Here, we discuss macro economics and international politics.
20231130 YTD Trading Outcomes
Here is the trading outcome for this month, November 2023:
The derivatives market is a ticking time bomb

Derivates is a ticking time bomb. The next crash should be called "The derivatives crash". I've already mentioned it here - the world wealth is... comparable to the total world derivative exposure. Derivatives are often unreported and unregulated.
Dollars don't exist
Here is an explanation of why dollars don't exist, and the guvmt doesn't even print money: https://www.youtube.com/watch?v=nhPvVdZCNJk
Dollars don't exist because they are a unit of measure. Centimeters don't exist either, you can't have too many (or not enough) centimeters to e.g. build a house.
A global subsidy war in the microchips sector
Well, I'm way too late on this, demonstrating a failure of focus on my part, and an example of how politics must not be ignored, when looking at finance. NVDA is going psychotically up not because they have such a great business (although they do), and not because economic conditions precipitate asset price increases (they don't), but because the US guvmt gave NVDA free unlimited money in 2022. Since the world seems always to be in a state of war, there is a current skirmish in which the US wants to internalize and usurp the semiconductor industry. So they give NVDA free unlimited money.
How much does Reddit make?
How much does Reddit make? Seemingly, they make $1.40 per user per year, $0.12 per user per month.
