@KHerriage Why five year? And why 10/13/22. The market has been since 2009, one of the longest booms in history. All value metrics are at top, P/E etc. We are in a bubble and it will burst, like it or not.
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YL2020TX
18.7K posts
YL2020TX
@TxYl2020
Macro/Geopolitics - Fiscal conservative/China and Asia focus
Texas, USA Katılım Şubat 2014
1.2K Takip Edilen121 Takipçiler
During the dot com melt-up of 1995-2000, Nasdaq put up gains of 572%.
To date, from the 10/13/22 bear market lows, Nasdaq is up just 147%.
Listening to bears calling this a market top could cost you a lot of money.
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@dandinohill Maybe your perception is wrong. Many of the 300m are honest but ill informed and poorly educated. Think about Germany and Japan, who create the atrocities in WWiII. If there is no reflection, we will fall again but harder and lower.
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YL2020TX retweetledi
AI energy, materials and water needs might be the catalyst for the 4th turning kicking into high gear. Might turn out that human workers will be cheaper than AI, given resource limitations.
Imagine that!
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YL2020TX retweetledi
BREAKING: Iran directly rejects Trump's claim that Hormuz "will be opened" as part of a "largely negotiated" agreement he just posted on Truth Social, saying Trump's claim is "far from the truth" and that Hormuz "will remain under Iranian management" with Iran retaining exclusive permanent authority over route, timing, method, and permits, per Fars.
Iran also confirms the nuclear file has not been discussed and that American officials themselves have told Iran in multiple messages that "Trump's tweets are primarily for domestic American propaganda and media consumption" and "should be disregarded." The "largely negotiated" deal claim therefore has no basis.
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@kimmaicutler They can hire MAGA fans from the Deep South or Florida man
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Guess all those brilliant PhDs will have to go home and contribute to competitive sovereign AGI elsewhere.
USCIS@USCIS
Nonimmigrants, like students, temporary workers, or people on tourist visas, come to the U.S. for a short time and for a specific purpose. Our system is designed for them to leave when their visit is over. Their visit should not function as the first step in the Green Card process.
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@FirstSquawk A bailout will happen sooner or later. Then a new QE will begin regardless what it is called.
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PRIVATE CREDIT DEFAULTS SURGE TO RECORD HIGH, REACHING HIGHEST LEVEL ON RECORD: REPORTS
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@vernon_sview Market is currently run by short term liquidity needs. When the Iranian conflict resolves, which will happen soon given how little room left in Trump’s polling, dollar might depreciate fairly quickly vs. hard assets (gold, silver and etc.)
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Michael Oliver has been very accurate predicting gold/silver move. He sees $500 silver this summer.
I may be wrong but I’m bearish right now. My prediction is when people start criticizing Oliver the correction will be over. My guess is the correction still has significant downside. When the pros get shaken I will be buying. If I’m wrong I still hold my physical just not the stocks.
#gold
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Utterly unprofessional! When career politicians are replaced by loyalists, this kind of nonsense happens. It hurts the creditability of this country! As we go through Trump 2.0, the entire world will have to reprice the risk premium of USA
mattparlmer 🪐 🌷@mattparlmer
They’ll walk back most of this green card shit by Monday but all the enemies they’ve made will still be there lol Just remarkable levels of strategic stupidity, mindbogglingly dumb
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Silicon Valley's congressman wants to tax the AI his own constituents build, while his household trades $34M in tech stocks.
CA-17 deserves a representative who understands that punishing American AI gives the advantage to China. Funny how the Ranking Member of the China Committee keeps doing things that benefit Beijing.
Vote @ethanagarwal and primary Ro Khanna
Ro Khanna@RoKhanna
We need to tax agentic AI more than workers. Our tax code provides bonus depreciation for AI but is stacked against human ingenuity. It makes no sense to provide tax breaks for capital in a capital biased world.
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First they came for undocumenteds, you said nothing because you’re there legally.
Then they issued visa bans on multiple countries and set ICE on rampage. You stayed silent because it didn’t affect you.
Now they’re targeting those already in the legal green card pipeline: forcing H-1B and O-1 holders to leave the U.S. for consular processing.
Don’t speak up.
Green card holders are next. Then naturalized citizens. Then US born children of non-citizens. Then …
Homeland Security@DHSgov
An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply. This policy allows our immigration system to function as the law intended instead of incentivizing loopholes. The era of abusing our nation’s immigration system is over.
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The independents who hated Biden for inflation can now rest well and be happy.
Hedgeye@Hedgeye
U.S. money supply is growing at the fastest rate in four years
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It seems like this inevitable at this point.
Hope you sold this bounce before the weekend!
Disclose.tv@disclosetv
JUST IN - Trump admin preparing for a fresh wave of military strikes against Iran.
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I have no words.
*Walter Bloomberg@DeItaone
TRUMP: TOLD XI US HAS GREATEST MILITARY IN THE WORLD
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10y UST yield will just keep climbing then.
First Squawk@FirstSquawk
TRUMP: WE'RE GOING TO GET INTEREST RATES DOWN QUICKLY
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Here we go again.
Predictable 🤦♂️
BRICS News@BRICSinfo
JUST IN: 🇺🇸🇮🇷 President Trump is "seriously considering launching new strikes against Iran," Axios reports.
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@RealNOBrien @FirstSquawk No plan whatsoever. It is intended as a distraction from the H1B disastrous story this administration has done.
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TRUMP ADMINISTRATION TO REQUIRE MOST IMMIGRANTS SEEKING GREEN CARDS TO LEAVE THE U.S. FIRST.
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@StealthQE4 A catalyst is needed. It can be a political event or an economic shock.
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Tax refunds fade, gas keeps going up, and inflation continues to rise.
How long can the economy handle this before it rolls over?
Polymarket Money@PolymarketMoney
$WMT CFO said consumers may feel more strain in Q2 as the benefit from tax refunds fades.
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YL2020TX retweetledi
When people blame resurgent inflation on tariffs or the war, they ignore the far bigger culprit: Trump’s Big, Beautiful Bill. Of all the damage Trump and Republicans have done to fuel inflation, nothing comes close to that ugly bill. That’s why @RepThomasMassie voted against it.
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