@AndrewHMPalmer So when does the market realize we are building all this shit and even assuming 0 costs we can’t make money with it. This is a new gold rush only we are going to figure out at some point that there’s no gold…
@Rory_Johnston I think you’re giving him too much credit. I really think he thought he could have a deal even though Iran had no intention whatsoever to make one and just wanted to burn our inventories. Now we will be forced to make one on their terms
@stevehou Ai is solid and sadly the k shaped economy works, it’s going to be a black swan that takes us down, if we are going to sell off (which isn’t guaranteed). My best bearish thesis is still the yen carry trade unwind coming because the war in Iran keeps oil prices high.
@stevehou@citrini curious what you think turns the current trend around. I'm not saying you're right or wrong but inflation is trending way up (ppi) and there's a real risk Japan sells our treasuries.
@MuniBondz@AndrewHMPalmer@GOP I’m hopeful Massie runs as a libertarian and wins still, but the real unknown is what this Ed guy even stands for… he didn’t debate or even state his views. And if we don’t support war, having someone funded by Israel might not be a good thing.
@AndrewHMPalmer@GOP turnout is going to be horrible in midterms and 2028. It's beyond dumb to attack your own base... I don't understand it. A third party while likely wouldn't take hold would wake up the establishment and stop their bs.
@MuniBondz@AndrewHMPalmer@GOP yeah trump is literally doing what you voted against. I don't get it. Massie stood for what you supported (in my mind) and we just got a foreign government to come buy his seat and tell you to fall in line with this new agenda you didn't vote for... It's wild.