Macro Ghost

@P_Remarks This isn't Europe

Good luck to all retail investors paying taxes on 2025 capital gains that no longer exist

@ArbitrageAndy1 The crazy part is that this pro JD content is all theater. Its not even true

yeah this admin is cooked lol midterms will be a slaughter the communists will regain power and slaughter us GG

@JamesMarsh79 Satire? 🤣

Passed the series 7 today. Man did that exam suck

@alecttrona Gotta let it go atp 🥀 You can tell this was far too intentional.

No notes

@MacroEdgeRes Yea because the bloomberg tanker tracker is a piece of shit

Bloomberg tanker tracking shows no evidence of the eight large oil tankers President Donald Trump mentioned moving through the Strait of Hormuz #MacroEdge

@cap_zay @rantsofmich Its by Vance, but its to pitch him as some peacemaker hero to save the Vance 2028 campaign. Layers to this

@rantsofmich It sounded like it was by Iran

I thought it wasn't true re:vance

@orrdavid Explain the Iran sanctions through this la la land view please

I keep seeing posts about Iran charing a Hormuz toll long term. It just doesn't make sense. Countries don't get to randomly charge tolls like that. And Iran won't be able to just because they are losing in a war, and have no other options. It can only work short term.

@sindap Typical Dimon comment

“Tens of thousands of people need to die (other people’s kids but not mine) so data center private credit pays off at par” — Jamie Dimon

@thun @tracyalloway Yea wtf. Out of all examples she picks the worst one

@tracyalloway Bad news, cause transport is a challenge. But packaging for carrots can be minimized.

I wrote about plastic prices in yesterday's Odd Lots newsletter ahead of today's episode (which you should definitely listen to) Packaging really is an underappreciated driver of inflation, and plastics prices are already spiking You can't buy a bag of carrots without petroleum

@Barchart Stupid title. The Strait is why bonds are trading how they are.

The Strait of Hormuz Is Just a Distraction 👀 The Real Story Is Bonds 🚨 What the Yield Curve Is Saying 🎤 barchart.com/story/news/864…

@PrinceOfFlint The timing of this paired with all the geopolitical events makes it embarrassing. Is this really what we resort to? Especially since you aren’t in college.

Let’s see how this shakes out

@based16z Dumb way of saying gross margin positive, operating margin negative. Typical Saar CEO

@tracyalloway Bloomberg really just lets their people say whatever these days. Unserious behavior

Your daily reminder that the private credit crisis is still unfolding, Apollo is limiting redemptions from one of its biggest BDCs:

@hash_cough @d_gilz Highly underrated tweet. Algo doesn’t get it

@d_gilz Banger

Years of being gaslighted by women has prepared me for this market, Bessent has no power over me

@conksresearch Fell for what? Same comments last week.

@FICMBondTrader If the spring break trip is a pretentious trip because old money enables leisure, the spring break is valid. If it is some middle class draftkings American type of Mexico trip… well…

On group work call “So where everyone kids going for spring break?” -guys answer bora bora / st tropez/ Monaco etc etc typical WASP shit Me: “Did no one ever work a job during spring break?” Every one: “Booo hissss booooooo party pooper booo” Feelsbadman.jpg

@finestcutoftofu @ferretallen Nope, math is much easier on imperfect bracket. Round of 64 is the only place it is equally as impressive.

@ferretallen I did this last year for work by accident and when you think about it it is actually as impressive as a perfect one

I might genuinely have created the first ever completely wrong bracket bro

@scootykins @TavienSt She’s maximizing the hand she was dealt. Cant hate on this

@TavienSt She’s hilarious using the mini Trader Joe’s bag as a full sized bag

Spring break mission #would #spreak

@churrascooooo Ops ?

got the highest rating possible on my performance review and was rewarded with a 3% raise 🤡

@AdCodes_ @kanavtwt Ofc its an Indian account. Indians are OBSESSED with Switzerland

@kanavtwt Like this...i just want to live in switzerland, that's my all time dream in my life❤️ What about you?

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