Tyler Heasley

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Tyler Heasley

Tyler Heasley

@TylerHeasley

Pittsburgh, PA Beigetreten Temmuz 2011
622 Folgt335 Follower
Tyler Heasley
Tyler Heasley@TylerHeasley·
@Ross__Hendricks The consumer is dead and this is just putting bullets through their corpse. Student loans, healthcare subsidies, consumer debt will all add to the crisis before 2028. Trump/GOP may become the party of handouts by the end of this. Bribes may be their only political life raft.
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Ross Hendricks
Ross Hendricks@Ross__Hendricks·
It really is that simple... we're re-running the 1970s stagflation playbook on steroids. It's an energy shock, compounded by an industrial materials shock, and soon to be compounded by a food supply crisis. This is all going to eat into a consumer wallet already ravaged by five years inflation, like a giant tax on the economy that sucks purchasing power out of thin air. Oh, and the top 10% that's kept the economy afloat on the wealth effect? Kiss that goodbye, too. It's a recipe for a global recession. What will work? Own the things that are in shortage, and short everything else. Don't overcomplicate it.
Brandon Beylo@marketplunger1

Markets don't bottom until the Strait of Hormuz re-opens. I think it might be that simple.

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Tyler Heasley
Tyler Heasley@TylerHeasley·
@Ashton_1nvests Add on top of this unfettered immigration, undercutting your wages and earning power, and it’s plainly obvious those in charge don’t care about you, or me, or anyone. Modern tragedy.
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Ashton Invests
Ashton Invests@Ashton_1nvests·
This is exactly why it feels impossible to get ahead right now. - Gas up $1 - Mortgage rates near 7% - Home prices still elevated The average monthly payment on a median home is up ~80%+ from just a few years ago. I’m 22 trying to build for the future…
The Kobeissi Letter@KobeissiLetter

It's official: US gas prices are now up +$1.00/gallon since the Iran War began with mortgage rates nearing 6.50%, a 7-month high. At the current pace, we could see gas prices at $4.50+/gallon and 7% mortgages as soon as next month.

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Tyler Heasley
Tyler Heasley@TylerHeasley·
@theFortMcKenry You were always a grinder. You know it’s more about “earning it” than “allowing it” at this stage. We all see what he’s capable of, but I think a lot of us have reached the “believe it when we see it” stage. And I think in year 5, that’s fair.
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Michael McKenry
Michael McKenry@theFortMcKenry·
@TylerHeasley Yep we have all had a day, I truly believe he is going to have a monster year if he just allows it.
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𝗰𝗵𝗿𝗶𝘀 𝗯𝗿𝗶𝗲𝗺
𝗰𝗵𝗿𝗶𝘀 𝗯𝗿𝗶𝗲𝗺@chrisbriem·
But for everyone planning for some mythical - or large(?!), population growth in Pittsburgh, please explain how you will slow down mortality first... Natural Population Change per 1,000 Population for the 40 largest MSAs in the US.
𝗰𝗵𝗿𝗶𝘀 𝗯𝗿𝗶𝗲𝗺 tweet media
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Noah Hiles
Noah Hiles@_NoahHiles·
An overall brutal inning for the Pirates. Clawed back to make it a two-run game only for walks and weak hits to put the Mets ahead by a comfortable margin.
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Tyler Heasley
Tyler Heasley@TylerHeasley·
@WillGravesAP We’re reacting to 10 straight years of losing, not one inning. Knock it off.
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Will Graves
Will Graves@WillGravesAP·
Good thing is we know not to over react after 0.00068% (1 if at least 1,458 innings) of the season …
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Tyler Heasley
Tyler Heasley@TylerHeasley·
@BretWeinstein The trades are completely safe from AI, they are however not safe from humanoid robots. Two different technologies too often conflated.
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Tyler Heasley
Tyler Heasley@TylerHeasley·
@TOzgokmen US bloat really is incomprehensible. 1.5 trillion defense budget is just insulting. Iran proves market pressures (i.e. sanctions) force ingenuity. You’d expect the capitalists to understand this, not the oppressors.
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471TO
471TO@TOzgokmen·
3000 miles. Obviously, US military strategy, which is based on aircraft attacks from host countries or carriers, or nuclear ballistic missiles as last resort of defense/attack is not working in actual war. These weapons systems were designed for Cold War posture or bombing fairly backward countries like Vietnam, Iraq, Libya and Afghanistan. In a real-deal war like this one, against Iran who have thought long & hard about what kind of weapons they will use in a protracted war, combined with geographical and energy leveraged, US weapons are not enough. The intellectual capability of Iran for making war with just $7B/year defense industry and decades long sustained sanctions of their economy has been quite shocking. At this stage, I have doubt about the competence of the US generals. The war strategy was visibly weak before the war started (I posted dozens of times in February) and remains even weaker today. Something is really off...
OSINTtechnical@Osinttechnical

Iran fired a pair of intermediate-range ballistic missiles at Diego Garcia, a joint U.S.-UK base in the Indian Ocean. One missile failed in flight, and another was engaged by a US Navy destroyer using an SM-3 missile.

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Tyler Heasley
Tyler Heasley@TylerHeasley·
@mattjsilv Good news is resource rich religious conflicts normally sort themselves out pretty quickly.
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Matt
Matt@mattjsilv·
@TylerHeasley Mindbogglingly stupid decisions all around
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Matt
Matt@mattjsilv·
The issue with Iran is that the longer it goes on, the less easy it is for Trump to TACO and declare victory. The more that gets invested, the higher required reward to justify the sacrifice.
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zerohedge
zerohedge@zerohedge·
ICYMI: 15:48: *TRUMP SAYS HE DOESN'T WANT A CEASEFIRE WITH IRAN 17:16: *TRUMP SAYS US CONSIDERING 'WINDING DOWN' IRAN MILITARY EFFORT 18:19: *WHITE HOUSE: TRUMP REMAINS FOCUSED ON 'TOTAL' VICTORY IN IRAN 18:25: EXPLOSIONS HEARD IN TEHRAN
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delaniac 🌹🌱
delaniac 🌹🌱@ChadNotChud·
increasingly clear that LLMs are just a Normal Technology cool and useful, but fantasies that their rate of improvement will continue indefinitely are just that like everything, we’ll reach a point where further improvement requires a qualitatively different approach
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Tyler Heasley
Tyler Heasley@TylerHeasley·
@Mikey5Aces Pitt fans will be saying the same thing about Narduzzi in 10 years if they’re ever dumb enough to run him out of town.
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Mikey Aces
Mikey Aces@Mikey5Aces·
I remember as a Pitt fan I wanted Dixon gone because we were never doing much in the NCAA Tournament. The last 10 years of Stallings and Capel made me realize I didn't appreciate how great a coach Jamie was. Pitt basketball has been in shambles since he left.
Joe Nugent@joenuge

TCU Head Coach Jamie Dixon on the challenge of recruiting Ohio HS players, it mostly turned into a waste of time when he was at Pitt, he's also familiar with several players on the current roster @nbc4i #marchmadness

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Ross Hendricks
Ross Hendricks@Ross__Hendricks·
Worlds most sophisticated gas processing plant, took 14 years to build Are we winning yet?
OSINTdefender@sentdefender

QatarEnergy’s Ras Laffan Industrial City to the north of Doha, Qatar's main site for the production of liquefied natural gas and gas-to-liquid, as well as the largest export terminal for LNG in the world, has been heavily targeted tonight by ballistic missiles fired by Iran. Extensive damage to the site and several facilities are being reported by QatarEnergy.

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Tyler Heasley
Tyler Heasley@TylerHeasley·
@Ashton_1nvests Hey man just be careful with this one. I’m not disputing your thesis, but the helium shortage is going to start affecting the chip manufacturers soon. Middle Eastern backed AI investment is also precarious. I haven’t dived deep here, but the risks jump out to me.
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Ashton Invests
Ashton Invests@Ashton_1nvests·
One of the reasons I remain very bullish on $AMD is simple: The revenue growth story is far from over. Just look at this chart. $AMD went from $9.7B in revenue in 2020 to ~$34B in 2025. And analysts expect revenue to reach roughly: • ~$46B in 2026 • ~$66B in 2027 That’s massive growth in a relatively short period of time. And the biggest driver behind it? AI. AMD’s data center and AI accelerator business is scaling rapidly with chips like the MI350 series, which are already being adopted by major hyperscalers and enterprise customers. At the same time, AMD still has strong businesses in: • CPUs • GPUs • Data center • Gaming • Embedded So you’re looking at a company that is benefiting from the AI boom while also having multiple diversified revenue streams. The way I see it: If $AMD executes in AI over the next few years, the revenue growth we’re seeing in this chart could just be the beginning. That’s why $AMD remains one of my highest conviction long-term holdings.
Ashton Invests tweet media
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Entdecken

@Ross__Hendricks @Ashton_1nvests @theFortMcKenry @chrisbriem @_NoahHiles @WillGravesAP @BretWeinstein @TOzgokmen