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NWT

@nwtSwaps4CL

S&P500 is UBi universal basic income. funded via interest rate cuts and tax money allocated to S&P500 earnings & GDP via government contracts. stolen USA 🇺🇸

Katılım Nisan 2019
1.1K Takip Edilen968 Takipçiler
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NWT
NWT@nwtSwaps4CL·
@nntaleb @ProfSteveKeen What Steve doesn't understand is that with negative net national savings, if recession comes and Government spends it will raise borrowing rates on corporations and individuals with declining growth rates trying to borrow to expand & provide a self defeating outcome to spending.
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Americans are feeling worse about the economy now than they were during the COVID-19 pandemic, the financial crisis, and following the 9/11 attacks, per YF
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NWT
NWT@nwtSwaps4CL·
@BenKizemchuk @simplenoticer I generally agree but my concern is that deficit and capex spending on Ai along with an increase in asset purchases from the Fed > 40B a month will somewhat circumvent lower loan growth and force market to be dependant on an increase in the monetary base.
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Ben Kizemchuk
Ben Kizemchuk@BenKizemchuk·
@simplenoticer If they cut it’s likely because Econ is weakening, which tends not to be good for loan growth. On top of that, a cut means treasury is supplying fewer assets to private sector.
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Ben Kizemchuk
Ben Kizemchuk@BenKizemchuk·
Gold still dead money in my view for a few years. USD and Treasury to reassert "strength". Both price and meme.
Ben Kizemchuk tweet media
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NWT
NWT@nwtSwaps4CL·
@aRishisays Things really changed after Warsh was picked hahaha
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Rishi Mishra
Rishi Mishra@aRishisays·
Waller - the reasonable dove - shifted his stance from ‘2-3 cuts are needed this year’ in Feb to ‘pause for now but hikes can’t be ruled out’. Think the neutral distribution for June is now 3-4 at one hike, 3-4 at one cut and the rest on pause. Explains the weakness in fronts.
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NWT
NWT@nwtSwaps4CL·
@C_Barraud Another record low. Wow. When will stocks catch down?
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Christophe Barraud🛢🐳
Christophe Barraud🛢🐳@C_Barraud·
🇺🇸 *UMICH FINAL MAY CONS. SENTIMENT AT RECORD-LOW 44.8; EST. 48.2 - BBG *UMICH MAY 1-YR INFLATION EXPECTATIONS AT 4.8% VS PRELIM. 4.5% *MICHIGAN 5-10 YR INFL EXPECTATIONS AT 3.9% VS PRELIM. 3.4%
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NWT
NWT@nwtSwaps4CL·
@DougKass It went on sale at Walmart
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Wasteland Capital
Wasteland Capital@ecommerceshares·
US Retailers who have reported so far like $RL $WSM and $TGT have seen strongly accelerating US comparable sales last quarter. The “weak consumer” narrative is in shambles. Never underestimate the American shopper.
Wasteland Capital tweet media
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NWT
NWT@nwtSwaps4CL·
@Chartfest1 Interesting version of yield curve control LOL
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Helene Meisler
Helene Meisler@Chartfest1·
I leave my desk for two days and peace breaks out. I should leave my desk more often!
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NWT
NWT@nwtSwaps4CL·
@GS_CapSF 11x would be $27 in earnings, I’m showing $20 for next year.
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Greg
Greg@GS_CapSF·
I’m old enough to remember that $INTU posting a quarter that strong and raising guidance would cause a 7-10% rally. Today down 20% and now trading at a P/E of 11x.
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NWT
NWT@nwtSwaps4CL·
@gamesblazer06 Touché. Thank you for the honesty blazer.
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PlungeProtectionTeam
PlungeProtectionTeam@gamesblazer06·
Pretty tone deaf… but thankfully this AI stuff is Overhyped.
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PlungeProtectionTeam
PlungeProtectionTeam@gamesblazer06·
Americans can barely afford a decent meal in large part coz of being jammed into another major War + WEF Failed Grand Designs…& now the Elite Intelligentsia are telling everyone how great it will be when they lose their job &/or see their power bill spike coz of AI/Data Centers.
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NWT
NWT@nwtSwaps4CL·
@LeoNelissen Not many other games in town besides Ai and betting on growing margins to strip money from the poors.
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NWT
NWT@nwtSwaps4CL·
@DougKass You read that in the New York Times ?
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Peter Schiff
Peter Schiff@PeterSchiff·
Thanks to Donald Trump, we now have two Democratic parties. With the defeat of @RepThomasMassie for being a principled fiscal conservative, the Republican Party basically exists in name only. We have two big-government political parties, each offering its own brand of socialism.
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unusual_whales
unusual_whales@unusual_whales·
"The American rebellion against AI is gaining steam," per WSJ
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Lawrence McDonald
Lawrence McDonald@Convertbond·
Rectangles: This is your brain, and this is your brain on drugs. *Special thanks to Bloomberg for the chart data.
Lawrence McDonald tweet media
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unusual_whales
unusual_whales@unusual_whales·
72% of Americans feel they'll never achieve the American dream, per RealtorCom
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NWT
NWT@nwtSwaps4CL·
@wesbury Ai is the only game in town right now. Consumers are tapped out. Ai is booming on deficit & capex spending. Which is assisting inflation is climbing slightly higher.
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Brian Wesbury
Brian Wesbury@wesbury·
The Fed watches financial conditions. The 10 year Treasury yield is 4.59%….that’s tight. Why would they even think of raising rates?
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Stockcoach
Stockcoach@StockcoachPB·
Sold half at $104.15. The whole stock market feels very vulnerable to me.
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Stockcoach
Stockcoach@StockcoachPB·
NOW: Sell off seems overdone. Stock now trading at 17x forward earnings. Disclaimer: I am long NOW.
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NWT
NWT@nwtSwaps4CL·
@RepJackKimble A dog could do a better job than you clowns
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Rep. Jack Kimble
Rep. Jack Kimble@RepJackKimble·
Just a friendly warning. We don’t even make $200k per year in Congress despite working nearly 140 days. If we aren’t properly compensated, a lot of us will go to the private sector and you will be left with some real idiots in Congress.
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Keşfet

@unusual_whales @songpinganq @BenKizemchuk @simplenoticer @aRishisays @C_Barraud @gamesblazer06 @DougKass