CJ Coachman

[Lukas Ekwueme @ekwufinance]

The US can't afford higher rates... Bessent and Warsh know that.

- In the next 12 months, around $8T of Treasuries need to be rolled.
- The average coupon is ~3.3%.
- The US10y yield is ~4.7%.

Rolling that $8T at today’s US10y level would add $112B in annual interest costs, and that’s before you factor in the interest burden on an ongoing $2T annual deficit.

Volcker could crush inflation with double‑digit rates because inflation had already driven debt‑to‑GDP down from about 120% to around 30%.

Today we are back at 120%...

First you inflate the debt away, then you raise rates to kill inflation.

We are in the inflation part of the cycle... you know what that means

[Bluekurtic Market Insights @Bluekurtic]

Over 8 months into 2026, and it had to be 1978? Yep, 1978 is the year the S&P 500 $SPX is now tracking most closely on a YTD basis.

Sure, it's a midterm year... but 2026 won't play out the same, right? ...right?

[Aaron Rupar @atrupar]

Bessent: "We've got a spike in oil prices today that I don't really understand"

[Ryan Detrick, CMT @RyanDetrick]

Tech with another 15% upside from here? @FrankCappelleri in his daily note today says there's a chance still.

We've had a slight overweight to tech all year and remain there. Hope he is right ;)

[CJ Coachman @cjcoachman]

@ashonzay_7 Which stock are you going with?

[CJ Coachman @cjcoachman]

@ashonzay_7 Someone already chose Microsoft so I’ll go Palintir

[Finom Group @GroupFinom]

Bookmark✅ it folks! Next week is August monthly Op/EX

Given $SPX formerly made 12month high in 1st half of June, the Aug 18th-Sep 19th period is one of the best for S&P500

Up = 13
Down = 3
Avg return = 2%

Oct 27-Nov 24 period is AWESOME

Up = 15
Down = 1
Avg return = 3.85%

$SPY $ES_F $VIX $QQQ $DIA $IWM $RSP $NDX $COMPQ $SOXX (via Wayne Whaley)

[John @market_sleuth]

For those who plan trades well in advance. Sept 16 is VIX OPEX, & the FED announcement. Then on the morning of the 18th we get the BOJ rate decision & OPEX. Make volatility great again. 🤣

[CJ Coachman @cjcoachman]

Convo with @kingrelle315 about WHAT IF the 10 year is over 5 and the 30 year is over 5.2 in the next couple months🤔

[Nick Timiraos @NickTimiraos]

NEW: At dinner after day one of his first meeting as Fed chair, Kevin Warsh told his 18 colleagues he was launching five task forces to rethink how the Fed reads the economy.

Chris Waller asked what the point was. Name who's on them, he said, and I'll tell you what they'll say.

[Kylian Mbappé @KMbappe]

I’M BACK 😏 @EASPORTSFC

[Mark Monroe @iammarkmonroe]

Was having a 1 on 1 with someone recently. Here’s a summary of what I said. Dedicate your financial plan 10yrs of money to work while you work. Want little risk S&P 500. Want some risk S&P/ 2yr LEAPs. All has no breaks :LEAPs don’t blink 10yrs comes quick. You will have a bad year or 2, but stay disciplined. Many people I have taught did it in 6yrs and still had a bad year along the way but still made it. Investment is risk but that’s money that is working. Some money will get laid off that’s okay keep going. Tag someone that needed to see this. Especially athletes or rappers for some reason. Many don’t have a clue because nobody is telling them, because they don’t know themselves.

[B @bmore_sports8]

Diggs and Bateman in the Ravens locker room when one gets more target than the other

[Kylian Mbappé @KMbappe]

Encore un peu plus près… 🇫🇷💪🏽🙏🏽

[Eric Nuttall @ericnuttall]

The US Strategic Petroleum Reserve is now ~19MM barrels away from estimated minimum operating levels. There very soon will no longer be a safety buffer to protect the world from further losses out of the Strait.

[Ab-Soul @abdashsoul]

HEAD IS DA ANSWER.

[Caleb Downs Fan @demcowboysfan]

"Dad what were those 61 seconds like when USA tied the game vs Belgium before they scored again"

[Punch TDE @iamstillpunch]

Everybody put three fingers in the air… the sky is falling, the wind is calling. Stand for something or die in the morning…