401k Hiding in Cash?
You May want to LISTEN TO THIS
Why the Trump plan will work out despite the clumsy rollout.
Listen to the whole thing (and subscribe! 42 Alpha is one of the smartest independent investing teams):
*not financial advice. always do your own due diligence*
Bonus:
All your favorite crypto coins reviewed as of tonight May 6th. Don’t miss this!
CNN is upset that Things are Working out.
Gotta watch this.
https://youtube.com/shorts/EFkqm3PqwX8?si=5bo9Fa7ZA_19OjHH
SUNDAY COFFEE
In this week's video we continue with the back and forth that is the tariff and trade deal driven market. For the second time in a month the President of the United States tells investors to buy stocks to get ahead of a deal announcement with China. In the real world, more earnings reports saying there is no recession. More economic hard data that says there is no recession. Powell says the economy is strong. As everyone waits for the recession to show up, I go through why tariffs are not as important as they were over 100 years ago due to the structural change in the economy to a service based economy with jobs in the service sector and how goods producing jobs are the same as 1965 despite 150mm more people in the country! I go through why the sharp rise this week in the Taiwan dollar is another warning sign in the ramifications from the end of the dollar as the reserve currency. Why this will lead to a rise in long term yields and why that is the biggest risk in 2025. Finally, I got through how rates and AI will disrupt long duration assets and why everyone needs to look to BTC as it approaches all time highs with growing institutional adoption.
https://youtu.be/J1bm9kzS57U