CCDragonfly

Investing, cooking, reading, the beach

[Robert A. Pape @ProfessorPape]

Trump’s "24-hour peace deal" just failed for the 40th time
Instead of peace, Middle East is escalating:
-- Israel striking Beirut
-- Iran targeting ships in Hormuz
Geopolitics isn't a real estate deal. You can't bully an existential, multi-front war with boardroom bluster
Watch my breakdown on why
https://t.co/EILbOP4qx6

[CCDragonfly @CcDragonfly]

🧐

[Robert A. Pape @ProfessorPape]

Trump is getting fleeced by Iran

The deal:
• $24B cash + oil sales
• Just 60 days of open Hormuz
Iran pockets $30B+ in two months

Day 61, Iran can close Hormuz again, and repeat the extortion

Massive loss for Trump—Huge win for Iran

[CCDragonfly @CcDragonfly]

@Dcpcooks Seems like it at least short term. I still think the highs are not in yet based on growth and sticky inflation. 🤷🏼‍♂️ But perhaps it’s hopium.

[Thomas Massie @RepThomasMassie]

Republicans are in charge because we promised:

to Make America Healthy Again.
to start No New Wars,
to put people above corporations,
to put America above foreign countries,
to release the Epstein files,
to not spy on citizens,
to eliminate fraud,

what the hell happened?!

[CCDragonfly @CcDragonfly]

@Dcpcooks No they are not…curve steepening 🤷🏼‍♂️

[CCDragonfly @CcDragonfly]

@BillAckman @Geiger_Capital @SavvyAuntie Including the state she supposedly represents.

[CCDragonfly @CcDragonfly]

https://t.co/2N0C2soTcc has been having some really interesting guests regarding the war.

[CCDragonfly @CcDragonfly]

@Chartfest1 I think you are going to need a bigger chart up and down.

[CCDragonfly @CcDragonfly]

@RealPeterLinder Thanks!

[CCDragonfly @CcDragonfly]

I thought there was a high probability Cheetoh was lying for once yesterday. Now it’s clear he was just spoofing stonks for $spcx.

[Garland Nixon @TheGarlandNixon]

BREAKING NEWS: White House insiders leak that President Trump will wait until the markets close on Monday evening before announcing that the Iran deal has once again collapsed.

[CCDragonfly @CcDragonfly]

Another not so great auction yesterday but bonds ripped. Thinking it’s just Cheetoh spoofing algos again. An economy that could end up running hot and a Fed chair happy to let it justifies higher yields but I am just a price taker…$tlt $zb

[CCDragonfly @CcDragonfly]

@INArteCarloDoss Cheetoh told the nation the Fed govt cannot afford child care and healthcare for the old and poor but we have >$300b to bomb a country including civilian infrastructure and rebuild it after. 🤦🏼‍♂️

[CCDragonfly @CcDragonfly]

Was hoping the MOU would put an end to Cheetos daily algo spoofing but won’t it’s just like the China trade “deal” just and agreement to de escalate and keep talking. 😩 $spy

[David Sirota @davidsirota]

this is oligarchy — pass it on

[CCDragonfly @CcDragonfly]

Tough talk Thur am about strikes and possible seizing of land then back off in the afternoon because an MOU was agreed Wed. Blatant spoofing of market algos every single day…
https://t.co/v43Wlzk1SW

[Matthew C. Klein @M_C_Klein]

--The reported deceleration in U.S. hourly wage growth is entirely concentrated in one specific sector (healthcare)

--That supposed slowdown in healthcare wages is inconsistent with the ECI for healthcare wages

--> Is wage growth actually decelerating?

Either way, very odd...

[Guy Berger @EconBerger]

In another sign of slow but real labor market improvement, unemployment insurance exhaustion rates have peaked and are falling (extremely slowly).