William M

@dmansworld474 Better commentators too.

Knicks are simply better, basically across the board. Better balance, much better defense, better role players. Better coaching. Cavs with no legit answers to what Knicks do offensively.

@Convertbond Truflation sub 3. I guess we'll find out

“Once inflation sets in > 3% since 2021, it gets under the carpets, beneath the seat cushions.” Regime change - Human behavior. *”When Markets Speak” - a must summer read right now.

@DavidBahnsen Your ae about two years behind

You are going to hear more and more about data centers, and investors ought to be paying attention. bahnsen.co/4dzZTpA

@Vivek4real_ Predictions are worthless

🇺🇸 RAOUL PAL SENT A MASSIVE WARNING: BITCOIN IS ABOUT TO GO PARABOLIC 🚀 “IT SHOULD BE $140,000 RIGHT NOW.” GLOBAL M2 IS SURGING. LIQUIDITY IS EXPANDING. BTC IS WAITING FOR A CATALYST 👀

@profplum99 Headed to Annapolis for biz on Tuesday Love that place!

@Prebelportfolio Possible, but unlikely

Having a good day… got to go to Alfred Mahan Hall to watch the math department hand out awards. So proud of him.

@Oliver_MSA @utopia_escape The beauty of momentum charts No predictions Just interpretation. Most people can’t deal with that

@utopia_escape This is also what people were saying in 2021-2022 about gold, that it looked the same as 2011-2012. It was all over Twitter at the time and we were being called all sorts of names for just holding steady and calling it a bear trap 🤣

While I don't think the high is in, the similarities with the previous $silver bull market are striking. The problem with that is that I can't believe that by 2033 the cost of production will be under $40/oz, and cost of (marginal) production is always a commodity's floor.

@JSeyff Nonsense

These numbers are actually insane. Big pharma is eradicating obesity

@Oliver_MSA If they bring Balmer back I’ll short the stock

Wow Microsoft Word is really terrible. So glad they’re killing off Publisher 🙄. I wish they’d bring Balmer back…

@DariusDale42 Good luck

ANSWER: Stop voting Democrat. Stop voting Republican. Stop voting for tax cuts. Stop voting for access to health care. Stop voting for MAGA. Stop voting for democratic socialism. Stop voting for or against abortion. Stop voting for EVERYTHING that you used to vote for. ONLY vote for politicians who are BRAVE enough to articulate what I signaled in my previous post, because that's how you know they intend to work for US, not THEM (our feudal overlords). America will NEVER work for the growing number of blue-collar and white-collar families struggling to make ends meet if we continue to allow all these forms of manufactured tribalism to split OUR vote—the People’s vote. ❤️+🤍+💙=💜

@LizAnnSonders You deserve a private jet from your employer

Ugh … boarded a flight to LGA an hour ago, now we’ve deplaned due to an indefinite delay due to the sinkhole there. You can’t make this stuff up.

@Brian_Spence73 @altcap @GavinSBaker The stock ran up in recent weeks Duh

@altcap @GavinSBaker Jensen said NO ONE can compete with $NVDA and they will do at least $1 trillion in sales/orders for its AI hardware platforms through 2027. How is the stock down? Makes no sense.

Nvidia’s “AI hyperscaler” revenue grew 191% YoY in the April quarter ex China (effectively all hyperscaler). Broadcom has guided to 143% YoY growth for their AI segment in their next quarter. Interesting.

@BuckSexton 1776 Not a bio but close enough

What's the best biography ever written?

@PeterLBrandt $10,000 1%

Hypothetical question for my followers who invest/trade in crypto, equities, futures, FX, whatever Assume you have a $1 million speculative account -- actual money You see a trade you like How much of that $1M are you willing to lose on that trade? I am talking about the max loss, not the size of your investment in the trade.

@EricBalchunas @DivesTech That’s why they play seven games

I’m not sure I’ve ever seen a 99.9% chance blown. My god.

@factor_members "Tough markets" I embrace that concept

@FrankCurzio relax Frank. Trim some of your DGXX and enjoy a nice dinner

...get worse before it gets better. Matthew Graham at Mortgage News Daily is saying bond markets are putting direct pressure on policymakers to end the war. Until that happens, rates stay elevated. That's 46 basis points above April lows. Buyers who came back into the market expecting relief are getting squeezed again. Think about what that does to housing activity. Affordability was already stretched. Now add $167 to every monthly payment on a median-priced home... and the math stops working for a lot of buyers. Existing home sales slow. New construction demand softens. Mortgage origination volumes drop. Homebuilders are the first place this shows up. If you're in that space... watch closely. Rate-sensitive names reprice fast when affordability breaks down like this. The catalyst for relief is the same one bond markets are screaming about. War resolution. Until then, no Fed cut is going to override what's happening in the bond market. Rate cuts help at the short end. Mortgages are priced off the 10-year. Those are two completely different conversations. I post moves like this every day. If you don't want to miss the next one, follow me @frankcurzio for more. - Frank

HOLY SMOKES: 30-year mortgage rates just hit 6.75% - the highest since July, up 33 basis points in 10 days. That's an extra $167 a month on a median home, and bond markets are signaling this could... show more

@DeFiTracer Earth to Tracer. He's not calling the shots anymore

🚨 BREAKING: 🇺🇸 WARREN BUFFETT KEEPS DUMPING BILLIONS IN RISK ASSETS HE HOLDS OVER $400 BILLION IN CASH RIGHT NOW AND KEEPS SELLING MORE THE LAST TIME HE DID THIS WAS RIGHT BEFORE THE GREAT RECESSION IN 2008 HE DEFINITELY KNOWS SOMETHING BAD IS COMING...

@HedgeFundFomo Ridiculous commentary and analysis

Had dinner with a client last night He's 57 Asked when he can retire Pulled up the analysis my team did for him "You can safely expect to retire by age 89," I said He was stunned "But I have over $7 million in my retirement, a paid-off home, and separate college savings for my kids." But he didn't get the entire picture. I walked him through what my analysis team found out: His wife is having an affair and will leave him within 6 months, leading to a brutal divorce battle that will drain his savings and spirit His earning power will also go down due to his depression, so that lowers his savings rate His spending will also go up as he turns to alcohol, buying an expensive Corvette to somehow catch the attention of women (it won't work), and books trips to Thailand When I walked him through all that, it started to make sense Glad my team goes above and beyond to put together a plan for our clients' lives!

@BarbellFi Nuts Dumbest post I've read all year

The 30 year treasury yield is now 5.1% Convincing my wife to sell our house We’d net $800k after closing Dump all that into 30 year bonds Collect $40k/year for 30 years Use that money to pay rent Never deal with the lawn or a leaky roof And get my $800k back in 30 years 😳