Capitalist 1216

Disciple of Jesus, Happily Married, Grandfather, Capitalist, Conservative, Lover of Liberty and Travel Aficionado

[Rob Schneider 🇺🇸 @RobSchneider]

France has FREE health care, paid parental leave, paid family leave, FREE child care, FREE preschool, 5 weeks paid vacation, a 35 hour work week, generous unemployment and housing benefits, and heavily subsidized higher education.

Everything the left says they want AND THEY'RE STILL PROTESTING AND BURNING SHIT DOWN.

[Capitalist 1216 @1216Capitalist]

That is a Secretary of Defense you can be proud of, not a 70 year old who never served our country! God bless Pete!

[Restricted Daily @RestrictedDaily]

Once a soldier, always a soldier. It’s not a job… it’s who you become. Always ready. Always watching. Always protecting.

[Capitalist 1216 @1216Capitalist]

@Nostre_damus @disclosetv Your pathetic!

[Capitalist 1216 @1216Capitalist]

@TweetCat666 @EndWokeness Would you care to change your statement? 0

[Capitalist 1216 @1216Capitalist]

Chairman Powell has a plan!

[Capitalist 1216 @1216Capitalist]

A disgrace!

[Gunther Eagleman™ @GuntherEagleman]

🚨 Meet @LeaderJohnThune, America’s biggest mistake.

Remove John Thune and put in a real Leader.

[Capitalist 1216 @1216Capitalist]

Robert De Niro is sick and a lunatic! So sad he can’t tell the truth!!

[Capitalist 1216 @1216Capitalist]

Brilliant analysis! Beware what you don’t understand!

[George Noble @gnoble79]

Private credit didn't blow up because of Blue Owl or bad software loans or AI disruption.

Those were SYMPTOMS.

The disease is the same one I've seen 3 times in 45 years on Wall Street:

Too much money, too much leverage, too little discipline, and a financial product sold as "safe" to people who didn't understand what they owned.

Private credit grew to $3 trillion on a simple lie - that you could earn 9-10% yields with "semi-liquidity" on assets that have no liquid market.

That's not investing. That's volatility laundering. And the Street dressed it up beautifully.

"Private credit." Sounds so exclusive, so sophisticated. Illiquid loan sharking would be more accurate.

And don't get me started on "private equity", another Wall Street rebrand designed to make LEVERAGED BUYOUTS sound like fine wine. They changed the name because the old one scared people. The risk didn't change. Just the marketing.

Wall Street has always been brilliant at one thing: rebranding risk as exclusivity and selling it to people who don't know what they're buying.

Now add oil at $113 a barrel and watch the whole thing come apart.

The Strait of Hormuz is shut. The IEA is calling it the largest supply disruption in the history of the global oil market. The Fed held rates steady yesterday and the market just RIPPED AWAY expectations for even a single cut this year.

Oil is the fuse. But the TNT was packed years ago.

Oil above $100 means inflation stays sticky. No rate cuts. Every overleveraged borrower inside these private credit portfolios gets squeezed harder every single month.

Interest coverage ratios deteriorate. Defaults tick up. Valuations get marked down.

And when valuations drop, the leverage stacked on top of that leverage (the "back-leverage" that banks provide using those same loans as collateral) starts to unwind.

And JPMorgan already started.
They marked down software loan collateral and restricted lending to private credit funds. When the biggest bank in America pulls back, that's a SIGNAL.

High-yield spreads just surged to 470 basis points. The widest in years. Credit markets are screaming what equity markets haven't fully heard yet.

I've watched this exact pattern before.

- Junk bonds in the '80s
- Dot-com leverage in 2000
- Structured mortgage products in 2007

The product changes every time but the architecture never does:

Wall Street creates something complex, sells it as safe, layers leverage on top, markets the yields to retail investors, and collects enormous fees on the way in.

Then something breaks and the gates go up.

The people who built the machine are fine - they already got paid. The people who bought the brochure are trapped behind locked doors.

$265 billion in market cap already wiped from the major PE firms. I don't think we're close to done.

And you know what? That's FANTASTIC.

Perhaps we'll finally get some real price discovery. Just say no to mark to model.

Holders of this fine merchandise will get the returns they deserve. The pension funds, endowments, and insurance companies that piled into this garbage should take the hit. No bailouts. NONE.

This nonsense has gone on far too long and moral hazard is the predictable result.

The only way to end this insanity is to let Mr. Market operate.

Allow price discovery. Allow bankruptcy. No more money printing. No more crony capitalism. No more extend and pretend.

Blow it all up. That is the only way.

"But what about the individuals who get hurt!"

Better to take the hit now and reset than continue down this road. Hyper-financialization is destroying our economy and enriching the fortunes of the few. This must stop. NOW.

But I have little confidence it will. We'll get more of the same:

Rule changes. Special accommodations. The inevitable big ease will come.

Count on it.

AND BUY GOLD

[Capitalist 1216 @1216Capitalist]

These statistics are why you can never trust what the government reports as the CPI , PPI or any other stat. They under report to keep the masses happy while simultaneously picking the pockets of the average citizen.

[Andrew Lokenauth @FluentInFinance]

Median family income in the US increased from $10,000 in 1971 to $106,000 today, a 10x increase.

However, the median cost of homes increased from $25,000 to $445,000, a 17x increase.

And the median cost of cars increased from $3,600 to $50,000, a 14x increase.

The median cost of college increased from $2,900 a year to $45,000, a 16x increase.

And the average cost of healthcare per person increased from $350 to $14,600, a 42x increase.

THIS IS ABSOLUTELY INSANE.

[Leah Rain ✝️🇺🇸🎸🏝️ @LeahRain77]

Because sometimes truth is just truth 😑

[Capitalist 1216 @1216Capitalist]

Lock him up for 10 years!

[🏛 🌹PeriklestheGREAT 🌹 🏛 "Vox Populi, Vox Dei" @PeriklesGREAT]

Black violence is
out of CONTROL.

Black on White Violence is
41 Times higher than the
reverse ....41 X 👆 🧵

Black on Black Violence
kills approximately 90% of
blacks .

Draconian penalties are NEEDED NOW !

https://t.co/ynPO45xMS0

[🏛 🌹PeriklestheGREAT 🌹 🏛 "Vox Populi, Vox Dei" @PeriklesGREAT]

Black violence is
out of CONTROL.

Black on White Violence is
41 Times higher than the
reverse ....41 X 👆 🧵

Black on Black Violence
kills approximately 90% of
blacks .

Draconian penalties are NEEDED NOW !

https://t.co/ynPO45xMS0

[Capitalist 1216 @1216Capitalist]

J Z is the next p Diddy!

[Capitalist 1216 @1216Capitalist]

Fire the NFL Commissioner! What an embarrassment to our country!

[Capitalist 1216 @1216Capitalist]

Well said! It is a mirage!

[Ann Vandersteel™️ @annvandersteel]

Help me understand:

The elderly mother of a relatively unknown news celebrity goes missing, and it’s 24/7 news coverage on every network.

But:

Roughly 330,000–460,000 children are reported missing annually in the US — MEDIA SILENT.

Tens of thousands of women and children are trafficked OUT of the United States each year — MEDIA SILENT.

Hundreds of thousands of unaccompanied migrant children are lost track of by HHS after placement — MEDIA SILENT.

Cartel-run child labor rings operate openly in dozens of American cities — MEDIA SILENT.

Thousands of American girls are groomed and trafficked domestically every year — MEDIA SILENT.

Record numbers of fentanyl overdoses kill young Americans daily — MEDIA SILENT.

Border towns overwhelmed by violence, drugs, and human smuggling — MEDIA SILENT.

Veterans sleeping on the streets while illegal migrants get hotel rooms — MEDIA SILENT.

Schools failing to protect children from predators in bathrooms and locker rooms — MEDIA SILENT.

Now obviously I'm sorry for what the Guthrie family are going through, and I hope Nancy is found alright, but:

WHY DOES THE MEDIA ACTIVATE FOR ONE MISSING PERSON - BUT NOT FOR THE MILLIONS OF AMERICAN GIRLS AND WOMEN WHO VANISH EVERY YEAR?

Can anyone out there explain this phenomenon?

[Capitalist 1216 @1216Capitalist]

The nomination of Kevin Warsh will come back as the worst nomination in this administration! Pam Bondi was a poor choice, but Warsh is Powell II.

This is in line with his wretched appointments all throughout his administration! The best President, yet an incoherent team to carry out. Warsh is a Wall Street bank protector and favorite! ☹️

[Capitalist 1216 @1216Capitalist]

Which is why we need patriots in Congress and must send the Rhinos home!

[Janie Johnson - America is Exceptional @jjauthor]

End the Fed!

Secrets of the Federal Reserve in 2 minutes.
https://t.co/1KYSz1PpCr

[Capitalist 1216 @1216Capitalist]

@Sassafrass_84 Merry Christmas! 🎄

[Capitalist 1216 @1216Capitalist]

@Oliver_MSA Merry Christmas Michael and your team! Grateful for your wisdom and dedicated work!