M W
11 posts

M W
@mwdirect
The X account of a most glorious and upright person of genius.
California, USA Beigetreten Haziran 2024
134 Folgt0 Follower

@Tekeee Who’s giving 5.25% yield right now!??
My savings account is only giving 3.5%!
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@APompliano They did cut rate you moron. Holding them still into a massive wave of inflation has the same effect.
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@adamtaggart Them holding rates is a cut. Only increasing rates to 10% would be even slightly bearish anything less than 10% is essentially a rate cut. Honestly 10% is conservative I think a lot higher than that would be required. Inflation worldwide is about to go on full speed.
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@mwdirect As you typed this, rate cut odds for 2026 are plummeting on Polymarket...
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While I haven't tweeted about it much recently, I am closely watching the price weakness in gold & silver
I'll admit, I'm concerned about the technicals
But, I still think this is mostly tied to the price of oil
Nations are having to sell assets, like PMs, to pay for more expensive oil
When the price of oil comes down, I expect PM prices to recover


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@BoomerDivvies No college, buying a home paying for children on average cost between 300%-1000% increase since the 60s. Take home wage has not kept up. Absolutely boomers had it better off and you screwed it up with cowardice
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@DefiWimar Them not doing anything is also a cut when you factor in inflation
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@adamtaggart Yeah dumb take. you can’t get close to Iran without knocking out the 100k artillery and missles along the shore. All of which are moveable and hidden. No admiral is sending in his ship to get blown up. America is in zugzwang
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The longer Strait of Hormuz traffic remains compromised, the more pressure builds on those countries heavily dependent on Gulf oil (Europe, Japan, S Korea, etc) to do whatever they can to get it opened
IMO, the odds of them creating an international naval flotilla to police the Gulf & secure free passage rises every day the current situation continues
And I think the GCC countries would happily pay for this
And the US would likely welcome the rest of the world stepping in to secure the Gulf
This works against Iran's short & long-term interests. Once in place, such a flotilla would likely be there permanently.
If I'm right about this, it's another mounting time pressure on the Iranian regime
Thoughts?
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@WhiteHouse Remember that he’s talking about America in his dementia riddled state probably thinks it’s iran
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@9___________3 @brave It took me a minute to find the setting but you just made my day.
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PSA: The most underrated feature on @Brave is the option to block youtube shorts from appearing.
It has saved me countless hours. An attention black hole.

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