@EconstratPB I have a dirty tongue. I kind of like the taste of pizza hut and dominoes
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Peter P
15.5K posts
Peter P
@PeterP91506768
Macro and Markets.... Posts are my own.... Municipal Bond Specialist....
NY/NJ Katılım Kasım 2020
1K Takip Edilen674 Takipçiler
I find this nostalgia to be weak ass cope for embracing the future. These are dying businesses praying for time.
Look I get it. It’s kitschy and fun. Go have your pizza and pretend ur 13 again.
Doesn’t change the economics of dying franchises in dying towns.
Move on.
Tony Greer@TgMacro
Love this story. The realization is that social fabric will win over tech oligarchy plans. Love me some bottomless salad bar.
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@EconstratPB @whhatisachoice Hahaha.... the half hearted upset cmon man at the end... I feel that one
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Wrong take. The inflation has been known for a while by the smart money. That’s why we were short since early April.
This is about a civil war within the monetary authority of the issuer of global reserve currency.
Note out tomorrow.
Quinn Thompson@qthomp
Time to start fading rate hikes. Global economy not nearly as strong as 2022 and consumer does not have cushion to absorb price hikes. Counterintuitively, it is exactly rising long end yields that are required to put the brakes on things to allow for looser FFR. The current conditions are setting up for a Q3 growth scare if they persist. I am long SOFR futures across 2027.
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@BrianV1981 @BobSmit89777088 @RonDeSantis If most of the Asian countries didn't manipulate their currencies the market would self- correct.... problem is we don't have free markets
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@BobSmit89777088 @RonDeSantis I would prefer that little-central-planners-that-could mind their own business.
I believe the market can figure it out just fine.
It served America until people decided to come up with all sorts of retarded ideas, completely distorting natural immigration...
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Tech folks forecasting the end of white-collar jobs while at the same time clinging to foreign visa programs that utilize cheap labor.
Not hard to see why people view Big Tech unfavorably.
Ron Rule@ronrule
Why are we still bringing in H1B’s then?
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@ACaldoon @calvinfroedge @Glenn_Diesen @HabibAhnaf9784 Guess i got to move to latin america then.... haha
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@PeterP91506768 @calvinfroedge @Glenn_Diesen @HabibAhnaf9784 He lives in Latina America. I concur, 5 and he was being generous.
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Got a bid to paint my house.
I ran it through AI, had it put together some questions, and sent it to the painter.
He responded with this, and I never heard from him again.
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@calvinfroedge @Glenn_Diesen @HabibAhnaf9784 Agree (even tho apple products are made in China, agree (nba skill is way down)......... but 5/10..... the body alone has to set a floor around a 7
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@Glenn_Diesen @HabibAhnaf9784 Apple products suck, the NBA is not entertaining, and Sydney Sweeney is a 5/10
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They cleared the fake mines Trump stated?
unusual_whales@unusual_whales
Iran Foreign Minister: all vessels can pass through strait of hormuz except those at war with us
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@OrangeGreenFrog Depends tax bracket, duration, and objective of the allocation. What are you using then for? Cash flow? Diversification?
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@OrangeGreenFrog Credit quality and tax. Most Municipal Bonds are state and federal tax exempt.
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@calvinfroedge That's exactly what I said when I saw the ground was wet from early morning rain in NJ. Supposed to be sunny tomorrow which is also bullish tech
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When I look at this report, my first thoughts are that it's bullish tech and bearish oil
zerohedge@zerohedge
Historic drain continues Crude -4.306, Exp. -2.454MM Gasoline -4.084MM Distillates +190K Cushing -1.702MM SPR -13.829MM Production +137K to 13.71MM
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imposing a simp tax on my followers brb
Remarks@remarks
JUST IN: 🇺🇸 Florida Governor candidate James Fishback says he will impose a 50% "Simp Tax" on OnlyFans subscribers.
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@Mike21538943329 @RyanDetrick @Callum_Thomas That's what I was thinking. Chart is useless in the context
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@RyanDetrick @Callum_Thomas This graph tells you nothing about the magnitude of the allocation, just that the percent shifted into equities and out of bonds.
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Remember a year ago when they told us that foreigners would sell US assets due to tariffs? Nice one from @Callum_Thomas putting that to bed.
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Guess the country without googling 😏
*Walter Bloomberg@DeItaone
IRAN PROPOSES TO TRANSFER SOME URANIUM TO 3RD COUNTRY: WSJ
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@PeterP91506768 I'm surprised more people don't do this on X, to be honest.
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Safely to say we have moved the housing bubble crash to 2027 😏
Logan Mohtashami@LoganMohtashami
Housing Inventory, which did grow at its peak 33% last year, is now down to 1.49% 🤔 More on this with the weekend tracker Key: Hard comps until mid-June, housing shifted mid-June 2025
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The most incredible thing is how the deficit keeps blowing out despite head count reductions
Thomas Massie@RepThomasMassie
U.S. Debt to GDP ratio climbed steadily from 60% in 2008 to 100% in 2019. Then it shot up from 100% to 120% during COVID due to the ridiculous government spending and shutdowns. It’s now ticking ominously upward again because Washington DC refuses to cut spending.
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@dampedspring The gap between GAAP and Adj. is also widening a lot.
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Where the low earnings growth expectations at? It's not just memory
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Glamorous JP Morgan exec accused of turning married male broker into her office sex slave: Viagra spiking and litany of obscene forced acts that made him cry trib.al/BiXXCM0
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@EconstratPB He always calls countries paper tigers, guess he's the cheeto cheetah... hahah
GIF
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Cheeto Boi has lost credibility. That’s the take away.
Not being credible is not a good way to have negotiations.
goodalexander@goodalexander
> a whole civilization will die tonight, never to be brought back again > SPY -.3%
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