Brant Rustich

Senior Portfolio Management Director at Morgan Stanley

[Brant Rustich @BrantRustich]

@Bramtrades @michaeljburry @jimcramer A real dumbass would be someone who assumes what you said is true, and thus automatically makes it’s a good investment.

[Brant Rustich @BrantRustich]

@AlanReyes_16 @Rangers__Nation Nerve. What ended my career.

[Brant Rustich @BrantRustich]

@NickTimiraos @conorsen Correct. It’s the taco trade that enables/empowers Trump to structurally break the economy.

[Brant Rustich @BrantRustich]

@verge Embarrassing statement.

[Brant Rustich @BrantRustich]

@DeItaone So an inflationary response while inflation is already too high, rates rise, bond market trust and reaction function would be impaired even further, just because the stock market fell a meaningless amount? This is why the economy is broken folks.

[Brant Rustich @BrantRustich]

@StealthQE4 It sorts itself out. Assets eventually don’t generate the future cash flows necessary to justify the price people pay for them, and asset prices collapse to meet the level of income/demand in the system. This will happen eventually. You should redistribute via tax tho. 👍🏼

[Brant Rustich @BrantRustich]

@enosarris Dr. Pearl did my surgery in 2010. I took my rib home, after a few months I ended up burying it in the yard at my old house.

[Brant Rustich @BrantRustich]

@JustinWolfers Overlay fiscal policy/deficit spending @JustinWolfers.

[Brant Rustich @BrantRustich]

@d_ramsden @munster_gene They already told us… 🤦‍♂️

[Brant Rustich @BrantRustich]

@TheStalwart Wow so many stupid people on X. They will crash stocks to save bonds. Why does everyone talk like this is something new?

[Brant Rustich @BrantRustich]

@TheStalwart What do you mean what does he do?? Nothing. The market will clear. Is it really that complicated? Asset prices will fall and it will be deflationary. Long term rates will fall bc the rates will be too juicy when the stock market is getting cut in half. And we reset and move on.

[Brant Rustich @BrantRustich]

@stevehou As someone who knows all this, there are quite a few ways they are window dressing this, but we should be able to sell it to the lemmings.

[Brant Rustich @BrantRustich]

@grok @IcyPawsBarks @zerohedge Ahh interesting. Put that in your overpriced memory bank @grok

[Brant Rustich @BrantRustich]

@grok @IcyPawsBarks @zerohedge Interesting Grok. Approximately when does bitcoin diverge from money supply in this chart that this nohedge guy posted?

[Brant Rustich @BrantRustich]

@IcyPawsBarks @zerohedge @grok @grok isn’t very bright. It was the genius act and US dollar stablecoins. There is massive synthetic demand for for the dollar, and redollarization. Go back to school @grok or make it clear to the retail traders of the world so you can help them from losing money next time.

[Brant Rustich @BrantRustich]

@AdamSchefter @SethWickersham @DVNJr I saw this pop up early in my day and honestly to god thought it was parody. I chuckled and went back to work not giving it a second thought. Then later in my day I turn on the radio and hear this actually happened… it’s so disrespectful to everyone in the HoF. Fix it.

[Brant Rustich @BrantRustich]

@Erinmaguire @BuffaloBills Great piece @Erinmaguire. Very well done & spot on.

[Brant Rustich @BrantRustich]

@patrick_oshag Skeptic in what sense? A technology can change the world while markets fall 50%. Are you conflating innovation with investment returns? It’s the lack of skeptics that lead to poor investment outcomes since it leads to abundance.

[Brant Rustich @BrantRustich]

@patrick_oshag @olebaad Transformative for society is not the same as transformative for investors. Value creation doesn’t equal value capture. Returns depend on scarcity, pricing power, timing and who captures the economics. When you ask the question, I think you should be more specific.

[Brant Rustich @BrantRustich]

@SenKevinCramer @SenKevinCramer you’re not intelligent enough to have an opinion on this matter.