Casey K 🇺🇸

Iran. Do they make a deal, or not? I know I’m in the extreme minority but, Personally I don’t think they do. The reason being the longer the straight is closed.. they win. Not militarily of course, but they have more and more leverage every single week the straight is closed All they have do is wait. Trump will be forced to escalate militarily and then oil really spikes! $150 + And then Trump will beg for a deal Sad, but true Markets are not a prepared for this outcome ‼️ 💥

@WarMonitor3 Either way Inflation and oil prices will be much, much higher

Will there be a permenant peace deal between the US and Iran by June 30th? Polymarket sees this at just 33 percent despite a ceasefire agreement being place for several weeks now. Will strikes resume, or a long term blockade continue?

@Convertbond Or 4%

Federal Reserve - "We are really committed to our 2% inflation target, we mean 3%." *Special thanks to the Bloomberg terminal.

@TiltFolio See Open Ai Going down the drain =. Harder to round trip revenue

Here's a headscratcher: Why is $NVDA underperforming $SMH to this degree? Historically, the stock led semiconductors - outperforming in bull markets and underperforming in bear markets. Now the stock is down despite all-time highs in semis. What gives?

@Bogachan_1971 Agreed. Inflation running rampant is inevitable Only one thing can kill it Recession

@KlepperCasey Bond and eventually stock markets

This is the yield of 30 Years US Bonds.... You will see different handles this year... like 5, 6 ... maybe 7.. If you had been following me at least for 6 months, you know I had been very consistent on my call on bonds... I spent 30 years in US rates... I can use my observation skills and pattern recognition to make calls on other assets... but US rates had been my bread and butter unlike others for a very long time. Now I will explain why I was so determined about the direction of long end rates.... It is actually mostly about the worst Treasury Secretary US ever had... #Bessent... He believes he is a hot shot macro trader... he is neither macro, nor trader... he was an execution monkey for Soros and later failed hedge fund manager. Catastrophies happen when ego is much larger than the talent... esepecially if one drinks his own cool-aid... which Bessent served #Trump but also drank himself. In trading, there is something called fulcrum... for the entire leverage... it helps the rest to float or go up... u never touch the fulcrum, u don't goose it up to push everything up. Bond market had been the fulcrum of the system after European Integration moved a lot of capital from USD domain and replaced with China dollars... however, China did not fund the eurodollars... instead bought US Treasuries... that's why Libor blew up... Since 2017, China started to get out of US Treasuries as well and now has half of them they used to have... you can see that the dynamics that played betweem 2000-2007 that blew up Libor are at play since 2017 for US Treasury market.... Before talking about what will happen now... let's see why US Treasuries had been the fulcrum for the rest of the markets.... You see that rest of the world, especially China got developed so well last 20 years... they are better than USA in nearly every tecnology... but US stock market is valued more than all markets combined. How? US System developed by NSA since Feb 2009 depends on financial repression. You live with 8% inflation, but told it is 3%... and bonds yield 5%... that means any large corporation can borrow at -2% to -3%... and use that to buyback their shares... EPS always better than expected. This system relied on lies from BLS for CPI and a bond market... If you are a trader, you never fck with this system... but Bessent did and you will see the results... Bessent decided to lower the long end and mortgage rates when economy was hot because we are running over $2 Trillions in deficits 6 years in a row with very wrong rates... He told his scvm friends to buy mortgage bonds to stuff Freddie and Fannie... these svms bought without hedging, so vol and long end got lower and lower.... In his simple mind, he thought he was helping Trump to win in midterms with lower rates... lower mortgage rates... when #IranWar spiked #OIL prices, he panicked and started to manipulate it... that delayed it but not changed the course. Now he is sitting exactly how #FederalReserve was sitting like a duck on September 2007..... In the next 6 months, you will see how a Treasury Market blows up... since Trump is surrounded by charlatans and clowns, they will not be able to do anything to stop it. Save this post and see how it works....you never touch the fulcrum... but Bessent is not a trader.

@MichaelPBento That would be a big shit 💩 I’m more interested in tomorrow and this weekend 👀

@KlepperCasey Today is the end of the month, it's no uncommon to see a shit into close

$6.64MLN worth of SPY 0dte 708P at 11:35AM. What's your dad planning to say Barron?

@TheRealKeean Canada is not Canadian anymore

How hard is it to deport a guy that killed 16 people?

@EricSpracklen Truth 💯

I don’t know who needs to hear this but no one is making Erika Kirk more unlikable than Erika Kirk.

@MichaelPBento @RaccoonOptions lol 😂

@RaccoonOptions They bought at 0.18, don't start jerking off just yet

@genocidalgirl Stupid bitch

This is the vile piece of shit that stopped that Indian from being deported after he wiped out that hockey team Jocelyne Gagné

@DefiantLs Conquerers

All grown ass men. Military aged men.

@LakotaMan1 lol 😂 So cringey

This bitch is fucking weird.

The jеws have a plan for a New World Order and the plan does not include White people, nor White nations. We can see it happening right before our eyes. We are being replaced!

@Maddi0578PG 💯 yes it is!! We are being replaced on purpose. Whites are the minorities

@KurtSchlichter The hypocrisy of the left knows no bounds

The Supreme Court’s just said that you can’t gerrymander by race and all the people who claim not to be racist are really angry that they can’t be racist.

@TruthFairy131 Good 👍

New Zealand says NO to being replaced & colonised by Indians.

@kadmitriev @EDranir It’s coming… 🌊 And nothing can stop it now Even printing more money

Sequence of the 7 waves of the EU/UK crisis tsunami 🌊: May 1. Jet fuel 2. Oil, gas & fuel 3. Fertilizer June - August 4. Food 5. Industry September-December 6. Economy 7. Social & political crisis Awakening & Reset in 2027. 🌩️

@APompliano @Hedgeye $9 gas at the pump incoming

America is now exporting over 6 million barrels of oil per day.

@TylerDurden Absolutely 💯

Everyday on this app one of either a Muslim, an Indian or an African tells me I’m racist. You invaded my home, I never invaded yours. Your lives are better and you benefit from living with us. Our lives are worse for living anywhere near most of you. I’l be as racist as I want, cheers.

@zerohedge Not good

Spending growth is greatly outpacing income