Jeremy Knox

Options/Futures Trader, Mortgage Biz, Mizzou Tigers, Stl Cardinals fan

[Jeremy Knox @_ftknox]

@Outkick

[Jeremy Knox @_ftknox]

This is really dumb, but this will force the WNBA to make a real decision. We'll see how serious they are about letting males in the league or if all of this is just PC soundbites. If "Julie" isn't allowed, he should sue the WNBA for not be inclusive. Back them into a corner!

[Sage Steele @sagesteele]

He can keep the braided ponytail and the breast implants forever, but Julie will never be a woman. This whole thing is literally stupid.

[Jeremy Knox @_ftknox]

@sagesteele This is really dumb, but this will force the WNBA to make a real decision. We'll see how serious they are about letting males in the league or if all of this is just PC soundbites. If "Julie" isn't allowed, he should sue the WNBA for not be inclusive. Back them into a corner!

[Jeremy Knox @_ftknox]

@stockmom @Hunter_Eagleman I'm disappointed that the Republicans don't do more. A lot of lip service with no action

[Jeremy Knox @_ftknox]

@HawleyMO Do you have enough votes to actually do something??

[Jeremy Knox @_ftknox]

@RandPaul Do you have the votes to actually do something??

[Jeremy Knox @_ftknox]

@SuperDuperInvst Thanks for posting it!

[Jeremy Knox @_ftknox]

@MaryBowdenMD @SenRandPaul @HawleyMO @AshleyMoodyFL @berniemoreno @HawleyMO, as a fellow Missouri resident, do the right thing and don't let this get swept under the rug. We're tired of the Republicans talking big and not taking action.

[Jeremy Knox @_ftknox]

Make a mental note of Elon's comments leading into earnings. This is the second tweet today about shorting into SPCX's earnings. Is he trying to pump or tip his hand before the initial release? Interesting either way moving forward.

[John Trades MBA @JPATrades]

Elon doubles down on pumping $SPCX ahead of earnings 👀

[Jeremy Knox @_ftknox]

@stockmom Interesting timing

[Jeremy Knox @_ftknox]

@stockmom They're all mouth pieces and puppets who constantly contradict themselves.

[Jeremy Knox @_ftknox]

@robbystarbuck The sue the league if they won't allow it.

[Jeremy Knox @_ftknox]

@stockmom It's unfortunate that "women and people of color" won't be able to take advantage of the savings since they don't have access to ID's....maybe that only applies to the election discussions 🤣

[Jeremy Knox @_ftknox]

@NFL_DovKleiman I continue my quest for this level of loneliness.

[Stock Mom™ @stockmom]

This is long but necessary to educate those of you who were pounding the table for a rate hike last week. I knew the Fed wasn't going to hike and now let me explain why.

The Fed held rates steady at 3.50 to 3.75% last week. That’s the good news. Everything else was a mess.

In a 9 to 3 vote, three regional presidents, Beth Hammack of Cleveland, Neel Kashkari of Minneapolis, and Lorie Logan of Dallas, wanted a quarter point hike anyway. That dissent is the real story. Markets initially breathed a sigh of relief, then Chairman Kevin Warsh opened his mouth in a hawkish press conference. The Dow tanked over 1,100 points, the S&P dropped about 1.5%, and the 30 year yield spiked above 5.2%. Futures now price a September hike at around 60%.

Too many people at that table are still fighting the last war. They’re treating an Iran driven oil spike like a demand boom and reaching for rate hikes that only crush housing, investment, and manufacturing. A supply shock already does the contractionary work, taxing consumers at the pump and slowing demand. Hiking into it is dangerous, not prudent.

Greenspan got this during the Gulf War. Bernanke got it in 2008 when oil hit $150. The Fed can’t drill oil or deter Iran with higher rates. It can only turn temporary energy pain into a real recession.

While serving as the youngest Federal Reserve Governor during the 2008 financial crisis, Warsh worked as a core confidant and right-hand advisor to then-Fed Chair Ben Bernanke. Let's hope he takes a page out of his playbook going forward.

June CPI and PPI already showed the underlying trend cooling, headline CPI down 0.4%, core flat, gasoline plunging nearly 10%, producer prices soft, before the oil spike hit. Real wages are rising. Business investment is strong, especially the nearly 20% four quarter growth in AI related high tech equipment and software.

That’s the Trumponomics story: supply side growth, productivity, reshoring, capital deepening, and more output without the old open borders wage suppression.

Warsh noted some of that resilience, then wrapped it in enough “no soft target” and “won’t hesitate” talk to spook markets.

Demand inflation, wage price spirals, tariffs, housing, and energy shocks are not the same thing. They don’t need the same response.

Watch the pass through. Monitor expectations. Stay alert. But don’t get trigger happy. Patience is the right call here. Keep a rate cut on the table if the cooling continues.

The hold was fine. The three dissents and the mixed message show the Fed still doesn’t fully get it.

[Elon Musk @elonmusk]

SpaceX is hiring exceptional engineering & skilled trades talent to build & operate the most powerful AI supercomputer clusters on & off Earth.

If interested, please email 3 bullet points demonstrating evidence of exceptional ability & your resume to [email protected].

[Jeremy Knox @_ftknox]

@Equ1ty_Engineer I really appreciate the tips. Is there a specific bisi indicator that you prefer or are they basically the same?

[Jeremy Knox @_ftknox]

@Equ1ty_Engineer What level did you use for exit? I'm still learning your system.