Casey K 🇺🇸

Iran. Do they make a deal, or not? I know I’m in the extreme minority but, Personally I don’t think they do. The reason being the longer the straight is closed.. they win. Not militarily of course, but they have more and more leverage every single week the straight is closed All they have do is wait. Trump will be forced to escalate militarily and then oil really spikes! $150 + And then Trump will beg for a deal Sad, but true Markets are not a prepared for this outcome ‼️ 💥

@HarrisonHSmith I volunteer 🖐️

I’m not kidding when I say we should pick up a random Small Business owner from the Midwest, give him total unquestionable authority for 1 year, and just see what happens. As long as the person is: - Male - Married - Has multiple kids - Practicing Christian - IQ over 130

@LondonVoice_ Truth

India’s population is large enough that they could turn every country in the Anglosphere into little India. Absolutely no one wants them. Even left-wingers I know don’t want them. Put India on a red list and bar all future immigration from that hellhole country.

@HumbleFlow Truth

We should have never fought our cousins That war took our greatest men and buried them in the mud for nothing

@Nero She will NEVER love this down Everyone will keep their distance from her going forward

Wait, this isn’t AI???? x.com/dissidentwest/…

@calvinrobinson She’s nuts Legit cringe

I genuinely thought this was AI when I first saw it. Please, someone close to Erika, speak to her in love. She cried leaving the Correspondents Dinner, “I just wanna go home” Encourage her to go home. She does not need to do this. Go home, be a mother. x.com/dissidentwest/…

@adamscochran The direct government intervention and suppression of prices is the worst I’ve ever seen It’s ridiculous

Treasury bailed out the BOJ on the Yen in exchange for Japan aggressively intervening in oil. Why is treasury so desperate to suppress the oil price? They are massively short on it, and know it won’t ease up by itself.

Ok everyone, that's April. The best month for semiconductors since Y2K. The worst month for consumer sentiment in history. Compliments of Keynesian bombing of foreigners aka. War.

@zerohedge lol 😂 The futility of staving off the demise of a worthless fiat currency is evident. NO ONE wants to be long yen. The YEN is Dead ☠️

The BOJ spent $90BN to push USDJPY from 160 to 157. See you at 170

@EmoryExplorer The hardest thing to do is sell when the charts all look invincible and things can’t get any better And buy when it looks like the things can’t get any worse

@KlepperCasey "Sell in May" hitting different this year. Hard to chase when the charts look this parabolic.

Here's every time the tech sector had a +20% monthly total return at an all-time high.

The entire US economy right now is 7 companies sending a trillion fake dollars back and forth to each other

@TraderJonesy Turning from mega Bear to mega Bull at the top Interesting

The bears on $SPY are still getting wrecked. Powell, Inflation, GDP, PCE and they still can't bring this down. Haha. You’ve got a decent chance of short term resistance there at 718 for the move back to around 709. As I said in many posts, signals are all turning bullish. They give me 700-705, I will start calls there. They give me 685 for a deeper pullback? I will build more into them there. Any and every pullback is a buying opportunity. There is about a 60% probability that the market expands 20% in the coming 6-12 months. The question remaining is whether we get the deeper pullback or not. #SP500 $SPX $NVDA $TSLA #StockMarket

@2kaykim It’s so far from reality that I don’t know if you’ll ever see anything like it again

THIS IS *NOT* NORMAL! Not a stock, but the entire semiconductor sector is +200% in just one year. We are all so cooked #SMH

@TruthFairy131 @dalepartridge The truth hurts But it is the truth.. non the less

Why aren’t there any 3rd world White nations? Why does immigration only work one way? If Whites are replaced by 3rd world people then the West becomes 3rd world. A nation is a reflection of the people living there. @dalepartridge

@MichaelPBento Trading at 120x EPS for 2027!! Only 103x EPS for 2028 It’s a bargain 🫠🫠

INTC kicked out a hanging man today and the RSI is 85. I decided to hold on to those 5/15 82P a bit longer.

@HarrisonHSmith See El Salvador

Its INSANE how easy it would be to fix 99.9% of the problems in America. A benevolent dictator could solve most things within 2 or 3 weeks. Within a year, we'd be living in paradise.

@WarMonitor3 Either way Inflation and oil prices will be much, much higher

Will there be a permenant peace deal between the US and Iran by June 30th? Polymarket sees this at just 33 percent despite a ceasefire agreement being place for several weeks now. Will strikes resume, or a long term blockade continue?

@Convertbond Or 4%

Federal Reserve - "We are really committed to our 2% inflation target, we mean 3%." *Special thanks to the Bloomberg terminal.

@TiltFolio See Open Ai Going down the drain =. Harder to round trip revenue

Here's a headscratcher: Why is $NVDA underperforming $SMH to this degree? Historically, the stock led semiconductors - outperforming in bull markets and underperforming in bear markets. Now the stock is down despite all-time highs in semis. What gives?

@Bogachan_1971 Agreed. Inflation running rampant is inevitable Only one thing can kill it Recession

@KlepperCasey Bond and eventually stock markets

This is the yield of 30 Years US Bonds.... You will see different handles this year... like 5, 6 ... maybe 7.. If you had been following me at least for 6 months, you know I had been very consistent on my call on bonds... I spent 30 years in US rates... I can use my observation skills and pattern recognition to make calls on other assets... but US rates had been my bread and butter unlike others for a very long time. Now I will explain why I was so determined about the direction of long end rates.... It is actually mostly about the worst Treasury Secretary US ever had... #Bessent... He believes he is a hot shot macro trader... he is neither macro, nor trader... he was an execution monkey for Soros and later failed hedge fund manager. Catastrophies happen when ego is much larger than the talent... esepecially if one drinks his own cool-aid... which Bessent served #Trump but also drank himself. In trading, there is something called fulcrum... for the entire leverage... it helps the rest to float or go up... u never touch the fulcrum, u don't goose it up to push everything up. Bond market had been the fulcrum of the system after European Integration moved a lot of capital from USD domain and replaced with China dollars... however, China did not fund the eurodollars... instead bought US Treasuries... that's why Libor blew up... Since 2017, China started to get out of US Treasuries as well and now has half of them they used to have... you can see that the dynamics that played betweem 2000-2007 that blew up Libor are at play since 2017 for US Treasury market.... Before talking about what will happen now... let's see why US Treasuries had been the fulcrum for the rest of the markets.... You see that rest of the world, especially China got developed so well last 20 years... they are better than USA in nearly every tecnology... but US stock market is valued more than all markets combined. How? US System developed by NSA since Feb 2009 depends on financial repression. You live with 8% inflation, but told it is 3%... and bonds yield 5%... that means any large corporation can borrow at -2% to -3%... and use that to buyback their shares... EPS always better than expected. This system relied on lies from BLS for CPI and a bond market... If you are a trader, you never fck with this system... but Bessent did and you will see the results... Bessent decided to lower the long end and mortgage rates when economy was hot because we are running over $2 Trillions in deficits 6 years in a row with very wrong rates... He told his scvm friends to buy mortgage bonds to stuff Freddie and Fannie... these svms bought without hedging, so vol and long end got lower and lower.... In his simple mind, he thought he was helping Trump to win in midterms with lower rates... lower mortgage rates... when #IranWar spiked #OIL prices, he panicked and started to manipulate it... that delayed it but not changed the course. Now he is sitting exactly how #FederalReserve was sitting like a duck on September 2007..... In the next 6 months, you will see how a Treasury Market blows up... since Trump is surrounded by charlatans and clowns, they will not be able to do anything to stop it. Save this post and see how it works....you never touch the fulcrum... but Bessent is not a trader.

@MichaelPBento That would be a big shit 💩 I’m more interested in tomorrow and this weekend 👀

@KlepperCasey Today is the end of the month, it's no uncommon to see a shit into close

$6.64MLN worth of SPY 0dte 708P at 11:35AM. What's your dad planning to say Barron?