BrianScaletta

Independent investor looking for independent voices.

[BrianScaletta @BrianScaletta1]

@t1alpha Is another way to think of 0dte bookmakers like Vegas bookmakers controlling the line of a game?

[BrianScaletta @BrianScaletta1]

@donnelly_brent @EpsilonTheory something for your upcoming Note

[BrianScaletta @BrianScaletta1]

Hope you might be a future guest of @DoombergT and @ttmygh

[Tim Garrett @nephologue]

Thread: New paper in @EGU_ESD with @ProfSteveKeen and @prof_grasselli shows a 50-year fixed relationship between world economic "wealth" - not the GDP - and global primary energy consumption. Implication? Our future is tied to even our quite distant past

https://t.co/LxK79jba1v

[BrianScaletta @BrianScaletta1]

@profplum99 @RudyHavenstein Future Fed positive feedback papers will include, "Glidepaths can be extended: We're all living to 100!" and "5% of Unemployment checks should go into 401k's: Everyone contributes, even in a Recession!"

[BrianScaletta @BrianScaletta1]

Technical issues on February 24th again? @EmilKalinowski @JeffSnider_AIP

[zerohedge @zerohedge]

*NY FED POSTPONES TREASURY, MBS BUYS DUE TO TECHNICAL ISSUES

[BrianScaletta @BrianScaletta1]

@RudyHavenstein Wow, the year 802,701 really snuck up on us.

[BrianScaletta @BrianScaletta1]

@DoombergT I didn't think the year 802,701 was going to come 800,679 years early.

[BrianScaletta @BrianScaletta1]

I wouldn't mind listening to a podcast on this @ttmygh @DoombergT

We might all just be chickens

[Ben Hunt @EpsilonTheory]

Big Tech, Big Media and Big Politics are conducting gain-of-function research on the linguistic entities of the metaverse.

It's narrative weaponization to develop linguistic triggers for behavioral control.

It's the whisper of the Snake.
https://t.co/ZPYCxdfxpZ

[BrianScaletta @BrianScaletta1]

@profplum99 The decay of public discussion is troubling

[BrianScaletta @BrianScaletta1]

@EpsilonTheory Are they sorry we found out? What if they wanted to exit and the best way to exit was create a forced sale?

[BrianScaletta @BrianScaletta1]

@EpsilonTheory If Fed employees could only hold US treasuries the entire curve would be pegged at 10, let's make that 11.

[BrianScaletta @BrianScaletta1]

If Fed employees could only invest in US bonds, the whole curve would pegged at 10, make that 11

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

No one mentions that the bigger the Fed blows its balance sheet up, the more "Too Big To Get Put On A Leash By Congress" they get.

Fed mission-creep this century is beyond belief. They have 25,000 or so employees

Start looking at their actions as a massive unelected power grab.

[BrianScaletta @BrianScaletta1]

@EpsilonTheory @ttmygh Was Madoff’s mistake not having former Fed governors on the board? Might have gotten an emergency swap line.

[BrianScaletta @BrianScaletta1]

@EpsilonTheory There must be some game theory here. Maybe they wanted to sell, how do they create a fake forced sale? Show everyone the portfolio and create outrage, now they get to sell. Why are we seeing this now?

[BrianScaletta @BrianScaletta1]

@ttmygh @fleckcap when are you getting @spomboy on the End Game to talk pensions?

[Liz Ann Sonders @LizAnnSonders]

State/local governments have borrowed ~$10B to cover pension liabilities so far in 2021, most in 15 years & more than prior high in 2008…number of individual municipalities borrowing has risen to 72 (vs. 15y average of 25) ⁦
@WSJ⁩ ⁦@Muni_Mkt_Anlyt⁩ ⁦@Bloomberg⁩

[BrianScaletta @BrianScaletta1]

@RudyHavenstein So with some big players buying homes, is this just like stock buybacks (now home buybacks)? Then what we've learned from 2008 is don't own the mortgages, but rather the homes. I can't wait to buy my first JPEG home.

[BrianScaletta @BrianScaletta1]

@profplum99 @SrivatsPrakash another Twitter live topic on the "enhancements" in Target Date Funds. The industry must be projecting potential RMD's and then determining legislative and enhancement needs to keep the market going up and to the right?

[BrianScaletta @BrianScaletta1]

@profplum99 2 comments, 1 retweet, 26 likes; that's it? This seems really important. @SrivatsPrakash if you both have another Twitter live maybe you could discuss, thanks.

[BrianScaletta @BrianScaletta1]

@ttmygh @spomboy Awesome ... but it's time to get Stephanie on The End Game to talk pensions. cc @fleckcap