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Oct 1, 23 LBLF | #151 | Feel the Burn, the Monetary Burn

by C Thomas Printer on October 1, 2023

LBLF #1 Unprofitable companies will soon be going away.

Blue Apron goes away

LB#2 Cities where these unprofitable companies are located will be going away. 

 The decline of San Francisco

LB#3 The crypto story is getting harder to believe

JP Morgan turns off crypto in the UK

LF#1  AI and other risky stocks are getting bitten by the higher cost of capital

A rising cost of capital

 LF#2 Banks are getting concerned about liquidity shortages due to quantitative tightening and the treasury increasing borrowing. 

Liquidity concerns dead ahead

LF#3 

Strikes could be coming to Las Vegas

Pharmacists about to walk out

biden bonds china debt economy energy prices environment Europe FED government history housing market Inflation interest rates oil reserve currency south america UK US US economy

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