Ray Meyer

JP Morgan Investment Banking Alum. Libertarian. Sound Money Advocate. Avid Sailor. Think about Rome every day.

[Ray Meyer @BankerBob444]

@Convertbond thanks Biden

[Ray Meyer @BankerBob444]

@dampedspring @Globalflows Ha!

[Ray Meyer @BankerBob444]

@RealEJAntoni @NoahWall Exactly!

[Ray Meyer @BankerBob444]

@dampedspring @FusionptCapital ugh........ you'd be dead....

[Ray Meyer @BankerBob444]

@elonmusk Will this not work in Iran?

[Ray Meyer @BankerBob444]

@the_chart_life nick bartgatze has a great piece on it........

[Ray Meyer @BankerBob444]

@TgMacro brilliant... happy hour here too.

[Ray Meyer @BankerBob444]

@jimiuorio @North2North velvet fog?? ha ha

[Ray Meyer @BankerBob444]

@adamtaggart 100!

[Ray Meyer @BankerBob444]

@WallStreetMav Did Grok write that??? Hmmmm..

[Ray Meyer @BankerBob444]

@LizAnnSonders Getting there!

[Ray Meyer @BankerBob444]

@MichaelAArouet HA! What about college professors!

[Ray Meyer @BankerBob444]

@BobEUnlimited Awesome thread thank you!

[Ray Meyer @BankerBob444]

@DavidBCollum IDK... in a recession?

[Ray Meyer @BankerBob444]

@TXMCtrades Private Wall Street only! ha ha

[Ray Meyer @BankerBob444]

@BobEUnlimited @SecScottBessent https://t.co/UX10ADd2bj

[The All-In Podcast @theallinpod]

Chamath's Three Takeaways from Liberation Day 🇺🇸

1) Trump will go through with the tariffs, don't expect a grand capitulation

-- "Trump has had a 40-year view on tariffs."

-- "They're going to go through with this and they're going to see it through."

-- "I don't think you're going to see this grand capitulation."

2) The White House is okay with short-term volatility in the stock market

-- Remember Bessent's quotes on "Main Street over Wall Street" and re-ordering the international trading system

3) Bond yields are down, which will save us hundreds of billions this year

-- "We have $6T we need to finance in the next nine months."

-- "So the singular goal, in my opinion, of the White House, has been move the 10 year as aggressively and as quickly as possible."

-- As of yesterday... you were kissing 4%."

-- "If it had gone in the other direction, 30 or 40 basis points, and it touched 5%, you're talking about hundreds of billions of dollars of extra money that would not have been found, that would've had to be printed."

-- "Irrespective of what you think you know, or what you think you like about tariffs, we should all have a moment where we exhale because the long end of the curve is giving us a respite in a storm."

[Ray Meyer @BankerBob444]

@BobEUnlimited https://t.co/UX10ADd2bj

[The All-In Podcast @theallinpod]

Chamath's Three Takeaways from Liberation Day 🇺🇸

1) Trump will go through with the tariffs, don't expect a grand capitulation

-- "Trump has had a 40-year view on tariffs."

-- "They're going to go through with this and they're going to see it through."

-- "I don't think you're going to see this grand capitulation."

2) The White House is okay with short-term volatility in the stock market

-- Remember Bessent's quotes on "Main Street over Wall Street" and re-ordering the international trading system

3) Bond yields are down, which will save us hundreds of billions this year

-- "We have $6T we need to finance in the next nine months."

-- "So the singular goal, in my opinion, of the White House, has been move the 10 year as aggressively and as quickly as possible."

-- As of yesterday... you were kissing 4%."

-- "If it had gone in the other direction, 30 or 40 basis points, and it touched 5%, you're talking about hundreds of billions of dollars of extra money that would not have been found, that would've had to be printed."

-- "Irrespective of what you think you know, or what you think you like about tariffs, we should all have a moment where we exhale because the long end of the curve is giving us a respite in a storm."

[Ray Meyer @BankerBob444]

@Geiger_Capital She was completely LOST!!

[Ray Meyer @BankerBob444]

@hussmanjp Ha... Compared to the last administration?? Have you seen this?... Corruption on a massive scale... Makes sense now how Congressmen leave Washington as multi-millionaires... I dare you to watch the whole thing: https://t.co/FHztANYSa8

[Ray Meyer @BankerBob444]

@hussmanjp How about bankruptcy! That where we are headed!