NWT

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NWT

@nwtSwaps4CL

S&P500 is UBi universal basic income. funded via interest rate cuts and tax money allocated to S&P500 earnings & GDP via government contracts. stolen USA 🇺🇸

เข้าร่วม Nisan 2019
1.1K กำลังติดตาม965 ผู้ติดตาม
ทวีตที่ปักหมุด
NWT
NWT@nwtSwaps4CL·
@nntaleb @ProfSteveKeen What Steve doesn't understand is that with negative net national savings, if recession comes and Government spends it will raise borrowing rates on corporations and individuals with declining growth rates trying to borrow to expand & provide a self defeating outcome to spending.
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Matt Walsh
Matt Walsh@MattWalshBlog·
Pretty much all of the prominent voices who supported the Iran War assured us it would be over by now. None of them will admit they were wrong. Even less will they admit that their initial assurances were based on nothing but their own wishcasting. This whole shitshow has been an enormous waste of time and resources and our country has not benefited from it at all. Its advocates have moved the goal posts repeatedly and have even to this day refused to clearly articulate what constitutes a victory and how we’ll know that it’s been achieved.
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Steve Grasso
Steve Grasso@grassosteve·
Glad it worked out, $HII
XYZ@Michael02826582

@grassosteve Fantastic pick when you first mentioned it in the low $200’s. Thanks for helping the small retail investor!

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Josh Young
Josh Young@JoshYoung·
Exxon is saying that oil prices will rise to $150 to $160 in coming weeks
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Consensus Media
Consensus Media@ConsensusGurus·
Hopefully this big premium they’re paying for $TMHC will prove to be better timing than their other purchases of public homebuilders:
Consensus Media@ConsensusGurus

Buffett + Berkshire Hathaway have some of the best housing data available via their ownership of: Clayton Homes (largest manuf housing builder), HomeServices of America (largest resi brokerage in the US), Shaw Industries (largest carpet name), Benjamin Moore Paint, Acme Brick, MiTek, Johns Manville, and Nebraska Furniture Mart (one of the largest volume furniture stores on earth). Despite that, they still managed to mistime their housing trades almost perfectly, blowing almost $200M:

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NWT
NWT@nwtSwaps4CL·
@Barchart I guess none of this actually matters
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Barchart
Barchart@Barchart·
WARNING 🚨: Stock Market reaches most expensive valuation in history, surpassing the Dot Com Bubble and the run-up to the Great Depression 🤯👀
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NWT
NWT@nwtSwaps4CL·
I feel like I’ve entered the twilight zone
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Ian Harnett
Ian Harnett@IanRHarnett·
@johnauthers uses this @asr_london chart to show how US households "now have a higher proportion of their financial asses in the stock market than even at the top of the dot-com bubble." Visit absolute-strategy.com if you would like to see more of the original research.
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David Hunter
David Hunter@DaveHcontrarian·
The stock market is in what I believe is a historic,final parabolic leg of a 44 yr secular bull market.I am raising some of my targets as follows: SPX 10,000, Nasdaq Comp 36,000, DJIA 67,000, RUT 4000, QQQ 950, SMH 800, gold $7000 & silver $200. My other targets remain unchanged.
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NWT
NWT@nwtSwaps4CL·
@LeylaKuni Wow what a country
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Leyla
Leyla@LeylaKuni·
The most demoralizing chart you will see today
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NWT
NWT@nwtSwaps4CL·
@unusual_whales @songpinganq Print some money and see if higher interest rates and prices make them feel better
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Americans are feeling worse about the economy now than they were during the COVID-19 pandemic, the financial crisis, and following the 9/11 attacks, per YF
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NWT
NWT@nwtSwaps4CL·
@BenKizemchuk @simplenoticer I generally agree but my concern is that deficit and capex spending on Ai along with an increase in asset purchases from the Fed > 40B a month will somewhat circumvent lower loan growth and force market to be dependant on an increase in the monetary base.
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Ben Kizemchuk
Ben Kizemchuk@BenKizemchuk·
@simplenoticer If they cut it’s likely because Econ is weakening, which tends not to be good for loan growth. On top of that, a cut means treasury is supplying fewer assets to private sector.
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Ben Kizemchuk
Ben Kizemchuk@BenKizemchuk·
Gold still dead money in my view for a few years. USD and Treasury to reassert "strength". Both price and meme.
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NWT
NWT@nwtSwaps4CL·
@aRishisays Things really changed after Warsh was picked hahaha
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Rishi Mishra
Rishi Mishra@aRishisays·
Waller - the reasonable dove - shifted his stance from ‘2-3 cuts are needed this year’ in Feb to ‘pause for now but hikes can’t be ruled out’. Think the neutral distribution for June is now 3-4 at one hike, 3-4 at one cut and the rest on pause. Explains the weakness in fronts.
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NWT
NWT@nwtSwaps4CL·
@C_Barraud Another record low. Wow. When will stocks catch down?
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Christophe Barraud🛢🐳
Christophe Barraud🛢🐳@C_Barraud·
🇺🇸 *UMICH FINAL MAY CONS. SENTIMENT AT RECORD-LOW 44.8; EST. 48.2 - BBG *UMICH MAY 1-YR INFLATION EXPECTATIONS AT 4.8% VS PRELIM. 4.5% *MICHIGAN 5-10 YR INFL EXPECTATIONS AT 3.9% VS PRELIM. 3.4%
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NWT
NWT@nwtSwaps4CL·
@DougKass It went on sale at Walmart
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Wasteland Capital
Wasteland Capital@ecommerceshares·
US Retailers who have reported so far like $RL $WSM and $TGT have seen strongly accelerating US comparable sales last quarter. The “weak consumer” narrative is in shambles. Never underestimate the American shopper.
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NWT
NWT@nwtSwaps4CL·
@Chartfest1 Interesting version of yield curve control LOL
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Helene Meisler
Helene Meisler@Chartfest1·
I leave my desk for two days and peace breaks out. I should leave my desk more often!
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NWT
NWT@nwtSwaps4CL·
@GS_CapSF 11x would be $27 in earnings, I’m showing $20 for next year.
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Greg
Greg@GS_CapSF·
I’m old enough to remember that $INTU posting a quarter that strong and raising guidance would cause a 7-10% rally. Today down 20% and now trading at a P/E of 11x.
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