MeI Msttiaon
141 posts
MeI Msttiaon
@licjean07
Investor, Author, Former Fintech Executive. Duke MBA. Financial Philosopher.
Katılım Temmuz 2012
143 Takip Edilen50 Takipçiler
26400 on NQ futures is pre-Iran high, about 1500 pts from today’s low. We are either rallying from here this week off earnings, FOMC etc, or we are flushing down to 26.4 and then rallying hard. Ending up in same place a month or two from now: much higher. Just buy imho.
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For the 1st time in over a month, I turned on Fox news. These jokers are honestly still trying to tell a story of US military dominance. I can’t believe what a propaganda machine it has become. Insane.
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I really wish I could achieve legendary status as an analyst by doing nothing but calling for gold up. And saying I don’t know how anything else will act except for my small private investment in electronics.
Mel Mattison@MelMattison1
One last callout on Luke just b/c I have to to a guy my age. He went from 20 years of financial experience to 30 years in about 4 years. Listen to his pods. He claims it.
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One last callout on Luke just b/c I have to to a guy my age. He went from 20 years of financial experience to 30 years in about 4 years. Listen to his pods. He claims it.
Mel Mattison@MelMattison1
I like listening to Luke. But once again, he starts out on MacroVoices with a Mea Culpa explaining why he got everything wrong. Even if you’re smart, but always wrong, what’s the point?
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He’s been relatively bearish on equities since Liberation day. He’s getting to be like an Ed Dowd. Why can’t these guys be bullish equities? I see 8000 SPX by EoY. Why don’t they?
Mel Mattison@MelMattison1
I like listening to Luke. But once again, he starts out on MacroVoices with a Mea Culpa explaining why he got everything wrong. Even if you’re smart, but always wrong, what’s the point?
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If all you’re going to do every you talk is call for $20k gold, but make no other calls, what is the point of your analysis? I hear it from him every time. No nuance calls. Just gold going to $20k
Mel Mattison@MelMattison1
I like listening to Luke. But once again, he starts out on MacroVoices with a Mea Culpa explaining why he got everything wrong. Even if you’re smart, but always wrong, what’s the point?
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I like listening to Luke. But once again, he starts out on MacroVoices with a Mea Culpa explaining why he got everything wrong. Even if you’re smart, but always wrong, what’s the point?
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Is Kevin Warsh part of a Jewish banking Cabal? Why does he have a horrible haircut? Here are some thoughts...
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And who cares about the 30? @TruthGundlach How long are you going to keep peddling doomer crap as equities continue to print new highs month after month. 10s hit 5% a couple years ago. Not there yet. If we get there, likely a double top.
Jeffrey Gundlach@TruthGundlach
The 30 Year UST yield is just 5 basis points below a very long term high.
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Warsh will get bitch-slapped in next 24 months. I don’t give a fuck how hard ass he wants to act. The Fed needs lower yields across the board in coming years lest 1/2 of receipts start going to interest expense. I can’t believe market participants buy his “family fight” BS.
Mel Mattison@MelMattison1
And who cares about the 30? @TruthGundlach How long are you going to keep peddling doomer crap as equities continue to print new highs month after month. 10s hit 5% a couple years ago. Not there yet. If we get there, likely a double top.
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This is simpleton thinking. @biancoresearch , the game is up. There is no solution but inflation, YCC, etc. it’s all over.
Jim Bianco@biancoresearch
There's an old adage that goes, "When the Fed starts panicking, I can stop panicking." If the Fed takes inflation seriously, bond investors can stay calm. If the Fed wants to continually rationalize that inflation is not a problem, bond investors might panic. Is this why bond yields are at 5.15%? So, if the Fed panics a little and hikes next week, bond investors can calm down. Otherwise, if the Fed fights rate hikes, the slow panic among bond investors could heat up.
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Overbought on crude here. I’m a seller. Just a couple contracts.
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Trump will back down once again. Saudis will work out a deal w/ Houthies. Earnings will blow out expectations next week. Citadel is manufacturing a liquidity grab today. I’m a buyer.
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Negative RSI divergences starting to be printed. Probably just hit the WTI high.
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How dumb are people that they sell on fear! 15 months ago we were literally around 4800 on S&P, now at 7400.
When will the bears get it through their thick skulls that dips are to be BOUGHT!!!
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I’m buying Goog today. Cloud growth out of this world. Look below and fail on 200 DMA by EoD IMHO. BOTTOM in. And BTW, Saudis will payoff Houthis in next 72 hours. Red Sea will be open. Get your panties out of their bunch and take advantage of stupid selling. WTI back w/ 7 handle
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Interest expense just beginning.
A 10.4% CAGR doubles in 7 years. Now consider that, 1) the oldest boomers are just now turning 80. i.e., Medicare expenses are about to explode. And 2) War Dept. is asking for a $500 billion / year increase. This is starting to get interesting.
By my reckoning, we could be looking at interest expense equal to total tax receipts by 2040.
Something has to give.
My guess, it’s the dollar.
Mel Mattison@MelMattison1
Last year at end of June, Net Interest expense for the Federal Gov't was $749 Billion fiscal YTD. This year, it's $827 Billion, a more than 10% increase of appox. $78 Billion. And people think gold is going to stick around $4K/BTC under $70K for long...
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Damn this chart still has a good ways to go. Bounce back only now just beginning. Bought this last week... and added more today.
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Wait a minute! You mean Kimi 3.0 doesn’t mean Sk and Micron have shit earning? Who’d of thunk it, as MU is up over a hundred today. Give me a break. If you weren’t buying memory last week, you missed a big sale.
Mel Mattison@MelMattison1
BOOM! 10 minutes of pure alpha!
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