🌵Masked Rider🌵

34-10 Wreck Em Tech

34-10. Wreck Em Tech

@visegrad24 Healthy debate is rooted in respect, where we discuss ideas without smearing our Indian brothers and sisters. What I’ve been witnessing lately isn’t debate—it’s divisive and deeply troubling.

@KeithMcCullough Robust rally in defensive stocks. What’s that gushing of air? The death rattle

Yes. This morning, Wayner bud

Put your political views completely aside and simply watch how he handles this type of questioning.

Out now - how @LukeGromen is thinking about the current stress in the Treasury market: - Unless oil and/or the dollar goes down a lot, "the beatings will continue" in the bond market - The pain in bonds will continue & continue until there is a 2019-style spike except instead of in repo it's in the long-end of Western sovereign bond markets - This market meltdown will require - Federal Reserve intervention (rate cuts? QE? Repo?) in order to prevent market malfunction - America's Debt-to-GDP ratio is too high to stomach 5.5% rates... government needs to inflate the debt away by keeping rates below inflation, if the Fed sticks to this playbook it will have implications for hard assets such as gold & Bitcoin This is an early release on @X - will go live on regular channels later Thursday (tomorrow) as usual Enjoy 🔥

JAMIE DIMON ON AMERICA $JPM

Dumb penalties. Dumb offense. Dominant WY offensive LT. WY offensive LT owned who ever he blocked last night. Guy’s a beast and why they ran right over him for the 2 point conversion. Terrible defensive scheme that play. Otherwise defense played well enough to win.

@JackBellSports WY offensive LT owned who ever he blocked last night. Guy’s a beast and why they ran right over him for the 2 point conversion. Terrible defensive scheme that play.

A lot going on last night. Now that I’m just sad mostly and not mad here are a few things that caught my eye last night: -Great opening script. Seriously fantastic. But wtf happened after that? -After Wyoming started rushing more than 3 the O-Line fell apart -Tahj Brooks only had 11 carries. Not enough. -3 TE receptions. Only 1 to Tharp. This group was extremely underutilized last season. Looks like nothing has changed. -A LOT of questionable play calls last night. I just don’t understand why you didn’t use the middle of the field more often. -This reminded me of a Matt Wells/David Yost game.

An under-discussed growing issue in the economy: Consumers with "negative equity". Ohio's largest car dealer, Rick Ricart, shares what he's seeing first-hand:

@Brett_McMurphy University of Phoenix On-line is still up for grabs

Big 12 officially adds Arizona, Arizona State & Utah

Name a long snapper with better moves than @knotts_jackson We’ll wait…

Arizona is coming. So what about the University of Phoenix On-line?

@stoolpresidente Don’t even think about watching the Iron Giant. 😳

I have a confession. I started watching How to Train your Dragon with a group of people this weekend. (I'd never seen it before). I knew I was in deep water the second Hiccup met Toothless (the dragon/dog) I quickly made up an excuse that I had to do something cause I knew waterworks was coming and I hate crying in front of people during movies cause I'm a man. So I went back and watched it by myself. Cried my dick off. Maybe the #1 happy tears movie of all time. It's so good I almost wouldn't wish it on my worst enemy. I don't think I'm gonna watch the next 2. Don't wanna have emotional breakdown. End of story time with Dave.

With the TGA account near 0, immediate effect of a Debt Deal is negative. The quick need to issue a half trillion treasury debt drains liquidity to drive stock prices. Watch out below!

@RyanDetrick @sonusvarghese @CarsonResearch TGA account near 0. Immediate issue of half trillion treasury debt drains liquidity from system to drive stock prices. Watch out below!

'What about all the debt' is a question we've been getting a lot lately. @sonusvarghese does a great job of explaining what the record debt means and it might not be what you expect. @CarsonResearch carsongroup.com/insights/blog/…

@MortensenBach @HenrikZeberg M2 supply shrinking. Credit/liquidity in toliet. Shrinking GNP. Good luck

New Bull markets are always born on extreme pessimism. History really repeat itself here. They will join the party eventually and chase at much higher prices📈🚀🚀 $QQQ #BTC #Bitcoin #eth $SPY

Major news in subprime: U.S. Auto Sales has “temporarily” closed all operations. Ally dropped their floorplan / inventory line of credit [Unconfirmed] — Major subprime dealer group w/ nearly 50 locations. — CEO’s LinkedIn is now deactivated. Letter from CEO to the employees:

Past 10 days have been wild: — Capital One shut off all dealer floorplans (aka inventory lines of credit) — USA Auto Sales shut down 39 dealerships after losing its Ally floor plan — Wells fargo laid-off all its junior Auto loan underwriters and capped future loans Insanity.

@naninani6 @KeithMcCullough @Hedgeye Tells auto dealers that! Capital One just pulled the rug on fleet/floor financing on a 1,000 plus dealerships. Ally has announced their dealer financing unit is shut down.

@KeithMcCullough @Hedgeye this is what the other team is putting out.. unreal