@AvidCommentator Unfortunately at some stage reality may bite and the market taco won’t be an option
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Rhain Williams
6.7K posts
Rhain Williams
@rhainw
Investing, personal finance, economics, financial markets, geopolitics, sport, Collingwood FC.
Sunshine Coast, Queensland Katılım Eylül 2010
1.7K Takip Edilen392 Takipçiler
@yieldsearcher It doesn’t look very open on current Marine Traffic map
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Talking tough after the market close tells me this is a bluff.
محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf
۱- رئیس جمهور آمریکا در یک ساعت هفت ادعا مطرح کرد که هر هفت ادعا کذب است. ۲- با این دروغگوییها در جنگ پیروز نشدند و حتما در مذاکره هم راه به جایی نخواهند برد. ۳- با ادامهٔ محاصره، تنگهٔ هرمز باز نخواهد ماند.
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@claudedwalker Trump admin ‘truth’ communication is further eroding the credibility of the ‘fake news media’ - ironic
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Why do so many people continue to trust what a compulsive liar says?
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@yieldsearcher If negotiations fully break down over the weekend, I wonder how markets will go on Monday
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@michaeldweiss If a deal isn’t made he will make out Iran deceived him again, but in reality he deceived himself
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IRGC still controls the Strait and is limiting traffic. All who pass must pay a toll. Not much is changed except what’s in the President’s imagination. wsj.com/livecoverage/i…
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the rotation of oscar steene and darcy cameron that we’ve all been begging for, FINALLY clicked for fly last night.🙏🏼🙏🏼
steene’s importance in the ruck>>>
DC’s importance forward>>>
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@DarioCpx Reopening Strait of Hormuz was key condition of the temporary ceasefire, it still hasn’t happened
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If I were Trump, I would have waited a week to brag about this
MacroEdge@MacroEdgeRes
Trump: "We're having some fake inflation because of the fuel, the energy prices, which everybody said was going to $250 a barrel” #MacroEdge
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@BradKlibansky Both teams lack confidence but at same time trying to switch through corridor a lot - recipe for turnovers
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The Skills in this game have been deplorable 💩 Horrific viewing #AFLBluesPies
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@Trading_sense @DiveBomb321 I was referring to weak PA in private equity/private credit in U.S. agree overall mkt PA is very strong. Elements of AI are a bubble, I’m comfortable most U.S. mega caps will have a reasonable 10 years, but they need to be prudent. China a bit of an unknown!
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PA looks good for now. But there are truck tonne of things that can still go wrong, and often these things don't come out until it's too late.
As for AI, it's a bubble and I still think it will burst first, taking the whole market down with it when it does. Then AI will continue, but with only a few leading the charge. Q is, who will it be China or the US.🤨
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One scenario I have been floating the whole rally. 🤷♂️
⚡️The Traveling Trader⚡️@ZTheTrader
What if Trump was pushing the market back to ATH with positive news about peace talks, just so that he can stage a ground operation now? 🤔
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@Trading_sense @DiveBomb321 To me the clearest risk/return irrationality is linked to Mid East war. The others you mentioned are harder to gauge. I’m bullish on AI over long run, but it won’t be smooth. Private credit is a real unknown, but price action indicates there are more issues
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@Trading_sense @DiveBomb321 I’m very comfortable owning equities for the long term, but if you had $1m cash today (assuming this was your main asset other than home), you’re surely not using every dollar to buy an equity index ETF today. It always comes down to risk vs return, right now it’s not great
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Rhain Williams retweetledi
Tariffs? Inflation? War? For all the turmoil in recent years, nothing has stopped U.S. corporations from earning record profits. There's little reason to think the latest energy shock will be any different.
Smart story from @talmonsmith:
nytimes.com/2026/04/15/bus…
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@Trading_sense @DiveBomb321 The probability of a permanent deal being agreed on in short term seems to be greatly overestimated. Getting priced by equities at nearly 100%, best case it’s probably around 50/50, worst case it’s a lot lower than this
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@rhainw @DiveBomb321 Yes peak naivety or CTA's chasing the move. But Donnie always has a surprise up his sleeve.🤯
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@Trading_sense @DiveBomb321 It is peak naivety that market isn’t pricing in a reasonable probability of this - even if it isn’t the base case
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@DiveBomb321 With absolute certainty that he is doing that in the background. It's the art of distraction.
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@deeceepee80 I’m sure the supporters know better than the selectors
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5 under 20 games. It may not be the ones most are wanting but we are at least playing new blood. It’s the right mix. #gopies
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@AvidCommentator No extension and "an amazing two days ahead" could be seen as either positive or negative
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@AvidCommentator Don’t worry, this comment will be broadly ignored
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