Tim Baker

@DrNeilStone Can you walk us through what much worse looks like?

I'll beat that The Ebola is 100% definitely absolutely with total certainty going to get worse Much, much worse

@DeItaone @matt_barrie Funneling vehicle for toll/bribe

IRAN STARTS BITCOIN-BACKED SHIPPING INSURANCE FOR HORMUZ STRAIT

@SamanthaLaDuc Not just gold, they are shifting away from US corporate exposure, where possible, as well. The damage to our reputation is incalculable, why corporate America doesn't push back amazes me. "Why Central Banks Are Bringing Gold Home Again" investing.com/analysis/why-c…

@SamanthaLaDuc Nope

🤣💯"does anyone really believe that NFP headline when the revisions have been negative over 90% of the time in the past year and by a total of around 800k?"

@DrNeilStone Ignore the noise, you are an important source of information where few are found

I don't think I can take this site much longer The hatred, ignorance and lies are literally evil. Absolutely disgusted by it.

@gtconway3d Unhinged

Ladies and gentlemen, it is our honor to present to you United States Attorney Jeanine Pirro, an icon of the (open) bar 🍸🍹🍷🥂🍾🍻🍺🥃🍶🧉

@BobEUnlimited Mine, up 62%

Our healthcare benefits costs were just quoted up 19% vs last year. Where is all this disinflation folks are talking about?

@McFaul Of course not. I Dmdon't trust a single word or action coming out of these amateurs.

US intel did not suggest a preemptive strike from Iran before US-Israeli attacks, AP sources say apnews.com/article/iran-t…

@OccupyDemocrats Okay Dems get in front of SCOTUS NOW. No attempts at positioning, get them to make a ruling, assuming Congress won't do anything.

BREAKING: Top intel Democrat DESTROYS Trump’s Iran lies and reveals they have NO PLANS to get out of this! Ranking Member Jim Himes (D-CT) of the House Intelligence Committee just released a blistering statement after receiving a closed-door briefing on the U.S.-Israel strikes on Iran as part of the ‘Gang of Eight’ high-ranking members of Congress. Himes said everything he has heard from the administration – before and after the strikes – confirms this is a “war of choice with no strategic endgame.” “Military action in this region almost never ends well for the United States,” Hines stated. “Conflict with Iran can easily spiral and escalate in ways we cannot anticipate. It does not appear that Donald Trump has learned the lessons of history.” Then there’s the Constitution: “The President’s own statement acknowledges this is war, and the Constitution requires the Administration to come to Congress for authorization, something it has not done. Next week, the House will vote on a war powers resolution, and I will support that resolution.” This is damning if not surprising. A senior intelligence committee member with access to classified briefings is publicly warning that Trump has launched a dangerous, open-ended war without congressional approval or a clear plan. The strikes risk massive escalation in a volatile region, American casualties, and years of chaos, all without a coherent strategy or required authorization. Like the rest of us, Himes is praying for service members and civilians in harm’s way. The administration should be explaining why it is dragging the U.S. into another FOREVER WAR. Instead, Trump is once again bypassing Congress and risking American lives for his own agenda. If this reckless, unauthorized war alarms and infuriates you, like and share to tell Congress what needs to be done.

@EconguyRosie Can you parse out the implications of the 15% broad tariffs vs what Trump got struck down? Do the same exemptions apply, who/what goes down, who/what goes up? Which sectors get the most benefits from the change, which one suffer the most?

Now what happens to the $5 trillion of foreign direct investment pledges into the U.S. that were made this past year to avoid the Trump tariff threat? Isn’t that why the stock market learned to love tariffs?

@RpsAgainstTrump What an amazing jerk. The most politicized Treasury Secretary in my lifetime.

Secretary Scott Bessent says he's "got a feeling" the American people won't see the $175 billion in tariff revenue.

@atrupar BS

Jared Kushner at the "Board of Peace" -- "People are not personally profiting from this"

@SamanthaLaDuc Bessent will have no choice but to go short term on his UST.

1973 IS COMING - BUT NOT FOR OIL There is falling global dollar AND treasury demand, but not for US equities. 25% of USTs are owned by foreigners (down from 33% a decade ago) 25% of US Equities are owned by foreigners (up from 18%) USD share of global foreign reserves as fallen 33%. As a result: Gold is #1 reserve asset on global central banks - not USD anymore. USD wasn’t in a hurry to fall without Fed/Treasury intervention Oct 2022 - but then Trump entered the scene JAN 2025 to make USD devalutation a feature not a bug. Now, with Fed pressured to lower rates & monetize deficits, the USD is falling faster as foreigners stay away from USTs & bypass USD, UST & Petrol-dollar (Oil) for trade settlement in Gold. THIS macro roadmap was laid out early last year as basis of potential crack-up boom reaction in stocks. The problem is when the USD weakens too much as Fed cuts, forcing the Fed to later re-tighten... just like what happened in 1973 ... THEN the equity rally falters & fades WITH the USD falling, setting up an even more aggressive selling of both foreign-held equities & treasuries & dollars. In the same way 1973 caused USD to fall hard with equities, US is setting up for a strong case of foreigners selling EVERYTHING once inflation picks up state-side and Fed intonates hiking. Bad news will be very bad news - ala 1973 - 1974 - and it won't have to do with oil. Remember my mantra last year: METALS ARE THE NEW OIL™️ Geoffrey: @GraphCall "Now the Fed is going to cut rates and resume balance sheet expansion. DO THEY BELIEVE THEY OPERATE IN VACCUM? So now you know why I am long the euro" It's all about BALANCE OF TRADE & CAPITAL FLOWS. "once the DXY is at 0.8 you should get better terms of trade IF the Treasury manages to shrink primary deficit as a % of GDP. A much lower FX with not TOO MUCH inflation is the cure." PLACE YOUR BETS $EURUSD $WTIC $SPX laductrading.com/edge/ref/17/

@sobel_mark 100%. I would question the integrity of the Treasury Department operations and ANY thoughts or recommendations coming from its head. If you buy UST, I would be concerned.

These remarks are inappropriate by any standard. But they are way out of the lane of a Secretary of the Treasury and they demean the high honor of the Department and the position Bessent holds.

@AmazonMGMStudio Ewwwwww

MELANIA. Only in theaters January 30.

@lisaabramowicz1 I could have said that...

Citi’s Jane Fraser warns of more job cuts ahead, noting: “Over time, we can expect automation, AI and further process simplification to reshape how work gets done — some roles will change, new ones will emerge and others will no longer be required.” bloomberg.com/news/articles/…

Bank of America is letting headcount shrink gradually over time through attrition. Moynihan on an investor call today: “The number one thing is to continue to work the headcount through operational excellence and applications of new technologies, including AI.”

@atrupar They either just do not care or do not understand the consequences of their actions, what a group of sheep.

Sen. Kevin Cramer: "Maybe the point should be if you're the attorney for Jay Powell and you want to avoid an indictment, how about you go to Jeanine Pirro and say, 'I'll make a deal. I'll step down today if you drop the investigation today.' To me, that would be a win win for everybody."

@atrupar What an amazing idiot

Peter Navarro: "One of the biggest drivers of higher rents in this country is the 20 million illegal aliens that came in during four years of Joe Biden. It's one million illegals, one percent increase in rent. That's a 20 percent national increase."

@SamanthaLaDuc I watched a French news program today where they were questioning their use of US payment products, with the theme being "we are too dependent on the US". Trump chaos effect.

Beyond Nvidia… Market, show me China sales to US Tech firms matters

@SamanthaLaDuc Trump is failing

So if Trump doesn’t have the legal authority to create a law that requires Congress, then by what legal authority does he have to decide the punishments? But Congress could pass any number of bills presented ON THIS ISSUE of predatory credit card lending rates & practices, as ironically…this is not a new idea!! •Bernie Sanders & Josh Hawley: Introduced S.381 in February 2025, proposing a 10% cap for five years, following up on past failed attempts. •Alexandria Ocasio-Cortez & Bernie Sanders: Introduced the Loan Shark Prevention Act in 2019 to cap rates at 15%. •Josh Hawley: Introduced the "Capping Credit Card Interest Rates Act" in 2023 (S.2760) to cap rates at 18%. •Alexandria Ocasio-Cortez & Anna Paulina Luna (R-FL): Proposed similar legislation in the House in early 2025. •Elizabeth Warren & Sheldon Whitehouse: Proposed legislation in 2023 to empower states to rein in lenders” $XLF $COF $V $MA $AXP