Michael A

337 posts

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Michael A

Michael A

@memaayala

Katılım Mart 2013
410 Takip Edilen186 Takipçiler
matrixbot
matrixbot@thematrixb0t·
Just remember it took Congress 5 months to agree to $600 stimulus checks for Americans, and 8 hours to send $13.6 billion to another country and give themselves a 21% pay raise.
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MarketMaestro
MarketMaestro@MarketMaestro1·
Why Markets $SPY $QQQ Stubbornly Refuse to Fall, The Invisible Hand! 👇 Markets stubbornly refuse to collapse. Oil is rising, US10Y is rising, DXY is rising, Hormuz is not fully open. Despite so much geopolitical and macro pressure, the doom callers keep drawing collapse scenarios, but the market is not fully surrendering to that. So why? Isn’t it strange? Because the real fuel of markets is not news, it is liquidity. Let me tell you what is happening behind the curtain, because you cannot find the truth anywhere else! There is no real work behind the posts of the doom callers. The Fed ended balance sheet reduction (QT) as of December 1 and immediately after that started Reserve Management Purchases (RMP) on December 10. The purpose is not to provide economic stimulus; it is to prevent repo market rates from getting out of control and to keep reserves in the banking system at ample levels. The technical name may be different, but the result is clear: the Fed’s balance sheet has started growing again. This is not classic QE. But if the balance sheet is growing and system liquidity is increasing, from the market’s perspective, its effect creates QE like support. The Fed does not call this QE because the official purpose is not economic expansion, but protecting market functioning. However, in practice, through T-bill purchases, around $40B in monthly net liquidity support is being provided to the system, and this prevents possible stress in the repo market from growing. The second leg of the story is the Treasury side. The Treasury’s buyback program is active. In other words, the Treasury supports the functioning of the bond market by buying back illiquid bonds it issued in the past. Technically, this is not QE because it is done by the Treasury, not the central bank. But in terms of market impact, it creates a liquidity friendly result. Here too, an additional support of around $12-13B per month is formed. So when the Fed and Treasury are considered together, there is more than $52B in monthly liquidity injection into the system. This means massive support of more than $600B on an annual basis. That is why the market does not collapse easily. Oil can rise. Bond yields can rise. DXY can strengthen. Geopolitical risks can increase. But as long as the system is not completely left without water, the market finds buyers again on every dip. Because the market prices liquidity. That is the real issue. Sometimes the market does not care about the economy, it cares about whether the tap is open. Right now, the tap is not only open, it is flowing heavily. And that is why, even though disaster scenarios are constantly discussed, the market still finds a way to go higher. I do not ask for things like this, but I would appreciate it if you repost and like it. Otherwise, I only make this kind of post on Patreon-X Subscribe. If you create motivation for me, I can continue. I can say almost no one knows the main metric behind $BTC either. But I cannot share that here either. Thank you in advance. Let me say this openly as well. Unfortunately, I cannot find the support I am looking for on X. People say if they get 500-1,000 likes, they will do this or that, but what they do is not really important. If I cannot find the support I am looking for again, this may be my last post on critical topics. Because it makes me feel like I am rowing for nothing
MarketMaestro tweet media
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Evan Kilgore 🇺🇸
Evan Kilgore 🇺🇸@EvanAKilgore·
Gas is now $5/gallon in Ohio. Fu*k this shit and every gaslighting MAGA shill who won't condemn this. MAGA is dead. And don't you dare fu*king cope about gas prices under Biden. I've never paid this much in my damn life for gas.
Evan Kilgore 🇺🇸 tweet media
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Michael A
Michael A@memaayala·
@heykayadams Jack Bech being taken with a high 2nd round pick better be the second coming of Pucka.
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Kay Adams
Kay Adams@heykayadams·
Will the Raiders add another WR for Fernando Mendoza? Listen to GM John Spytek address the eye rolls: 😂 🤣
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Michael A
Michael A@memaayala·
@jason61987 Having multiple tornadoes in Fresno County yesterday was frightening for many here. Scary to think of how worse the weather will get in California with even hurricanes hitting Southern California.
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Jason D Farhang
Jason D Farhang@jason61987·
Wednesday, April 22, 2026, 1:59 PM: The growing likelihood of a super El Niño continues to have a higher confidence as we get towards September, October, and next winter. Recent tornadoes in the upper Midwest last Friday and in Fresno County, California yesterday, we need to really pay attention to this summer for hurricanes that could come close to Southern California, as Hillary did in August 2023. Also, the monsoon season either behaves in late July or will come later on in late August 2026. Things can be very, very important moving forward with developing global phenomena that could have some really dire impacts for California in late fall 2026 and the upcoming winter 2027. All this is still in the works and in a significant development phase, but you can see from the chart and solutions values where we’re headed. #SuperElNino #CAwx
Jason D Farhang tweet mediaJason D Farhang tweet mediaJason D Farhang tweet mediaJason D Farhang tweet media
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Leading Report
Leading Report@LeadingReport·
BBC alleges that the Trump admin may be engaging in insider trading.
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Dane
Dane@UltraDane·
His front paws are the size of human hands.
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Michael A
Michael A@memaayala·
@Viralvid_89 He's wearing postal carrier shorts. I'm embarrassed for my fellow carrier.
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GFY TV
GFY TV@Viralvid_89·
This is why getting proper training is important!
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BGimpl
BGimpl@b_gimpl1234·
West coast is absolutely wrecked with chemlines feeding the cloud mass stretching across the Midwest and east coast.
BGimpl tweet media
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Michael A
Michael A@memaayala·
@endingepidemic @unusual_whales It's poison according to who? Big pharma paying scientists off for false studies. Explain how people around the Mediterranean region who drink lots of wine live far longer than Americans on blood thinners and heart meds.
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Holy Label
Holy Label@endingepidemic·
@unusual_whales People are waking up. More and more scientific data confirms that any type of alcohol is poison ☠️ If you want to continue erode your most precious body part - the brain 🧠 which makes who you are and what memories you hold, go ahead and keep drinking.
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unusual_whales
unusual_whales@unusual_whales·
America’s biggest wine maker shuts down production in Napa Valley, per NYP
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Michael A
Michael A@memaayala·
@nflrums The Jets with five first round picks in the next two drafts and Garrett Wilson might change my mind.
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NFL Rumors
NFL Rumors@nflrums·
🚨The Las Vegas #Raiders may receive calls about the No. 1 overall pick, but it's "virtually untradeable”#raidernation
NFL Rumors tweet media
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Michael A
Michael A@memaayala·
@Dr_TheHistories I remember watching that fight as a teen with my grandfather. It was heartbreaking to find out that he died right after the fight.
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Dr. M.F. Khan
Dr. M.F. Khan@Dr_TheHistories·
On November 13, 1982, Duk Koo Kim challenged Ray Mancini for the world title. Knocked out in the 14th round, Kim collapsed and fell into a coma, dying 4 days later. Three months after, his mother took her own life, and the following summer, Richard Green, the referee of the match, did the same. The fight between Duk Koo Kim and Ray Mancini was meant to be a defining moment in both men’s careers. Instead, it became one of the most tragic nights in boxing history. Held at Caesars Palace in Las Vegas, the bout was fought at a relentless pace. Kim absorbed punishment over fourteen rounds before collapsing shortly after the final knockdown. He never regained consciousness. Kim was only 27 years old. In his locker room notes, later discovered, he had written that he would either win or die. His death sent shockwaves through the sport and beyond it. The tragedy did not end in the ring. Three months later, Kim’s mother died by suicide while grieving her son. The following summer, referee Richard Green, who had officiated the bout, also took his own life, reportedly haunted by the fight. The cumulative impact forced boxing to confront its risks in a way it never had before. The sport faced mounting criticism from medical professionals, lawmakers, and fans who questioned whether such punishment should continue unchecked. What followed was a fundamental shift in how championship boxing was structured, altering the sport for every fighter who came after. In direct response to Kim’s death, boxing reduced world title fights from 15 rounds to 12, a rule that remains in place today to reduce the risk of fatal brain injuries. © History Pictures #drthehistories
Dr. M.F. Khan tweet media
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ElBuni
ElBuni@therealbuni·
Un pitbull andaba molestando a los perros del barrio Se juntaron todos los chiuauas Y lo rajaron a fuerza de números
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Michael A
Michael A@memaayala·
@houmanhemmati @GavinNewsom The huge financial burden that the state will impose on the majority of working class families that are already struggling to make ends meet. Who will be able to afford to purchase all electric water heaters and new HVAC systems and electric stoves.
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Houman David Hemmati, MD, PhD
Houman David Hemmati, MD, PhD@houmanhemmati·
🚨 🚨🚨🚨🚨@GavinNewsom IS MOVING FORWARD W/PLAN TO BAN NATURAL GAS IN CA! I got an email that SB 1221 implementation is starting with natural gas “decarbonization” maps to prioritize ending gas when lines need replacement They can’t ban stoves so they’re banning gas itself! See the state CPUC’s site 👇 “Decarbonization zones will be geographic areas where the CPUC may authorize projects facilitating the transition of some customers' natural gas service to cost-effective, zero-emission alternatives.” Reading the fine print, it’s clear that they plan over the next decade or so to “retire” aging natural gas lines, which means you’ll have to dump your gas stove, heater, water heater, fireplace etc (even if NEW!) & replace them with electric (including all the expensive wiring & panel upgrades). And have you seen electricity prices lately? @TheDemocrats will keep jacking up power rates & have the ability to shut off power anytime they want. Our grid ALREADY cannot handle EVs charging when ACs are running during summer. How on earth will be be able to reliably & affordably cook & heat our homes?
Houman David Hemmati, MD, PhD tweet media
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Linda
Linda@LndamyDark·
You all know I'm a dog lover ❤️ Precious dogs from movies and shows that we've lost over the years Note: there is no way to do this without AI.
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Hooparazzi
Hooparazzi@Cabbyfromgreene·
Enjoy this for the rest of your lifes...
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
A copper shortage is coming next: The world economy is projected to face a copper deficit of 10 million tonnes by 2040, equivalent to ~33% of current global demand. This comes as global copper demand is estimated to surge to 42 million tonnes by 2040, from 28 million tonnes in 2025. Asia alone is expected to reflect 60% of total demand growth over this time, driven by EV adoption and grid upgrades. At the same time, AI data center copper demand is set to surge +127% to 2.5 million tonnes by 2040. Meanwhile, supply is expected to peak at ~34 million tonnes in 2030 before declining to ~32 million tonnes by 2040. Copper is the next global strategic commodity.
The Kobeissi Letter tweet media
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Akash Anavarathan
Akash Anavarathan@akashanav·
@Chase_Senior Tell me you don’t live in the city without telling me you don’t live in the city
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Chase Senior
Chase Senior@Chase_Senior·
Many 49ers fans would love to see the Niners move back to San Francisco, throwing it back to the Candlestick Park days, when the 49ers won their five Super Bowls. How would you feel about a stadium design like this? Golden Gate Bridge as the backdrop, still an outdoor stadium with a natural grass surface. #49ers
Chase Senior tweet media
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Michael A
Michael A@memaayala·
@JakeAsman @Nick_Faria1720 Only way the Raiders pass up on Fernando is if the Jets give up their next 5 first round picks in the next two drafts.
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Jake Asman
Jake Asman@JakeAsman·
Jets reporter @Nick_Faria1720 says that the Raiders are not going to draft Fernando Mendoza!? I'm not buying it are you?
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