AJ
502 posts

AJ
@FreeBeer
This is a matter of freedom, not price, so think of “free speech,” not “free beer.” - Richard Stallman
Katılım Ocak 2008
204 Takip Edilen126 Takipçiler

I wish he hadn’t said this.
Acyn@Acyn
Massie: I would have come out sooner but I had to call my opponent to concede and it took a while to find him in Tel Aviv
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Ok. So, why is conservative media constantly choking on Israel’s genocide-infected nuggies?
Cernovich@Cernovich
We are losing our young guys to the left because they all read Drop Site News for Israel news. "American" conservative media won’t cover issues that are ALL OVER Israeli press. Zoomers go to left wing sites instead.
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@tarenfeist Car sex on a forest road during a rain storm was a rite of passage back in the 1980’s.
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@AlphaThe54051 @unusual_whales Unless this precipitates a private credit crisis that is contagious.
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Harnett's missing the key difference: 2008 was FINANCIAL contagion, this is GEOPOLITICAL repricing.
→ Credit spreads: Investment grade only +50bps (vs +600bps in 2008)
→ Bank solvency: Tier 1 ratios 13%+ vs 7% in 2008
→ The trigger: War supply shocks vs subprime collapse
Cross-market reality:
$XLF banks actually GAINING from steepening yield curves
$XLE $USO energy massive outperformance (opposite of 2008)
ASX:WDS ASX:STO gap limits up while ASX:CBA holds
1979 parallel: Energy crisis + geopolitical chaos, but banks/credit stayed intact.
This isn't 2008. This is 1979 with better bank capital.
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AJ retweetledi

House votes 357-65 to block release of congressional sexual misconduct and harassment reports
nbcnews.com/politics/congr…
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@TonyGonzales4TX Are you seriously congratulating yourself for not winning your primary?
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Thank you President Trump and all those #TX23 constituents that support our campaign. Onward to a victorious May.
Dave Wasserman@Redistrict
I've seen enough: Rep. Tony Gonzales (R) and Brandon Herrera (R) advance to a GOP runoff in #TX23.
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