Pajama

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Pajama

Pajama

@PajamaInvest

Investment talk and analysis. CIO of Clearview Capital. Tweet are opinions not financial advice.

Twyford, Berkshire U.K. Katılım Ekim 2011
640 Takip Edilen122 Takipçiler
Pajama
Pajama@PajamaInvest·
@Ben__Rickert Some of this I could get behind, but what data are you looking at to show that this could be a probable outcome?
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Ben Rickert
Ben Rickert@Ben__Rickert·
In the next few months all paper asset markets will fail. Stock markets will start a long-term secular bear trend and stocks will collapse. Bond markets will come down dramatically. No borrower whether a sovereign or a corporate will be able to afford to repay their debts. Bond markets will crash and interest rates will skyrocket dramatically just as they did in the late 1970's. Real estate values will fall off a cliff. Gold and silver will shoot to the moon. Good luck.
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Pajama
Pajama@PajamaInvest·
@rdd147 That's because its real and not fake.
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Roger
Roger@rdd147·
The $16 Biden TBone you bitched about is now the $30 Trump TBone
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Pajama
Pajama@PajamaInvest·
@StealthQE4 LOL. Wait, wasn't Iran already using Chinese radar systems and they proved to be useless? Maybe these new ones have less plastic pieces that break. More Chinese junk.
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Pajama
Pajama@PajamaInvest·
@SputnikInt China is a closed market. Not comparing apples to apples
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Sputnik
Sputnik@SputnikInt·
🇨🇳China is now 34% bigger than the US and 🇷🇺Russia leapfrogged Japan and Germany: this is the new economic reality. 🇮🇳 India is bigger than Japan + Germany combined. This means the G lobal South (China + India + Russia + Brazil + Indonesia) already controls almost half of world PPP GDP — and they’re accelerating.
Sputnik tweet media
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Erik Townsend 🛢️
Erik Townsend 🛢️@ErikSTownsend·
This is really significant. Hopefully this threat is just a negotiating tactic. But for the record, a simultaneous closure of the Straits of Hormuz and Bab el-Mandeb would mean lights out (literally) for the global economy within a few weeks. Within a few months, tens of millions would starve to death. And to be clear, Iran DOES have the ability (thru its Houthi proxies) to effect a Bab el-Mandeb block. They've done it before. In other news, the S&P 500 has rallied to fully retrace all Iran-related losses, as the market breathes a sigh of relief that the crisis has ended.
Tracy Shuchart (𝒞𝒽𝒾 )@chigrl

Iran Threatens to Block Gulf, Red Sea If US Blockade Remains: TV

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The_Real_Fly
The_Real_Fly@The_Real_Fly·
Meloni: “As far as I know, nine nations possess nuclear weapons, and only one has ever used them. That nation is the United States. Mr. Trump must tone it down. No one throws around nuclear threats like Washington, and he should watch his words.” x.com/A_M_R_M1/statu…
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Pajama
Pajama@PajamaInvest·
@StealthQE4 Smart money knows something you don't.
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Justin Banks
Justin Banks@RealJGBanks·
Hey @grok what happens when oil prices stay above $100 a barrel to the global economy for an extended period?
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Pajama
Pajama@PajamaInvest·
@StealthQE4 Most pressure coming from UAE now that they have essentially shut down Iran's cash machine for selling to the global markets in dollars, allowing Iran to bypassing sanctions. Never attack a good neighbor.
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Pajama
Pajama@PajamaInvest·
@StealthQE4 I'm not sure if you have notice, but home prices have continued to drop ever since the Fed raised rates at a record pace, and the sugar high of stimulus has dried up. What goes up must come down.
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Pajama
Pajama@PajamaInvest·
@The_Real_Fly Do with it what you will and quit wondering about it.
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The_Real_Fly
The_Real_Fly@The_Real_Fly·
Why would he put the ticker symbol in his post?
The_Real_Fly tweet media
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Pajama
Pajama@PajamaInvest·
@StealthQE4 What do you mean? They talked about doing this in his first term as well. Just a bunch of fear mongering. That's what you do when you have nothing left to stand on. Its called desperation. The more desperate the opposing side becomes, the more dangerous they are.
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QE Infinity
QE Infinity@StealthQE4·
Headlines I never thought I’d see in my lifetime. This is Newsweek peeps. Not some AI slop
QE Infinity tweet media
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Pajama
Pajama@PajamaInvest·
@StealthQE4 LOL thrown out of NATO. NATO is useless and a waist of money for the US. We should have left a long time ago.
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Pajama
Pajama@PajamaInvest·
@JMPSimor 🤣🤣🤣 Oh ya. The guy who decimated France.
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Pajama
Pajama@PajamaInvest·
@RudyHavenstein Ya, and the government of Iran and what they do is heavenly. Get off your holier than thou soap box.
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Pajama
Pajama@PajamaInvest·
@jacksonhinklle LOL, ironic coming from the fed who facilitates the problem.
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Jackson Hinkle 🇺🇸
Jackson Hinkle 🇺🇸@jacksonhinklle·
🚨🇺🇸 BREAKING: Fed Chair Jerome Powell warns US national debt is growing "substantially" faster than the economy and says it's not sustainable. "It will not end well if we don't do something fairly soon."
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Pajama
Pajama@PajamaInvest·
@StealthQE4 It all depends on how the econ is 2 weeks before the election. Maybe he will mail out 2k checks to everyone who votes republican.
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QE Infinity
QE Infinity@StealthQE4·
Here’s the reality of what Trump is facing at home. 36 House Republicans have announced they won’t seek reelection. Forget winning midterms. Trump won’t even have candidates to even run for the house. It’s now April. 7 months before November.
QE Infinity tweet media
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Pajama
Pajama@PajamaInvest·
@The_Real_Fly Go ahead. Make our day. We could use the money back home.
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The_Real_Fly
The_Real_Fly@The_Real_Fly·
Donald Trump: “NATO is zero without America” Italian PM Meloni: “Cool… so should we shut down your bases, cut trade, or just storm McDonald’s?
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