Big Fun

@DarioCpx 2 year Treasury rate is well above the Fed funds rate now That has a 100% hit rate for increasing the Fed funds rate, and even this degenerate group of morons should realize and act on that. That's the push for this house of incredibly flimsy cards.

Today is the 13th of March 2020 - Clearly, markets aren't going to crash today, but it's obvious they are standing on the edge of the cliff. After all, history never exactly repeats, but it always rhymes

@mindinpanic @CNBC Yeah, they should just go the American route and use self funded shell companies to pump up fake sales to themselves of product they never actually deliver. That's much easier.

@CNBC stocks plunging on a trillion dollar investment announcement is genuinely funny market logic

Shares of Samsung Electronics and SK Hynix plunged on Monday after reports surfaced that the pair are expected to unveil investment plans worth more than a trillion dollars. Samsung Electronics and SK Hynix will unveil major investment plans of up to 2,000 trillion won ($1.3 trillion) over the next 10 years, the Korea Economic Daily reported. Click here to read more: cnb.cx/4f9IoOU

@CNBC So fake investment and capex news is celebrated here, but makes Korean clueless day traders run for the hills. Fake "markets" can be so confusing.

@AJEnglish But please keep believing that this shitshow that never stopped has stopped, and that everything is fine while nothing is fine. Oh...and don't worry about the Cushing tanks being dry. That's fine.

BREAKING: Ali Akbar Velayati, an adviser to Iran’s supreme leader, has warned Bahrain that Tehran would strike the country with greater force if provoked, saying “a serious warning is being given to the Bahrainis to know their limits.” 🔴 LIVE updates: aje.news/ozn4tx

@_nevrose_ @FinanceLancelot Yes...kind of like, you know, influenza.

@FinanceLancelot covid was actually super contagious and could get you pretty sick.

Catherine Fitts explains why the 2020 lockdowns were necessary to save the system. Basically they locked us down so they could print $6T and prevent hyper-inflation. That's how bad the situation is. There's no solution here. A global reset is coming.

@BasedCapitalLP @DarioCpx Yeah, it's not like they have attacked ships repeatedly and deterred anyone from wanting to cross the Strait. Except for the hundreds of times they have attacked ships and deterred them from wanting to cross the Strait.

@DarioCpx Homie if your oil bull thesis rests on the Houthis you’ve got big problems

Yemen's Houthis are mobilising, not sure why nobody is talking about this, but it looks like rather important in my humble opinion

@DarioCpx But then Axios and WalterLeaks will quote a fake anonymous source saying that Iran is just kidding, and algos can go right back to smothering VIX again.

I don’t think these technical talks are going to happen at all and Iran leadership is going to come out with an announcement confirming this in the next hours reiterating what has been already officially announced on state TV yesterday

@mr__daly @RealJohnGaltFla @DonMiami3 It's hard to tell since the bombs exploding sound the same on the "ceasefire" days as they do on the war days. You know...since they never actually stopped.

@FunTimeChuck @RealJohnGaltFla @DonMiami3 There's been more ceasefire days that actual war days ffs.

The Tonka traders will be out this week and then things will get very thin post Wed

@BartSimian @DarioCpx

@FunTimeChuck @DarioCpx Micro will hit first. Softbank still has a level of implied BOJ support.

SoftBank update: if anyone cares about fundamentals, it’s still 100% overvalued

@DonMiami3 Hey look, the usual lies are working just as well as the usual lies have worked for the last 3 months of this bullshit circus Thanks Barak!

The Nasdaq and KOSPI are basically becoming 1:1, not a good thing long term for the former 🤐

@DarioCpx The good news out of all of this is that algos continue to not give one single shit that Barak is lying yet again about the same thing yet again

I just woke up and saw that the great crude oil price manipulation machine continues to work like clockwork

@EricWHickman @Markzandi Yes, why would consumers with record card debt at record high rates, bankruptcies climbing 14% YoY, can't afford a house, being laid off left and right, and seeing inflation crush their buying power (again) not believe the economy is VERY strong? Oh yeah, that's all why

Economic data is very STRONG right now; the whole reason why inflation is a problem. It has gotten better month after month all year in a very clear way; LDEI, surprise index, coincident index. Reaching for negative things to keep your narrative alive is the worst kind of economics. It confuses the public that trust you.

The raft of economic data released last week isn’t sending off red flares, but it is sending off yellow ones. No red flares because real #GDP is still growing at a 2% pace, with AI and corporate tax cuts powering business investment. But yellow flares because consumers struggle to maintain their spending. Adding to the concern is the fall in real disposable income — the fodder for future spending — which rarely happens outside recessions. And the saving rate is seldom lower. With consumers accounting for over two-thirds of GDP, and business investment less than one-seventh, those yellow flares are getting brighter.

@Markzandi So the "economy" that is actually driven by fake AI projections and suppressing VIX to prop up "stock" prices needs help from consumers swimming in debt, using BNPL to buy cereal, and giving sentiment readings so low they should be read last rites? Seems like a bright red flare

@DonMiami3 The L part of BNPL is about to bite a whole bunch of people squarely in the ass with 22% interest rates. This will not be pretty.

Consumer spending feels like it’s about to nosedive after the 4th

@MacroEdgeRes Just imagine what a shitshow this would be combined with broke consumers, massive household debt, resurgent inflation, hugely bloated "stock" prices, and despondent sentiment readings while oil supply and broad trade is crippled. Yep...that would be a huge cluster fuck.

The Bank for International Settlements (BIS) said on Sunday that "excessive" spending on new AI data centres and opaque transactions risked a financial meltdown similar to the global credit crunch #MacroEdge

@DonMiami3 Klaus Schwab=Scott Bessent=Kevin Warsh=Larry Fink They're all the same bullshit artist in modestly different designer suits.

Outgrow the debt just means become a third world country while 12 people own everything

@DonMiami3 The main difference is that the Kospi is overly dominated by a few companies that actually do have some very modest growth potential...

@punnettsqrcap @TikTokInvestors That is like jumping over a 2 millimeter hurdle

@TikTokInvestors This is probably the best investment advice on tik tok lol why are you mocking this?

@TikTokInvestors Not sure what she is buying that is more egregiously bloated and fake: "stocks" or...the other things.