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What an amazing day with Bill in Oceanside - one for the ages! Canโt wait to get this community back together for the next one ๐ค
#billmurrayob #NFT @projectvenkman @theCHIVE @EnterTheShack_
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realbionicman.eth ๐ฆพ๐
2.5K posts
realbionicman.eth ๐ฆพ๐
@realbionicman
๐ป sarcoma cancer survivor ๐ฆพ bionic disabled thriver ๐ stock investing & trading ๐ web3 community believer & tokenomics funancier NFA DYOR
earth and/or metaverse ๊ฐ์
์ผ Kasฤฑm 2019
609 ํ๋ก์139 ํ๋ก์
@BET99Sportsbook This is 100% a penalty, doesnโt matter initiated contact shoulder to shoulder, crown of helmet clearly hits him in head, can see his helmet move
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Curry just absolutely ROCKED Mendoza ๐คฏ
5 BIG BOOMS ๐งจ
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@ProFootballTalk @MikeFlorioPFT @chrissimms ripping the lions because they lost coaches, saying Goff gets a free pass vs QB like Allen? lol no mention of the historic most injured players on defense last year they get back, completely discounting the players and Campbell ๐คฆโโ๏ธ
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@CalebFranzen @rakeshreddymare QQQ topped 3 months after that then sold off almost 25% ๐คทโโ๏ธ policy on trade has way more impact on inflation than rate cuts at this point with maturity walls coming and general trend in high paying hiring planning to brace for it to sustain margins
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realbionicman.eth ๐ฆพ๐@realbionicman
@CalebFranzen The labor market sucks if youโre not in healthcare or government, crazy consumer debt levels, CFOs are reeling in budgets until liquidity increases and at some point public markets feel it. Gig economy skews jobs data, hardest Iโve seen since 2008 for college ed pro job seekers
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Get a grip.
Every major inflation metric (YoY) is higher today than it was in March and April 2025.
The Fed isn't cutting with accelerating inflation and core PCE at +3.1% YoY.
*Walter Bloomberg@DeItaone
BESSENT: FED SHOULD THINK ABOUT A 50BPS CUT IN SEPTEMBER
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@CalebFranzen @rakeshreddymare 2019-2021 low interest corp debt maturities all start coming due late 2025, HY refi from 5 to 8%, IG from mid 2 to 5% hitting earnings and layoffs w/o proactive cuts to dampen the refi effect from COVID era and prior debt, trade policy is driving any infaltion
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@CalebFranzen @rakeshreddymare The job market is 100% not fine, outside of healthcare/social services high paying โwhite collarโ hiring being cut and layoffs. Interest rates arenโt going to fuel inflation but may soften a crash if it stops the bleeding with high paying jobs that are over extended
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@CalebFranzen @rakeshreddymare Tradโl growth companies have pivoted to FCF positive vs top line growth to hit legacy valuation metrics like rule of 40 bc the growth is not there, largely thru layoffs and effectively just value companies, cuts will rebalance and bring back true growth
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Johnson was in the room when Detroit moved up for Gibbs, Jeanty is the missing piece that makes his offense work, they addressed OL in FA and still can add depth later, Jeanty is the center piece of Johnson success story in Chicago, opens up passing game and fuels whole scheme
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Warren may be best all around football player in the draft, NE needs pass catchers and blockers and he does both, McDaniel made his career with Gronk, take the premiere TE and focus on OL and defense the rest of draft
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NYG have spent by far most time on Colorado to evaluate โsandersโ - also means they have most on Hunter, could see them even trading with CLE up 1 just to secure. In NY agrees to WR role and mixing in on DB packages (15-20% of snaps)
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Carter and Garrett make a devastating rush duo, positional value on edge vs Hunter likely WR primary and playing for 2026 QB, Hunter positional decision WR/CB may be a big issue / drama early in career as well
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@AdamOxsen This mile long thread misses main point, bringing manufacturing onshore in now way means โjobs for middle classโ in the age of AI, the jobs will all be robotic and massive profits for corporations as only way to make products remotely economical for US. New jobs? lol
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Billionaire investor Chamath Palihapitiyaโs interview with Andrew Schulz just went viral.
He exposed the truth about Trumpโs tariffs:
It's more than a trade war...he's completely redistributing American wealth.
Here are the untold secrets of the President's $750B gamble: ๐งต
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@NFL @TexasFootball Love how it hits wr in stride and everyone talking about it not being a perfect spiral lol how many of Peytonโs were perfect spirals? Not trying to compare the two but his release, accuracy, touch, arc and catch ability matter way more
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@elonmusk Daylight savings time is โspring forwardโ so if โitโ is canceled you have to fall back. Choosing โan hour aheadโ would mean permanent daylight savings time not โcancelingโ it. Crazy youโre in charge of killing govt programs but donโt understand daylight savings time ๐ฌ
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@CalebFranzen Really all that matters is jobs, tariffs are a game, pulled forward inventories will crater GDP and maybe force FED to surprise cut on negative print, govt spending is primary driver of inflation so DOGE is a thing to offset tariffs impact on pricing, rate cut helps jobs ๐คทโโ๏ธ
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@patrickbetdavid @ZelenskyyUa He actually simply tried to explain the history of failed cease firesโ/ diplomacy with Russia when told the US wonโt back him militarily anymore for why he was requesting backing if/when Russia breaks the cease fire. Trump/JD response proves theyโre incapable of โdiplomacyโ
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Who the hell does @ZelenskyyUa think he is coming to ๐บ๐ธ as if the country owes you something?
A world leader acting like an entitled kid asking Daddy for a bigger allowance.
Respect to the President & JD for putting him in his place.
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@EventuallyWLTHY All of $hims products are โcompoundedโ with single digit margins, $lly, $nvo, $mrk all with 20%+ operating margins and all in 80%+ gross margin range higher than hims. Compound risk is the issue on top of worse margins
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@CalebFranzen Exactly, if the purpose to cut waste and be more efficient with funding, palantir will be a beneficiary as that is their purpose and value proposition.
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@CalebFranzen Consumers feel the increasing debt payments burden relative to their income, have income security concerns all in the face of inflation risk and lack of interest rate relief with record high debt balances. Things are holding but my can they break fast and suddenly
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This is the impact of persistent inflation.
Household net worth is at all-time highs.
Real incomes are at all-time highs.
Debt service payments relative to income are low... yet consumers are the most pessimistic about their finances since 2013.
Kevin Gordon@KevRGordon
Consumers have not been this pessimistic about their household finances in the next 5 years since December 2013
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Do you think Ashton Jeanty will still be on the board when the Cowboys pick 12th?
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