Joe Friday

Just the Facts - Dragnet. Names have been changed to protect the innocent.

[Joe Friday @JoeFridayOTF]

@Kalshi DJT tries to create alternative realities every time he talks.

https://t.co/LKWhdIRJrB

[Joe Friday @JoeFridayOTF]

@LukeGromen @DrJStrategy Iranians are gaslighting Trump. Trump is gaslighting Americans. FOX is doing their best to make it all sound like the truth. If Soviet Union had FOX running propaganda instead of Pravda there would still be a wall in Berlin.

[Joe Friday @JoeFridayOTF]

@JoshYoung Talk is cheap/free. Risk premium, supply chain friction, damage to infrastructure and depleted product throughout the system all justify higher price - even without accounting for lower production from region.

[Joe Friday @JoeFridayOTF]

@HaniefHaider1 @citrinowicz @FT Is there ever any evidence of Trump admitting he made a mistake.

Compare Jimmy Carter to this man.

https://t.co/j78JObTkIF

[Joe Friday @JoeFridayOTF]

@covie_93 Of course Trump is tired. He was up late last night. All that money isn’t going to steal itself.

[Joe Friday @JoeFridayOTF]

@Glenn_Diesen Trump’s mouth is really just a random word generator. He doesn’t think about what he says and doesn’t care if it makes sense. Just likes to hear himself talk. He thinks everyone likes to listen and is awesome by his brilliance.

[Joe Friday @JoeFridayOTF]

@AntiquarianMuse He is building Fort Trump (ballroom/bunker) so no one can make him leave. Got kicked out once, but not again. Cabinet will support him. Johnson will support him. FOX/Pravda will shill for him. Generals who don’t support him are being fired. ICE will support him.

[Joe Friday @JoeFridayOTF]

@RpsAgainstTrump No conflict of interest. Everyone involved is interested in making Donald wealthier!

[Joe Friday @JoeFridayOTF]

@Breaking911 Fort Trump is well under way. When completed no one will ever be able to make him leave. DJT - the ultimate squatter.

[Joe Friday @JoeFridayOTF]

@marcosagusstinn Bessent’s moves indicate that financial repression is starting if not already underway.

[Joe Friday @JoeFridayOTF]

@aeberman12 @Rory_Johnston Iranians could probably tell everyone how many ships are passing through since it is highly likely they are charging tolls for safe passage.

[Joe Friday @JoeFridayOTF]

@rcwhalen @paulkrugman WWII level debt that commenced before Iran was attacked. Of course market goes up. That’s lot of stimulus but it is a lot of debt that will need to be covered. That’s Future US problem. For now President gets to claim market gains as win.

[Joe Friday @JoeFridayOTF]

@TrumpsPortfolio Financial rules were not written to address the industrial strength grift engaged in by DJT. They were written for normal people who only cheated a little. Legislators did not see what was coming in Trump. Seems like voters should have seen it.

[Joe Friday @JoeFridayOTF]

@KobeissiLetter And this is the reason that every other president in recent history put all assets in blind trust - not accounts one phone call away managed by sons.

[Joe Friday @JoeFridayOTF]

@shanaka86 Interesting. Never thought of that correlation.

[Joe Friday @JoeFridayOTF]

@robin_j_brooks Long end rising makes perfect sense when you ask yourself - what rate would I require to loan to US gov for 10 to 30 years. For me the answer is 7% for 10 and well north of that for 30. Just saying. That’s just me

[Joe Friday @JoeFridayOTF]

@TreasuryBonds1 The problem with parabolic curves is they don’t get better with time. They get worse at faster rate.

With all the short term notes turning each month there is no tolerance for issue causing buyers to stay home or come up short. Would cause massive spike and intervention.

[Joe Friday @JoeFridayOTF]

@MPelletierCIO @MarkJCarney So refreshing to hear Carney speak. We (US) have a president who is also by-lingual. He speaks some English and fluent in child-like gibberish.

[Joe Friday @JoeFridayOTF]

@robin_j_brooks This is how Bessent reacts when he sees a problem this big. Gonna need a lot bigger intervention!

https://t.co/4P9dvGurcQ

[Joe Friday @JoeFridayOTF]

@Megatron_ron Listening to Carney speak is so refreshing compared to incoherent babbling that comes from Trump’s mouth. It is like adult versus child. We have “almost” gotten used to listening to the stupidity we hear every day.