Rusty

25K posts

Rusty

Rusty

@RustySailor_

“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” Exploring new things. Never use my tweets for financial advice.

The Otherside Katılım Şubat 2014
5.4K Takip Edilen6.8K Takipçiler
Rusty retweetledi
David Sacks
David Sacks@DavidSacks·
UPDATE: the Clarity Act has passed out of the Senate Banking Committee. Congrats to Chairman @SenatorTimScott @SenLummis @BernieMoreno and their staffs on a job well done. Thank you also to @SenThomTillis for his efforts to ensure that today’s vote was bipartisan.
U.S. Senate Banking Committee GOP@BankingGOP

Today, Chairman @SenatorTimScott led Banking Committee Republicans and Democrats in a historic bipartisan markup to advance to Clarity Act, legislation that will establish clear rules of the road for digital assets.

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Rusty
Rusty@RustySailor_·
@DonMiami3 Will stocks respond, or just keep going up is the question
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Don Johnson
Don Johnson@DonMiami3·
We’re on the cusp of runaway inflation that will make 2021/2022 look tame if policymakers don’t try and quell the momentum now
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Dan Collins
Dan Collins@DanCollins2011·
- Stock market at all time high -13.1% of credit card balances in the US are now 90+ days delinquent -10.3% of student loan balances are now 90+ days delinquent, the highest since 2020. -5.6% of auto loan balances are now 90+ days delinquent, the highest level on record.
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NCD
NCD@Jokerbernrin·
@RustySailor_ Feels like breadth is the real warning sign
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Rusty
Rusty@RustySailor_·
Stock market very stretched here as tech carries and retail stocks falter. The K economy continues. It could keep going - markets can stay irrational, but eventually I think it comes back down to more reasonable valuations. If it continues to go up and get juiced, I think it will be at the expense of inflation, bonds, and currency.
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Rusty
Rusty@RustySailor_·
@qcapital2020 This is crazy… I thought Cathy yolo’d tech
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 Q-Cap 
 Q-Cap @qcapital2020·
How tf is this even possible
 Q-Cap  tweet media
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Rusty
Rusty@RustySailor_·
@gammichan Relative, sure, but it’s still some impact. Maybe not a recession but has some spending impact as it flows to other areas
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Gammichan
Gammichan@gammichan·
One important thing I don't see being discussed much regarding oil price being a recession indicator is the relative impact of the price. When considering the price of something, you're leaving out half of the equation if you aren't also considering the available buying power. If the cost of the inputs to a company doubles but that company also has twice as much income, nothing really changed for them. Companies/people have A LOT more money now. Oil would have to go to like $300-400 to have the same impact as when it went to $150 in 2008. I don't think $100 oil is straining things as much as people seem to think it is.
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MacroEdge
MacroEdge@MacroEdgeRes·
The US Strategic Petroleum Reserve released ~1.22 million barrels a day (~8.6 million for the week) That's the largest ever weekly release #MacroEdge
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figge
figge@mfigge·
I wanna be following all apes can you reply here if I’m not following you if I’m already following you, pls RT this for better vis apes together strong
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Rusty
Rusty@RustySailor_·
@AlaliQasem What’s the point of the 6.8 if it can’t be fully used? Just needs that buffer? It’s misleading and much less supply that can be used then
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Qasem Al-Ali
Qasem Al-Ali@AlaliQasem·
Aramco’s CEO just said the quiet part out loud. “The biggest-ever energy supply shock in history.” Here’s what Amin Nasser revealed today: ▸ Every week Hormuz stays closed = 100 million barrels lost ▸ That loss comes directly from onshore inventories — the only buffer left ▸ Even best case scenario: months before supply chains recover ▸ Demand already being rationed globally Now look at JPMorgan’s numbers: ▸ June 2026 → Operational Stress Level (7.6B barrels) ▸ September 2026 → Operational Floor (6.8B barrels) Below 6.8B — pipelines lose pressure. Refineries go dark. Aramco’s CEO just confirmed the floor is real. The market still hasn’t priced this. Thread with full breakdown 👇 x.com/alaliqasem/sta…
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: US stock market futures fall as Iran War peace talks stall and President Trump says he does not like Iran's response to the US peace proposal: 1. S&P 500: -0.4% 2. Nasdaq 100: -0.3% 3. Dow Jones: -0.4% 4. WTI Crude: +4.0% 5. Brent: +3.5% 6. Natural gas: +1.0% US-Iran peace talks are being priced-out again.
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Greeny
Greeny@greenytrades·
Buying AI stocks like $INOD or $MU that are up 100’s of percent in the last year is a hard pill to swallow, is this the best play right now?
Greeny tweet mediaGreeny tweet media
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Rusty
Rusty@RustySailor_·
@vtchakarova When will this matter physically or to the market?
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Keşfet

@SenatorTimScott @SenLummis @berniemoreno @SenThomTillis @SmallCapScience @DonMiami3 @bishara @DanCollins2011