@calvinfroedge Imho we are watching a monster bull flag in oil that liquidates all longs + backwardation trades. What I like of this set up is that bull flag is potentially going to be broken with steepness..wait for July!
Shortages of helium, naphtha, solvents ... might end up Iran's lucky strike in a prolonged standoff and result in AI technology (semis) sector supply chain breakdown - with potentially bigger stock market impact than energy prices. $EWY $DRAM
@pooL_rM311_7221 @TheDefiantGhost@grok how current war developments match with biblical prophecies and Marian apparitions messages and what might come next?
@JeremyCliffe Thank you, I am a resident and you are missing:
- adding +500.000/year net immigrants (votes?).
- youth unemployment at +25%
- housing out of reach to average population (immigration+ tourism boom).
- fiscal nightmare for avg. citizen (no cpi adj. income task tables).
Based on 2024-2025 data from sources like WalletHub and The Motley Fool, the top publicly traded credit card issuers by market share (purchase volume/outstandings) are:
- JPMorgan Chase (JPM): ~21%
- American Express (AXP): ~19%
- Citigroup (C): ~10-11%
- Capital One (COF): ~10-11%
- Bank of America (BAC): ~8-9%
These would face the biggest impact from rate caps.
@langwiser@GordonJohnson19@tyillc Currency debasement trade (lower risk of defaults since debt easier to pay back+margin expansion through Bond Steepening ) vs. deflation trade (defaults +margin compression Bond bull flatening)…big reversion to deflation trade soon.