@IReplyToStupid @charliebilello “At some point we are going to do it” is the softest goddamn sentence I ever heard. Those fags won’t do shit lol
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Bosshog
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@charliebilello Right. This coming from the regime that has been saying “Iran has been begging for a deal” all the while Iran has been launching missiles at US bases. Buy gold - fuck the government.
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"I think at a point we're going to be able to do it," Bessent said during a CBNC interview, adding that he and President Trump were "laser-focused on paying down the debt. I think that we're going to bring down the deficit-to-GDP, we will start paying down debt, and that can be used as an offset for the American people." - August 2025
Charlie Bilello@charliebilello
The US National Debt has increased by over $400 billion since July 1st. The Federal Government continues to borrow from our future to spend money like drunken sailors today. Everything they said about "balancing the budget" was a lie. Next stop: $40 trillion...
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@MoranElderLaw @colin_gladman This bounce this morning was a bear fucker. Unbelievable that squeeze
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@colin_gladman It’s just a dead cat bounce. It’s a bear trap, great time to enter more shorts :)
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@Marketwizard69 @nequalonetrader This stuff is just too good. Like what on earth were these guys thinking? How do you not stress test a 30% retracement 😂
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The only person who was awake was the one with the most street experience (Marc Mezzadri).
infinitebid.exe@nequalonetrader
Really tight risk controls ya know when one dude is online and the rest are still in bed
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@insane_analyst This isn’t insightful at all. Ofc it’s not just Korean retail. When you see delivering this fast, always catches up to the long-short funds. Impossible not to. The difference is that some are good at managing risk.
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The prime brokers might be giving Leopold the Bill Hwang treatment.
Just trying to make people aware of the possible situation.
Jokes aside, some strangely violent moves in specific names. Someome big is getting vaporized. Can't blame this on degen retail Koreans.
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@data168 @james007trend It doesn’t matter if some shit, 0 rev companies get hammered 80% down. Who cares. Only morons invested in that stuff will pay.
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@james007trend We have circular financing and strong banking all thanks to the Fed which just created RMP not so long ago.
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We are witnessing a convergence of the past. Credit stress is bubbling up like 2007, zero revenue companies with ridiculous valuations mirror 2000, sticky inflation with oil embargo echoes 1970s, and margin to the tits mirrors 1929.
It feels like an endgame setup, and the Fed will have no choice but to print its way out.
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@partners_road @EliasMingos So then say something you dumb fag
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@EliasMingos I have a pretty good idea of who it might be, and while S Korea had a hand in the sell-off, they’re not the driver of what has transpired this week in US markets.
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Someone is/has blown up here. These spreads blowing out over the past 3 days are consistent with prior experiences where someone got torched & was forced to gross down. Some very sketchy trading behaviors were obvious in mkts in recent weeks; feels like it caught up with someone.
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@BobEUnlimited @SAlexashenko I completely misread what you were saying, Bob! Apologies sir!
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@bosshog_options @SAlexashenko Then TIPS will pay ya for it.
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Recent bond selloff has driven 30yr TIPS to near 3% real yields. While everyone roots around to find the next hot stock, this is likely the generational buying opportunity hiding in plain sight.
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@resetbasis Such a banger. Trading/investing really just comes down to 1 thing: discipline.
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The amount of money lost by missing the first 10% of the recovery is orders of magnitude smaller than the amount of money lost calling the bottom.
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@BobEUnlimited @SAlexashenko And I’ve heard this exact response as well. You are on crack if you think we won’t get to 8% inflation in the next decade.
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@evilscorpio420 @DeItaone Trump is so dumb he will try and blow up the mediators
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@DeItaone Ok…. And…?The sky is blue. BFD. You’d have to be crazier than Trump to think that this is going anywhere.
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*IRAN OFFICIAL BEGAN MEETING WITH MEDIATORS IN PAKISTAN TUES: AP
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BREAKING: Nvidia $NVDA has just disclosed an ownership stake in Nebius Group $NBIS
Nvidia owns 22.2 million shares, representing nearly 10% of the company.
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@_RiskTolerance @michaeljburry Bro I loaded heavy on them and still holding. No reason to sell yet
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Now, Class, repeat after me. I will never buy cyclicals at low PEs and record earnings. Say it again. I will never buy cyclicals at low PEs and record earnings.
Heisenberg@Mr_Derivatives
$MU $NVDA $META $MSFT Don't overthink it.
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@zerohedge Just ask for the stock certificate hard copy and nobody has to charge you a fee to hold it, and the banks can't borrow it to short sell.
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@amitisinvesting It’s not the dip. A dip is around 150. This is just less extremely elevated.
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@antibearthesis Cuz I can vibe code it with Claude rn if I wanted
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Holy shit! Scott Bessent was pulled from an interview for a 2 hour urgent phone call from President Trump.
I've never seen him visibly shaken like this.
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