John Shilkin

Consciousness is merely a result of 'controlled hallucinations' that are our brain's attempt to keep us alive - 'beast machine theory' by Anil Seth

[John Shilkin @JohnShilkin]

@Mike_Taylor1972 @INDYNXT @AndrettiIndy @FOXSports @maxtaylorracing @SusanGKomen @SimplifyAsstMgt @Hedgeye 🔥go-Max-go!!!

[John Shilkin @JohnShilkin]

@WOLF_Financial Transitory

[R. Patrick Kent (RPK) @RPKent]

Global dollar liquidity expanding at a 3 month annualized pace of 2.21%. However, one month is pacing 7%+ and US Money Supply (M3) rising at 9% 1M annualized. $170B in liquidity added in the past few weeks. Treasury balance at the Fed down about $100B.

[John Shilkin @JohnShilkin]

@hendry_hugh Have you thought about the possibility of energy being the next big disruptive component? What if we’re on the cusp of an energy revolution where the cost of energy becomes negligible. Nuclear fusion reactors and light weight HD batteries for example.

[Michael Taylor @Mike_Taylor1972]

We have a real problem.
@KeithMcCullough and I have spoke for 5 yrs on this: Governments US and China govts are spending 1.5x tax revenue. Requiring a fresh ~3trn NEW issuance/ year.
AI (expectations) are +700bn more
The first stage is starting: “u cant issue that much”
AND we have a jobs problem - while over-spending this much.

[John Shilkin @JohnShilkin]

2 big game changers for my investing career that I personally gleaned from being a @hedgeye macro pro subscriber:
1. Minimizing a position or sector style on a trade breakdown and then taking it #out on a trend breakdown instead of staring at red on the screen and adding to it to improve my cost basis… just dumb.
2. Noticing similar sets and acting on it, which might mean being patient and doing nothing until it’s glaringly obvious.

[Keith McCullough @KeithMcCullough]

Macro Show's Van Mucker Gogh

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Why shouldn’t $GOOGL be the most valuable company in the world?

[RJ Scaringe @RJScaringe]

Stone chip testing!!

[John Shilkin @JohnShilkin]

@LynAldenContact @michaeljburry Haha

[John Shilkin @JohnShilkin]

@Mike_Taylor1972 Yes sir!! Wild 🤘

[Ryan Ricci @HedgeyeAI]

Commercial CFTC positioning in Bitcoin continues lowers.

[Lisa Abramowicz @lisaabramowicz1]

In the 12 months through Sept. 30, net interest on US public debt topped $1 trillion for the first time, more than the country spent on Medicare or defense. For every $5 the government collected in taxes, about $1 went to pay interest: CBO data https://t.co/0OvBzu2rEz

[Lisa Abramowicz @lisaabramowicz1]

In Bank of America's latest fund manager survey, 57% of respondents said "private equity/private credit" is the most likely source of a systemic credit event, the highest conviction on the source of such a disruption since 2022.

[Sunday River @sundayriver]

Boss said to fire up the snowmaking, so that's exactly what we did.

[John Shilkin @JohnShilkin]

@KeithMcCullough And there it is

[John Shilkin @JohnShilkin]

@KeithMcCullough Like a boss at the TRR

[John Shilkin @JohnShilkin]

@HedgeyeDJ Lock and load

[John Shilkin @JohnShilkin]

@KeithMcCullough Morning Coach!

[Hedgeye @Hedgeye]

GoFundMe for US national debt 🇺🇸