hyuck

philly sports guy | 26

[hyuck @HyuckXBT]

Love Todd

[hyuck @HyuckXBT]

@disclosetv Excited to lose this war!

[CALL TO ACTIVISM @CalltoActivism]

DONALD TRUMP HAS FALLEN ASLEEP AT THE NBA FINALS IN MADISON SQUARE GARDEN.

[hyuck @HyuckXBT]

I need 12 beers thrown at trump minimum tonight

[*Walter Bloomberg @DeItaone]

ONLY 22% APPROVE OF TRUMP’S HANDLING OF COST OF LIVING, 70% DISAPPROVE, REUTERS/IPSOS POLL FINDS

[MayoIsSpicyy @Mayoisspicyy]

FACT: Trump cut funding to stop the spread of screwworms. Then he signed an executive order allowing 100,000 metric tons of beef from Argentina into the U.S. per year. America eradicated screwworms in 1966, while Argentina has been struggling with them for well over a century.

[Shane Haff @ShaneHaffNFL]

Jalen Hurts ranked 8th and 6th in the last 2 seasons in tight window throw rate among QBs with double-digit starts.

AJ Brown ranked 2nd and 3rd in the last 2 seasons in yards on tight window throws.

Brown continues to invent excuses for being a bad teammate.

[hyuck @HyuckXBT]

@Topps @garyvee @veefriends @VeeFriendsCards Nobody wants this

[hyuck @HyuckXBT]

Fuck Israel and fuck Donald trump

[Adam Mockler @adammocklerr]

Right-wing extremists will destroy this country if we let them.

[hyuck @HyuckXBT]

@Dems__Ls @NYCMayor You’re a retard

[Aaron Rupar @atrupar]

WELKER: Gas is up. Diesel is up.

TRUMP: It's all coming down as soon as the war is over.

WELKER: 70% of farmers say they can't afford fertilizer.

TRUMP: The farmers are doing very well.

[Coinvo @Coinvo]

JUST IN: 🇺🇸 New York has officially banned the construction of new data centers for 1 year.

After that, data centers will pay higher electricity rates than residents.

[MAX MEMES @VitoComedy]

Hahaha no you won't

[hyuck @HyuckXBT]

@SouthCoastSwish @CardPurchaser What’s the card? Depends on value tbh

[drew @drewsul_]

“you know my name we talked” DIVAAAAAAA

[Sen. Bernie Sanders @SenSanders]

Netanyahu knows Americans are sick of funding Israel’s wars. So now he’s working with Congress to hide military aid inside Pentagon co-production deals.

That means MORE U.S. tax dollars for Israel, with even LESS oversight.

Not gonna happen!

[hyuck @HyuckXBT]

Cathy wood will always be retarded

[Cathie Wood @CathieDWood]

The jobs report was a barnburner. Nonfarm payrolls increased by 172,000 versus expectations for 88,000, while prior months were revised higher by 93,000. Wage growth came in at roughly 0.3%.

Yet the market sold off.

In our view, the market is misreading the signal. It is assuming that stronger than expected employment and growth will cause a an acceleration in inflation. History would suggest otherwise. 

Productivity growth is running near 3%, while unit labor costs are hovering around 0.5%. Those are not the hallmarks of an inflationary boom. They are the hallmarks of healthy, productivity-driven growth that will lower inflation.

Meanwhile, the yield curve continues to flatten despite a roughly 55% increase in oil prices year-over-year based on a three month moving average. In past cycles, an energy shock of this magnitude steepened the yield curve when the Federal Reserve was accommodating it. Instead, the bond market appears to be discounting something much more powerful: the deflationary impact of technological innovation, particularly artificial intelligence, which is beginning to increase productivity across broad swaths of the economy.

If tensions with Iran ease and oil prices retreat, we believe inflation could move into negative territory before year-end.

In our view, the Fed made a historic policy error when it raised rates aggressively into what was largely a supply-driven inflation shock in 2022. We do not believe the next generation of monetary policymakers will be eager to repeat that mistake.

Notably, gold peaked on the day Kevin Warsh was appointed. The inflation trade may already be behind us.

If our research is correct, the next phase of this cycle could be characterized by accelerating growth, declining inflation, falling interest rates, and a strengthening U.S. dollar. That combination would create a remarkably supportive backdrop for innovation-led equities and the technologies driving the next productivity boom.

I discuss this framework in greater detail in this month’s episode of In The Know.

[Boston Smalls @smalls2672]

Monthly reminder that biden averaged 330k jobs a month. This 172k will surely get revised down but regardless, this is the strongest jobs report in 13 months and its only 172k jobs. This is nothing to brag about.

[hyuck @HyuckXBT]

Trump son on kalshi board. Not surprised

[Max Tani @maxwelltani]

New: Kalshi and Polymarket have been sponsoring posts from users promoting viral LA election fraud conspiracy theories.

[Tim @trouble_man90]

266,000 jobs under Biden:
“slowed”
“muddled expectations”
“fell short”

172,000 jobs under trump:
“upswing”
“vigorous”
“strong sign for economy”

This is the double standard Dems have had to deal with for the past 10 years.