Chris Haydel

Being loved is the highest calling.

[Chris Haydel @CjHaydel]

@edzitron @kyliebytes Dreadfully so

[Chris Haydel @CjHaydel]

@TheStalwart I does have “potential”

[David Stockman @DA_Stockman]

Nailed it!

Bottom line on Trumpy: "Scratch beneath the surface and there's no hidden brilliance, no master strategist, no misunderstood genius. Just an impulsive, self-absorbed figure stumbling from one failure to the next, desperately trying to drown incompetence in a torrent of bluster and spectacle."

[James Chanos @RealJimChanos]

I’m beginning to think humanity needs an innumeracy vaccine, stat.

[Chris Haydel @CjHaydel]

@p8riot @NRO please brother look at the data

[Nick Timiraos @NickTimiraos]

Stanley Druckenmiller renders an unfavorable opinion of Treasury Secretary Scott Bessent's use of buybacks to defend against higher yields in a market that is functioning normally.

"I have spent five decades trading on a simple premise: Markets aggregate information no committee possesses, and prices are how that information reaches decision makers. The long-term Treasury yield is the most important price in the world. It is also the only fiscal disciplinarian the U.S. has left."

"Every basis point of artificial yield suppression is a subsidy to procrastination."

"Return buybacks to their stated purpose: small, scheduled, off-the-run liquidity operations announced at quarterly refundings, never off-cycle responses to yield levels. Term out the debt honestly and pay the price the market sets."

"If the 30-year must trade at 5.5% to clear, that isn’t a crisis. It is an invoice. Then do the only thing that durably lowers long-term yields: address the primary deficit."

https://t.co/Xe8Vi38WiI

[Maj. (Ret.) Richard Ojeda @Ojeda4America]

As a Retired US Army paratrooper, pictures like these hit hard. Trump never had the courage to pick up a rifle and man a post when he was called to serve.

Yet he has the nerve to promote AI pictures like this showing him wearing things like Parachutist badges, and rows of ribbons he never had to courage to obtain. Anyone who has ever served should be pissed at garbage like this.

His father paid a doctor’s note so he wouldn't have to serve. But remember that for every one of the draft deferments, someone else had to go in his place.

A pure disgrace.

[Financial Times @FT]

The Trump economy: $40tn debt, 6.7% mortgages and $5 diesel https://t.co/9SKepLrG8S

[Acyn @Acyn]

Reporter on Bond Market: The yields have come back up since then. Have you talked to Bessent about another type of intervention.?

Trump: The ultimate intervention is our military. And if we have to use that, we will.

[Chris Haydel @CjHaydel]

@JustinWolfers @EconstratPB This is THAT concession

[Justin Wolfers @JustinWolfers]

The President has decided that in order to make ground beef cheaper, he will cut tariffs on ground beef. And I'm wondering if he could generalize from this one product to other products, and perhaps concede that tariffs raise prices on American consumers.

[Chris Haydel @CjHaydel]

@dampedspring Nice work!

[Andy Constan @dampedspring]

Thanks AI

[Chris Haydel @CjHaydel]

@edzitron It’s a Love Seat, sir!

[Dylan Patel @dylan522p]

Holy shit have y'all seen Anthropic ARR?
As measured by last 1 hour at 2PM times 8760

[Jason Koebler @jason_koebler]

New: An "expert witness" in a $61 million lawsuit over an industrial explosion that killed three people and destroyed 200 homes used ChatGPT to write his report for the court.

He prompted ChatGPT to "show how 3M is 0% at fault for the explosion at Watson Grinding"

[Jamie Bonkiewicz @JamieBonkiewicz]

MAGA convincing themselves they love North Korea now:

[Ed Zitron @edzitron]

https://t.co/s1G6Zw2TTZ

[Nick Anderson/Political Cartoonist @Nick_Anderson_]

Negotiations Continue
Link in comments...

[Evan Kirstel #B2B #TechFluencer @EvanKirstel]

@spectatorindex