Justin

Learning, thinking, expressing

[Justin @JustinHoLearns]

@agnostoxxx They are not messing around, they’re sending the entire european military!

[Mario Nawfal @MarioNawfal]

🚨MUST WATCH: MR. BEAN'S DEFINITIVE DEFENSE OF FREE SPEECH (FULL VIDEO)

Rowan Atkinson:

"The clear problem with the outlawing of insult - is that too many things can be interpreted as such."

Source: @avavidan

[Justin @JustinHoLearns]

On the assumption that our universe is the only one and nothing exists beyond it? Sounds like it's from Asimov's The Gods Themselves

[Ethan Siegel @StartsWithABang]

Strange but true: the expanding Universe doesn't conserve energy

The conservation of energy is one of the most important laws in all of physics, applying to all forces and lab experiments.

But for the overall Universe, that's no longer true.

Here's why.
https://t.co/sng9NpxMWJ

[Justin @JustinHoLearns]

The oracle has spoken $META

[Jim Cramer @jimcramer]

So much - i disagree with market on this one

[Justin @JustinHoLearns]

The Kiwi Frown :(

[🅰️LB🅰️ @ALBACapMgmt]

The Kiwi:

Uber Hawkish CB: Ccy gets towelled up vs everything, rate path will kill growth etc etc

Some days later:

Inflation comes in weak AF, Ccy get towelled up because CB wont have to be as hawkish

Good times

[Justin @JustinHoLearns]

Most finance texts summarised in a meme.

@keanferdy

[Justin @JustinHoLearns]

Children of Ukraine don’t recognise jurisdiction of Russia…

[First Squawk @FirstSquawk]

KREMLIN: RUSSIA DOESN'T RECOGNISE JURISDICTION OF ICC || ANY ICC DECISIONS ARE NULL AND VOID FOR RUSSIA

[Justin @JustinHoLearns]

https://t.co/4TCKSriWeF

Injustice may bring about external benefit especially if the act cannot be tied back to oneself, but the consequence lies in the mind and one will always be a slave to their desires. Unjust people will struggle to find inner peace and happiness.

[Jeremy Boreing @JeremyDBoreing]

Fine. I’ll do it.

Introducing Jeremy’s Chocolate.

Yes, it’s real.

We have two kinds: HeHim and SheHer.

One of them has nuts. If you need me to tell you which one, keep buying Hersheys.

But if you know what a woman is and love chocolate, go to:

https://t.co/QVnCwoBu17

[Justin @JustinHoLearns]

Is it time to rip?

[Justin @JustinHoLearns]

Couldn’t the exact same thing be said in late 2019 where the last time it was that high it was in May 2008…?

[Carl Quintanilla @carlquintanilla]

“.. You’ll notice .. the last time it was this high was in May 2008, just a few months before the deepest recession in 80 years.”

- Deutsche #softlanding

[Justin @JustinHoLearns]

"Soft landings" will encourage the Fed to hike more to drive down inflation sooner along with increasing recession risks. Their mandate is for inflation at 2%, not inflation at 2% *now*. If it's already coming down they shouldn't try to front-run the economy. Recipe for disaster.

[Rahul @rhemrajani9]

🛬🚨🛩️: How are we going to land?

“Powell: "You fly, right? Sometimes the landing is perfect. Sometimes the landing is a bit bumpy. It's still a good landing." - back in May

Historically extensive rate hike cycles don’t end well. So how is a soft landing possible?

Read on 🧵👇 - the scenarios possible, historical context, bond flows and much more. Cc: @eliant_capital $SPX $QQQ

[Justin @JustinHoLearns]

Not just FAANG, imo... this is the most prominent issue plaguing 21st-century MNCs

[andrew chen @andrewchen]

The dysfunctions of FAANG

[Justin @JustinHoLearns]

@SrivatsPrakash @keanferdy they're a fruit sir

[Justin @JustinHoLearns]

Fed will be greedy with soft landing and choke it till it becomes a hard landing.

When you use data that lags the real economy by months to dictate policy that affects the real economy months in the future, there will be a huge mismatch of expectations

[David Rosenberg @EconguyRosie]

The yield curve leads the econ cycle with a classic lag of just over a year. It inverted last summer, which means Q2 &/or Q3 have a bullseye on their foreheads. Our models peg GDP contraction next quarter & all these calls of “no landing” will be relegated to the dustbin.

[Justin @JustinHoLearns]

$BTC up over 2% on a day when Gold and all USD pairs are trading poorly against the USD (and Spoos down) says a lot.

[Justin @JustinHoLearns]

One of the most diverse sets of opinion i’ve ever seen in my trading career. Soft landing/recession/depression/inflation persistent, you name it.

Best to position lightly, go for a walk

[Justin @JustinHoLearns]

All rate hikes become bullish because rates will go down eventually from hiking too long. Interest rates staying down for too long will create excess liquidity that leads to propped up markets and inflation with the need for rate hikes. It happens when a CB is lagging.

[Justin @JustinHoLearns]

Foundation Series playing out brought to you by Asimov

[Joe Gebbia @jgebbia]

‘Now over 80% of Germans favor extending the lifespan of Germany's existing nuclear reactors’ 👏🏼👏🏼

https://t.co/R2NDRH1EUa

[Justin @JustinHoLearns]

Contrarian indicator

[The Economist @TheEconomist]

Firms have three confessions to make https://t.co/B86slZqSw4