JMA

[JMA @1_Man_in_Arena]

@Basssem666 Looking tonsee Bessent action Premarket. Yield spike today was serious.

[JMA @1_Man_in_Arena]

@FroehlichThors1 Bonds in 2007 weren't testing Paulson awaiting a drop of $15B+ in Long end purchases. Yes, yields are there again but it's a different ball game.

[JMA @1_Man_in_Arena]

@Remzztrades Bessent needs to drop a significant amount on long end premkt, and that needs to fuel ATH's. Or else.

[JMA @1_Man_in_Arena]

@BeardoTrader Grass looks good

[JMA @1_Man_in_Arena]

@DarioCpx Agree, question is how it plays out. Do you believe they will allow the bond mkt to blow up?

They all the sudden have an about face with MMT and allow it to free mkt / blow up and take down the whole world. Then what?

[JMA @1_Man_in_Arena]

@zerohedge All previous instances shown on chart were buying opportunities.

[JMA @1_Man_in_Arena]

@Ahmed69996059 Wouldn't every structure foundation collapse inversely from the same effect? Something missing

[JMA @1_Man_in_Arena]

@ChrisCamillo Massive amount of money to go around and they will print more

[JMA @1_Man_in_Arena]

@ThrillaRilla369 16

[JMA @1_Man_in_Arena]

@pradeepXkapoor Exactly

[JMA @1_Man_in_Arena]

@tiri_220 John?

[JMA @1_Man_in_Arena]

@zerohedge End it and put America first.

[JMA @1_Man_in_Arena]

@BoujeeFinances If the AI thesis is remotely close, which reasonably speaking and removing noise - it is. We're looking at climbing a significant wall of worry and lock out rallys as this becomes further integrated into our world.

[JMA @1_Man_in_Arena]

@steff147 @JamesFromAustin Remember how bad that was with the Sears acquisition. SHLD

[JMA @1_Man_in_Arena]

@steff147 Good post. I only liked the chart bht this earned the follow.

[JMA @1_Man_in_Arena]

@Mr_Derivatives I can see yields in US coming down first due to energy crisis felt in energy importers Japan/EU. Resolution to war would bring down energy prices and yields for all. US equities stable/rally under both scenarios near-term

[JMA @1_Man_in_Arena]

@supplychainldr May be too little too late.

[JMA @1_Man_in_Arena]

@ChrisCeausu @adamlwingfield I don't think believing the automation path is pessimistic- i think its the highest probability outcome. Like we've experienced - having high level conversations and showing data of COGS to justify rates doesnt work. Now, how do you compete with the lowest cost solution (AI)?

[JMA @1_Man_in_Arena]

@ChrisCamillo @tweetyeezy Its very annoying for everyone

[JMA @1_Man_in_Arena]

@MikeZaccardi $100 today is $61 in 2007. $4.48 today is $2.77 in 2007.

Price of oil then was actually higher relative to gas price. Have to conclude that input prices/COGS are higher today on a % basis