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Black Swan, Crossing Over Into the Banana Zone
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Black Swan, Crossing Over Into the Banana Zone
@MarketsPuke
The lunatic is on the grass The lunatic is on the grass Remembering games and daisy chains and laughs Got to keep the loonies on the path
United States Katılım Şubat 2021
324 Takip Edilen2.9K Takipçiler
@EricSpracklen @mtmalinen Because of the divorce you 🤡
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Because the entire stock market is about to collapse.
Coin Bureau@coinbureau
🚨 BILL AND MELINDA GATES FOUNDATION HAS OFFICIALLY DUMPED 100% OF ITS $MSFT MICROSOFT POSITION. Why?
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@bryce_spalding This is probably pound for pound the best lineup all year.
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That’s a big, strong statement toward TJ Friedl.
Cincinnati Reds@Reds
The Ohio Cup. Powered by @PNCBank
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@DannyDayan5 @lime_liquid I live on the right side of the K, but I can tell you looking around, gas prices, food prices, general prices aren't stopping anyone. There's more traffic now than ever, the restaurants are full, housing projects going on in the middle of a supply shock. It's all wild.
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@MarketsPuke @lime_liquid One 1% pullback does not change a thing!
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It was never just about supply shocks.
I warned clients repeatedly to hedge risk assets with bond shorts.
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@DannyDayan5 @lime_liquid In the words of my buddy, Cheeseburgers will be 25$, but the thing is , folks will still be pounding them at that price. lol.
To your point, it's all still way too loose.
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@lime_liquid Overheating economy, FCI, credit expansion, supply shocks, you name it, we have it all in the pipeline.
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@EconstratPB This shit is as predictable as the sun rising.
But we're about to get flooded with it.
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Sure it is. It means the labor market is bouncing and all the claims that real consumer spending is crashing are backward looking nonsense.
David Scutt@Scutty
What's going on in long bonds is defintely not bullish risk
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@EconstratPB Man, first time I was on the subcontinent, many eons ago, first thing I did was get massive jet lag, the second was getting sick on eating too many "juicy" mangoes.
There's nothing like them on earth.
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@bryce_spalding I’m old enough to remember the “he’s gonna be Hinds” takes.
🤡
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YouTube
QME
We front ran no more cuts in 2026 at the start of the year.
We front ran an extended pause a few months ago.
Now we are front running a hiking bias as soon as the June FOMC.
Stop coping. Get after it.
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@EconstratPB This is all very simple to understand.
I really think the problem is many of these 🤡 are stuck and mindfucked by a regime that’s long gone.
I see it everyday on this app.
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The positive earnings impact negative overwhelms the inflationary one.
Imagine getting a 50% raise but inflation goes up 2 percentage points.
Do you care?
Scott Nations@ScottNations
March PPI revised upward from +0.5% to +0.7%. April PPI expected to be +0.5% and came in at +1.4%. And the stock market is mostly unchanged. Make it make sense!
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@HodlMagoo But not nearly as excited as you are that I have finally responded to you after the several months of you trying to get my attention…😉
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Are you all as excited as I am for tomorrow’s tweets from the Usual Suspects about how Xi upstaged Trump?
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Black Swan, Crossing Over Into the Banana Zone retweetledi
Black Swan, Crossing Over Into the Banana Zone retweetledi
MAMDANI SCRAPS PLANNED NYC PROPERTY TAX HIKE IN REVISED BUDGET
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@folksitsover @unusual_whales “I ain’t going with em”
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BREAKING: Reporter: “To what extent are Americans’ financial situations motivating you to make a deal? [with Iran]”
Trump: “Not even a little bit…. I don't think about Americans’ financial situation”
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congrats on your incredible start to the season, JJ. Here’s a relegation in the lineup so we can get TJ Friedl more ABs than anyone else.
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Will play “lineup bingo” with a lot of people outside of his 2 best hitters and his .267 OBP leadoff hitter.
Cincinnati Reds@Reds
Tuesday evening at GABP Powered by @PNCBank
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