@The_Tradesman1 @MOSSADil you moron you think they are going to admit they are in talks when those talks will threaten different factions . I feel stupid for still being surprised by the stupidity of people with TDS
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Your Forecaster Extraordinaire
1.4K posts
Your Forecaster Extraordinaire
@lindgrenowitz
Worlds #2 Trend Forecaster
เข้าร่วม Haziran 2009
147 กำลังติดตาม72 ผู้ติดตาม
@MOSSADil Donnie just got proved as a liar who has publicly misled the world. Americans, if you have any shame left - impeach this lunatic President of yours.
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🚨 UPDATE: Iran’s Parliament Speaker Mohammad Bagher Ghalibaf denies involvement in talks with the U.S., rejecting claims of direct negotiations and accusing external parties of spreading “fake news” to manipulate the markets, saying no talks have taken place. Iran’s official position maintains that reported U.S. overtures were mis‑represented and that Tehran’s stance regarding negotiations remains unchanged.
Stay updated—follow @MOSSADil and subscribe.
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@LootCrate_ @dustyslay you like make other people pay for your flights. Roger.
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@dustyslay And watch tickets for flights soar to $2,000/person
You act like companies just accept something without trying to find ways to push their operating costs onto the consumer.
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You know, we could just get rid of TSA and avoid all of this. Then if something happens on a plane we could just blame the airline. This seems easier to make the airlines accountable and then we wouldn’t have to have the government funding this.
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@Citrini7 890 billion in tga released plus surprise fed cuts plus realization that bbb tax cuts are going to make a big difference. Maybe more like 12 weeks though
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Does anyone have a very strong view as to why stocks will be higher 4-8 weeks from now? It’s starting to feel a bit one-sided (not that stocks can’t go down when it’s like that)
Citrini@Citrini7
I can’t really see the scenario where stocks don’t go lower in the near term. Maybe that’s s bull case? Market has been so desperate for a taco people have been making their own and forgot that in an actual war both sides have to agree to end it (or one has to surrender). They’re going to figure that out eventually. The Fed’s cutting cycle is on its way to being completely priced out. 2 weeks ago, SOFR Z7 was 75bps lower than March 2026. Now it’s down to 25bps and IOR is comfortably above 2yr (meaning reserve managers are not buying the dip on the expectation the cutting cycle continues). If NFP is strong, it’ll wreck rates (at a time when financing has become increasingly important for the largest companies in the world) while if it’s weak I don’t think equities respond positively either. And this all is coming at a time when AI is maybe not good enough to convince companies to replace workers with machines while business goes along as usual, but certainly is good enough to have companies attempt to use it for roles they had to cut because of economic pressure and potentially find out they don’t need to hire that role back. It’s one thing to see some bearish scenarios and brush them off as priced in, that’s been a good strategy (most years have drawdowns of 10-15% routinely). But SPX is ~5% off all time highs…
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@PaulFeldstein @paulsperry_ a brit was offended. good to know.
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FYI: Margaret Brennan's husband is a Muslim who served in the US military. He thinks Sharia law is democratic. Seriously. Now you know why Brennan wrote this snarky tweet about SecDef Hegseth "invok[ing] Jesus' name." Her husband was no doubt offended. Now you also know Brennan's POV/agenda on CBS's "Face the Nation"
Margaret Brennan@margbrennan
The Secretary of Defense tells the American public to pray for our troops on bended knee and invoke Jesus' name....
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@Nickhasdoubts @Boneszns @pureMetatron You do not have a right to go the bathroom anywhere you want. Sorry dude. You don't have a right to shop wherever you want. Sorry dude. Property owners decide that because it's their property and their right. What you want is a dictatorship.
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@Boneszns @pureMetatron You know that's wrong. I know that's wrong. So why are you performing here today?
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@Jet_Jaguar_Win @TristinHopper I try to imagine how weak and ignorant you have to be to believe this is even remotely possible.
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@TristinHopper I don’t hate Jews.
I simply hate that some of them wish to enslave everyone and that they are succeeding.
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Does the Torah have anything in it about why Jew hate makes people so fucking stupid? It's worse than huffing gas.
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@TristinHopper They were already stupid but smart enough to want a reason.
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@GrumpyMoe @Capnthomas1 I've seen you losers abilities and a guillotine is way outside that
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@Capnthomas1 @lindgrenowitz No interest in winning people over if they UwU millionaires
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I have lived in Washington my entire life and I am ready to pack my shit and move to Florida. I live in the Skagit Valley but Seattle really affects my peace of mind. I'll never make a million dollars a year but that millionaire tax is the last straw.
Am I doing that right???
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@lindgrenowitz People simping for millionaires are fucking morons
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@AlshhranyS58897 @punting_machine @RepFine 1 million Muslim deaths at the hands of other Muslims in the last ten years. No religion even comes close.
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So your argument is basically:
“Some violence happens in Nigeria, therefore Muslims should fear Muslims everywhere.”
That’s an interesting standard.
By that logic, if someone visits the U.S. and witnesses a school shooting, should they conclude that Christians should fear Christians?
Or if someone looks at sectarian violence in Europe’s past, should they conclude that followers of Christianity should fear other Christians?
Of course not.
What you’re describing in Nigeria is regional conflict involving politics, militias, terrorism, poverty, and ethnic tensions. Reducing all of that to “Muslims are the problem” is not analysis
it’s just a convenient shortcut.
Groups like Boko Haram have killed far more Muslims than anyone else. In fact, many of their primary victims are Muslim communities who reject their ideology.
So if anything, Nigerian Muslims themselves are often the first victims of those extremists.
Blaming 2 billion Muslims for the actions of violent groups in one region of one country isn’t a serious argument.
It’s just a stereotype wearing the costume of an argument.
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Racism is when you discriminate against another race. It is bad.
Sexism is when you discriminate against another sex. It is also bad.
Antisemitism is when you discriminate against Jews. Again, bad.
I could give ten more examples.
So why did Muslims not create a similar word thst is bad? Why is their "bad" word Islamophobia? Which, when you break it down into it's component parts, isn't about discriminating against Muslims, but is about fearing them? And then stating that that fear is irrational and unacceptable.
The word was created as a weapon, to conflate stopping discrimination (which is a good thing) with stopping criticism (which is not).
Because under Sharia law, which is fundamental to Islam, criticizing Islam is a crime. In some Sharia-compliant countries, it is punishable by death.
Even with all the actual violence around us, we must remember we are also in a rhetorical war over the contours of speech in this country.
And I was built for that fight.
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@stevemur Portland Oregon. They made commercial real estate affordable for everyone. Drastically rescued barrier to starting a business downtown. Gnereted thousand os jobs in the homeless industrial complex. Plus a booming narcotics ecosystem.
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@BasedGymEnjoyer @HuskyFanPodBDTW It's worked out great for oregon just look at downtown Portland real estate prices.
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@HuskyFanPodBDTW And what will you say when Seattle becomes a top 3 city in the country in a decade? Doubt you will ever admit you were wrong
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Washington’s lack of income tax has always been a huge advantage — the reason some co's chose Seattle over CA, NYC, or Boston. The 2nd & 3rd order effects of losing that edge could be devastating. Entire ecosystems rely on tech. This move is totally braindead & short sighted.
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@FoamOnTheRunway I am far from an expert but the number I saw was up to a trillion a year goes to private equity portfolio companies from private credit. GFC MBS was around a trillion also.
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@lindgrenowitz Private credit does not typically provide loans to private equity. Private equity finances leveraged buyouts through the bank syndicated loan and high yield markets. So private equity is a separate issue, and I agree with you that it is a problem.
GT@FoamOnTheRunway
Pension crisis alert. Calpers increased private equity investments to 17% in an attempt to meet obligations. The only problem is that private equity is imploding (“Private Equity World Engulfed by Perfect Storm,” WSJ). The entire $35+ trillion pension market is in the same boat.
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People, this is not GFC 2.0.
Private credit is like 5% of GDP, levered maybe 2x, and not on household balance sheets.
Mortgages were half of GDP, levered 10x at banks, and the biggest asset on household balance sheets.
Roberto Rios@peruvian_bull
This is systemic. That’s like the sixth fund in the last five weeks to restrict redemptions. The run on private credit has begun.
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@botorious0 @kosherronin haha. he could have the most perfect proof and you still will live in your made up world where the Jews are the reason for you being a loser.
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@kosherronin Yeah bombing all those hospitals schools and innocent people really must have helped the birth rate skyrocket, wheres your proof ? This shitty ass meme ? 😂
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I had to climb one meter into a lamppost to get to this ⬇️ sticker today. While ripping it off, a big man of about 45 years looked at me suspiciously.
"I'm just removing some hate propaganda," I explained, as I climbed down. He didn't look happy.
"You and I are ... (1/3)
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@SteadyRollingX @DowdEdward Deflation= possibly less jobs and possibly jobs pay less. Yet every single person that has dollars can buy more. Net effect is positive for vast majority of people and especially for low income people. Inflation= small number of people benefit at expense of every single person.
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What the Fed is likely to do is pause sighting oil shock.
They should cut but they won’t. Their inaction will accelerate the credit contraction already in process.
Also this is not like the 70’s.
We had a demographic tail wind from the boomers with wages rising. This time we have declining demographics and no wage pressure. This will be cost push inflation which will ultimately result in demand destruction and deflation.
Eventually the US bond market will figure this out as GDP growth expectations reset lower and then rates will plummet.
*Walter Bloomberg@DeItaone
🚨TRUMP DEMANDS IMMEDIATE RATE CUT FROM FED Donald Trump criticized Jerome “Too Late” Powell, urging the Federal Reserve chair to cut interest rates immediately instead of waiting for the next policy meeting.
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@great_martis Negative Nellie's never get optimism or wives that look like Melania
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Plan A: ❌
Plan B: ❌
Plan C 👇🤡🎪. 😂😂😂😂
*Walter Bloomberg@DeItaone
🚨TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY
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@goyslopsucker @scotthortonshow 30k slaughtered moms,dads, brothers, sisters. The religion of peace.
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@scotthortonshow Oy Vey, Iranians want to be free and love Israel. So much so they sacrificed 150 children.
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It’s terrifying to think that they might really be that stupid.
CBS News@CBSNews
The U.S. and Israel had a "flawed assumption" that the death of Supreme Leader Ayatollah Ali Khamenei would lead to the collapse of the regime, said an expert on the region. cbsn.ws/3NtMOVX
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@marginofdanger @BillAckman they should have skipped the due diligence and just checked with your CEO buddy. seems to really know the numbers.
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$HHH I spoke with an insurance team CEO yesterday who told me that @BillAckman overpaid for Vantage by $400-500mm and that its combined ratio was pretty high for rather benign market conditions. And, Ackman is also responding to AI women on X. Meanwhile the stock is now below the $66 threshold that was used as the base for Pershing Square's incentive fees. The guy seems like he's on some sort of life tilt and feels pressures to IPO Pershing Square right now.
The best thing that Ackman could do with $HHH (unfortunately can't undo Vantage buy) would be to initiate a dividend because otherwise this is a boring company that will behave with the volatility of owning a zero coupon bond on margin.
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