Bhett

[Bhett @Bhettinger12]

@ThetraderNoah Why does someone like Elon keep working? Isn’t he a trillionaire? Why doesn’t he give Teslas away for free?

[Heisenberg @Mr_Derivatives]

Ruh roh. Trump not gonna like this…

Time to start calling Warsh some bad names already?

[Wall St Engine @wallstengine]

FED: 9 OF 18 FOMC PARTICIPANTS PENCIL IN 2026 RATE HIKE

[Geiger Capital @Geiger_Capital]

Let’s be clear…

UK leadership allowed ~250,000 little girls, their nation’s daughters, to be abused and gang raped by Pakistani-Muslims to protect their policy of open-border multiculturalism.

There should be Nuremberg-style trials and executions for those involved.

[Ted Zhang @TedHZhang]

Bitching Bernie

H/T: @rahulsood for the graphic

[Kelley B. Vlahos @KelleyBVlahos]

Netanyahu and Lindsey say its fine to shut down the $3.8B a year in military aid to Israel. They don't tell you how they will make it up— by "partnering" with the US military directly.

It begins here.

This is an alarming read by @BenFreemanDC
https://t.co/QzQmlvwTln

[Daily Chartbook @dailychartbook]

US consumers have never been more pessimistic, according to UMich's Surveys of Consumers.

[Bhett @Bhettinger12]

@TheShortBear Sentiment is getting pretty bad id say

[Market Bubble @MarketBubble]

Ansem: Ethereum is going to zero

Ansem: “I think it’s gonna go to $1,000 in the next year or so”

Banks: “So fair to say if you’re in a coma for the next 10 years, you’re putting your money in just about anything over Ethereum?”

Ansem: “Literally anything”

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US 30Y Note Yield rises to 5.18%, its highest level since July 2007.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: April PPI Inflation surges to 6.0%, well above expectations of 4.9% and the highest level since January 2023.

Core PPI Inflation rose to 5.2%, above expectations of 4.3%.

Both CPI and PPI Inflation are now officially at 3+ year highs.

Odds of rate HIKES are rising.

[THE SHORT BEAR @TheShortBear]

Only thing the closed strait is making sure of right now is that everyone is selling treasuries.

Yields are exploding higher with the 30Y near multi year highs.

The amount of money this will cost the US via the treasuries that need refinancing via the roll is unreal.

Multi hundred billions to Trillion+.

Markets breaking out above the rates set by the FED.

Remember when the admin was screaming at Powell to lower rates to refinance… crickets

[THE SHORT BEAR @TheShortBear]

There is a direction to all this.

AI agents with virtual money transacting billions of times per day.

[Bhett @Bhettinger12]

@Brian_Stoffel_ Appreciate the earnings content you put out. Some of the best I’ve seen out there

[Chamath Palihapitiya @chamath]

You have two choices:

1. This is the beginning of the end of the AI replacement cycle. Everything up until now was false alarms and mis/disinformation. You can start to scale back into these companies because, once the noise subsides, these companies are durable and will be around roughly in the same or better position in 10 years.

2. This is the beginning of the beginning of the AI replacement cycle. Customer churn slowly ticks up. NDR slowly ticks down, RPO begins to be discounted - initially by a little, then by a lot. SBC gets minimized, FCF gets maximized. Valuations become exercised in seeing which assumptions are reliable and which are unreliable - all roads lead to more vol an a general downward trend on price and multiples.

Good luck to all the players.

[THE SHORT BEAR @TheShortBear]

This will be remembered for generations to come should it happen.

Biggest blunder in decades if not a century.

All based on a lie perpetrated and rejected by every president for decades until they bought it this time.

Pray this ends.

[THE SHORT BEAR @TheShortBear]

Israel will do all it can to continue this war.

Let's see if the US will stop it.

[The Market Ear @themarketear]

Hedge fund capitulation: the recent US net selling by hedge funds is the third largest over the past decade
https://t.co/tb3ssgcLXr

[THE SHORT BEAR @TheShortBear]

Markets losing faith.

headlines barely helping at this point, empty promises and non-stop contradictory statements are exhausting bids as Institutional players move to the sidelines.

The market is clearly showing us it wants a resolution.