Alex

Not here to give you advice. I just like to Chirp with the #Fintwit kids and talk biz. Family, Friends, Fun, Finance, Macro & Music.

[Adam Butler @GestaltU]

I hardly ever promote my own guest appearances but this was a seriously fun discussion about the evolution of AI, current capabilities, rogue agents, the hyperscaler singularity, the future of work, and a positive vision for the future of the West.

[Alex @RiskAdjustDad]

This is gonna be AWESOME

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

30yr yield zooms to 5.51% $TLT $TYX

Up a quarter point since Tuesday morning

[Neil Mehta @byneilmehta]

We tracked 70K hours of conservative podcasts. They’re not talking about Trump anymore. (w @noslouch @sabrod123)

[fejau @fejau_inc]

yeah so basically trump got cocky after succeeding with venezuela and had a hot hand and decided to double down and strike iran in february thinking they could take over the country in a couple of weeks despite everyone telling him it was a bad idea and would drag on

nothing really happened and then Iran learned that they can actually close the strait of hormuz and were unsure if it would even work but now its become obvious they can do it and feel empowered. the iranians have a longer history as a culture and are slow walking trump as much as possible as they know that higher oil prices are going to ruin his odds in the midterms and weaken him

not only that but now higher energy prices are putting upward pressure on inflation and bond yields which has made the job of his new fed chair warsh who came in under a premise of potential rate cute but because of the iran war were entering a rate hiking cycle

the only person in the room who was trying to juggle all of this was scott bessent but after trying to juggle everything for so long he decided he was going to try and fight the bond vigilantes to lower bond yields and declared himself as the house. but he showed up to the bond fight with hardly any ammunition and now the bond market is calling his bluff and now the bond auctions are going terrible and he looks like a fool now

so now bond yields are surging export bans on diesel are being put in place as an act of desparation midterms are a total write off and the trump admin is about to spend the next two years probably fighting impeachment hearings while things continue to detoriorate and the funny thing about all of this is he won the presidency off the idea of no more foreign wars but its his own foreign war with iran that started this whole mess and now the free market is testing them all

[Robin Brooks @robin_j_brooks]

Global bond markets are blowing up. It feels to me like the crowd that tells us this isn't about fiscal stress is the same crowd that was rearranging the deckchairs on the Titanic. You think it's AI investment driving yields in France and Italy vertical?
https://t.co/GRXneqxRKb

[Nate Silver @NateSilver538]

Trump approval now at -22.4, his low point for the term and now lower than at any point in his first term, even after Jan. 6. By comparison, he was at a "mere" -11.6 at this point in 2018.

[Alex @RiskAdjustDad]

Robbing from our children’s future in 1 chart

[Alex @RiskAdjustDad]

So.much.winning

[The Spectator Index @spectatorindex]

US average diesel price

One year ago: $3.68

Now: $6.52

(AAA)

[Sonu Varghese @sonusvarghese]

Whoa, equity supply!

Net equity issuance by nonfinancial corporations hit $150B in Q2

Gross issuance was $502B in Q2

Retirements
Via repurchases: $216B
Via M&A: $134

@RyanDetrick @CarsonResearch

[Alex @RiskAdjustDad]

@StealthQE4 The leader we deserve honestly… the guy is a reflection of our worst impulses in the social media age

[Markets & Mayhem @Mayhem4Markets]

This is completely insane btw

[Alex @RiskAdjustDad]

My main man “Doopey”got it right

[Alex @RiskAdjustDad]

It’s funny that Americans didn’t care about armed men with masks in the streets. But once it hits YOUR pocket book it’s a problem. It’s a reflection of our society. Not our politics.

[Alex @RiskAdjustDad]

“Conservative” news telling everyone their conservative news poking is all Dems, is next level gaslighting….

[Republicans against Trump @RpsAgainstTrump]

Doocy: Only 23% of voters think the economy is excellent or good

Trump economic adviser Kevin Hassett: They poll way too many Democrats.

[Alex @RiskAdjustDad]

We have passed the top

[Department of War 🇺🇸 @DeptofWar]

Last Thursday, we welcomed Logan and Jake Paul to the Pentagon to meet with our warriors.

[Alex @RiskAdjustDad]

#rookienumbers

[InteractivePolls @IAPolls2022]

NBC Poll: Have Trump’s policies helped or hurt the economy?

Sep 2018
🟢 Helped: 41% (+15)
🔴 Hurt: 26%

Sep 2026
🟢 Helped: 26% (-29)
🔴 Hurt: 55%

Net 44 point negative swing from 2018

[Alex @RiskAdjustDad]

Hopefully American can heal from this but I have my doubts

[Ethical American @AmericanEthical]

Since Trump Took Office:

Gas +39%
Diesel +69%
Utilities +15%
Jet fuel +100%
Health care +13%
Ground beef +25%

Elon Wealth: +122%
Wall Street Profits +22%
CEO Pay: +14%
Real Wages: +.5%

Trump Wealth: Doubled.
Trump Cabinet: 8 members worth $100M+

Do you fucking get it yet?

[Adso Øvbelk @AdsoOfBelk]

The mayor that does this would reign a thousand years

[Alex @RiskAdjustDad]

@AriCohn I have opined on this with friend in the city for years

[Alex @RiskAdjustDad]

@StealthQE4 It’s been like that on here since 2016….