Bob Cybulski

Lender serving the innovation economy. Amateur economist. Grease monkey & car enthusiast. Space nerd. My own opinions, not investment advice

[Bob Cybulski @Bob_Cybulski]

@VladTheInflator It's a trend in virtually everything right now

[Bob Cybulski @Bob_Cybulski]

@ChrisDMacro Comfort Crisis is a great read.

[Bob Cybulski @Bob_Cybulski]

@dampedspring Thanks, makes sense. Regarding the third, I expect a reckless response to some sort of crisis out of this administration. Yes, they have been talking contractionary, but I doubt they hesitate to rack up more debt when presented with an opportunity to do so.

[Bob Cybulski @Bob_Cybulski]

@WallStreetApes You need to tell them you're moving out of the country. They only have one rebuttal: is there anyone else who could take over your service? Just say no and you're done. I've moved to London and Amsterdam. Paris may be next 😉

[Bob Cybulski @Bob_Cybulski]

@VladTheInflator @nickgerli1 I agree generally, but in the 80s housing was a good investment because prices kept going up. That's the boomer argument to buy a home now. However, with prices high relative to incomes AND payments at extreme levels, I don't think that's how this ends. It's not just about rates

[Bob Cybulski @Bob_Cybulski]

@PauloMacro Maybe, but currencies are only priced relative to others. If you think this is a US only phenomenon... Europe is far worse. Then you have Canada, Mexico... the Western World is all in the same spot.

[Bob Cybulski @Bob_Cybulski]

@FinanceLancelot Where is the wick down to 55 from a couple weeks ago?

[Bob Cybulski @Bob_Cybulski]

@VladTheInflator Because the court system will be filled with bankruptcies until then.

[Bob Cybulski @Bob_Cybulski]

@HenrikZeberg Have you considered that the gig economy (uber, doordash, etc.) Didn't exist before? That should mean we have a greater lag on unemployment.

[Bob Cybulski @Bob_Cybulski]

@dampedspring Bessent gave them exit liquidity with the pause. You know he was getting phone calls...

[Bob Cybulski @Bob_Cybulski]

@VladTheInflator If you think that's bad, look into carvana.

[Bob Cybulski @Bob_Cybulski]

@FinanceLancelot How does this square with the 6 month rally you're saying is possible?

[Bob Cybulski @Bob_Cybulski]

@VladTheInflator That's insane how closely it matches. Would expect it on stocks. Not so much a thinly traded housing market.

[Bob Cybulski @Bob_Cybulski]

@ChartingProdigy I really don't understand this. The Elliott waivers of the world call for a higher high. Old school RSI says that will not happen without a lower low.

[Bob Cybulski @Bob_Cybulski]

@ChrisDMacro

[Bob Cybulski @Bob_Cybulski]

@bravosresearch You're either looking at the wrong yield curve (not 3mo / 10 yr) or you are mistaken. It does in fact briefly re-invert just before the 2000's crash and 2008

[Bob Cybulski @Bob_Cybulski]

@SpecialSitsNews Wildly optimistic.

[Bob Cybulski @Bob_Cybulski]

@Heckler511 @shortseller