CFO Kitty

Anon Acct.
CFO/CPA

[Michael Spyker @ShaleTier7]

Me talking to the tech analyst on the morning call now that WTI is $87

[Paulo Macro @PauloMacro]

Love that people seriously don’t see a Warsh trial balloon as just another insider trading affair. You really think Trump is gonna nominate a known hawk who’s potential nomination crashes stocks, bonds, bitcoin, and gold? Lol

[Danny Dayan @DannyDayan5]

Another labor supply dynamic that the Fed cannot do anything about with monetary policy is the labor force participation rate of 55+ workers.

Early retirement, possibly due to huge wealth gains, has made this plunge to 20 year lows.

These are excess retirements.

[Godzilla Trader 🦖 @David_Tracey]

In all my years in this game I’ve never seen this many bullish traders on X.

Few of these same ‘traders’ were bullish at 3500 or even 4100 in Oct 22 and Oct 23 but they’re bullish at 6,000.

You can’t make it up.

[Meb Faber @MebFaber]

Today we're highlighting 5 most popular episodes of 2024:

1. Professor Aswath Damodaran (@AswathDamodaran)
2. Brad Gerstner (@altcap)
3. Cliff Asness (@CliffordAsness)
4. Hendrik Bessembinder
5. Professor Ken French

Links 👇

[CFO Kitty @CFOKittyCPA]

@the_wote Well done sir!

[CFO Kitty @CFOKittyCPA]

@the_wote care to expand?

[CFO Kitty @CFOKittyCPA]

@texasrunnerDFW @NonicknameTX Any thoughts on how this moves into Oklahoma? Thackerville/Marietta/Ardmore within 30 min of TX border.

[CFO Kitty @CFOKittyCPA]

@PauloMacro The printer can’t even spell check

[CFO Kitty @CFOKittyCPA]

@texasrunnerDFW Think we go significantly lower from here?

[CFO Kitty @CFOKittyCPA]

@bisonBBQtime SOS still eating turkey over here..

[Josh Young @JoshYoung]

"and then I went long tech and short energy at the top"

[CFO Kitty @CFOKittyCPA]

@CaptCorsario Incredible piece!

[CFO Kitty @CFOKittyCPA]

@marketplunger1

[Peter Sutherland @econ_713]

@chigrl @clementlefert Oil Bears: Inventories don’t matter.

Also Oil Bears: just give us more time, the Builds are coming, we promise!

#OOTT #RealPolitik

[CFO Kitty @CFOKittyCPA]

@PauloMacro Beautifully done. Best value on Substack by a mile.

[CFO Kitty @CFOKittyCPA]

@LukeGromen @TanamiRoad @Seawolfcap @INArteCarloDoss Then you waive in inflation, FED then does what? Can't raise rates or you are in the same position from a deficit standpoint? Seems like a mute point to cut the deficit, take a victory lap, and then things revert back or become worse.

[CFO Kitty @CFOKittyCPA]

@PeterBerezinBCA Ive heard Musk mention that employees will receive 2 years of severance. Do you think the bond market will look past this temporary rise in deficit?

[CFO Kitty @CFOKittyCPA]

@TgMacro @chigrl Simulation would be confirmed (if it hasn’t been already).

[Lake Cornelia Research Management @CorneliaLake]

🔥