2 general predictions for the 2d Trump term:
1) It will do far more harm to the country than anyone predicts or imagines. He’ll exceed all negative expectations of even those of us who recognize what he truly is;
2) Most MAGAs will still believe he did great.
#Inauguration
@RapidResponse47@SecScottBessent The 'Economic D-Day' by Bessent is so similar to Trump's military campaign:
-Zero coordination w/ allies
-Blind hubris that the world will bend to unilateral will
-Zero brains or realistic plans, just backing us into a corner and setting us up for embarrassment.
@aleabitoreddit Similarly, my wife thought I was nuts for betting on comic books when I told her how big the $MRVL position was.😱 I decided to tell her all the money made by Spiderman wasn't fully priced in.
@CharlieWalsham_@lara_korte@ZaidJilani There's no practical solution; we're fk'd. We'd have to do the impossible of ending the way politicians are selected while also changing campaign finance and lobbying. However, of the 2 poor choices, the Republicans are a far greater threat and will permanently end democracy.
@MollyJongFast I have questions:
1. Does this mean she is the source of his incorrect capitalization, or do they just have that inability in common?
2. Why does she think he'd notice what her hands looked like, unless she was... 😱🤮🤮🤮
@GavinSBaker Seems like doing it all in blocks muted the pressure, and most was probably done in the initial days into strength. Some risk-off in response to global yields breaking out is what we've felt in the market [more likely, imho].
@CNBC $WMT was a $20 stock just ten years ago, and ran to $130's. An unwind of large institutional overweight should take time, yet $JPM wants you to step in front of this straight decline. My first alert is set to 89-91 area, but it needs to get out of its down channel. Could be 70s.
@MichaelCohen212@77WABCradio Turning on Trump was only due to being forced and for personal convenience. You spent years as his extortionist henchman so I never doubted the profoundly evil/negative nature of your core.
But, surprised you could be stupid enough to align with him again. You learned nothing.