Chase Breeden

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Chase Breeden

Chase Breeden

@_CBreed

Husband. Dog Dad. Sports Enthusiast. Coffee Addict. Bourbon and Craft Beer Connoisseur

Garner, NC Katılım Nisan 2022
62 Takip Edilen72 Takipçiler
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Donald Trump has won the Iowa Caucus and currently holds nearly 70% of the vote.
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GURGAVIN
GURGAVIN@gurgavin·
JUST IN : ELON MUSK SAYS HE IS UNCOMFORTABLE IN GROWING TESLA IN AI & ROBOTIC’S WITHOUT HAVING 25% VOTING CONTROL OF THE COMPANY IF HE DOESNT GET 25% HE WILL PREFER TO BUILD NEW PRODUCTS OUTSIDE OF TESLA ELON CURRENTLY OWN 13% OF TESLA $TSLA
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Justin Wolfers
Justin Wolfers@JustinWolfers·
An update. Up is good. Lotsa up.
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Chase Breeden
Chase Breeden@_CBreed·
@paul85177 @JustinWolfers Gov spending as a % of GDP is steadily dropping. Yes it was very high during Covid but now it is back to regular levels and continues to drop as the rate of gdp continues to outpace the rate of gov spending.
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Hold2
Hold2@Hold2LLC·
@_CBreed @JustinWolfers That’s a meaningful factor, I agree, but it’s less relevant than the CoV2 effects on 2020. The climb started before he took office or did anything, which hints at other factors. It may not matter, but 2021 is a tenuous starting point to compare against. How does it look vs. ‘19?
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Chase Breeden
Chase Breeden@_CBreed·
@levenson_david @JustinWolfers And I’m not saying this is necessarily the 90s I am just saying that rates are higher and can be used to spur economic growth and the tightness in the labor market will spur innovation.
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David Levenson. I am increasing low beta leverage.
@_CBreed @JustinWolfers Clinton raised taxes and cut spending and eventually got a balanced budget. The USSR failure gave innovation capital a tail wind. Wars are popping up everywhere, and the deficit is 6%. Rates cuts will reduce bank lending significantly. This is not the early 90s.
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Chase Breeden
Chase Breeden@_CBreed·
@levenson_david @JustinWolfers Well when Biden and dems win by a landslide they’ll raise taxes assisting in balancing the budget. No clue about the USSR thing. Wars were popping up in the 90s too. Had a genocide in Africa wars in Europe ect Rate cuts spur bank lending.
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Hold2
Hold2@Hold2LLC·
@JustinWolfers Compared to Jan 2021? Is that meaningful? How could those not be up from the first winter of CoV2? Let me known if I’m misunderstanding.
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Chase Breeden
Chase Breeden@_CBreed·
@skulldugger @JustinWolfers Considering Trump left in the middle of Covid it would not look good at all. Probably not fair to compare trumps entire 4 years to above.
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Ryan
Ryan@skulldugger·
@JustinWolfers Thanks for the great graphs. I’d love to also see this back to back with the Trump years.
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Chase Breeden
Chase Breeden@_CBreed·
@paul85177 @JustinWolfers I’m sorry Paul but it is not still ongoing. The Fed balance sheet has shrunk nearly 20% since the peak. Fed has been pulling liquidity out of the system for 2 years come this March
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Chase Breeden
Chase Breeden@_CBreed·
@levenson_david @JustinWolfers The difference is the Fed has levers they can pull. Aka rate cuts to stimulate economic growth. Last time labor was this tight was early 90s and we got a huge explosion of technological innovation that spurred us forward.
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Brad Senderling
Brad Senderling@bsenderling14·
@TS31534865 @R_Barnes407 This gives 4 scholarship qbs for the year. Who ever loses the job between Brock and Luke next year will likely transfer
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Richie Barnes
Richie Barnes@R_Barnes407·
Mike going to take a 4 star QB who was committed to Lane and bring him in as a walk-on? Well ok then.
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Chase Breeden
Chase Breeden@_CBreed·
@nickgerli1 Looks to be just returning to the trend. With rate cuts on the horizon I do not believe this will last much longer.
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Nick Gerli
Nick Gerli@nickgerli1·
The Austin, TX Housing Market is turning into a bloodbath. Home Values already down -16% from their peak in mid-2022. 📉 Warning signal to rest of US Housing Market. Once inventory rises, all bets are off.
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Chase Breeden
Chase Breeden@_CBreed·
@craxvsports Now if say Milton transferred and the injury never happened and it blew up then sure you could claim that. Everyone else was unproven and Blackmon was never Mike’s recruit.
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Chase Breeden
Chase Breeden@_CBreed·
@craxvsports Milton literally almost lost his leg. He was never the same. Purdy was not good. There’s a reason he can’t start at Nebraska. Duffy couldn’t beat out Brock and bounced idk how that’s on Mike Blackmon lost his job and left.
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