Bobby Sobeski

I believe everything I read

[Bobby Sobeski @BobbySobeski]

@OwenBenjamin Oh man

[Bobby Sobeski @BobbySobeski]

@unusual_whales @grok is This the greatest number or percentage?

[Bobby Sobeski @BobbySobeski]

@realEstateTrent @roderickalb_ Mostly missing Sysco slop. What’s the issue?

[Bobby Sobeski @BobbySobeski]

@cvcwellness This will age well, I think

[Bobby Sobeski @BobbySobeski]

@micsolana @emre_mayo Do you think we artificially increased the cost of housing with our low interest rates? Easy access to capital, prices go up…?

[Bobby Sobeski @BobbySobeski]

@tculpan @asianometry 😃

[Bobby Sobeski @BobbySobeski]

@arenamag Cool

[Bobby Sobeski @BobbySobeski]

@JohnLeFevre Sysco slop, indeed.

[Bobby Sobeski @BobbySobeski]

@AutismCapital It’s Lutnick

[Bobby Sobeski @BobbySobeski]

@realEstateTrent What was the gist?

[Bobby Sobeski @BobbySobeski]

@realEstateTrent What’s the difference?

[Bobby Sobeski @BobbySobeski]

@ObsoleteDogma Why are you afraid of crashing assets?

[Bobby Sobeski @BobbySobeski]

@gothburz @VladTheInflator

[Bobby Sobeski @BobbySobeski]

@alifarhat79 @WallStreetMav Lolol

[Ray Dalio @RayDalio]

Many people seem shocked by what’s happening, most recently in the Minneapolis and Greenland conflicts, though also in many other ways over the last year.

In my opinion, that’s because they don’t understand what’s going on with the breakdown of the post-World War II monetary, domestic political, and international political orders. This is happening in classic Big Cycle ways that have repeated throughout history and were laid out in detail in my book, Principles for Dealing With the Changing World Order, which I wrote about five years ago. In that book, I described how the Big Cycle unfolds in stages with clear characteristics, and I outlined the cause-and-effect relationships one can follow to identify where we are in the Big Cycle and what is likely to happen next.

With that perspective, it is clear to me that we are in Stage 5 (the pre-breakdown of the orders period) and on the brink of Stage 6 (the breaking down of the old orders). In my latest article, I review the developments that characterize Stages 5 and 6 and relate them to what is happening.

As always, I'd love to hear your thoughts.

https://t.co/BQzOZSYtL1

[Bobby Sobeski @BobbySobeski]

@leadlagreport Respect brother, respect 🫡

[Bobby Sobeski @BobbySobeski]

@sungleeiq Done

[Bobby Sobeski @BobbySobeski]

@leadlagreport What is the trade? Buy FXY?

[Bobby Sobeski @BobbySobeski]

@bubbleboi What makes you think the design benefits will be great enough to make the jump to High NA? Also, high NA yield benefit might make all the difference within Intel, but would TSMC benefit the same? Seems like an easy calculation for TSMC's consideration

[Bobby Sobeski @BobbySobeski]

@bubbleboi Would loading up on JPY via FXY be a lower risk alternative?