Permanently Neutral

An expert in everything is an expert in nothing.

[Permanently Neutral @PermaNeut]

Anyone who claims they can predict the future of markets is either a fool or a fraud.

[Permanently Neutral @PermaNeut]

@edzitron I'm not saying this is very likely, but maybe something with their recent hack is spurring them to hasten the sale of their company.

[Permanently Neutral @PermaNeut]

Deregulated markets when they are stable is equivalent to stopping psychiatric medication because the patient "feels fine now."

[Permanently Neutral @PermaNeut]

@edzitron First rule of AI spending: Why buy one when you can have two at twice the price.

[Permanently Neutral @PermaNeut]

@tmaxftw lol the difference is we didnt have 120% debt to gdp

[Permanently Neutral @PermaNeut]

@rdd147 If you didn't know wall street worked like this at this point you had no hope anyway. Why would you ever get involved in a rigged game?

[Permanently Neutral @PermaNeut]

@OJRenick True. Maybe I am underestimating these products. Still never selling my CBOE/CME/ICE shares tho :P

[Permanently Neutral @PermaNeut]

@SaraEisen @SecScottBessent @SquawkStreet It's hard to interview someone you know cannot deviate from the script but also isn't ignorant of the reality. Even one or two sentences slightly off script is a win.

[Permanently Neutral @PermaNeut]

@SemperVigilant1 Rick is the smartest person on the entire tape

[Permanently Neutral @PermaNeut]

@nickgiva1 If you are this influenced by 1 day swings you shouldn't be buying bonds period.

[Permanently Neutral @PermaNeut]

@TheMaverickWS All this does is make them even more reliant on short term rates for funding. They are effectively funding the government with a floating rate.

[Permanently Neutral @PermaNeut]

@PeterSchiff It's also because the drop in yields is artificial, not driven by market demands. This just puts even more pressure on short term funding for the government.

[Permanently Neutral @PermaNeut]

@GuyAdami Is this QE or just increasing off-the-run liquidity? Asking seriously.

[Permanently Neutral @PermaNeut]

@edzitron Like he gives a shit about AI safety. It's all a front for the inevitable scaling wall.

[Permanently Neutral @PermaNeut]

@TheMaverickWS If you give out toys for free there will be a high demand for toys.

[Permanently Neutral @PermaNeut]

@PeterSchiff Yes, they don't understand this obvious thing. Only you do.

[Permanently Neutral @PermaNeut]

@CNBC Very 2007ish

[Permanently Neutral @PermaNeut]

@DrDavidKass But isn't this market much more skewed towards highly uncertain future earnings? It's hard to use metrics like this when the largest sector of the S&P is in highly volatile, rapidly changing, brand new tech.

[Permanently Neutral @PermaNeut]

@Kasparov63 Garry I know this is unrelated, but I've been going through your chess games over the past year and just keep getting awestruck by the beauty of your games. It's brought me a lot of enjoyment to study your play.

[Permanently Neutral @PermaNeut]

@SteveMiran Inflation expectations being so well anchored going out to 2036 does indeed support your original thesis. I took what you said to heart during your appointment and was irked at people who thought you were a political pick. I didn't see that at all.