Parrots 🦜

Sharing my investment journey. Author of the Stock Squawk newsletter and host

𝟮𝟰𝟳 𝖥𝗈𝗅𝗅𝗈𝗐𝗂𝗇𝗀 𝟯𝟳.𝟰𝗞 𝖥𝗈𝗅𝗅𝗈𝗐𝖾𝗋𝗌

[Parrots 🦜 @Parrot_sStock]

Thread of Threads 

I’ll be linking some of my favorite threads & tweets to this pinned tweet over time

First up, my original pinned tweet

Read about my story, how it all started, and all my monthly portfolio updates here 

[Parrots 🦜 @Parrot_sStock]

USA 🇺🇸🥇!!!!!

[Parrots 🦜 @Parrot_sStock]

Good afternoon.

Some miserable people live miserable lives in their miserable little worlds. Don’t let them steal your joy. Ignore them, get some crab cakes instead,

and have a great day.

[Parrots 🦜 @Parrot_sStock]

Honestly, at this point we may just need to completely scrap Congress and start all over. Preferably with term limits.

[Parrots 🦜 @Parrot_sStock]

Let’s face it. Congress is a giant crime scene, roped off to the rest of the world.

[Parrots 🦜 @Parrot_sStock]

Honored to be alongside the financial heavyweights here. A sincere thank you to all my readers!

[Parrots 🦜 @Parrot_sStock]

Good morning.

US Federal Debt is now $39 trillion, which is about one third of the global money supply.

Have a great day.

[Parrots 🦜 @Parrot_sStock]

The last month

[Parrots 🦜 @Parrot_sStock]

Good morning Gold and Silver.

It's your turn to be the source for cash.

Sincerely,
Bitcoin

[Parrots 🦜 @Parrot_sStock]

Good evening.

Wal-Mart installed digital price tags, and it wasn’t so they could lower prices dynamically.

Have a great day.

[Parrots 🦜 @Parrot_sStock]

This chart (Fed Funds Rate Expectations) represents a growing nightmare for the US Treasury and puts them in an impossible position with one ultimate outcome. I’ll be writing all about it in this weekend’s Informationist.

[Parrots 🦜 @Parrot_sStock]

“TACO”

TIME

to ALLOCATE

to high CONVICTION

OPPORTUNITIES.

[Parrots 🦜 @Parrot_sStock]

Good evening.

Once again, Bitcoin reminds everyone that it is not, in fact, going to zero.

Have a great weekend.

[Parrots 🦜 @Parrot_sStock]

Quick heads up: if you’re a long-time Informationist reader, you're going to love tomorrow's issue. Titled “Break the Glass”, it’s all about the former Treasury Secretary’s statement and the current state of the US Treasury.

Drops at 5am PT, as always. Enjoy.

And have a great

[Parrots 🦜 @Parrot_sStock]

If Congress started a hedge fund, we could solve the debt problem.

[Parrots 🦜 @Parrot_sStock]

“Bitcoin is unequivocally the best inflation hedge that there is, more than gold. Because Bitcoin is finite…it has the greatest scarcity value of anything.”
— Paul Tudor Jones

[Parrots 🦜 @Parrot_sStock]

What a difference a single day and a Fed press conference can make. The markets completely flipped from expecting additional rate cuts throughout this year and into next to virtually zero cuts this year and rate hikes next year.

Powell bids farewell and drops the mic.

[Parrots 🦜 @Parrot_sStock]

Quick heads up: if you've been paying attention to the debt headlines this week, tomorrow's Informationist is for you. Titled "How America Becomes a Banana Republic," it walks through where the country actually stands, the old playbook the new Treasury and Fed are about to try,

[Parrots 🦜 @Parrot_sStock]

Good evening.

Especially to Kevin Warsh, the new Fed Chair tomorrow. The bond market giving you a heartfelt welcome to the US Treasury’s beautiful disaster.

Have a great night.

[Parrots 🦜 @Parrot_sStock]

Good morning.

Yields on government bonds did not start rising 'because of the War'. They, in fact, began to skyrocket higher after massive central bank money printing in 2020/2021 and continue higher because of relentless government (deficit) spending.

Have a great day.

[Parrots 🦜 @Parrot_sStock]

New Fed Chair Kevin Warsh knows it. New Treasury Secretary Scott Bessent knows it. These two charts are entirely incompatible and bound to present problems from Wall Street to Main Street for years to come.