fejau
26.3K posts
fejau
@fejau_inc
Head of content @blockworks | Podcast @forwardguidance
Canada Katılım Mayıs 2015
1.2K Takip Edilen83.6K Takipçiler
@fejau_inc The new scotus ruling is starting to be priced in
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i really really really really really really want an isda
Nick G.@nickgiva1
Highest close 30yr real yields since...2002. Welcome to my world, Gen Zs. You ain't never seen this 😂
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If Powell had hiked 3 to 4 months earlier inflation would have been the same.
Hiking earlier wouldn’t have changed the Covid shock and it wouldn’t have changed the oil shock from the Russian invasion.
The policy lesson should be that the Fed can’t control first order inflation in the face of big shocks, but it can, if credible, control inflation expectations.
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@ZeMirch @CryptoEthan Have you never been in a Uber Tesla?
Possibly the worst experience on earth
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Video version riffing on my article yesterday
Forward Guidance@ForwardGuidance
The consumer runway is disappearing. @fejau_inc argues spending has been held up by tax refunds, rising asset prices, and balance-sheet leverage. “If gasoline prices stay this high and consumers deplete those tax refunds, shit’s gonna start getting real.”
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There have been a few guys in front of this move along the curve for weeks
@MacrostratPB
@qthomp
@TraderBillyAU
@discoverytrader
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Blockworks Research on Bloomberg
zoomer@zoomerfied
[ ZOOMER ] CME AND NYSE ARE PUSHING THE US TO REGULATE HYPERLIQUID, DUE TO CONCERNS ABOUT MARKET MANIPULATION AND SANCTIONS EVASION: BBG
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We were just talking about the berries on @ForwardGuidance the other week and now this comes out @Tyler_Neville_!
Oasis@oasishealthapp
Children living near Driscoll's strawberry farms have a 38% higher childhood cancer rate than average. But Driscoll's can't be sued for any of it. They don't own a single farm, grow a single berry or apply an ounce of pesticides themselves They are a genetics and marketing company making $3 billion a year, licensing plant patents to over 700 farms and taking a cut. Their president said it himself: "Driscoll's is not involved in the fruit farming" Researchers identified 13 pesticides linked to childhood cancer when sprayed within 2.5 miles of a home. 98.5% of those leukemia-linked pesticides were applied in Watsonville, California (Driscoll's main strawberry operation). - Schools sit just yards from the fields - 41,000 lbs of pesticides applied within 1 sq mi of an elementary school - Pesticides linger in the air for up to 72 hours Driscoll's is currently #1 strawberry in the U.S. Check for pesticide testing on the Oasis app
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These yields are not even high
≈ nominal gdp growth would be a good starting point
Sonu Varghese@sonusvarghese
Looks like the bond market is reminding everyone that the Strait remains closed* 2y yields: 4.05 10y: 4.54 30y: 5.09 * And China isn’t going to do anything to help open it up
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@maruushae That doesn’t matter for the coupon you receive if you hold to maturity only matters if you trade it
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well a bit falacious, it been going up only since covid, but also it was going down only for 3 decade
Ansem@blknoiz06
all you need is $20M to make $1M/year for 30 years that sounds like a damn good deal to me
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@fejau_inc @Credib1eGuy I feel more confident about a gold top in this area considering the RSI breakdown and fib rejection
silver looks less bad but also could be cooked here
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fejau retweetledi
NEW ROUNDUP: The Consumer Cushion Is Almost Gone
We Cover:
🔸 Main Street breaking
🔸 Earnings exploding
🔸 Who removes the punchbowl?
🔸 Children’s fundraiser & more!
@Tyler_Neville_ @qthomp @fejau_inc
Links Below ↓
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