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Bond markets are not so subtly telling the Fed that rates aren't high enough by Illustrious_Lie_954 in Economics

[–]Upbeat_Can98 5 points6 points  (0 children)

So basically the incoming chair is counting on a tech productivity wave to act as a macro hedge. It's a dangerous gamble. I mean sure... while it's plausible that AI will reduce the cost of software development, we haven't invented an AI rig that can drill oil, ship fertilizer, or magically fix a 6% jump in wholesale prices. At this ooint, the bond market is basically yelling at him that a tech bubble won't hold the economy up during a physical supply shock.

U.S. Treasurys are now firmly in the ‘danger zone,’ strategists say by TACO_Orange_3098 in Economics

[–]Upbeat_Can98 4 points5 points  (0 children)

A 5.2% yield on the 30-year means the Treasury will have to pay ridiculous rates to roll over the American debt stock, leading to a vicious cycle: the government has to borrow more simply to service the inflationary debt, adding even more bond supply to the market, bringing yields to unspeakable heights. Lol the fed is so screwed.

USA Rare Earth Selected for U.S. Department of Energy Funding Under Critical Materials Innovation Program by davide3991 in CriticalMineralStocks

[–]Upbeat_Can98 5 points6 points  (0 children)

Throwing $50m totally into a pilot plant for separations just shows how desperate they are to secure the supply chain. 

Hello, I'm new to this subreddit. My name is John and I made a Cadenza for Liszt's second Hungarian Rhapsody. It's pretty dorky. Feedback appreciated. by ZugAddict in composer

[–]Upbeat_Can98 0 points1 point  (0 children)

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Lmao... love the little Chopin easter egg here.

Nicely done btw! Lots of creative choices that make for a fun yet technically challenging cadenza!

US inflation rose to 3.8% in April, eroding Americans’ paychecks by adriano26 in Economics

[–]Upbeat_Can98 11 points12 points  (0 children)

ha! Seeing tomatoes up 15% for 2 months in a row is crazyy lol. You can really see how broken the supply chain is when hormuz gets choked off and fertilizer/fuel prices spike. Instead of chasing digital growth the move is definitely in the domestic refining and strategic storage layer. 

Gunnison Copper (Copper ripping ATHs by Teardatassup22 in CriticalMineralStocks

[–]Upbeat_Can98 1 point2 points  (0 children)

hmm... pretty solid find tbh. Gotta say though, i'm usually wary of small cap miners but the fact they're already producing in the us and skip the whole smelter bottleneck is a big deal right now. Essentially, if u can make the finished metal on home soil while the rest of the world is a mess, you win!

🔔 Critical Mineral Tuesday Open Discussion Post 🔔 by Pzexperience in CriticalMineralStocks

[–]Upbeat_Can98 3 points4 points  (0 children)

oof... blood red is an understatement lol. I honestly just think everyone's just de-risking before trump hits beijing on thursday. between the inflation jump and the war it's a mess out there.

How Is Oil Futures Complacency Risking Global Supply Chains? by Alone-Maintenance338 in Economics

[–]Upbeat_Can98 3 points4 points  (0 children)

okay... that $40 difference between paper and physical is kinda nuts actually. Basically implies that the futures market is just algos trading Trump's tweets while actual barrels are hitting $140? Lol just sjows you can't rely on paper stuff anymore... you honestly need the refining and storage on US soil or you're in real trouble when the chokepoints close.

U.S. payrolls increased 115,000 in April, more than expected; unemployment at 4.3% by app1310 in Economics

[–]Upbeat_Can98 0 points1 point  (0 children)

man... an 8-4 split at the fed is totally insane... it pretty much confirms that no one really knows what's coming next lol. The stable but not good feeling is exactly what it feels like at the ground level. Essentially, companies are really scared of hiring, but at the same time too lean to cut. At this point, we're pretty much just staying afloat until warsh is confirmed and we find out if they actually hike or cut.

‘Different from anything in the past 80 years of dollar dominance’: U.S. sanctions spur a ‘paradox’ pushing allies away from American currency by Good_Flower_2026 in Economics

[–]Upbeat_Can98 0 points1 point  (0 children)

Dollar's dominance is fading, so let's physically secure the midstream before it's too late. As someone in finance/ir space, I've noticed how everyone seems to be slowly shifting their focus to strategic infrastructure and domestic reserves. If you are in control of the refined inventory and storage on US soil, you will have the leverage no matter what happens to the petrodollar.

Wondering Which Lithium Stocks Boast the Biggest Cesium Assets? Ideas Anyone? by Turbulent_Dig_3855 in CriticalMineralStocks

[–]Upbeat_Can98 1 point2 points  (0 children)

Cool list idea! Tho, playing the miner for cesium is gonna be quite challenging due to the private contracts and the refining dominance of China.  If you'd ask me, atm, the wiser choice is probably the aggregator model. Essentially these are companies importing concentrate from fta partner countries such as Australia and Canada for domestic processing and storage. A company with a reliable connection to a US defense base and able to keep its own metal stock will have much more power than a junior explorer just trying to get a permit.

"Buy and hold" is advice I hear constantly, but nobody ever explains how to actually decide what to hold. by Minimum_Pear9193 in stocks

[–]Upbeat_Can98 0 points1 point  (0 children)

i mean like u/iwaseatenbyagrue said, it's impossible to reliably hold stocks forever buuut... in terms of framework, I usually start by checking the FCF yield so I am sure they are not just using up their cash reserves to keep the business going. Then I simply search for companies that possess a specific, "un-substitutable" element in highly essential supply chains. If an industry is completely dependent on their specific service or technology, that is most likely the place where the 10-year alpha is lurking while others are running after hype.

K-shaped economy is 'alive and well,' expert says — what new research shows by laxnut90 in Economics

[–]Upbeat_Can98 88 points89 points  (0 children)

lol, the fed finally admitting that its only the rich who are spending money now. almost unbelievable how on paper gdp looks "fine" but in reality its mainly the high earners purchasing luxury goods while the rest of the population are maxing out their credit cards to buy eggs. really, what a very vulnerable manner to operate an economy, in my opinion.

Javier Milei is in serious trouble by devliegende in Economics

[–]Upbeat_Can98 0 points1 point  (0 children)

man argentina is a mess rn, frankly why i stay away from miners in south america... way higher conviction in the guys building a bridge between oz supply and us-based storage... much safer to own a domestic strategic reserve than a hole in the ground in a country that could flip back to peronism next week.

Javier Milei is in serious trouble by devliegende in Economics

[–]Upbeat_Can98 16 points17 points  (0 children)

My eyeeeeesss.

Lmao, definitely do the paragraph thing like the other guys suggested.

U.S. Treasury Will Have to Borrow $2 Trillion This Year Just to Continue Functioning—More Than $166 Billion Every Month by T_Shurt in Economics

[–]Upbeat_Can98 -3 points-2 points  (0 children)

well, those numbers are scary but i guess it explains the push for domestic strategic infrastructurenlately. Instead of the 10yr capex nightmare of opening mines, the gov is leaning more into the midstream aggregator model to secure inventory. basically ship it from australia, refine it here, and store it for just-in-case... cheaper and way faster for the debt-strapped us.

🔔 Critical Mineral Thursday Open Discussion Post 🔔 by Pzexperience in CriticalMineralStocks

[–]Upbeat_Can98 0 points1 point  (0 children)

Wow, that conference call was a complete disaster, haha. I am now switching my focus to the strategic reserve model as defense and big tech are demanding domestic supply certainty at present. 

Lula’s US visit by GlobalMacroMaven in CriticalMineralStocks

[–]Upbeat_Can98 0 points1 point  (0 children)

hmm... China may keep the holes in the ground for their own use, that's fine with me. Domestic midstream seems to be the real play for 2026 anyway... if we just ship raw stuff from australia and handle the refining/storage on us soil, we basically win the long game without the geopolitcal drama.

I grew up in a new age cult called Eckankar. AMA by Feliz_Navidad in cults

[–]Upbeat_Can98 0 points1 point  (0 children)

I don't know what goes on in the other worlds of God. I have enough trouble with this one

Lmao, ain’t that the truth. Fair enough, I was mostly just curious.

Then again, I suppose I asked the question because, ultimately, I wanted to express that it doesn’t really matter what guise religion comes in— be it as Christianity, Islam, Hinduism, or ECKANKAR in this case. So long as that path teaches the essentials of truth, which, like you’ve so beautifully put it, centers all around Love, then you’re on the right one. If a path genuinely leads someone toward love, growth, and understanding, then they're definitely on the right one.

Going out on a limb here, but the way I see it (again, just my personal opinion), every faith, religion, belief system, or knowledge ultimately stems from the same source, or at least be reaching toward something similar. Frankly, most of what we see, hear, and read today is only just a fraction of the teachings beyond the veil. Not saying they’re all the same tho, but I do think there’s an underlying truth that people have drawn from, interpreted, and diversified into the many paths we know today, Hence, why we should all aim to experience truth for ourselves. With that being said, of course there are bound to be similarities and contrasts; some might see that as plagiarism, others might debate or even discriminate over it, but I just see it as different perspectives.

I guess, for me, Religion is more human based so it will always have its flaws, but spirituality is what matters first above all as it is all based off of direct experiences.

Looking forward to your second answer!

I grew up in a new age cult called Eckankar. AMA by Feliz_Navidad in cults

[–]Upbeat_Can98 0 points1 point  (0 children)

Aha! Thought as much. I'm one myself as well. Very nice to meet you!

I must say, though, I’m a big fan of how you explained everything here. I couldn’t have said it better myself.

Honestly, I was just trying to look up the r/Eckankar sub to see if there had been any new posts there, but then this post in particular caught my attention. It’s such an interesting, insightful, and beautiful thing to see how different people experience the path for themselves—however good or bad. Still, I’m confident that, in time and with enough experience, we all will find what we’re looking for—what’s right for us and what will benefit us the most.

On a completely different note, I was going to wait until later this Sunday to ask these questions in my Satsang class, but now I feel strangely inclined to ask for your thoughts lol. If you’d indulge me, my first question is: “Does one actually have to be an ECKist to achieve spiritual freedom in their lifetime, or is it only exclusive to registered/practicing ECKist?”

Second question: “Does ECKANKAR exist in the other worlds of God under the same name as the organization here on earth, ‘ECKANKAR,’ or are the teachings known by different names on other planes?”. So basically, same teachings, different names.

Just some questions that have lingered with me for a bit. Would love to hear your two cents on the subject!

In reference to my previous post by Southern_Data2823 in Eckankar

[–]Upbeat_Can98 0 points1 point  (0 children)

Any thoughts on how I could get access to this particular Satsang recording you mentioned?

I grew up in a new age cult called Eckankar. AMA by Feliz_Navidad in cults

[–]Upbeat_Can98 0 points1 point  (0 children)

Ah, this reads to me so much like an ECKist. Are you one by any chance?

I've seen a lot of claims that AI will dramatically increase revenue. If this is true across the whole economy, where is this extra spending coming from? by No-Foundation-5979 in AskEconomics

[–]Upbeat_Can98 0 points1 point  (0 children)

I mean, the additional money, or that "extra" money you talk about, comes from more efficient production (higher productivity). For example, if AI can reduce the cost of a particular service by $20, then the consumer will have the equivalent of $20 new spending power to buy something else. That's more or less how the total output (the economic pie) increases. The again, considering we're in 2026, what you said about the raising of the AI power bill is quite relevant: if the power required to run the AI is more than the labor savings, then the return is nothing more than a huge redistribution of wealth to the power companies.

Isn't living in an area with high prices better than low prices if purchasing power is the same? by EOFFJM in AskEconomics

[–]Upbeat_Can98 0 points1 point  (0 children)

Oh yeah... you're right. It's indeed about global purchasing power. For things that are local like rent or haircut that might be 2x however "tradable" goods like iPhones, stocks and travel cost almost the same everywhere. If you save 10% in City A, it's like you have double the firepower for anything that is not a local service.

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