AI vs Trump

The revolution will not be streamed

[AI vs Trump @LPassofaro]

@ivan_8848 Chump and useful idiot Sachs #IYI

[AI vs Trump @LPassofaro]

@DeItaone Get High T Hegseth on the line. He told us IRGC was reduced to sticks and stones. How can this be?

[AI vs Trump @LPassofaro]

@yoyoyo777yo @zerohedge Higher rates embolden banks to lend more because they are flush with easy money. Rates have to fall and fall hard if you want inflation to come down. That may go hand in hand with a slowing economy so be careful what you wish for

[AI vs Trump @LPassofaro]

@PrometheusCHT Rugby Pass TV. I’ll wait for another time. Too bad, seems like a missed opportunity for rugby in states

[AI vs Trump @LPassofaro]

@PrometheusCHT Anybody know if this is televised in 🇺🇸? Would love the break into rugby as a spectator. These matches seem like a great place to start. Any help appreciated

[AI vs Trump @LPassofaro]

They’re giving you the playbook. Believe it

[Visegrád 24 @visegrad24]

Outrage in France after the LFI politician Yazid Arifi holds a speech in which he says it's time to:

- Realize the West is finished
- De-Westernize France
- Destroy Western strongholds from within
- Strengthen Islam in France
- Decolonize France's security forces

[AI vs Trump @LPassofaro]

@rev_cap The only sane person why? Because he shares your priors? Good way to get smoked Junior. Weak sauce

[AI vs Trump @LPassofaro]

Won’t end well for 🇺🇸

[AI vs Trump @LPassofaro]

It’s grift A to Z. Everybody seems to be going along to get along, but this era of stank will haunt US internally for a long, long time. Bet

[ABC News @ABC]

NEW: President Trump's longtime teleprompter operator is believed to have made more than $100K betting on Trump's speeches, sources say.

https://t.co/d1QNNrcp6l

[AI vs Trump @LPassofaro]

@firstadopter Maybe better models too? That’d get fugly fast

[AI vs Trump @LPassofaro]

@standardwaylive @Reuters Many such. You just don’t see many stories about the ones that didn’t make it

[AI vs Trump @LPassofaro]

@Brad_Setser @niubi Truthfully, this seems like a measured evolution and I’m here for it. This presumes Xi and his inner circle have also tempered their views from the Trump45 years, as I believe they have. Cooler heads will prevail

[AI vs Trump @LPassofaro]

@fiscal_ai Had to give us insureds a brief respite I guess. Many thanks

[AI vs Trump @LPassofaro]

@negligible_cap That said, $GIS looks 🤤 here

[AI vs Trump @LPassofaro]

Employee loyalty? See how $MSFT handled the Xbox layoffs. That’s why most workers are merely mercenaries. A select few find jobs at firms that truly want to elevate their people. Otherwise, take your service longevity awards and shove them up your ass

[AI vs Trump @LPassofaro]

@CBankingEditor You miss the heart of the matter. Transition from spend for grow to spend to consume is the part Pettis has always said is complicated. Add to that the fact the CCP China doesn’t fully agree with a consumption-lead economy. It’s antithetical to its mission. Xi at a dead end here

[AI vs Trump @LPassofaro]

Hey @UChicago professor John Mearsheimer, how’s your “first-class strategist” Putin doing? You know how the pick them John, a true expert in your field clown

[Jarl Finland @jalle51]

Russian state TV is officially in "existential panic" mode. 📺💀

As Ukraine’s long-range drones systematically dismantle Russian oil refineries, Kremlin talking heads are panicking on air.

According to Julia Davis, propagandists are now drawing direct parallels to 1917 and 1991, warning that Russia’s domestic situation is becoming "explosive."

Their new favorite synchronized chant: "If Russia doesn’t win this war, it will cease to exist."

Meanwhile, as fuel shortages bite, Ukraine has reportedly launched a new naval operation in the Sea of Azov to tighten the noose around occupied Crimea.

How it started: "We will capture Kyiv in 72 hours!" 🚀 How it’s going: "Please don't let 1917 happen again." 📉🏃‍♂️ #Russia #UkraineWar #Crimea #Putin

[AI vs Trump @LPassofaro]

@CNBC With this sort of reasoning, $BRK shareholders should thank their lucky stars he is rising off into the sunset. That, and strong friendships go a hell of a long way! Enjoy bridge

[AI vs Trump @LPassofaro]

@jalle51 @wbmosler And yet, @UChicago professor John Mearsheimer considers Putin a “first-class strategist.” Perhaps one should rethink giving any weight to the drivel spouted by this IR “expert.” His classroom theories are routinely eviscerated irl

[AI vs Trump @LPassofaro]

I approve this message

[Kip Herriage @KHerriage]

My call, next 30-60 days:

-Irans IRGC will collapse.

- Oil into the $50’s.

-Pure disinflation will become the primary trend (well into the 2030’s) as rates plummet. Sub 4% 10 yr in Q4 and 3.5% in Q1 2027.

- No, Kevin Warsh is most certainly NOT a hawk.

-Interest rate sensitive names will begin a parabolic
move higher into year end.

-Groups to own; semis/tech, small caps, gold, silver…especially gold miners… housing, Bitcoin.