🔥RotaryPhoneTexter

tweets are rare, comments are fair.

[🔥RotaryPhoneTexter @RickCabanes]

@MakeElectsReal @17QStorm Good point

[🔥RotaryPhoneTexter @RickCabanes]

@MarioNawfal For the price of more war or heaven forbid: boots on the ground… build a pipeline. Presto - problem solved

[🔥RotaryPhoneTexter @RickCabanes]

The information you may be looking for is NBIS CDS as a benchmark to measure other AI CDS curves against - a ‘purer’ relative value trade of borrow today for AI cash flow tomorrow

Full disclosure don’t have a clue where those markets trade but intuition for anyone with a Bloomberg there’s something to see there

[🔥RotaryPhoneTexter @RickCabanes]

@BernieSanders @BernieSanders Congratulations to the California Democratic Party for endorsing a chase the billionaire wealth out of their state.

At a time of massive income and wealth inequality, we need the courage to chase off the billionaire class — and embrace a lower standard of living.

[🔥RotaryPhoneTexter @RickCabanes]

@NYCMayor Central Park needs to be repurposed into a sprawling Low Income High Rise Development… it’s the only way to fight facism

[🔥RotaryPhoneTexter @RickCabanes]

@capitalistexp Someone should’ve explained to everyone that bot duration prior to this guy …someone is going to pick the top tick on rates eventually

[🔥RotaryPhoneTexter @RickCabanes]

@TMica01 @Ross__Hendricks If you don’t know that’s the go to loan for expensive homes, then you don’t live in an expensive home.

[🔥RotaryPhoneTexter @RickCabanes]

@shortbus_ace Bingo… government funds short and let the cost of term funding cull inflation

[🔥RotaryPhoneTexter @RickCabanes]

@charliebilello Bessent praying for the robots to pump 10% productivity gains

[🔥RotaryPhoneTexter @RickCabanes]

@Ross__Hendricks https://t.co/u6PtlBAl8R today but Amazon tomorrow. If you use the tools your mind is boiling over with solutions and ideas… 8 billion people on the planet but 7.999 billion haven’t even got started

[🔥RotaryPhoneTexter @RickCabanes]

@StealthQE4 The inverse of that chart is the mind boggling run in the QQQ… Sandisk and Micron up 1000% is going to get some retail selling aka shorter holding periods

[🔥RotaryPhoneTexter @RickCabanes]

@VladTheInflator If you don’t want to give up that 3% mortgage then you definitely want the 40% drawdown in market value so you can walk into the accessors office and cut your proterty taxes in half

[🔥RotaryPhoneTexter @RickCabanes]

Contrarian take here: Hyperscaler spreads are widening because the cost to find data center space is becoming more than impossible - data centers are leased out before they’re even out of the permit stages. You borrow more today against cash flow that shows up in 2029. That’s what’s in the spread.

[🔥RotaryPhoneTexter @RickCabanes]

@PresentWitness_ Maybe a dumb war (alternate time line that we will never know) but Iran affecting whether you tie up your net worth for 30 years in the long bond? Come on now… let’s be real

[🔥RotaryPhoneTexter @RickCabanes]

@MPelletierCIO Fiscal dominance means fund short. There’s a plan… there’s always a plan… whether it works?🤷

[🔥RotaryPhoneTexter @RickCabanes]

@mitchellvii Vote harvestors 99%
Actual Voters 40%

Yeah I know the math doesn’t add up

[🔥RotaryPhoneTexter @RickCabanes]

20 years ago US debt was 60% of GDP and the 10-year was about 5%. Today debt is 120% of GDP and the 10-year is at 4.70%. So, twice the leverage but cheaper money. That happened back then because Japan had nowhere else to put its cash. But today their 10-year pays close to 3% so they have a place to put their money and it ain’t here.

Still betting on market clearing buys for A and AA corps to put a lid on this back up. We shall see.

[🔥RotaryPhoneTexter @RickCabanes]

@NoLimitGains flip it around and look at Japan. They need cash at home for military, infrastructure, tax cuts and their own bonds finally pay something. So they’re selling ours. $66 billion in a single month. The world doesn’t run on our math

[🔥RotaryPhoneTexter @RickCabanes]

@VladTheInflator Sell stock => buy house… that’s the home buying math right now

[🔥RotaryPhoneTexter @RickCabanes]

@StealthQE4 Ask any hyperscaler if they can get enough data center space… ALL OF THEM ARE TRIPPING OVER THEMSLEVES TO LOCK IN SPACE.