Max Rockatansky

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Max Rockatansky

Max Rockatansky

@Cycle_Watcher

PM. Macro, long/short equity & credit. Not advice.

Beigetreten Mayıs 2010
559 Folgt7K Follower
Max Rockatansky
Max Rockatansky@Cycle_Watcher·
@DonMiami3 he pulled out all the stops too… like 4 different tv appearances
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Don Johnson
Don Johnson@DonMiami3·
Very weak TACO candle today The impacts are wearing off
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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
WSJ: "Thousands of U.S. Marines are slated to arrive in the Middle East on Friday, according to two U.S. officials, the day President Trump has set as the deadline for Iran to reopen the Strait of Hormuz."
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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
Half my feed headlines about Trump admin prepping for peace talks and the other half about them prepping to take Hormuz with boots on the ground... I'm going to watch what they do, not what they say.
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The Long View
The Long View@HayekAndKeynes·
@Cycle_Watcher Of course. This is still very serious, but you have to laugh that they can’t even get a red day when they own up to being the global bad guy
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The Long View
The Long View@HayekAndKeynes·
They are so pissed equities are green after that Hormuz blockage headline 😂 they know they can’t fight a real war and their best leverage is holding hostage oil markets and causing economic pain
*Walter Bloomberg@DeItaone

IRANIAN TELEVISION ABOUT SENIOR IRANIAN LEADERS: TRUMP IS A LIAR AND NO NEGOTIATIONS TOOK PLACE. TRUMP WAS JUST HUMILIATED AND BACKED DOWN FROM BOMBING IRANIAN ENERGY INFRASTRUCTURE DUE TO FEAR OF A DECISIVE IRANIAN RESPONSE

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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
One day, Trump will yell sweet nothings at the market... and the market will ignore him. Oh, what an entertaining day that will be.
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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
Unlike in trade talks, where Trump can sculpt the narrative to his liking, Iran has a say here - and it speaks with actions rather than words.
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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
@prpl8 difference this time is it’s more than just talk. Other side is motivated to discredit what Trump says with action
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808@prpl8·
2018 PTSD kicking in
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AheadoftheNews
AheadoftheNews@AheadoftheNews·
I've been through many boom/bust cycles in gold the past 30 years and I can assure you late investors might have to wait a decade before it comes back to them if this really corrects. As it is, it already dropped 20% and it's still pricey.
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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
Why is the Treasury Secretary discussing war plans and strategy on network news? Trump thinks Bessent is a cure-all for market volatility - he looked like sh*t on Meet the Press.
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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
@agnostoxxx it had to be so, with so many hyperbolic predictions this weekend on X
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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
@EconstratPB it had to be so, with so many hyperbolic predictions this weekend on X
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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
@HayekAndKeynes like picking a street fight and then complaining that the guy kicked you in the groin…
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Max Rockatansky
Max Rockatansky@Cycle_Watcher·
@HayekAndKeynes I've seen this chart. I have trouble reconciling these ests with the below actuals. p/c ticking up, but far from the capitulation levels MorgStan is alleging
Max Rockatansky tweet media
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