Djulier

1.2K posts

Djulier

Djulier

@itstransient

Entrou em Mayıs 2014
577 Seguindo132 Seguidores
Djulier
Djulier@itstransient·
@yieldsearcher I get your point, but when I put other inputs into the sausage grinder, sub-5% (“full employment”) for 54 consecutive months doesn’t make sense.
English
0
0
0
5
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The European Central Bank is likely to raise interest rates at their June meeting unless there are "positive developments" on energy prices and ending the Iran War, per Bloomberg. Details include: 1. Should the Iran War persist, there is only "a very small chance" that rate hikes can be avoided 2. Headline inflation in Europe has surged back above 3% 3. Fears of stagflation are growing as Q1 2026 growth in the euro zone was just 0.1% 4. The IEA has called the current situation the "biggest energy security threat in history" Europe is about to experience a major shift in policy.
English
101
183
1.6K
160.9K
Djulier
Djulier@itstransient·
@stats_feed Is this cohort evenly distributed, or is there a weighting towards a particular vintage?
English
1
0
0
200
World of Statistics
World of Statistics@stats_feed·
Baby Boomers (1946-1964) are now between 62 and 80 years old.
English
43
61
854
48.1K
Nick Gerli
Nick Gerli@nickgerli1·
The housing market has broken into two. Sun Belt markets like Denver, Austin, Seattle, and Orlando are experiencing exploding inventory (+30% or more from 2019 levels). Prices are now dropping in these markets. However, in New York, Chicago, Providence, and Hartford, inventory is down more than 50% from 2019 levels. Indicating an acute housing shortage where prices are still rising. The market has flipped on its head. The boomtown Sun Belt locations are now the ones dropping, while the boring Northeast markets are the ones rising. If you're a serious homebuyer, investor, or seller in 2026, you need to know the inventory trends in your area. Download our app and search your ZIP: reventure.app/mobile
Nick Gerli tweet media
English
94
101
769
231.1K
Djulier
Djulier@itstransient·
@Hamnakedshorts Got my FNGR. At +/-$4.45, is NRGV still something to look into?
English
1
0
1
895
Djulier
Djulier@itstransient·
@WallStreetMav Nah. It allows me feel slightly better about flying American Airlines.
English
0
0
0
4
Wall Street Mav
Wall Street Mav@WallStreetMav·
We must allow Spirit Airlines to go bankrupt so that the bus people are forced to start taking the bus again.
English
947
2.4K
19.6K
533.7K
Djulier
Djulier@itstransient·
@junkbondinvest @DowdEdward .015 x $5.1 billion = $76.5 million in estimated annual management fees for just one portfolio investment. Heads they win, tails you lose.
English
0
0
5
1.8K
junkbondinvestor
junkbondinvestor@junkbondinvest·
Medallia. It's official. Thoma Bravo handing the keys to creditors. $5.1B in equity wiped out. This is the 2021 software vintage in one deal. Zero interest rates. Maximum leverage. Sub-30% LTV. What happened to the cushion? Wiped out before the AI thesis even fully played out.
junkbondinvestor tweet media
English
12
67
445
376.8K
Djulier
Djulier@itstransient·
@FinanceLancelot Well, might as well add this to the list of things I’ve magically become over the last ten years.
English
0
0
0
35
Financelot
Financelot@FinanceLancelot·
I honestly don't know what's about to happen, but I do know they're about to pull the rug.
Financelot tweet media
English
157
129
1.6K
118.5K
Djulier
Djulier@itstransient·
@KnightsTempOrg That’s exactly my point! There are an estimated 1.1 million unborn children killed every year here in the States and nary a word said over this horror. But when Trump picks a fight with the Pope people all of a sudden lose their minds? Please. It’s disingenuous.
English
0
0
0
14
Knights Templar International
Knights Templar International@KnightsTempOrg·
Has Trump committed the biggest act of Political suicide in American History? While we Templars have had SERIOUS issues with the Papacy over the years as everyone knows, we think we are honest brokers on this situation and it is clear that this ongoing 'War ' with the Roman Catholic has done incredible damage to MAGA from which it may never recover. We did Warn the Administration against this several weeks ago but sadly our advice fell on deaf ears.
Pope Respecter@poperespecter1

Breaking: The Guardian interviewed US Catholics after mass and were told "We're Catholic First."

English
37
14
74
4.9K
Djulier
Djulier@itstransient·
@atensnut I’m dizzy from turning in place.
English
0
0
1
4
Djulier
Djulier@itstransient·
@911NewsBreaks I guess Bibi was right and they really were “just weeks away”. But my bigger question is how these supposed “UN Inspectors” got access to this material while the USJOSOC failed in their mission to snatch said Uranium under the guise of a rescuing a downed airman?
English
1
0
1
702
TRENDING ➞ 911
TRENDING ➞ 911@911NewsBreaks·
ALERT: 🚨 UN Inspectors reveal Iran has enough Uranium to create 10-11 Atomic Bombs.
English
152
203
1.2K
116.9K
Djulier
Djulier@itstransient·
@FinanceLancelot I wonder if JD has to pay the same cancellation fees as the rest of commoners due when we book air travel.
English
1
0
1
203
Financelot
Financelot@FinanceLancelot·
BREAKING: J.D. Vance calls off his trip to Pakistan after Iran says they didn't plan to show up.
Financelot tweet media
English
9
5
127
11.7K
Djulier
Djulier@itstransient·
@FinanceLancelot Does this also explain the selling of foreign UST holdings (i.e., sell UST to obtain USD by any means necessary), or is there a rational explanation for that other than “USA bad”?
English
1
0
0
116
Financelot
Financelot@FinanceLancelot·
A Dollar shortage + oil shortage isn't supposed to be possible. The demand for oil is inversely correlated to the value of the Dollar. Under normal supply situations, the higher the Dollar the less oil nations can afford, which reduces demand. What's different this time is there's an engineered supply shock to global oil, but not in the U.S. As nations are starved of oil, their economies slow. Their ability to sell goods to the U.S. declines, which means they receive less Dollars that they need to service their debt. At the same time, the U.S. is still open for business, exporting oil for Dollars, which sucks Dollars back into the U.S. The more the U.S. exports, the less Dollars are in circulation for the rest of the world, raising the value of the Dollar when there's an oil shortage. Again, the Dollar & Oil going up at the same time isn't supposed to be possible, but that's exactly what's about to happen. This leads to a massive disruption in the global debt market, which tightens loan supply, reducing the ability to get Dollars, increasing the risk of defaults while forcing nations to sell their U.S. Dollar denominated assets below face value. e.g. U.S. treasuries
Financelot@FinanceLancelot

Correct again @richimedhurst. The goal here is starve China of oil and Dollars, while destroying their Belt & Road initiative. China has 4 months of oil reserves + Russian pipelines, so this Iran blockade could last 6 months or longer if China doesn't make a deal. This oil shortage will damage many countries outside of China that hold U.S. treasuries, and that's the plan. I believe the ultimate goal here is to starve every nation of oil and Dollars so that they're desperately willing to sell their U.S. treasuries back to the U.S. below face value, in exchange for oil or Dollars. This allows the U.S. to take their debt out of circulation (at a discount), and eliminate interest payments on the debt that is no longer sustainable. Thus a Great Reset of debt.

English
61
284
1.3K
184.4K