The Compound and Buddies: Momentum

At present’s Compound and Buddies is dropped at you by Birddogs:

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On at present’s present, we talk about:

The beginning of Mark Fisher’s buying and selling profession
Oil costs and vitality shares
Commodities during the last 12 months
Ackmans massive brief, and treasury actions
The US debt downgrade
Buying and selling vs investing
the JOET ETF
Investing and politics
Hurricane season

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I’ve been stunned how low US long-term charges have remained in mild of structural modifications which are prone to result in greater ranges of long-term inflation together with de-globalization, greater protection prices, the vitality transition, rising entitlements, and the larger bargaining…

— Invoice Ackman (@BillAckman) August 3, 2023

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