Lenore Elle Hawkins 🇮🇹🇺🇸🇮🇪

@JonnyRoot_ Right, because being critical of policies is soooo un-American 🤦‍♀️

“It brings up mixed emotions to represent the U.S. right now… Just because I wear the flag doesn't mean I represent everything that's going on in the U.S.” - Team USA Olympic Skier Hunter Hess The anti-ICE, liberal athletes are already insufferable at the Olympics… If you’re not proud to represent the red, white, & blue, stay home.

I have a whole new level of respect for @CarloCalenda. Bravissimo!

@EricLDaugh Who the hell is “they!?” This was one very troubled person. There is no they! Stop turning this into something it isn’t! Be responsible for God’s sake! Stop this nonsense.

🚨 BREAKING - STEPHEN MILLER JUST WENT OFF: "WE are the ones who build, who create, who lift up humanity. You thought you could KILL Charlie Kirk? YOU HAVE MADE HIM IMMORTAL!" "They cannot IMAGINE what they have AWAKENED! They cannot conceive of the army they have arisen in all of us!" "And now millions will carry on his legacy! And we will devote the rest of our lives to FINISHING the causes for which Charlie gave his last measure of devotion." "We stand for what is GOOD, virtuous and NOBLE. And to those trying to incite violence against us? ... What do YOU HAVE? You have NOTHING, you are nothing. You are wickedness, you are jealousy, you are hatred, YOU ARE NOTHING. You can build nothing, produce nothing, create nothing." "You cannot defeat us, slow us, stop us - we will carry Charlie and Erika in our heart every single day and fight that much harder because of WHAT YOU DID TO US." "You have no idea the dragon you awakened...how determined we will be."

@mfbmilano @CarloCalenda Dude, you have no clue what you are talking about. 🤦‍♀️ Ovviament conosci poco l'inglese...forse meglio se parli solo italiano and leave the english commentary to those who actually know the language

@CarloCalenda Non è esegesi, è più semplicemente uno slang. Ma tanto siamo abituati al vostro provincialismo, quindi continua a parlare del niente.

Riccardo, che risposta stupida. Noi siamo presenti a tutti i pride senza bisogno di insolentire e fare allusioni volgari e sessiste. Così come critichiamo il governo senza fare buffonate come vestirsi da fantasma in aula. Tutta roba autolesionista e anche un po’ ridicola. Buona strada.

@robin_j_brooks And I noticed that that you make no mention of Germany, a major exporter, benefiting from an artificially weak currency thanks to nations like Greece, Italy, and Spain, that are in turn forced to contend with an artificially strong currency.

@robin_j_brooks Digging into the details, Italy has the fifth highest tax wedge for a single worker with no children and is way above the OECD average.

Look at Italy. A country with lots of wealth that can and should be taxed. But that doesn't happen. Instead, Italy asks for periodic ECB help to keep its government bond yields low and - on the side - enthusiastically blames all its problems on German mercantilism. Such chutzpah.

@robin_j_brooks And let’s not forget about the impact of VAT

@robin_j_brooks When it comes to being taxed as “wealthy,” Italy sets the bar ridiculously low and has a marginal tax rate at a lunactic level.

@KonstantinKisin @elonmusk Any economist who says this is sustainable failed math.

What Elon Musk is doing is genuinely heroic. He will win no friends in politics and will be ostracised by the current administration. But he is totally right. We (the entire Western world) simply cannot go on pretending our way of life is sustainable. Historically, countries build up surpluses in peace time and then go into debt to fight wars. We are going into more and more debt during peace time. Clever economists will tell you this is sustainable. It is not. And someone has to do something about it.

@dards98 Sometimes we have to make a family for ourselves because the one we were born into isn’t right for us. I’m so sorry they did that, but so happy you chose you 🤗

After 26 years of hiding my sexuality, I finally came out to my family today. And now I no longer have a family. At least from now I can say I’m choosing me. Happy pride month ❤️

The world may be imploding but it’s the best Twitter day ever.

6/ The rally is real But not broad & not stable And it’s not built on confidence. It’s built on hope, expanding multiples, and momentum. If bullish, know what you’re charging into. open.substack.com/pub/ellesexplo… #markets #tariffs #economy #investing #GDP #PMI #NASDAQ #macro #trading

5/ Meanwhile… 📉 ISM PMI: 48.5 (contracting) 📉 Caixin PMI: 48.3 (biggest drop since Sep ‘22) 📉 OECD slashes US growth forecast from 2.8% to 1.6% 📉 Import/export data is so distorted it’s useless

🧵1/ The bull is back. Markets have rallied hard since April 8. Mega caps are ripping. Data center and power gen stocks are exploding. But under the surface? It’s chaos. Uncertainty. And tariffs. Lots of tariffs. Let’s unpack it. 👇

Short attention spans aren’t just a TikTok thing anymore… • Market gains without market breadth • Magnificent 7 running the show • Dollar weakness accelerating • Greed index flashing green open.substack.com/pub/ellesexplo… is

The S&P 500 Growth Index outperformed Equal Weight by 1.5%, a red flag for market breadth. This kind of narrow rally has only happened 7 times since 1990 — and 5 of them were in the past 2 years.

📈 The market closed in the green yesterday… but it wasn’t healthy. The S&P 500 rose even though 204 more stocks fell than rose. That’s like winning a race with a broken ankle — impressive, but not sustainable. 🧵 Let’s unpack the market’s strange split ⬇️