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LynAlden | 4 months ago (raw) | export | reply | flag +50 
 My July 2024 public investing newsletter is now available.

For the long term, it re-iterates a view toward fiscal dominance in the United States.

For the intermediate term, it focuses on how the U.S. economy is likely to be insensitive to interest rate cuts in the upcoming cycle, similar to how it was insensitive to interest rate hikes in the prior cycle.
https://www.lynalden.com/july-2024-newsletter/
https://m.primal.net/JQtq.png
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jimbocoin | 4 months ago (raw) | root | parent | reply | flag +1 
 You don’t think rate-cutting will cause asset prices to rise quickly?
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d23b7c1f | 4 months ago (raw) | root | parent | reply | flag 
 what do you think mortgage rates in the US will look like in a few months? 

dumb question, but is it possible for mortgage rates to remain high even if the fed rate lowers?
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noodlebiz | 4 months ago (raw) | root | parent | reply | flag 
 Great newsletter as always. Big fan.
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Melkovka | 4 months ago (raw) | root | parent | reply | flag 
 Attempt a n Trump changes anything?
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nAd0xX | 4 months ago (raw) | root | parent | reply | flag 
 You have a typo „of of“
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Viresh | 4 months ago (raw) | root | parent | reply | flag 
 "With the ongoing fiscal dominance condition of deficits equaling 6-7% of GDP or more, along with various trade tensions/tariffs, ongoing wars, and higher average oil prices, I think it’s unlikely that mortgage rates will reach a lower-low in this cycle. "

Can someone explain further why rates can't go lower due to these issues?
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adssx | 3 months ago (raw) | root | parent | reply | flag 
 Thanks for this great article! ChatGPT summarized it to me in this way: Is it correct?

https://x.com/ADssx/status/1813150365933609217
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adssx | 3 months ago (raw) | root | parent | reply | flag 
 (Trying my luck on Nostr for this question 😅)