JoeP🅰️ss 🇺🇸

4.5K posts

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JoeP🅰️ss 🇺🇸

JoeP🅰️ss 🇺🇸

@jpass26

Rugged Individualist

New York, USA Katılım Mayıs 2020
617 Takip Edilen445 Takipçiler
zerohedge
zerohedge@zerohedge·
Morgan Stanley: "We downgrade global equities to EW from OW and take UST and Cash to OW from EW. Uncertainty around magnitude and duration of oil supply disruption means outcomes for risk assets have become increasingly asymmetrical."
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The White House
The White House@WhiteHouse·
American forces are at full strength, belittling the enemy more and more day by day. 🇺🇸
The White House tweet media
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Nicholas James
Nicholas James@avionsunantiqu1·
WTI averaged about $100 US for about 3.3 years without causing a recession (2011 to early 2014) #OOTT
Nicholas James tweet media
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Tut C🅰️pital
Tut C🅰️pital@kingtutcap·
> Only 2 weeks to flatten the curve. > Inflation is transitory. > Military excursion will take a couple weeks.
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JoeP🅰️ss 🇺🇸 retweetledi
Matt Walsh
Matt Walsh@MattWalshBlog·
We have been told many times that there won’t be boots on the ground. Many (almost all) of the pro war accounts here have given breezy assurances that there won’t be boots on the ground. If we do end up with boots on the ground, prepare yourself for the most shameless gaslighting campaign we’ve ever witnessed, as all of the same voices insist that no such assurances were ever given, and in fact we always knew there would be boots on the ground and were never told anything different.
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JoeP🅰️ss 🇺🇸
@ccwicks @WP671 @DrJStrategy 😂. -20% peak to trough in the making. Halfway there. We will have 6 months of “gridlock” and supply issues for multiple industries impacting the entire economy. This is Covid shock without the $7trillion bailout
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James E. Thorne
James E. Thorne@DrJStrategy·
For the record. The President is no neo-con; he’s a calculating strategist focused on results, not rhetoric. Once American objectives are secured, he’ll let the Middle East resolve itself on its own terms. His national security doctrine is blunt about the essentials, protect the oil chokepoints, keep the Strait of Hormuz open, and safeguard global supply lines. The outcome could be historic: a 50-year peace in energy markets and the long-overdue collapse of the oil terror premium. Yet Wall Street still clutches its pearls, fretting over daily price moves while ignoring a generational shift. Ignore the noise, take advantage of the volatility, and quell your emotions, a peace dividend is on its way.
Department of State@StateDept

PRESIDENT TRUMP: I always said that as President of the United States, I would never allow the world’s number one state sponsor of terror to obtain a nuclear weapon. To defend America and our allies, we’ve been annihilating Iran’s military capacity with force and skill like never seen before.

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NightHawk Capital
NightHawk Capital@NighthawkTradez·
I love how we announce plans for a ground attack to give Iran time to plan for it. You can’t make this shit up.
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JoeP🅰️ss 🇺🇸
@annmarie Soooo can we give it to them and move on from this before it becomes a permanent disaster in our history.
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Annmarie Hordern
Annmarie Hordern@annmarie·
Iran’s draft law regarding the Strait of Hormuz consists of four sections: shipping security, collection of environmental pollution fees, collection of navigation service fees and the establishment of a “regional development and progress fund,” per a report in semi-official Fars news, citing a lawmaker.
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JoeP🅰️ss 🇺🇸
@RitholtzWealth @mattcerminaro Really doesn’t answer the why question though. Why are multiples contracting. Market looks forward 6-9 months. So either this is a great buying opportunity or Wall Street targets/estimates are about to be adjusted downward sharply.
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JoeP🅰️ss 🇺🇸
Question @leadlagreport - if you suspect they will crash stocks to save bonds, when/should we expect the 10yr to actually start going back down to 4% instead of flying through 5%. Current market seems eerily similar to the COVID/2022 love child. Massive supply shocks but also stocks and bonds declining in tandem.
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JoeP🅰️ss 🇺🇸
@ccwicks @WP671 @DrJStrategy Executed perfectly. The Japanese PM who just visited us just posted a covid-esque message to the entire nation to not panic and we are working on it. Which means the exact opposite panic will ensue.
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condor
condor@ccwicks·
@jpass26 @WP671 @DrJStrategy Oil is barely over $100. It will go down soon. There is no recession. The plan was and is to eliminate Iran as a regional threat. That plan is being executed perfectly and is right on track. Got it bro?
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JoeP🅰️ss 🇺🇸
@ccwicks @WP671 @DrJStrategy So you think continued escalation is by design and this was all planned? Sending oil to 120 and rates rising leading to a recession is all part of the plan? Ok bro.
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Mike Zaccardi, CFA, CMT 🍖
Pretty wild how WTI crude oil averaged $90-$100 from late 2010 to late 2014.. and everyone just assumed that was normal. Total freakout today... (even with significantly higher average and median hourly earnings)
Mike Zaccardi, CFA, CMT 🍖 tweet media
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JoeP🅰️ss 🇺🇸
@KenBusch12 @LJKawa @Rebecca98869736 It’s going to be a credit issue when the underlying investments have to refinanced to levels that don’t cash flow. And when PE funds are either paying in kind or blocking redemptions that means they don’t have the money.
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Luke Kawa
Luke Kawa@LJKawa·
The view from Apollo chief economist Torsten Slok: “Markets are overreacting to what will likely be a 4- to 6-week period of volatility, which will ultimately result in 50 years of stability in oil markets, supply chains and geopolitics.”
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