🇺🇸 James Pillow 🇺🇸

Platitudinous, eye-of-providence fearing, know little-to-nothing guy. The musings are my own and do not represent my firm. ⛔️Personal account⛔️

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

@jpillowtime @deanpospisil From (the ignorance of) a finance guy, I would have gone with “cocerebruvariance”. But, what do I know? …now thinking about it, that may be more apropos for groupthink vs neuro-correlations. Ahh… Never mind. :-)

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

Short sellers are betting against Cathie Wood’s flagship fund more than ever before https://t.co/2QannXbnRq via @markets @TheTerminal @VildanaHajric

[Clifford Asness @CliffordAsness]

The amount people will pay to an industry to make (my forecast, don’t follow my advice) decently less than a moderately levered S&P 500 index fund, so they don’t have to watch the S&P 500 index fund, is staggering.

It’s “Volatility Laundering.” https://t.co/hVz9FnFSw9

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

Bloomberg’s tacit support of Disney’s Buzz Lightyear? $DIS

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

Freedom is not free—the farthest thing from it. Today, we honor those who were willing to serve, risk it all, and they did. We most honor the fallen by living a life worthy of their sacrifice. #MemorialDay

[Brian Wesbury @wesbury]

Here Rests In Honored Glory - A Comrade In Arms Known But To God

Celebrate Memorial Day, hug your family, enjoy your friends.

[Mohamed A. El-Erian @elerianm]

From #Bloomberg. #markets #tech

[Mohamed A. El-Erian @elerianm]

From the @wsj.

[Jonathan Pillow @jpillowtime]

New paper with @achristensen56 analyzing how running affects neural responses in visual areas beyond V1. We found that running increases the reliability of stimulus encoding (even in neurons and areas in which visual responsivity decreases during running)!

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

More than a million Ukrainians have fled. Where did they go? #1 Poland 🇵🇱 #2 Hungary 🇭🇺 #3 Moldova 🇲🇩 @TheTerminal

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

Because of the nature of this shock, the below chart illustrates why the US should bypass the normal recession after an energy shock. The US is nearly 100% energy independent. Unfortunately, the US is still sending Putin’s Russia about $20M a day for oil. …for now.

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

The inflation-adjusted price of oil is only a little higher than the 15-year median. Oil would need to run toward ~$150/barrel to match the commodity's destruction on the global economy in 2007/2008.

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

Ukraine 🇺🇦 is a real country now, just as much as it was in medieval times.

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

Fed’s Powell gave the FF Futures market essentially everything they wanted… er expected. …at least tacitly.

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

@SenWarren @exxonmobil @Chevron @POTUS @linakhanFTC @SenWarren You are either 1) ignorant or 2) immoral; They don’t set the price. Exxon and Chevron TOGETHER produce <5% of the total market. Tweet at Saudi Arabia, Russia, Kuwait, and China—they control the majority of the flow. So, 1 or 2?

[Jonathan Pillow @jpillowtime]

Excellent piece by @DLeonhardt on Covid and the return to normalcy.

https://t.co/2dGqPxSWQU

[🇺🇸 Kyle Bass 🇹🇼 @Jkylebass]

Any investor in BlackRock that has suffered losses due to their investments in Chinese companies (either here or abroad) should immediately sue or file arbitration to receive their money back. Under the cover of Afghanistan's collapse, BlackRock is tripling down on China. 1/3

[🇺🇸 James Pillow 🇺🇸 @jamespillow]

Biden’s Betrayal of Afghans Will Live in Infamy - The Atlantic https://t.co/8dJtYj2azy

[Jerry Parker @rjpjr12]

“This is happening on Biden’s watch, at Biden’s insistence, against the advice of his senior military advisers and with Biden’s firm assurance to the American people that what has just come to pass wouldn’t come to pass.” https://t.co/aMEDuuRpAQ

[BDW @BryanDeanWright]

This may become the most infamous — and devastating — press conference ever held by an American President.