Isthisthingon

[Isthisthingon @Stickyprofit25]

@JacobAShell there's no garbage cans anywhere around the financial district for fear of deranged people placing explosive devices in them.

[Isthisthingon @Stickyprofit25]

@b4kn2sy @TheNotoriousSKi uhhh what? there's sides?

[Isthisthingon @Stickyprofit25]

@Jack29604830 @_Lavar_Baller_ how could he be overexposed when they paid him? he's overexposed with his shirt off on saturday kickoffs. fuck em

[Isthisthingon @Stickyprofit25]

ask the agent where systemic risks could lead to potential black swans

[Isthisthingon @Stickyprofit25]

Think about what that means.

A hedge fund may be earning a tiny spread between a Treasury and its futures contract. To make that tiny spread worthwhile, it uses enormous leverage.

[Isthisthingon @Stickyprofit25]

less Fed pressure, not cheap capital
FACT — Oct2: Sep. payrolls increased only 29,000, unemployment 4.2%, wage growth slowed to 3.0% yoy, and Jul/Aug payrolls revised v by combined 60k. Healthcare + 17k jobs; construction - 11k; manufacturing - 9k; finactivities - 7k

[Isthisthingon @Stickyprofit25]

3/
Expensive capital → marginal capacity delayed → existing productive assets gain scarcity value.
This still favors operating infrastructure, industrial maintenance, refining/logistics and well-funded AI infrastructure over businesses dependent on repeated equity issuance

[Isthisthingon @Stickyprofit25]

1/
Hiring/wages cool → October hike probability falls → discount-rate pressure eases. ~beneficiaries: profitable growth, small/mid caps:housing-sensitive businesses.Confirm--10-year sustains below 5%; credit spreads remain orderly; small-cap breadth persists beyond one session.

[Isthisthingon @Stickyprofit25]

complex refiners; losers include fuel-intensive transport and manufacturers if diesel does not follow crude lower.

[Isthisthingon @Stickyprofit25]

@MarcoFoster_ @ZohranKMamdani it's not the governments job to deliver a dignified life. the governments job is to protect the environments that those live in providing citizens THEMSELVES to pursue a dignified life. governments do not provide your self worth. it's ridiculous

[Isthisthingon @Stickyprofit25]

That is not broad risk-on leadership. It is a market paying for unusually visible growth while raising the cost of everything that must be financed.

[Isthisthingon @Stickyprofit25]

@P_Remarks $TGTX

[Isthisthingon @Stickyprofit25]

household spending is steady and strong. Higher demand is keeping inflation sticky. which, if we remember before trump, powell said it would be somewhat the norm. then trump came in and said it wasn't and everyone became big mad.

[Isthisthingon @Stickyprofit25]

prokofiev: romeo and juliet, op. 64, act 1

[Isthisthingon @Stickyprofit25]

is Rizzo high? It's all about the dub.

[Isthisthingon @Stickyprofit25]

October is our confirmation month. September pushed a new narrative for markets and it's time to see if we get a solid hunting ground moving forward.