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@nwtSwaps4CL

S&P500 is UBi universal basic income. funded via interest rate cuts and tax money allocated to S&P500 earnings & GDP via government contracts. stolen USA 🇺🇸

Se unió Nisan 2019
1.2K Siguiendo964 Seguidores
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NWT
NWT@nwtSwaps4CL·
@nntaleb @ProfSteveKeen What Steve doesn't understand is that with negative net national savings, if recession comes and Government spends it will raise borrowing rates on corporations and individuals with declining growth rates trying to borrow to expand & provide a self defeating outcome to spending.
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NWT@nwtSwaps4CL·
@DowdEdward Profit margins peaked in 2022 for home builders. Now real incomes have gone negative. It’s only a matter of time until prices come tumbling down and the Government responds by blaming inventory, subsidizing builders and making Berkshire Hathaways purchase of TMHC look genius.
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NWT@nwtSwaps4CL·
@PeterBerezinBCA Great chart. But market is rigged via government deficit spending.
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Peter Berezin
Peter Berezin@PeterBerezinBCA·
My model, which consists of several hundred leading indicators for the stock market, is getting nervous. If the economic activity component deteriorates further, the z-score could fall below -1, a critical threshold that has reliably predicted bear markets in the past.
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Liz Ann Sonders
Liz Ann Sonders@LizAnnSonders·
The most elite undergraduate institution attended by Fortune 500 CEOs is … the University of Figure it Out (UFO) @StrategasRP
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NWT@nwtSwaps4CL·
@gamesblazer06 I think that’s why Bitcoin keeps falling
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NWT@nwtSwaps4CL·
@wesbury @nw_alapont I appreciate the warning, Brian. I’ve been following the data.
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NWT@nwtSwaps4CL·
@RudyHavenstein @wesbury Real yields have been under pressure with a rising nominal rates rising less than the inflation rate
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Brian Wesbury
Brian Wesbury@wesbury·
The Fed watches financial conditions. The 10 year Treasury yield is 4.59%….that’s tight. Why would they even think of raising rates?
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NWT@nwtSwaps4CL·
@DrDavidKass Wow, this will be wild if it happens.
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David Kass
David Kass@DrDavidKass·
Ed Yardeni: "Unlike the consensus, which doesn’t expect a rate hike until late this year at the earliest, we see the FOMC raising the federal funds rate in July, after pivoting to a tightening bias at its meeting this month. That would be appropriate given the resilient economy, stable labor market, and rising inflation. Indeed, recent statements by various Fed officials suggest that a hawkish recalibration is underway."
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NWT@nwtSwaps4CL·
@LeoNelissen Can you elaborate? Managed money is dead and I think it’s correlated to price discovery being erased by the Fed switching from a scarce reserve regime in 2019 to an abundant reserve regime.
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NWT@nwtSwaps4CL·
@wesbury No politician wants to see the Fed revert back to a scarce reserve regime. Not even Trump.
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Brian Wesbury
Brian Wesbury@wesbury·
Ask Jerome Powell about this…we tripled the money supply in 18 years. People with assets, like you, won huge. Stop with the political stuff and focus on the Fed.
Bernie Sanders@BernieSanders

Taxing 50% of AI companies' stock to ensure that AI benefits humanity isn't radical, but let me tell you what is: Since Trump was elected, the 7 richest men in America, all Big Tech oligarchs, became $1.15 trillion richer while 60% live paycheck to paycheck. That's radical.

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NWT@nwtSwaps4CL·
Geez look at CME CBOE ICE is a stock market crisis beginning?
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Leo
Leo@LeoNelissen·
$CBOE Global Markets casually loses a fifth of its value this WEEK.
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Matt Walsh
Matt Walsh@MattWalshBlog·
Pretty much all of the prominent voices who supported the Iran War assured us it would be over by now. None of them will admit they were wrong. Even less will they admit that their initial assurances were based on nothing but their own wishcasting. This whole shitshow has been an enormous waste of time and resources and our country has not benefited from it at all. Its advocates have moved the goal posts repeatedly and have even to this day refused to clearly articulate what constitutes a victory and how we’ll know that it’s been achieved.
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Steve Grasso
Steve Grasso@grassosteve·
Glad it worked out, $HII
XYZ@Michael02826582

@grassosteve Fantastic pick when you first mentioned it in the low $200’s. Thanks for helping the small retail investor!

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Josh Young
Josh Young@JoshYoung·
Exxon is saying that oil prices will rise to $150 to $160 in coming weeks
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Consensus Media
Consensus Media@ConsensusGurus·
Hopefully this big premium they’re paying for $TMHC will prove to be better timing than their other purchases of public homebuilders:
Consensus Media@ConsensusGurus

Buffett + Berkshire Hathaway have some of the best housing data available via their ownership of: Clayton Homes (largest manuf housing builder), HomeServices of America (largest resi brokerage in the US), Shaw Industries (largest carpet name), Benjamin Moore Paint, Acme Brick, MiTek, Johns Manville, and Nebraska Furniture Mart (one of the largest volume furniture stores on earth). Despite that, they still managed to mistime their housing trades almost perfectly, blowing almost $200M:

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NWT@nwtSwaps4CL·
@Barchart I guess none of this actually matters
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Barchart
Barchart@Barchart·
WARNING 🚨: Stock Market reaches most expensive valuation in history, surpassing the Dot Com Bubble and the run-up to the Great Depression 🤯👀
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@EricBalchunas @conorsen @DowdEdward @PeterBerezinBCA @LizAnnSonders @StrategasRP @gamesblazer06 @wesbury