Gmansaid, 1A,2A
3.1K posts
@GaitherRobert
Follower of Christ, Husband, Father, Grandfather, Class II Armorer, High Awareness, Extraordinary Intuition, Patriot, Former Soldier, Conservative, Trump, Texas
@sneako He spoke about Islam constantly to Eva and her sister. He knew it was the truth much like the best men of Europe. I even wrote an AI bot to help educate people about it all. Meet Uncle, one of the HEROES of the Last Battalion. lastbattalion.com/game/rooms/arm…
PSA: If you’re more publicly outraged with figures like @RealCandaceO than you ever were about Jeffrey Epstein, and the predator class, you have been programmed perfectly.
NUEVO: 🇮🇱🇺🇸 El primer ministro israelí Benjamin Netanyahu dice que Marco Rubio le prometió que destruirá la Corte Penal Internacional por él: “Hablé ayer con el secretario de Estado Marco Rubio, y una vez más me reafirmó la intención de Estados Unidos de actuar con fuerza contra la Corte Penal Internacional (CPI). La CPI pone en peligro la justicia en todo el mundo, y también amenaza el derecho de los estados democráticos y soberanos a ejercer su soberanía. En efecto, busca someter su seguridad a las decisiones de un grupo corrupto en La Haya.”
Navigating the markets is going to be particularly challenging over the next 3 weeks, and rest of the year looks especially bleak POSITIVE: AI trade is starting to show life after experiencing a nasty sell-off since late June; Increased capex guidance is its life-blood, which $GOOG just confirmed and is expected to continue next week with earnings due from $META $MSFT $AMZN NEGATIVES: - The macro environment is getting progressively worse: yields are screaming higher and gas prices are almost back to May’s peak levels - The cause of this (Iran War) doesn’t appear to have any end in sight, with now even @marcorubio taking a page from Trumps playbook saying “Iran is dying to make a deal” yet they strike ships crossing the Strait every single day and @mb_ghalibaf continues to constantly troll the U.S. - FOMC meeting next week (7/28-7/29) will be important to watch, with market anxious that the Fed may hike rates; A hike is very unlikely but Warsh comments will likely scare markets - Most importantly, the next CPI release is 8/10… while inflation indicators came in soft for month of June, it is highly likely CPI for July will show a MoM increase given the substantial rise in gas prices… My expectation is the next CPI print will scare markets and market will begin pricing in rate hikes again, which will start the next market sell-off. It won’t just be AI either, i’m talking the entire S&P… Combine this with the fact Midterm elections will start hitting the news cycle headlines next month as campaigns begin, the uncertainty from who will take power of House/Senate will also hurt markets I won’t be touching my long term bags as I’ll hold these thru any volatility, but there is a chance I dump my $AVGO and $GLXY bags in next 2 weeks to raise cash / go short on some over extended AI names following this relief bounce as we prep for remainder of year
