
$A 𝕏
2.2K posts

$A 𝕏
@MacroMoneyy
Cash flow, cycles, and chaos. ————————————————————————Macroeconomics enthusiast.
Katılım Eylül 2019
1.2K Takip Edilen579 Takipçiler

Oh yeah 😂
Eg: September 2009 - unemployment rocketing to 10%, core inflation basically dead… and this guy was out here preaching we better start hiking rates early or well get wrecked by inflation from all those excess reserves.
Quote: “If policymakers insist on waiting until the level of real activity has plainly and substantially returned to normal… they will almost certainly have waited too long.”
Full speech federalreserve.gov/newsevents/spe…
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@MacroMoneyy Seriously?! I just know they use Warsh to crush the silver rally in January.
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How? It could be the best directional market ahead. It is a trading environment very desirable for options traders, who could achieve stellar performance any commons or futures traders dare to dream of. It doesn't mean you go all-in on 0DTE or weeklies. Still have to focus on set-ups, R/R and stocks with more upside potential. You have to be aware of the potential of such trading environment but trading it successful requires the usual discipline.
I still remember I lost dearly during Q1 2019 when I got macro right (QT to QE) but went overly aggressive. It was my best lesson in a while.
VincentAntonFreeman@vincentinvests
@data168 How
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@robotaxi Aptera has 120-130 Wh/mi, although they're not (yet) certified, I think. They produced only validation vehicles for now.
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$A 𝕏 retweetledi

Is The Bond Market About To Break Washington zerohedge.com/markets/bond-m…
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@TeamZissou @TravelGov @StateDept No but if s suspect case (caught by screening) landed in Ks I’d want them transferred to the University of Nebraska Medical Center (UNMC)/Nebraska Medicine. Having one entry point and using it to only screen from 3 countries is a recipe for disaster.
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As of May 21, 2026, all U.S.-bound American citizens and lawful permanent residents (LPRs) who have been present in the Democratic Republic of the Congo, Uganda, or South Sudan within 21 days of arrival in the United States must only enter through Washington Dulles International Airport (IAD) for enhanced screening. The U.S. Centers for Disease Control and Prevention (CDC) and the Department of Homeland Security’s (DHS) Customs and Border Protection (CBP) will apply enhanced public health screening at IAD in response to the Ebola outbreak. The Dulles requirement applies to all passengers, including U.S. citizens and LPRs, who were present in those countries. Please be prepared for flight changes or cancellations. travel.state.gov/en/internation…

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Just wow!
Now I really don’t know if the future of AI is AGI or agentic AI. I just know it means more chips from $AMD and $NVDA.
Timothy Gowers @wtgowers@wtgowers
If you are a mathematician, then you may want to make sure you are sitting down before reading further.
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@MacroMoneyy @Hedgeye 0.82% is not plunging. Thats all Im saying. Clear reaction though yes
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@PaulieWahlnutz @OverdueDaily Im not advocating for one but we are due for a spanking… lets be honest.
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@MacroMoneyy @OverdueDaily Yeah, a global recession sounds AWESOME 👌
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BREAKING: Iran's Foreign Minister Araghchi responds after President Trump says he is considering resuming the Iran War.
Full Statement:
"Months after initiation of war on Iran, US Congress acknowledges loss of dozens of aircraft worth billions. Our powerful Armed Forces are confirmed as 1st to strike down a touted F-35. With lessons learned and knowledge we gained, return to war will feature many more surprises," he says.
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This is unusual:
The S&P 500 has now seen 29 trading days where the index moved opposite to overall market breadth, the most through the first 93 trading sessions of any year on record.
In other words, on many days when the S&P 500 closed higher, more stocks actually finished lower than higher, and vice versa when the index closed down.
This is also the 2nd year on record with more than 20 such sessions through this point in the year.
This comes as only 10 stocks have accounted for ~70% of the S&P 500’s 16% gain since the March 30th bottom.
At this pace, the market will experience 79 sessions like this until the year ends, setting an all-time high.
By comparison, the current full-year record is 57 trading days seen in 2024 and 2025.
A handful of tech stocks are driving the entire market.

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@OverdueDaily @KobeissiLetter Not necessarily if it creates demand destruction.
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@KobeissiLetter Oil is already at $110. A second round means $130+ and that inflation number goes from bad to ugly fast
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$A 𝕏 retweetledi

@OsintBalkans Ukraine doesn’t even recognize Kosovo. They consider it part of Serbia. Unfortunately.
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Ukraine and Kosovo deepen military ties in drone and long range missile program.
Admirim@admirim
The world's largest military cargo aircraft in service, Ukrainian Antonov An-124 Ruslan, has landed at Prishtina International Adem Jashari, Kosovo. (via Prishtina Airport-spotter)
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In 8 years I have not missed FOMC 1 time. Good luck to Jerome Powell! 🤝
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump's Fed Chair nomination, Kevin Warsh, has been approved by the Senate Banking Committee and will advance to the full Senate vote. Today, at 2:30 PM ET, Jerome Powell will give his last Fed press conference as Fed Chair.
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