Greg Rieben
@gregrieben
Investor & Trader | Family Office | Empowering the DIY Investor. Do It Yourself. Not By Yourself. Views & Opinions are My Own. Do Your Own DD.
1.7K Following 3.7K Followers
What really happened after the State Dinner.
The lost Xi camera roll has been found.
Oh man. 🤦♂️
This Kalshi ad is among the most dystopian ones I’ve seen from any betting app
Since 1300, long term government bond yields have averaged 5.8%.
The current 5.2% 10-year Treasury yield is 60bps below the 726 year average.
So the meeting with Xi resulted in a couple of pandas and renaming AI. 🤷♂️
Will 5.0% be the ceiling for the nominal Treasury yield? Maybe not, but for bond investors the risk-reward math has gotten considerably better. The 5% yield provides such a good cushion that if the 10-year yield were to fall 100 bps, an investor would make 11.9%, while only losing 1.9% if the yield were to rise to 6%.
Show more
Uranium/nuclear energy continues to pick up steam.
Countries are starting to understand that there are few options when it comes to clean energy that actually produces on a large scale for decades.
Show more
Canadians are subjected to North Korean levels of propaganda, daily. It’s exhausting.
$META is the stock market now.
The Liberal leaders in Canada never had it so easy.
Trump bad = votes from the elbows up libtards.
The Loonie has gotten wrecked over the last few weeks. Apparently combining two shitco economies isn't good for the Canadian dollar.
As disturbing as the near-perfect price analog is between the semis today and the internet stocks 26 years ago (see below), the critical difference is that earnings were non-existent in 1999 and 2000 while they are booming today. So, at forward P/E of 20x, there is no valuation bubble as far as I can see. If the AI theme unravels at some point, my guess is that it will be because investors are choking on the firehose of capital raises as opposed to being deceived by earnings that don’t materialize.
Show more
I thought AI was taking the jobs away...
Hiring strengthened for a third consecutive week as private employers, per @adpresearch, added an average of 20,000 jobs per week for 4-weeks ended 9/5/26
Imagine the 11%.
Gallup: Record-high 89% of Americans think their government is corrupt
Investor allocations to Bonds has drifted to the lowest level since...
*checks*
oh, just immediately prior to the Global Financial Crisis.
(and similar to dot com peak)
This is ..fine, right?
😬
Show more
Iran's president is speaking today at the UN.
Iran has a president? I thought they no longer had any leadership? 🤷♂️
Oil bulls. Why is oil down 16% from it's most recent high. What changed? Asking for a friend.
Investor sentiment continues to keep a bid under this market.
Hard to not agree...
From @JC_ParetsX note this morning, truer words were never spoken. In short, the market's greatest flaw is apparently whatever it's doing right now 🤣.
