Joe Carlasare

[Joe Carlasare @JoeCarlrasare]

“It is not the mountain we conquer, but ourselves.” — Sir Edmund Hillary

[Joe Carlasare @JoeCarlrasare]

A lot of people worked very hard to get RFK on the ballot in many states.

It will be truly unfortunate if he bails now - even if there is no path to victory. The people deserve a third choice.

[Joe Carlasare @JoeCarlrasare]

.@ GarethSoloway the Fed knows that PCE is close enough to target to cut rates and stick the soft landing.

[Joe Carlasare @JoeCarlrasare]

Happy Wednesday

[Joe Carlasare @JoeCarlrasare]

(2) unemployment is still structurally low while absorbing millions new workers; (3) all of this is bullish of equities.

[Joe Carlasare @JoeCarlrasare]

Your favorite doom poster is going to be tweeting about revised payroll numbers.

I’ll be right here reminding you that the (1) revised payroll numbers are exactly what Powell and company wanted to see to lock in a Sept. cut;

[Joe Carlasare @JoeCarlrasare]

$VXUS Global All Cap ex US Index, which measures the investment return of stocks issued by companies located outside the U.S. about to break to highest level since February of 2022

[Joe Carlasare @JoeCarlrasare]

If you disliked Gensler as SEC Chair, you'll dislike him even more as Treasury Secretary.

[Joe Carlasare @JoeCarlrasare]

In a big country, dreams stay with you.

[Joe Carlasare @JoeCarlrasare]

If you use CPI, the inflation adjusted all time high for bitcoin is about $79,000.

If you claim that actual inflation is double the official government CPI data, the inflation adjusted all time high for bitcoin is about $92,000.

[Joe Carlasare @JoeCarlrasare]

I suspect some of the flows that should be heading into BTC are going with NVDA instead

[Joe Carlasare @JoeCarlrasare]

$NVDA to 200

[Joe Carlasare @JoeCarlrasare]

Inflation rate comes down.
Elections happen.
Wars end.
Poverty decreases.
Racial tensions ease.
Innovation continues.
Economy rebounds.
Respect for free speech returns.
Nutrition matters again.
Hope spreads.
The U.S. prospers. 🇺🇸

[Joe Carlasare @JoeCarlrasare]

Continually reading and quoting ZeroHedge is the first indication you’re underperforming the market and/or have an addiction to doom porn

[Joe Carlasare @JoeCarlrasare]

Whenever it’s hard to get motivated, a simple fact brings me back:

I’ll be dead soon. Might as well do something important today.

[Joe Carlasare @JoeCarlrasare]

Show this chart to anyone who says we are on the verge of a credit event

[Joe Carlasare @JoeCarlrasare]

The polls will move up and down as will poly / predictit over the next few months.

The reality is, as long as Biden didn’t run, this was always going to be a close election. Neither side will run away with it, and we probably won’t know the winner on election night, imo.