R. D. Curran (Rocky)

The problem as presented by the US: A foreign company employs low-wage labor, uses inexpensive materials, manufactures solar panels, and sells them below cost. 🧵👇

Watch this, hit the hype button and hit like. I really would like it. If you want to check out the comments you will see I am very engaged there so get in touch. youtube.com/watch?v=VIfq1p…

@donnelly_brent I play with the volume off.

Pro tip: do not open Clash Royale when you’re on a Zoom unless your phone is muted first

@SecScottBessent @FT @grok how many words a year makes 20,000 words in ten years and is number big for treasury secretary. How many words per finger is this? Per day per finger.

By publishing this explicitly false story, the @FT has officially become tabloid trash for market participants. Despite my direct, on-the-record denial of ever having advocated, explored, or espoused the idea that Chancellor-Bank of England statute serving as a prototype for a Treasury-Federal Reserve relationship, FT journalists manufactured a story with the headline, “Scott Bessent praised Bank of England as model for tighter oversight of the Federal Reserve.” These pathetic journalists have clearly fabricated a story to give the impression that both I and the Trump Administration are setting “about restructuring the relationship… at a time when President Donald Trump has launched an unprecedented assault on the world’s most important central bank.” Their mendacious assertion is based on vague statements from unnamed “financial industry executives familiar with the matter.” In short, FT has literally manufactured an entirely fake policy position for me and the Administration. Other than furthering a maliciously false narrative of dysfunction and divisiveness, it baffles the mind as to why they would shred their already diminished journalistic credibility. Over the past 10 years, I have written more than 20,000 words opining on the Federal Reserve decisions, personnel, structure, and modifications. Nowhere have I ever mentioned this ridiculous notion. The Governor’s letters to the Chancellor have proven to be a useless and perfunctory device. There is much to be said about the storied Bank of England, but any recreation of its operating framework on this side of the Atlantic has never been contemplated. The shameful journalists and editors at the FT are shocking in their meretriciousness, lack of standards, and general intellectual libertinism. It is the worst tradition of Fleet Street to manufacture news rather than report on it. They have brought irredeemable shame to their parent organization, Nikkei Inc., with whom I had previously held excellent relations. In 2025, I laid out a comprehensive 6,000+ word review of each and every policy reform that I believe should be adopted by the Federal Reserve. Read my actual, real thoughts on and proposals for Federal Reserve reform at the International Economy: international-economy.com/TIE_Sp25_Besse…

@quantian1 Yes it’s stupid. Overfit is a fancy way of saying that. Do we live in a world where we need to be fancy all of a sudden?

>sell side produces an index >ask them if it’s predictive or overfit >they don’t understand > pull out illustrated diagram showing what is predictive and what is overfit >they laugh, “it’s a good index sir” >place a trade >it’s overfit

@nicrypto It’s not wild. It’s stupid. It’s trying to make a dataset out of common sense. Do that at your peril since the motivations behind it are nowhere near as mechanical as the outcomes. It’s a good laugh though.

This is Wild. Deutsche Bank has developed an index that helps to predict the next TACO by Trump. It has proven effective in previous big Trump pivots. The "Pressure index" combines one-month change in approval ratings, one-year inflation expectations and performance of the S&P 500 & t-bill yields. The higher it goes, the greater the chances of 🌮

Is it imposter syndrome that makes Scott Bessent sound like he is about to cry constantly? What’s wrong with him? He’s a crap treasury secretary if he can’t even project confidence. Heck, never mind confidence just sound like you know what you’re saying at least, kid.

@rocky_outcrop You called the rise ahead of others here: youtu.be/miWj_CPncHI?si… You explained the drop would come here: youtube.com/live/2LVTUD9Gu… And how to trade it here: youtube.com/live/C8TbC3g9j… Great work Rocky, thanks for the efforts

A truly amazing call, very much one to remember. It’s not about Trump. It was predicting how the markets and war would go. Literally only person in the world to call it.

They were wrong. I was right. Who here has seen anyone call the future of geopolitics like I have over the last month? I made a massive call on my last live show, no one else believed it, no one else said it. Went way out on my own to make the call. I was right.

@markt83101520 That’s why it’d be the Inverted Taco as opposed to the Weave.

@rocky_outcrop Yeah but did they forget about Japan?

Prediction markets skewed towards an inverted TACO. (They’re betting oil goes up, which is follow through on Trump’s 48 hour ultimatum, predicting he goes through with his threat - this shall henceforth be known as an *inverted taco* formation.)

@_tradespotting It only costs a couple of bucks usually to get some American oil onto a boat, but no one is willing to do it. Could it even be the spread is exacerbated by nations being unwilling to buy blood oil from the USA?

@rocky_outcrop Fascinating shift in WTI and Brent spread! Do you think this widening is sustainable, or is it a short-term fluctuation due to geopolitical tensions? Also, Scotland's oil resurgence…is this a sign of stability in European markets or a reason for #scottishindependence

Brent prices are on the water, WTI is on land, the spread is usually a couple bucks, widened on Iran war and is now around 11 bucks. Thats because paying for floating barrels and securing lock-ins on contracts is in high demand, while US oil is more insulated. Thoughts?

@Dyson the Dyson app used to let me swipe to change between my hot and cool fans, a year or two ago you changed this so I had to return to device list. I honestly can’t explain how frustrating this is. Please return this basic feature. Yes most people would never use it, it was clunky to begin with and most people don’t have multiple units of your luxury products. But come on, it is necessary for those of us who use the products regularly. On device page, a proper swipe should take me to next unit in the list. Even if it only begins working the clunky way it used to I’d be happy. Because it was never very good I have often thought that you probably saw it as a bug due to sloppy code so fixed it. If so, please unfix it, because even though the swipe would fail half the time swiping on it several times and it then working was still better UX than returning to the main menu.

🚨 BREAKING! Indian Cargo ship ⛴️ MSV HAJI ALI 🚢travels through the Strait of Hormuz towards Dubai. No reports as yet as to whether this ship has bought the reinsurance offering from the US - it appears to be the first to defy the Iranian blockade. More to follow? #iran #oil #StraitOfHormuz #shipping

Join me on YouTube for the LIVE x.com/i/broadcasts/1…

Big headlines, Oil and Korea, context via charts. Has Korea crashed like they say? Has oil gone crazy? You tell me.

If you want to see what the text books say futures markets look like all the time then look now at oil. It’s one of those incredibly rare moments when future dated contracts actually are backwardised, orderly discount spread. It’s much less normal to see this than you’d think

If you are told all weekend oil prices are set to rocket up and wake up on Monday and go long into a gap up at open and then dumps all day leaving you in the red… that’s afomoray