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Mike
747 posts
@TheFlowHorse More good stuff on the timeline! I like this, should be a trend. Here's another good one for you from an account I follow:
x.com/i/status/20379…
BaseballHistoryNut@nut_history
Had to take a break from dedication to share this Tim Tebow hosted a red carpet event called 'Night to Shine' to celebrate and uplift people with special needs He has a big heart.
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@AlexLongneck @souldigg @IncomeSharks Yes, but it hasn't happened yet. AI isn't far enough along and companies are not yet laying off employees to replace them with AI. They're laying off employees to cut costs. It will happen, it hasn't yet.
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Oracle just laid off 30k people. Unemployment on a steady rise, numbers come out Friday and it's already expected to go up again. Feels like maybe it should be given a little more weight.
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Out curiosity - do you have an all-time favourite F1 driver?
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@nut_history Can't even name one 🤷
Doesn't mean I don't like it though, I dig racing
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@Polish_Buddy @garyvee @PeachEfknkeen @crobles2collect @JCourageFIT @gasfairy_eth @veefriends If I'm going to judge an organization as a whole then yes I'm going to zoom that far out, it's necessary in my opinion.
Quality is going to be one of those subjective things. That's why they make 31 different flavors of ice cream 🤷
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@itsjuuustmike @garyvee @PeachEfknkeen @crobles2collect @JCourageFIT @gasfairy_eth @veefriends If we are zooming that far out, I would say the quality has been "just alright."
Almost every big drop has had its mishap, and until that changes.... I can not call it very good
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Whatever H.E.R.O means we'll all find out tomorrow! And @garyvee says this will be one of the biggest updates/drops in @veefriends short history, especially for "OGs" (the definition of OG in the VF world has definitely lost a whole lot of meaning, but I think it's clear what he meant when he used the term talking about this announcement)
What do we think?
Product?
Access?
Future roadmap?
Community building?
Drop your comments on what you think!
VeeFriends@veefriends
Who's ready to be a H.E.R.O.? Tune in tomorrow night on VeeFriends Whatnot at 7PM ET with @garyvee as he reveals what it all means! Bookmark: whatnot.com/live/733990fe-…
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@Polish_Buddy @garyvee @PeachEfknkeen @crobles2collect @JCourageFIT @gasfairy_eth @veefriends I understand that perspective absolutely. Largely speaking though, from the initial zero cool drop to the wearable merch, the stuffed animals, squishmallows, all the things, the quality has been in my opinion very good
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@itsjuuustmike @garyvee @PeachEfknkeen @crobles2collect @JCourageFIT @gasfairy_eth @veefriends Well considering we saw no correction and the team just shipped the product……VF is easily to blame here
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@Polish_Buddy @garyvee @PeachEfknkeen @crobles2collect @JCourageFIT @gasfairy_eth @veefriends Meaning the stickers sticking to the packaging? Yeah that sucked, but that's manufacturing. If the VF org doesn't correct that issue then yeah that's on them. Otherwise I thought they were good quality as far as stickers go.
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@itsjuuustmike @garyvee @PeachEfknkeen @crobles2collect @JCourageFIT @gasfairy_eth @veefriends Quality has been extremely poor if you look at the spec sticker drop….
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@Polish_Buddy @garyvee @PeachEfknkeen @crobles2collect @JCourageFIT @gasfairy_eth @veefriends Honestly I think the product quality is solid. The treasure chests imo were amazing quality, Topps cards same. I understand the quantity and dilution concerns though. For me personally I've stopped buying, my well has been tapped dry for these types of things.
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@garyvee @PeachEfknkeen @crobles2collect @JCourageFIT @gasfairy_eth @veefriends What if you just made a few GOOD products a year with higher production #s so we can actually get excited and get exposure on the timeline instead of dropping crap nobody is really asking for every few weeks and have the riddled with errors?
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In your opinion, who is the most popular celebrity of all-time?
I'll go with Michael Jackson
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@VitalTrades @unusual_whales Agreed and a hike would be a terrible move for the fed. I'd be willing to bet that an inflation increase would be temporary and once oil calms we would be back to whatever the new normal is
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Fair point on the dual mandate — but that's actually worse for US markets, not better.
The BOE/ECB will hike to kill inflation. That's painful but it's decisive.
The Fed CAN'T hike because employment is softening (4.3% and rising). But they also CAN'T cut because oil just broke $115.
So the BOE acts. The ECB acts. The Fed... sits there paralyzed.
Bloomberg's own rate projection model now shows a HIGHER probability of a Fed hike in 2026 than a cut. The dual mandate isn't protecting the US — it's trapping the Fed in no man's land.
The worst outcome for markets isn't a hike or a cut. It's a central bank that can do neither while the economy deteriorates.
That's where we are.
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Goldman Sachs has said investors are overestimating the likelihood of a Fed rate hike.
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Which former athlete did you/still have a crush on?
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@VitalTrades @unusual_whales They don't have a dual mandate like the US does, they just need to calm inflation so they're more likely to raise while the US has a mandate to also keep employment going which makes it much less likely to raise rather than just keep rates where they are for now.
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Goldman says overestimating. The bond market says otherwise.
BOE: 45% chance of a 25bps HIKE in April
ECB: 2Y German yields surging
Japan: 2Y at highest since 2008
US: 10Y pushing 4.50%
Every major bond market on the planet is repricing toward hikes — not because central banks want to hike, but because a war-driven oil shock is forcing their hand.
Goldman is talking about what SHOULD happen. The bond market is pricing what WILL happen.
When there's a disagreement between Goldman's research desk and the rates market, bet on the rates market. Every time.
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@Iamwhatyousea @TheFlowHorse Ok fair point then, that's "normal" for the spx then 🍻🤝
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@itsjuuustmike @TheFlowHorse The point is that on a chart of paint drying times, aka non log, it’s been parabolic for my whole life
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I see this said so often… First, the SPX is not parabolic, this is just an illusion. Second, it is an Index, aka It is a self-cleansing basket of the 500 most successful companies in the US. It "grows" because the global economy grows, inflation exists, and failing companies are replaced by winners that explode.
Dr.Porny@DrPorny
CredibleCrypto shares that market's maturing won't stop it from going parabolic. "We can take a look at the SPX. If these asset classes that are in the tens of trillions -we’re talking about hundreds of trillions — can have parabolic advances like the ones we are seeing now" '"I think crypto will have parabolic advances in the future. I do not think that ended in 2017. It makes no sense to me to think that an asset as young and as volatile as crypto won’t have a blow-off top when we’re seeing assets that are 10, 20, 30, 40 times the size -and far more mature-having blow-off tops today."
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@Iamwhatyousea @TheFlowHorse Cmon man you've got 50 years stuffed into a couple of inches side to side and stretched bottom to top 0 to 12,000, that'll make a chart of paint drying times look parabolic
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