Wealth Whisperer Team
More Important Than the Fed
All everyone cares about right now is the Fed… …what’s the interest rate (it’s the same as it was last month)… …is inflation under control (no it’s not)… It’s the same old song and dance that amounts to a whole lot of nothing. Fed Fund Futures predicted a 97% chance the Fed held interest rates […]
How One Company Holds the World’s Semiconductor Future Hostage
Imagine a door that opens and closes, letting electricity flow through or stop it in its tracks. Now, imagine that same door opening and shutting in picoseconds (trillionths of a second). Now, imagine over 100 billion of those on a piece of silicon that’s smaller than the palm of your hand. Source: MidJourney Modern semiconductors […]
Is the Bond Selloff Over?
In August 2021, Bill Ackman shorted U.S. Treasury Bonds… hard. This week, he closed that position. While we don’t know exactly how much he made, it’s safe to say it netted him hundreds of millions, if not billions, of dollars. It’s VERY rare for headlines like these to move Treasury markets. Yet, the oversold asset […]
Why Interest Rates Will Remain High for Years
Two events scared the living you-know-what out of the markets last week: 10-year Treasury yields hit 5% 30-year mortgage rates hit 8% The last time either happened was July 2007 and August 2000, respectively. There’s a good chance we’ll see a violent snapback in both over the next three-to-six months. However, it won’t last. We […]
How to Use Game Theory to Make Better Investments
Imagine Hunter Biden and his friend are caught stealing money. Not much of a stretch… The FBI pulls them into separate rooms and demands they confess. They can choose to rat out the other person or remain silent. The penalties vary based on the actions of each person. If both of them confess, both get […]
How to Invest in the Next Era of Defense Technology
In 1991, Operation Desert Storm pitted state-of-the-art M1 Abrams tanks against Iraq’s Soviet-made tanks from the 1950s to the 1970s. It wasn’t even a fair fight. Not only were these tanks old, but their technology was decades out of date. Combined with GPS technology and advanced targeting systems, U.S. forces obliterated Iraqi troops and tanks. […]