Castle Keep Investment Management

Family office investment management

[Bill Ackman @BillAckman]

A must watch from Jamie Dimon.

[Castle Keep Investment Management @InvesmentKeep]

@stjohns1024 @nicksortor @mrddmia Guys got a Ph.D. in bullshit.

[Castle Keep Investment Management @InvesmentKeep]

@BillAckman Yeah, but how do they win in AI when they can’t even roll out a Windows update that isn’t a disaster? Or when you manage sensitive networks for the U.S. Government, your largest customer, but decide to let Chinese engineers assist. I’ve lost confidence in management.

[Castle Keep Investment Management @InvesmentKeep]

@MsAnnaBaxter @Acyn I want to put holes in more of them!

[Judy Shelton @judyshel]

Yes to @JudgeJeanine @USAttyPirro for not allowing Fed Chairman Jerome Powell to continue to make lofty declarations about his deep respect for accountability and transparency, and then refuse to adequately respond to inquiries about his mismanagement of the Fed headquarters renovation project with quantitative information. Powell stated in his ridiculous video: “No one is above the law—certainly not the chair of the Federal Reserve.” Yet he proceeds to dismiss the inquiries from the Department of Justice as having nothing to do with his managerial negligence but instead relate only to monetary policy decisions and can thus be ignored precisely because he is the chair of the Federal Reserve.

[Castle Keep Investment Management @InvesmentKeep]

@MWChapman @MarioNawfal They’ve been killing Americans for 47 years and want weapons of mass destruction. You are an idiot.

[Jesse Kelly @JesseKellyDC]

Here’s how you filter out garbage opinions by region:

[Sean Davis @seanmdav]

Imagine being such a worthless RINO cuck that MIKE JOHNSON is dragging you for being a spineless dummy. How embarrassing for Thune and the Senate GOP.

[Steve Burns @SJosephBurns]

Stanley Druckenmiller: “The Fed’s job is to avoid big mistakes — like the massive inflation we just had. Powell is obsessed with engineering a soft landing and protecting his legacy. But the only reason we even need a landing is because they let inflation run from 2% to 9%. This Fed shows again and again that they think changing their mind means losing credibility.”

[Sean Davis @seanmdav]

I talked to a senior U.S. steel company executive this weekend, and he said business was BOOMING. He told me there were two reasons for this: 1) the economy is finally recovering from the Biden recession, and 2) Trump’s tariffs have eliminated the price advantage foreign producers had due to illegal subsidies from foreign governments.

The tariffs didn’t make prices go up. Instead, they eliminated the ability of foreign producers to sell below cost. That one change completely reset and leveled the playing field. And the result is American steel companies are back to crushing it!

[MetaLawMan @MetaLawMan]

Three peculiarities about Jerome Powell’s statement.

1. Powell is the one who decided to disclose the existence of the grand jury subpoena, not the government. The government is generally prohibited from discussing grand jury proceedings.

2. Contrary to Powell’s statement, service of a subpoena on the Fed is not a threat to indict him. Subpoenas are investigative tools. It’s possible that the government separately advised Powell that he was a “target” of the investigation, but he didn’t say that.

3. Nowhere in the statement does Powell say his testimony to Congress about the Fed construction project was truthful and accurate.

[Castle Keep Investment Management @InvesmentKeep]

@adamtaggart Dan Rasmussen

[Castle Keep Investment Management @InvesmentKeep]

Nice….

[Eric Daugherty @EricLDaugh]

🚨 BREAKING: President Trump and Japanese PM Sanae Takaichi have just signed an OFFICIAL agreement securing rare earths and critical minerals, REDUCING reliance on China.

The Trump X Takaichi alliance is off to an incredible start 🇺🇸🇯🇵

[Monica Crowley @MonicaCrowley]

The American President and the Emperor of Japan 🇺🇸🇯🇵

[Wall Street Mav @WallStreetMav]

Canada has West Virginia level wages and San Francisco level cost of living.

Something went wrong a few years ago, however Canadian voters have not yet figured it out.

[Brian Wesbury @wesbury]

The comments are so spot on. The Senator hasn’t replied.

[zerohedge @zerohedge]

"JEF had its investor day today - and per feedback, some investors didn't feel comfortable with how risk to First Brands / Point Bonita was handled" - GS

no shit

[Castle Keep Investment Management @InvesmentKeep]

@DiMartinoBooth Common sense in action.

[unseen1 @unseen1_unseen]

I've been trying to warn people for months. China is in a major deflationary event. If not for tariffs, we would be importing the full force of that deflation into our country, and our economy would have collapsed. Europe and Japan are facing that deflation now.

[junkbondinvestor @junkbondinvest]

What being a bond investor feels like: