Rockeye
10.6K posts


Not a good time for hand sanitizer.
Ronnie Adkins@RonnieAdkins
It hurts when it peels a little bit
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OHHH MAN.
Who else remembers the absolute firestorm I kicked off when I said all officers should carry sidearms, including Navy officers?
That might still be the most controversial thing I’ve ever posted on X.
ENDORSED 👇👇
Secretary of War Pete Hegseth@SecWar
Our military installations have been turned into gun-free zones—leaving our service members vulnerable and exposed. That ends today.
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Rockeye retweetet
Rockeye retweetet

@RodKahx Don’t worry, when you become the 51st state, it’ll be your moon too.
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@SGTWipper1Each @Asst_to_the_RM Is there one for the “I got out after 2 years, but wished I stayed in because I’d be retired right now”???
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Department of Defense Announcement
Today we introduce the Distinguished Consideration Medal for civilians who seriously thought about joining the military but chose a different path.
Criteria: Watched a recruiting commercial, filled out partial paperwork, or told a veteran 'I almost enlisted.'
Wear it proudly at barbecues.
Your service (almost) is appreciated.

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@tanomuzeA Let no one in, not even us.
Keep Japan Japan.
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@endless_frank @Dcpcooks No way they cut unless they stop increasing the money supply. Seems to be Warsh’s plan… cut Fed balance sheet massively while cutting rates.
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@Dcpcooks When do you think the Fed is forced to start cutting due to input costs taking the economy down?
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Talking to some big oil traders lately and they are not optimistic in any sense. Oil shortfalls of 600 million bbls or more in the next 60 days.
I think it’s high probability we see a meaningful decline in gdp which will allow for enough demand destruction to look past the ugly inflation impact on the horizon. That impact will also be levered in conjunction with a feed through to anything related to oil related supply chains from fertilizer to PVC on top of pass through costs from diesel fuel. Farmers are going to have a very tough time.
That sets up potential for a repricing of the curve front running lower yields and future cuts to offset a potential recession
It’s becoming more likely this war is far harder to resolve in a short amount of time and the damage is already done it just hasn’t fed through the pipeline yet.
I’t is possible the lower band of the next collar will have a 5k handle. How this impacts employment over the next three number will be very important. The chicago fed already upped the unemployment forecast this week
I think there is potential for a 40-75 bp upside move in sofr here relatively quickly
Yes I’m taking my book but that’s why I’m positioned this way.
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@PeterWrangel Map is retarded and isn’t worth any thought.
Idaho with OR and WA and not MT WY and UT?
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I really want to feed a beaver.
Wholesome Side of 𝕏@itsme_urstruly
omg this is one of the cutest things I have ever seen.. The little beaver temper tantrum noises … 🥹
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