willy mcmoon

[willy mcmoon @WMcmoon]

@ThierryBorgeat This is well written but one thing is nagging me. You say inflation ends bull markets like in the 68-81, yet the current inflationary regime started in 20/21 and you compare today to 1978, yet we are making new *aggressive* ATHs and in real terms stocks still going up

[willy mcmoon @WMcmoon]

@rdd147 Hi, appreciate the post! Trying to understand how required revenue for breakeven means inflation? No one is guaranteeing they meet those braakevens, and not meeting them would cause a crash ie deflation? Respectfully, just trying to follow

[willy mcmoon @WMcmoon]

@NoManland667 wtf are you talking about? What did they say that was “dumb”. They’re describing the riots going on in your dumpster fire of a country in completely accurate terms.

[willy mcmoon @WMcmoon]

@onechancefreedm I thought we were supposedly to be growing our way out? Now we’re engineering a recession? Wtf? That only works at 60% debt/GDP. Not at 125%.

[willy mcmoon @WMcmoon]

@INArteCarloDoss Can you elaborate on the pain you see? i'm not following the 81 comparison, if you think theyre going to intervene to lower rates. volker hiked to 20%

[willy mcmoon @WMcmoon]

@DrJStrategy Jesus Christmas. I see your stuff and sometimes take note, but this is just bad. Like totally wrong. Now if I’m questioning if you can be this wrong on something I know well, is it all wrong. Take this down.

[willy mcmoon @WMcmoon]

@joelengel Worst take I’ve read all day. Rubbish nonsense

[willy mcmoon @WMcmoon]

@ClaudiaBoleyn So then the men couldn’t consent either. So who raped whom? Only one person passed out and it was a man, and she wanted to give him time to recover. So again, everyone was high, so who raped whom? Make it make sense

[willy mcmoon @WMcmoon]

@WilfredFrost @BankofAmerica Can someone explain why this guy talks out of both sides of his fkn mouth every time?

“I’m long stocks short bonds”

Next sentence: “buy humiliation sell hubris, humiliation is bonds hubris is stocks

[willy mcmoon @WMcmoon]

@Scaramucci Spending causes deficits, not tax cuts, imbecile

[willy mcmoon @WMcmoon]

@BickerinBrattle What expiry are you targeting?

[willy mcmoon @WMcmoon]

@FinanceLancelot @paulbuitink This guy understands the plumbing, but not the effects.

If you buy all of the debt with fed reserves, the stock market goes to infinity and the dollar dumps. Massively inflationary. This is the condundrum they're in. You dont just buy $40T w no negative effects

[willy mcmoon @WMcmoon]

@TMTLongShort Interesting post, but not sure what you’re saying. What is the “purist ideal” many pine for?

[willy mcmoon @WMcmoon]

@shaguncrypto This is backwards looking lmfao

[willy mcmoon @WMcmoon]

@chickengenius You’re a moron

[willy mcmoon @WMcmoon]

@chickengenius Bruh...treasuries are fully taxable. You still have time to take this down 😂

[willy mcmoon @WMcmoon]

@RolandMartin26 @leevalueroach Buwhahaha dude you’re a clown who gets called out and resorts to name calling because he’s that big a retard he can’t handle the fact that he was wrong

[willy mcmoon @WMcmoon]

@DarioCpx I'm confused by "minions arent giving up, and i trust they wont until the very end". Giving up on what? thanks!

[willy mcmoon @WMcmoon]

@RolandMartin26 @leevalueroach You proved his point you when you said “you have no idea how much stocks are up in this inflationary environment”. That was his god damn point you imbecile, own assets/be short debt, literally the same point you made while also calling him a moron

[willy mcmoon @WMcmoon]

@RolandMartin26 @leevalueroach Genius, his point went straight over your head. He’s saying debt becomes an asset. Ie go into debt to buy assets on leverage because the debt you’re short will get inflated away