Edward Quince

845 posts

Edward Quince

Edward Quince

@EdwardQuince3

Katılım Ocak 2019
77 Takip Edilen0 Takipçiler
Edward Quince
Edward Quince@EdwardQuince3·
@TFMetals He's still a clueless imbecile for any type of a solution, but he knows damn well, as we all do, the thing is going to implode.
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Edward Quince
Edward Quince@EdwardQuince3·
@PeakFinInv It's .gov backstopping it all and holding the floor. Since leverage is so high, birth rate so low and productivity so low, the fed has no choice but to be the market. We won't have a stock market correction ever; what we'll have is a sovereign event at some point.
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Peak Financial Investing
Listen to this video twice, and then let it sink in: Paul Tudor Jones explains that, when you're at 232% of stock market cap to GDP (which we are), and you just get a normal PE mean reversion of 30-35% (which typically happens every 10 years), that it would be the equivalent of removing 89% of GDP from the market. The implications of such a move would be devastating. Full report: peakprosperity.pulse.ly/2logetjezo
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Spittin' Chiclets
Spittin' Chiclets@spittinchiclets·
BUCKLE UP. WE’RE IN FOR A BARN BURNER FOLKS! 🍿
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DD Geopolitics
DD Geopolitics@DD_Geopolitics·
Trump posts massive cope after Xi calls the U.S. a "declining nation" during their Beijing summit. "It was only declining under Biden! GOLDEN AGE!!!!"
DD Geopolitics tweet media
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Six Markets
Six Markets@sixmarketsapp·
@unusual_whales Median rent: $602 in 2000. $1,470 in 2024. Rent is out pacing the 106%
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unusual_whales
unusual_whales@unusual_whales·
"The cost of living has risen 106% since 2001," per FORTUNE
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Edward Quince
Edward Quince@EdwardQuince3·
@RVAspeculator @gnoble79 In an economy that MUST have increasingly more credit available just to function and kerp banks solvent, QE has never stopped. We are a socialist economy run by .gov masquerading as capitalism.
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MC
MC@RVAspeculator·
@gnoble79 Stocks will decline about 15-20% and then another massive QE program will happen. And that will just keep happening on a loop forever until Gold is $20,000 per ounce.
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George Noble
George Noble@gnoble79·
"I see so many ghosts. They're already dead. They don't even know it." A 45-year Wall Street veteran just said that about the current generation of finance professionals to me. George Robertson started at Salomon Brothers in 1981 when bond yields were 14%. He's survived every blow-up from Long-Term Capital to 2008 to COVID. And he's convinced a massive reset is coming that will produce RUIN for people who don't see it. I just interviewed him, and let me walk you through the one thing most people in this space fail to understand: The stock market has effectively become a single instrument. Every major quant fund is staffed by the same MIT graduates running the same models through the same filters arriving at the same conclusions. There are maybe 4 or 5 ideas being expressed across the entire systematic trading universe at any given time. The diversity that makes markets function as a price discovery mechanism is GONE. Jane Street just reported $16.1 billion in trading revenue in a SINGLE QUARTER. One firm. 3,500 employees. More trading revenue than JPMorgan or Goldman Sachs. Full year 2025 was $39.6 billion. Lever that capital 10 to 1 across all the major quant players and you're looking at trillions in gross exposure approaching the monthly GDP of the United States. Until something overwhelms that kind of firepower, these firms effectively dictate market behavior. The rest of us are passengers. And that's why markets look so deceptively calm right now. Tight ranges, suppressed volatility, weeks and months where nothing seems to move. But the calm IS the danger. All the mispricing that should be correcting incrementally through normal price discovery is instead building up like pressure in a sealed system. And when it finally releases, it won't be a normal correction where you have weeks to adjust your positioning... It will be years of stored mispricing detonating in DAYS. We've seen the same thing before: In the 1990s, Long-Term Capital Management was so dominant in fixed income that it killed price discovery across the entire asset class. Danish mortgages, basis trades, risk arbitrage, nothing functioned properly while LTCM existed. Normal pricing only returned after they literally collapsed. Now apply that dynamic to the ENTIRE equity market. And the agencies that were supposed to protect investors from exactly this kind of concentration have been gutted. Sherman Act enforcement is effectively dead. The AI industry operates as an informal trust, 3 or 4 companies integrated vertically and horizontally in ways we haven't seen since Carnegie and Rockefeller. Trevor Milton rolled a truck down a hill, called it technology, and got pardoned. Crime pays. So who stops the next guy? Meanwhile capital markets have grown to roughly 4x GDP. When I started in this business they were roughly the SAME size. So when the repricing comes, the damage to the real economy will be multiples of anything we've experienced. Nobody has a clean answer for what to do about this. Not me. Not Robertson. Not anyone being honest with you. But after 45 years doing this myself I know this much: The correction WILL come. Price discovery WILL return. The only question is whether you survive it or whether you're one of the ghosts who never saw it coming.
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Tom Elliott
Tom Elliott@tomselliott·
Shock result in the UK has Nigel Farage's Reform Party winning hundreds of seats as Starmer's Labour Party has already lost 83 percent of those they were defending.
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Edward Quince
Edward Quince@EdwardQuince3·
@TONYxTWO How much you paid to post this kinda thing? Kinda hard to believe that there is no compensation involved and you'd just throw blind trust behind someone you don't know and never met.
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TONY™
TONY™@TONYxTWO·
Filling up my truck and not complaining about gas prices because I trust my president
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Edward Quince
Edward Quince@EdwardQuince3·
@WallStreetMav Canada is so sick of being bent over by bankers that they voted in a central banker as their PM. Really? Either that, OR, there is no point to voting because the system is fixed, which is what I suspect.
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Wall Street Mav
Wall Street Mav@WallStreetMav·
Canadian PM Carney: “It’s my strong personal view that the international order will be rebuilt, but it will be rebuilt out of Europe.” With stagnant economies and ineffective militaries, Europe and Canada are reduced to posting tweets and monitoring the situation.
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Edward Quince
Edward Quince@EdwardQuince3·
@steve_hanke Cuz no one in the financial sector ever lies to keep the ponzi going, especially FT
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Steve Hanke
Steve Hanke@steve_hanke·
Despite all the noise about de-dollarization, the FT reports that offshore dollar deposits just SURPASSED 14 TRILLION DOLLARS. The dollar is FAR AHEAD of any rival and its lead is INCREASING. KING DOLLAR = REIGNS SUPREME.
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Edward Quince
Edward Quince@EdwardQuince3·
@joekent16jan19 Has nothing to do with the 45 year old story of 'nukes', and everything to do with the petrodollar. USG knows nothing else other than to lie.
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Joe Kent
Joe Kent@joekent16jan19·
Continuing the blockade puts far more pressure on us than on Iran. Iran has proven it can endure economic pain—it has been doing so since 1979. The blockade will not force Iran to abandon uranium enrichment, ballistic missiles, or its proxy networks. Instead, the blockade is hurting the American people and creating serious domestic pressure on POTUS: Gas prices will continue to rise as we head into the midterms, harming the working class voters who overwhelmingly backed Trump and Republicans—putting GOP majorities in serious jeopardy. Staging three carrier battle groups plus a massive build up of airpower in CENTCOM to enforce the blockade is unsustainable—it hands an emboldened IRGC ample opportunities to strike U.S. forces and drag America back into war on Iran’s terms. The global fallout only increases the pressure on us, not Iran: Beyond the oil and gas crisis, the blockade is now triggering a global fertilizer shortage that will cause major food security crises and potential famines in vulnerable regions. The smarter path is clear: withdraw, declare victory, and use sanctions relief as our negotiating leverage with Iran. This resets the talks on our terms, avoids war, and prevents further escalation of the energy crisis at home and abroad.
Joe Kent tweet media
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Edward Quince
Edward Quince@EdwardQuince3·
@RT_com This is the reason why 200% tariffs exist on Asian EV's, because they are better, less expensive, & don't have a bloated pension involved. Tariffs are an admission of failure, not prudent action. How great the world would be if we didn't have to punish all to protect some ppl.
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RT
RT@RT_com·
For the average price of 1 car in the US, you could buy 5 new Chinese EVs — Reuters Average new US car: about $51,000 Many Chinese EVs: $6,000–$12,000 Over 200 EV models under $25,000 in China Footage shows BYD's mega-factory for EVs in Zhengzhou, China
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Edward Quince
Edward Quince@EdwardQuince3·
@EdmontonOilers @RogersPlace First shift of the game was priceless. 29 doesn't get a perfect pass 20 seconds in, goes to bench to whine and suckle, Dickie takes it down and Kappy scores. The 'leaders' are full on babies. This team will never win. Can't believe I keep watching, you'd think I'd learn.
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