@LanceRoberts @adamtaggart Taggert is usually more thoughtful than using words like "implode". It is too big a system for sudden crash. It will just bend and stretch.
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Vonhayek
1.1K posts
Vonhayek
@HerchLL
Free person
Katılım April 2022
109 Takip Edilen40 Takipçiler
2026 Yıllık Özeti
@HerchLL hesabının Twitter yılını gör
@adamtaggart No, Adam. That's not how it works and that isn't what yields are currently responding to.
Bunker Hill Village, TX 🇺🇸 English
Think of the US economy as a submarine, with bond prices as depth & bond yields as pressure
The deeper bond prices drop, the lower GDP growth becomes
And just as the lower a sub sinks, the higher the surrounding sea pressure becomes -- so does the pressure on the economy rise as bond yields increase
In both cases, there's a point where the pressure gets so high that things implode
With a submarine that = hull breach & dead sailors
With the economy that = recession, mass layoffs & credit crisis
The key questions to ask now with yields rising fast: Where is the implosion point? and How close to it are we?
The Kobeissi Letter@KobeissiLetter
The bond market situation is crazy. While everyone focuses on AI, US borrowing rates just hit the highest level since June 2007. Credit card "serious delinquencies" are at the highest since 2010 and mortgage rates could near 8%. What's happening? Let us explain. (a thread)
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@MattWalshBlog You seem to forget Biden Pardon Fauci. Left republicans impotent.
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I'm not despairing at all. I just am not impressed by the theatrics of Republicans in congressional hearings trying to go viral but then not actually doing anything legislatively or otherwise to advance the agenda. But if you're still impressed by their performative bullshit, good for you. Go enjoy it.
captive dreamer@captive_dreamer
At the end of the day these podcasters have nothing to offer you but despair. That's actually exactly what they want - you to tune in to DESPAIR. This is a SIN. Reject this.
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@MattWalshBlog Firstly, Biden pardoned him, for all acts. Secondly, congress can't arrest anyone. Lastly, Trump is deep into the pro-vaccine.
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I’m not impressed with these hearings where Republicans traipse some corrupt scumbag out and yell at him for three hours. Yeah, he’s a corrupt scumbag. I agree. So why isn’t he under arrest? Why isn’t he facing any real consequences? Why aren’t you actually doing anything?
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@LanceRoberts @SoberLook Net or gross revenue? Capex is paid from Net, not gross. What are the margins/Opex?
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The has been a tremendous amount of commentary from the "AI is a Fad" crowd, and its all a bubble, that companies can't generate revenue from it. On the contrary, revenue has now overtaken the investments being made into it.
h/t @SoberLook
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@FreddyLA7 not sold on the safety protocols in place here, standing infront of guns like that.
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Can't believe I'm about to defend Carney, but it has to be said. Blaming him for this past year of weak-to-zero growth is dumb.
The past 10 years of Canada's GDP growth have been 'fake'. It was due to immigration, which accounted for 75% of the growth in headline real GDP.
Carney has ended the open-borders experiment, which is a good thing, and I applaud him.
But that means that growth will be tied to productivity growth, which is in the toilet. Canada's productivity growth is in the toilet, in part because of many of the policies Carney championed, namely, the destruction of the global fossil fuel industry. If you are going to slag him off, I implore you to be more precise.
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@jlantunez Are you using normal or log normal or pareto distributions?
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Dice que "Messi es 1 de cada 570 millones de jugadores de élite ".
Lu₭₭e@Lukketex
Me crucé con esto, Messi está casi 6 desviaciones estándar por encima de la media de delanteros de grandes ligas en cuanto a goles y asistencias en 90 minutos. Estadísticamente es prácticamente imposible que vivas para ver a alguien así
Español
This is what makes me doubt the idea of “IQ” as a meaningful construct. I work in elite academia and honestly don’t see a lot of variation in raw intellectual horsepower, either among academics or in comparing academics to non-academics. 1/
Jonathan Fine@jonathanbfine
@judithslutler69 academics are completely ordinary people in every possible way
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@dailydirtnap Long duration bonds are a melting ice cube. There may be a trade in there but to hold is madness.
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Bonds are very, very underowned.
Be truthful: how many of you have the "40" in the 60/40 portfolio?
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If there was a monkey that accumulated millions of bananas and then gave them all away to unrelated monkeys and none to their children, scientists would study that monkey to find out what the hell is wrong with it.
👑 J³ABz👑@Jabz_CFC
Daniel Craig's daughter won't receive a large inheritance from her dad, as he finds inheritances "distasteful" and does not "want to leave great sums to the next generation." He told Insider, "My philosophy is to get rid of it or give it away before you go."
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Is New Jersey the most underrated state in the union? I think it really might be.
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@yogeshtwet Japan did not surrender unconditionally. The emperor's future role was an accepted demand from Japan.
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@acoyne @oldcanadaseries Without federal oppression Alberta would be even greater.
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Wait, so ALBERTA IS BOOMING … under the oppressive federal yoke? Under the Nine Bad Laws? You mean the richest province in Canada is getting even richer? Clearly there’s no alternative but to bust up the country.
I’d respond directly but the premier’s chief of staff blocked me.
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@PeterSchiff Can't you call it what it is? A bull market correction. Has been seen in gold often.
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As the endless war with Iran re-escalates, gold and silver are once again under pressure. Gold just broke below $4,200 and silver is approaching $64. But the bullish case for precious metals actually got much better because of the war, and the longer it lasts the better it gets.
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Of the ~36,000 well bores in the Middle East ~10,000 of them have been shut-in resulting in production down ~12MM Bbl/d. Sultan Al-Jaber of the UAE said will take at least 4 months to return 80% of supply. An oilfield service co. warned me of >700k bbl/d of potential capacity damage. Yet, a journalist today writes of a "flood" in a matter of weeks. No wonder consensus is so bearish!
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Question for the 6% of Albertans who want us to become a US resource colony: why not just go there and make a refugee claim?
You’ll be hosted in a lovely ICE detention facility while the Trump Administration determines whether you really are being oppressed in Canada by the “globalist deep state,” or whatever.
Polling Canada@CanadianPolling
Alberta - Independence Polling: 🔴 Remain: 73% 🔵 Independent: 15% 🟠 Join The US: 6% Leger / June 1, 2026
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You can either buy the S&P 500 at all times highs or you can buy Bitcoin down -42%.
This is an intelligence test.
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@HerchLL karşılaştırmaları
@herchll vs @lanceroberts @adamtaggart vs @herchll @herchll vs @mattwalshblog @herchll vs @soberlook @freddyla7 vs @herchll @herchll vs @richarddias_cfa
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