE AT ALL FOR FUTURE GENERATION MEANS THEY ARE EXTREMELY BECOMING POORER AND POORER!!!!!!!!:) INDEED US HAS NO OTHER OPTIONS BUT TO HIKE INTEREST RATE AS MUCH AS THEY CAN RIGHT NOW AND DO THE BIGGEST EVER DEBT RESTRUCTURING IMMEDIATELY!!!!!!!!!!!!!!!!!:) HOWEVER THEY INCLUDING PRESIDENT TRUMP (=D.C THE SUPER CORRUPT POLITICIANS) WILL DO?!!!!!!!!!!!:) THE ANSWER IS NO!!!!!!!!!!!!!!!!!!!!:) IT'S GOLD TIME IN ANYWAY!!!!!!!!!!!:)

Thank you Megan.

You had to speak to Joe Kernen for almost 5:00 mins ... or whatever it was ... 😬 ... ???... How are you feeling? ... 😵‍💫 ... Okaaay? ... 🙁 ... It's not going cause some kinda Internal-Rain🌨- on your Holiday plans is it? ... 🤦 ... It's that lingering, sticky-after-effect-lag-time-thing ... that is of most concern ... Miss Horneman ma'am ... 😨 Joewee actually conducted a reasonably good interview on this occasion. He can be almost pretty-good ... every once in a while ... he got it mostly right for this one. You're Going To Be okaaay though - right? ... 🥺

Change is never easy. Choices are clear. Most of humanity will slip into the new timeline seamlessly, just like we merged with another timeline evidenced by the Mandela effect. It looks chaotic but it’s just a cleansing of those things and institutions which no longer serve humanity. Humanity is destined. Nothing can stop what’s coming. Nothing.

WonFifdee! .. 🥳 ... 🍾 ... 🕺 ... 💃 ... 💪

MEGAN WE HAVE TO THINK ABOUT WHY ONLY US STOCKS ARE GOING UP+UP+UP+UP NOW WHILE OTHER MARKETS LIKE JAPAN+CHINA+S KOREA+ EU(+UK) ARE NOT THAT MUCH GOING UP OR EVEN GOING DOWN!!!!!!!!!!:) US STOCKS ARE GOING UP BECAISE OF EARNINGS? OR RATE-CUT EXPECTATIONS? OR TOOOOOO MUCH SURPLUS US$? OR A.I? INDEED NOBODY KNOWS EXACTLY BUT ONE CLEAR FACT IS THAT THERE HAVE CONTINUOUSLY US$ LIQUIDITIES FLOWING INTO ESP STOCKS!!!!!!:) WHY? BECAUSE IN TERMS OF MACRO PICTURE, USING US$ IN MANY COUNTRIES HAS BEEN DOWN+DOWN+DOWN AND RETURNING US$ IS GETTING INTO THE STOCKS. IN OTHER WORDS FED'S CURRENT RATE AT +5.25%-+5.5% IS TOOOO LOW TO ABSORB THE LIQUIDITIES. IN ANYWAY THERE WILL BE NO RATE - CUT FOREVER BUT RATE-HIKE IN US ECONOMY COMING MONTHS AND YEARS!!!!!!!!!:) AGAIN+AGAIN= ONLY SAFE HAVEN ASSETS ARE PHYSICAL GOLD+ ENERGY (OIL GAS) + COMMODITY!!!!!!!!!!!!!:)

Thanks for work this week on the podcast Megan. You have a Good-Weekend too ... 😊 ... ✋

Does anyone believe these #s anymore?

Oooh - Niiiice Crochet-short-sleeve Knitwear-Top ... Hoooo! ... 😚 ... 👌👍 ... WaytuhFinish a Week ... Very-Strong ... 💪 Miss Horneman ma'am ... 😌

Mmmm ... you can be a bit on the cautious bordering on 🐻ish side, in my view, Miss Hornamen ma'am. Always value your reads and thoughts however. Thank you Miss Horneman.

There wasn't any bad news from todays PCE. I view it as a rather neutral report within it though a faint, glimmer-flicker. Nothing in PCE today that suggests a rate hike, which has been spooking The Markets the past few weeks. Have a nice weekend Miss Horneman ... 🙂

GOOD SUMMARY MEGAN BUT WE HAVE TO ADMIT THE FACT THAT US ECONOMY HAS ALREADY ENTERED INTO THE BIGGEST EVER SUPER STAGFLATION IN HISTORY DRIVEN BY THE T$$$$$$$$$$$$$$$$$$$$$$$$ - DEBT + TOOOOOOOOOOOOOOO MANY SOCIAL + FINANCIAL +POLITICAL ENGINEERING CRISES!!!!!!!!!!!!!!!!!!!!!!!:) NOW WHO ARE BUYING US T$$$$$$$$$$$$$$ - DEBT WHILE MORE+MORE+MORE TRADING DEFICITS+ FISCAL DEFICITS+ ACCOUNT DEFICITS = TRIPLE DEFICITS HAVE BEEN ONGOING SEVERE THAN EVER BEFORE!!!!!!!!!!!!!!!!!!!!!!!!:) FURTHERMORE THERE IS NO MORE NORMAL VOTING SYSTEM WORKING IN THE STATES!!!!!!!!!!!!!!!!!:) SELL OFF STOCKS BONDS BITCOIN REAL ESTATE ASAP WHIL YOU CAN!!!!!!!!!!!!!!!!!!:) AGAIN ONLY SAFE HAVEN ASSETS ARE PHYSICAL GOLD+ ENERGY (OIL GAS0 AGAINST THE BIGGEST EVER SUPER STAGFLATION IN HISTORY PROBABLY SINCE 1776YR!!!!!!!!!!!!!!!!!!!!:)

I KNOW WHAT YOUR POINT IS MEGAN!!!!!!:) BUT I DISAGREE WITH YOU ABOUT INFLATION IS MODERATING BECAUSE DO THE MATH THAT NOW FAST FOODS LIKE MCDONALD ARE NO LONGER CHEAPER THAN RESTAURANTS AGAINST PEOPLE'S DISPOSAL INCOMES MEANS PEOPLE ARE SUFFERING MORE+FURTHER FROM HERE MEANS ALREADY SOOOOOO MANY MIDDLE CLASSES HAVE BEEN FALLING INTO POVERTY AND PEOPLE CANNOT FIND DECENTS JOBS TO KEEP THE STATUS OF THE MIDDLE CLASS!!!!!!!!!!!! MEANS US INFLATION HAS BECOME THE BIGGEST EVER STAGFLATION BY THE EXPLODING T$$$$$$$$ - DEBT ALREADY!!!!!!!!!!!:)

Big turnaround ... Okay moderate turnaround. Markets like it. And you always want "look into it deeper."

Great segment on Yahoo Finance this morning, Megan.

Yet 5 mins after posting this, all the Indexes are still 🟩. Not much in The 🟩 ... but Not in the 🟥 Thank you Megan. 🙂

0:06 - Sell in My Go-Away ... "Theory" ... 🤨 ... That doesn't qualify as theoretical. That barely makes it to - Boring-Standard-Cliche - Department - Basement Level ... and on a Shinny, Bright, Sunny🌞 Day. Miss La Honcha - Verdance Capital Advisers - Horneman ma'am ... 😌

That was good.

0:05 ... Oooh - Sooo-MUCH Miss Horneman ma'am. Hooz that otherguy, hoo comes-on and makes a mess of things?

Who are you??? Where is Megan? Both of you are Fired. GetOut!

❤❤❤

Megan Horneman Rah-Raah-RAAH! ... 💪 ... 🥳 ... 🎉 "D.D - He says that all the time." ... 😒 😺

😥 Promo*SM

You gave a great voice

AS A MATTER OF FACT THAT ONLY SAFE HAVEN ASSETS ARE PHYSICAL GOLD+ ENERGY(OIL GAS) AS I'VE SAID MANY TIMES BECAUSE IN ANYWAY JAPAN YEN IS COLLAPSING MEANS THEY HAVE NO OTHER OPTIONS BUT TO SELL OFF MORE+FURTHER US T$$$$$$ - DEBT HOLDINGS AGAINST HEDGE COSTS OF THE COLLAPSING VALUE OF YEN!!!!!!!!!!!!! IN OTHER WORDS GOLD PRICE IS INCREASING MORE+FURTHER+FURTHER INTO 3K$ - +3.5K$ THIS YEAR AND IT WILL BE ULTIMATELY IN THE RANGE OF +10K$-+15K$ BY 2030YR +/- 2YR!!!!!!!!!!!!!:)

ONLY SAFE HAVEN ASSET FOR NORMAL PEOPLE IS PHYSICAL GOLD!!!!!!!!!!!!!!!!!!!!!!!!!!!:)

AS I'VE SAID THAT STAGFLATION IN US ECONOMY WILL BE LASTING EVEN AFTER 2059YR+/- < ------- THIS IS 0% EXAGGERATION BUT MATHEMATICAL FACT ONLY!!!!!!!!!!!!!!!!!!!!!!!!!!:) THE BIGGEST EVER PROBLEM OF US HOUSING MARKET IS +30YR 'FIXED' MORTGAGE RATE SYSTEM THAT HAS BEEN BLOCKING THE CIRCULATION OF THE HOUSING MARKET TOTALLY IN US ECONOMY MEANS MORE+FURTHER DISTORTION IS ONGOING AND ULTIMATELY IT IS DESTROYING THE ENTIRE HOUSING MARKET OF US ECONOMY MEANS WE WILL SEE MORE+FURTHER COLLAPSE OF US BANKING SYSTEM!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!:)

Tough week. Not much to cheer about. Have a nice weekend Miss Horneman.

Thanks for the video. Its quite ironic there is so much focus on getting inflation below 3% when the historical average since 1950 show inflation right around 3.5%. We've been stuck in the current 3% to 3.5% state since last July. My fear is the hype around getting to 2% is going create an artificial condition to force another short-term fix. Regarding Service Inflation, the impacts of wage increase driving up service costs are dwarfed by the impacts of run away corporate profits. A more relieving discussion would be on the change and ratios between COGS and Profits in all of these focus areas (Energy, Service, Housing). To be honest I've not looked at the data, but I would wager a hefty some that the profit gains trend line has a far steeper trend line then wage earnings and COGS.

AS I'VE WARNED OF THE STAGFLATION THAT WE ARE SEEING MORE AND FURTHER STEADILY INCREASING INFLATION FURTHER FROM HERE THAT DO THE MATH UNLESS FED HIKES INTEREST RATE ASAP WE WILL SEE HEAD CPI (YOY) BACK TO +4% RANGE BY JUNE!!!!!!!!!:) SELL OFF STOCKS BONDS BITCOIN REAL ESTATE DERIVATIVES ASAP WHILE YOU CAN!!!!!!!!!!!!!!!!!!!!!:)

Thank You Megan.

Why has there been no CCI data since November 2023?

AGAIN+AGAIN= AS I'VE SAID THAT THERE WILL BE NO RATE-CUT BUT RATE - HIKING IN THIS YEAR!!!!!!!!!!:) FUNDAMENTALLY US HAS TOOOOOOOOOO MUCH DEBT TO GO FURTHER FROM HERE MEANS IN ANYWAY US T-DEBT YIELDS ARE RISING MORE AND FURTHER LED BY 10YR BOND AND INDEED NOW CURVE - STEEPENING IS GOING ON IN US T- DEBT SYSTEM!!!!!!:) UNDER INFLATIONARY SITUATION, THE YIELD CURVE STEEPENING MEANS MARKET CORRECTION IS INEVITABLY COMING AND INDEED WE ARE SEEING A HUGE MARKET CORRECTION STARTING NOW!!!!!!!!!!:) AGAIN+AGAIN= ONLY SAFE HAVEN ASSETS ARE PHYSICAL GOLD + ENERGY (OIL GAS COAL)!!!!!!!!!!!:) THE 2ND ROUND OF SUPER CYCLE OF COMMODITY HAS BEGUN THAT WILL BE ONGOING BY 2030YR +/- 1YR!!!!!!!!!!!:) SELL OFF STOCKS BONDS BITCOIN REAL ESTATE DERIVATIVES ASAP WHILE YOU CAN!!!!!!!!!!!!!:)

AS I'VE SAID THAT NOW GOLD IS EXACTLY PLAYING A ROLE OF 'SAFE BOX' TO HEDGE AGAINST FALLING VALUES OF CURRENCIES ESP LED BY US$!!!!!!!:) AGAIN US FED IS TOOOOOO BEHIND THE CURVE TO QUELL THE STAGFLATION MEANS FED MUST HIKE INTEREST RATE MUCH HIGHER THAN NOW INTO +7%-+8% RANGE!!

Thank

WaituhSec ... an estimate 1.4% GDP in the second quarter ... Soooo ... if a 1.5% GDP read or above were to come in ... that would beat expectations. Well that seems like a pretty, Low-Bar to Me. So what's with a U.S., 2ndQ. 1,4% GDP??? Why does the U.S. 2ndQ. GDP SucksoBad? Taxes on the 15th? Naaaw ... 😕 ... izIt? Yeeeah, I think beating 1.4% GDP should be Very Doable ... 😧 ... if so, would that become a Risk'On take? 👁Dunno? But it seems a reasonable supposition. Okaay-well - Now havuhGud weekend ... 🙂 Bye ... ✋

Miss Horneman ma'am ... are you having a Bad'Hair-day? ... 😬 ... 👁 Hate Bad'Hair dayz Miss Horseman ma'am ... 🙆 Have a Nice weekend Miss Horneman ma'am ... 🤙 Bye ... 👋