30A Macro

@DowdEdward @DonMiami3 99.98% of X....

@DonMiami3 The other thing I love is folks have no idea what managing a large amount of AUM is like…it’s not day traded.

We’re at the stage where we have people selling $7/month courses on options trading calling Berkshire’s $400 billion cash pile foolish. What a unique & stupid time this is.

@AndreasSteno @PeterMallouk @charliebilello They always forget that point...and taxes.

@PeterMallouk @charliebilello I guess you have to consider a running yield on that usd??

Inflation is the silent thief. Over the last 30 years, it cut the value of $1 in half. But $1 invested in the S&P 500 became nearly $9 – AFTER adjusting for higher prices. That’s the power of ownership.

@PauloMacro He knows better, but he must parrot the party line. Tough spot for a guy like him...

Hard to believe he used to run money - either he knows better about how futures mkts work and is lying to himself and the audience, or he has no clue. These are mutually exclusive, and neither makes for a good money manager

@PauloMacro The second Airline @POTUS has bankrupted. So much winning….@SecScottBessent please talk sense into 47… this senseless war needs to end. The world economy needs your intervention.

the last shot where the wheel fell off was fuking epic x.com/WallStreetMav/…

@biancoresearch Isn’t that 13mph? OMG

This is as significant as when Roger Bannister broke the 4-minute mile in 1954.

@GaryKaltbaum The fact that this is a public company and that it has a following speak volumes about American decline

Stupidest rumor in the business. Made up.

@biancoresearch He killed their incentive to win.

The Mets are now 0-10 since this happened.

@SecScottBessent @RolandLescure @G7 I’m sure they quickly surrendered!

Yesterday, I met with French Minister of Finance @RolandLescure to discuss ongoing economic cooperation between the United States and France. We exchanged views on collaboration in areas such as critical minerals and multilateral economic priorities in advance of upcoming @G7 and @G20org discussions, and I highlighted my strong support for this week’s G20 event on financial literacy. I also pressed France to lead the EU’s efforts on pressuring Iran to end its destabilizing threat.

@SecScottBessent Best Tsy Secretary in 50+ years!

Read more: home.treasury.gov/news/press-rel…

Yesterday, I met with UAE Minister of State for Financial Affairs H.E. Mohamed bin Hadi Al Hussaini to discuss ongoing economic and financial cooperation between the United States and the United Arab Emirates. We exchanged views on regional economic developments and reaffirmed our commitment to stability and strengthening our partnership on shared financial priorities. We also discussed the importance of maintaining maximum pressure against Iran.

@nicksortor 25th

🚨 NEW: President Trump has DELETED his post with an AI image portraying him as Jesus Christ, following intense backlash. The right move.

@PolarityRadio That is the most sensible thing you have ever said

When Trump says he will bomb Iran back to the 7th century he is actually aiming in the wrong direction. He will bomb them in to modernity.

@zerohedge @grok what does this article predict

Goldman: Stocks Face "Final Battle" As Hormuz Outcome Decides The Game zerohedge.com/markets/goldma…

@nicksortor Epstein lister for sure

🚨 BREAKING — IT’S OFFICIAL: Eric Swalwell has DROPPED OUT of the race for Governor of California following exposés and credible r*pe allegations GOOD RIDDANCE, LOSER! Enjoy unemployment! 🔥 I’ll still be supporting CRIMINAL indictments against ya, bud.

@DowdEdward I partially agree, but 25th Amendment just to be safe

Grok says it’s real.

@Suzierizzo1 Criminal

Describe Jared Kushner in one word! 🤬

@elerianm Again, so many words, without drawing a conclusion.

On the Blockade of the Blockade: Who is at incremental risk from the US blockade of the virtually complete blockade by Iran of the Strait of Hormuz? Iran, which risks losing the income generated by its oil exports and the "tolls" it charged the few “friendly ships” previously allowed to transit the Strait. Importing Nations: Countries—such as China and Pakistan—that had been able to secure passage for some oil imports. The US, which is committing more military assets to police its blockade, is also increasing the risk of direct kinetic engagement. The Global Economy: Companies, countries, and households worldwide are facing the burden of what is likely to be another leg up in the price of energy, helium, fertilizers, etc... #economy #markets #middleeastwar #hormuz #blockade

@liqian_ren @zerohedge Ours looks bigger than theirs

From Chinese social media 😂

@LynAldenContact @LawrenceLepard It’s official, I’ve been diagnosed with TDS.

"You're not blocking the strait, I'm blocking the strait." "No, I'm blocking it. I got here first."

@dotkrueger Ive caught TDS….

Plus: $100 oil. Huge hit to US economy. Midterms are toast. "Leadership excellence" on this one.

Trump announces blockade of Hormuz. Which the Iranians have been blockading for 1 month. A blockade of a blockade. 4D chess.

@AndreasSteno This either makes it ROW against Iran or ROW against US to get it open. Maybe both. We just made Iran everyone's problem - I think that's the strategy, if there is a strategy.

I am obviously mostly joking but will be interesting to see if any bilateral deals can be made here. Not looking good right now admittedly

So the goal is now to close the strait or?