Jeffe

[zerohedge @zerohedge]

Full-time jobs dropped 79K to 134.173MM, lowest since December 2024
Part-time jobs rose 266K to 28.679MM

[Jeffe @jgilfy]

When will markets respond to RI real intelligence vs AI arrival intelligence!!!

[zerohedge @zerohedge]

Full-time jobs dropped 79K to 134.173MM, lowest since December 2024
Part-time jobs rose 266K to 28.679MM

[Jeffe @jgilfy]

How much longer can the manipulation of markets at ATHs continue to defy gravity, historical metrics, fundamentals, higher inflation, higher interest rates, slowing economy, wars, energy crisis, supply shocks, housing crisis, etc etc etc
🫧🫧🫧💣💥🔥

[Coinvo Trading @CoinvoTrading]

🇺🇸 THE U.S. STOCK MARKET IS OFFICIALLY MORE OVERVALUED THAN IT WAS IN 2007.

In 2007, the financial crisis started and shortly after, the S&P-500 had a historical crash.

This year, the stock market is more overvalued compared to the financial crisis peak.

Oil is rising, yields are rising, inflation is rising, consumer sentiment is the lowest in over a decade.

The stock market hasn't reacted to any of it.

This is getting dangerous.

You've been warned.

[Jeffe @jgilfy]

Didn’t see this coming … what a shocker!!!

🫧🫧🫧💣💥🔥

[zerohedge @zerohedge]

Futures Drop On Souring Chipmaker Sentiment, Kospi Plunge https://t.co/KsVhpF8bXZ

[Jeffe @jgilfy]

@zerohedge @Sorenthek Total BS jobs report! Trump is manipulating everything to keep public opinion and stocks high,while all historical and fundamental criteria point to extreme over valuations!!! Manipulating stocks thru VIX and smashing oil futures, war thru fake news, economy thru fake reports!

[Jeffe @jgilfy]

@aeberman12 @JavierBlas Are you talking futures or local pgysical supply, demand, and prices. I am seeing huge distortions between manipulated futures and localized physical prices as well availability in various countries for not just fertilizer but many others that futures do not reflect true prices.

[Jeffe @jgilfy]

@aeberman12 @anasalhajji I don’t believe the discussion is best served looking at this issue from a global oil top down point of view, where demand destruction measures, minimum reserves, etc apply. Issue is bottoms up by country which some import 99%+ and will shock global supply chains!!

[Jeffe @jgilfy]

Yes, yes, yes, yes!!! Wake up America this is exactly what is happening!!!

[Jeffe @jgilfy]

@DowdEdward As in the Google model, we something is free, your are the product! AI when free can expand use, but like all other proven cases in history, once you charge from free, or increase prices, you introduce demand destruction and slow adoption and expansion!

[Jeffe @jgilfy]

@themarketsniper Question is the useful life of the chips and what is term of the loan. If the latter exceeds the useful life than that is major problem! The MAG7 have been criticized for years of playing games with useful life in data centers of equipment useful life being longer than realistic!

[Jeffe @jgilfy]

@MarioNawfal The tolls aren’t the issue, US would have to drop demands on uranium going to them, if true Iran tests a nuje than the conversation becomes different and about proliferation.

[SilverTrade @silvertrade]

🚨RUSSIA JUST OVERTOOK CHINA IN GOLD! (500 METRIC TONS)⚠️
https://t.co/PcRssAImf8

[Jeffe @jgilfy]

@DowdEdward Stock market too high —-> int rates too high —-> housing too high -—-> energy too high —-> prices too high —-> food too high —-> life too high and unaffordable

It’s all riding on the stock market, if and when it breaks, the rest will solve itself!

Stop the debt!
End the Fed!!!

[Jeffe @jgilfy]

@CoinvoTrading It’s totally manipulated … watch crush of oil and vix. Find who is doing that you’ll find out who is motivating this squeeze. My money on Bissentt!!!

[Jeffe @jgilfy]

@GuntherEagleman @catturd2 One mans 💩💩💩 I guess is another mans 🔨 🔨🔨

[Jeffe @jgilfy]

@aeberman12 Thanks! Other reports though show sharp drawdowns and getting close to operational minimums.

But my main point, the Hormuz supply shock is a story about more than just oil, it’s about derived products as well others fertilizer, helium, sulfuric acid, etc!

[Jeffe @jgilfy]

@JavierBlas Futures prices, which used to be a small trading and hedging platform, has been financialized and manipulated. Like oil, futures keep getting smashed, but inventories are falling drastically closer to operational minimums. Don’t be fooled by futures for reality vs trading!

[Jeffe @jgilfy]

@MarioNawfal @wmiddelkoop MAGA was just a great tagline!!!

Trump should be forced to explain how this fiasco, which is still unfolding with supply shocks, inflation, and unaffordability was in America’s best interests!!!

Just more Trump lies, deceit, misinformation, and fake news!!!

[Jeffe @jgilfy]

Trump is a pathological, psychotic liar! We heard his lies, fake news, deceit, and misinformation daily, and hourly! Meanwhile Iran puts out PR rejecting his comments. Meanwhile Trump and those near him are self dealing and enriching themselves with every lie!!! End this now!

[zerohedge @zerohedge]

Meanwhile Iranian Foreign Minister Abbas Araghchi said late Wednesday that “no tangible progress has been achieved in the negotiation process” with the US, Tasnim news agency reported

[Jeffe @jgilfy]

@aeberman12 @CommodMkt Agree and you have provided terrific analysis as well. There are so much misinformation, but this supply shock is more than just crude!