Jerry Jordan

100% consensus - it’s a new regime. Rates will never go back down, inflation will stay above 4%. I give that 30% likelihood. The other 70% is not back to where the US was, but “worse”. We’re on the European path, that followed the Japan path. Neg rates by 2028 very possible.

@TBPInvictus @megynkelly No no - she expected corruption - just not “widespread corruption “

No one could have seen this coming, @megynkelly, so don't feel badly. It's not as if Trump has been a decades-long grifter, fraudster, huckster and charlatan. This corruption is just so surprising. Thanks for being an enabler. Carry it with you proudly.

significant additional climbdown in war goals from president trump. iranian leaders have to be pleased with the progress on their “how about nothing” negotiating efforts.

@HFI_Research I know, and oil keeps going down. Is it just that they’re taking the worst possibilities off the table?

Surprise, disagreement continues over the Strait of Hormuz and uranium enrichment. Who could’ve seen that coming?

@SantiagoAuFund Good choice - esp from an engagement standpoint 😉

Napoleon Dynamite

🇺🇸 Valuations US stocks are no longer cheap by any stretch. Valuations are rich, with most measures running over two standard deviations above history. "Cheap" is not in the market's vocabulary right now 👉 isabelnet.com/?s=valuation h/t @dailychartbook @SoberLook $spx #spx

Taiwan’s stock market capitalization rose to $4.95 trillion, surpassing India’s to become the world’s fifth-largest equity market, driven by a rally in Taiwan Semiconductor Manufacturing Co. amid investor enthusiasm for AI and semiconductor-related stocks. Source: @markets

The real question here continues to be how bad it gets in emerging markets that aren’t semiconductor based emerging markets.? Because what’s happened in oil is a disaster for them. Then throw in what’s happened with all the various products from oil and LNG and you have a real crisis coming.

stole this from Oxford Economics. EM is getting shellacked when you remove TSMC, Samsung and SK Hynix.

No kidding

““A number of the models now show a real chance for a record-setting El Niño event,” said Zeke Hausfather, a research scientist at Berkeley Earth. “It is still too early to know for sure.” Powerful El Niño Is Forming. If History Is a Guide, It Could Hit Hard. nytimes.com/2026/05/21/cli… via @NYTimes

chances of saudi arabia joining abraham accords given present israel policy in gaza (called a genocide by mbs) & west bank: pretty much zero

@CommodMkt @LukeGromen @SquawkCNBC This all makes sense. The problem I’m having is oil just keeps going down.

Five "deal" announcements, zero closed (yet). That's a trend. Sell the tweet, buy the molecule. Iran's leverage increases with every day that passes and inventories decline, while it decreases for the West. Thank you to @SquawkCNBC Asia for having me on this morning. Attached is the clip: 50 years of efficiency made oil cheaper per unit of GDP but more irreplaceable in function -- it is the rare earth of the macro system. cnbc.com/video/2026/05/…

Well, it was bound to happen to me in real life eventually. A close relative of mine who may or may not have given birth to me, but who will remain completely anonymous, sent a group text to the family on Saturday letting us know she just found out about the SpaceX IPO, "the easiest money in history of the stock market." She hasn't slept for two nights, she's so excited. Like putting-on-a-coat-you-haven't-worn-in-four-years-and-finding-out-you-forgot-$3m-in-capital-gains-in-your-pocket excited. Important details: ▶ Yes, this person received this big insider information from a Facebook group of hundreds of thousands of other ill informed people over 70 who can't tell that an AI video of the sun exploding is fake. ▶ No, this member of my family has never, in her entire life, discussed or taken an interest in the stock market until this weekend. ▶ Yes, the other person who may or may not be responsible for my birth is having a friend of his call her, claiming to be Elon Musk, and informing her that he has all the money he needs and he's sorry, but it's too late and to not bother taking part in this IPO. I'd have rather she discovered heroin.

@anasalhajji @SantiagoAuFund I’d argue it’s not a manufactured crisis, it was a small war that ended up being a big disaster and resulted in the largest supply collapse in history. But none of it was on purpose.

🧿The Hormuz Crisis is not an oil crisis. It cannot be compared to past oil shocks. 🧿It is not an energy crisis. It cannot be compared to what the US experienced in 1972-1973 or any other in Europe. 🧿It is not a lockdown crisis. It cannot be compared to COVID-19. 🧿The Hormuz Crisis is a manufactured global crisis — the largest since World War II, intended to change the global economic and financial system and trade patterns. Its ramifications across every sector, every industry, and every field are beyond our current comprehension. We will learn as we go. 🧿The innocence is gone forever.

Manias in earnings expectations are one of the most insidious kinds of bubbles because it looks like elevated prices are supported by fundamentals, not speculation.

@MavsStan41 We used to be coached to not go for every pump fake especially with guys like Kawhi who pump fake literally on every single solitary shot. The problem is everybody wants to block the ball and get on SportsCenter.

We used to pump fake to get a better shot up in this league

BREAKING: MY WIFE & I HAVE REACHED A FRAMEWORK AGREEMENT FOR PEACE. 1. SHE WILL REOPEN “THE STRAIT” TO PREWAR LEVELS, EXCEPT NOW I MUST PAY HER $2,000 TO “TRANSIT.” 2. SHE STILL WONT GIVE ME MY GOLF CLUBS, BUT I CAN ASK HER AGAIN IN 30 DAYS. 3. I WILL GIVE HER MY BONUS CHECK.

BREAKING: MAGA 'pray-away-the-gay' pastor Alan Chambers gets busted by police after trying to have sex with an underage boy 💀

@the_chart_life What is this a basket of ?? The 100 biggest global corporations?

$IOO

Not a chance. We’d save half 1 trillion on cost per year, drug cost device cost. I have no idea how massive the savings on insurance companies would be, but at least equal to that. It would increase demand most likely, which would increase cost, but figure the average employer/family is already spending $10 to 20k a year so this is absolute ridiculous.