JoeSquawk

Official Twitter account for Squawk Box's Joe Keran.

[Joe Kernen @JoeSquawk]

now hold on just a second here. What?!

[Joe Kernen @JoeSquawk]

hmmm…

[Joe Kernen @JoeSquawk]

fair share

The U.S. Already Soaks the Rich - WSJ https://t.co/6g1Aos1fqv

[Joe Kernen @JoeSquawk]

Where else can you be proud of
33,000th place.

[Joe Kernen @JoeSquawk]

Ambien?

[Otavio (Tavi) Costa @TaviCosta]

The debt ceiling issues present a much greater risk than currently perceived.

Although prior concerns have proven to be mostly peripheral, today’s circumstances are quite unique.

To be clear:

The main problem relates to the potential consequences after an agreement.

👇👇👇

[Otavio (Tavi) Costa @TaviCosta]

This has largely gone unnoticed, but Treasuries and Nasdaq stocks are now back to being positively correlated since mid-2023.

That's exactly what we experienced in 2022 when fixed-income instruments severely declined in tandem with US equities.

It is important to note that during a brief period around the ChatGPT release and the AI craze, these two markets moved in opposite directions for approximately 6 months.

As inflation potentially re-emerges and the government continues to grapple with a severe deficit funding problem, there is a likelihood of upward pressure on long-term yields, potentially impacting US stocks this year.

Let's not overlook the fact that an unprecedented $8.2 trillion of outstanding Treasuries will need to be re-issued in the next 12 months.

[Otavio (Tavi) Costa @TaviCosta]

The spread between 2 vs. 30-year yields just turned positive.

Last time this happened from deeply inverted levels was in late 2000, right after the S&P 500 also marked a double top that resulted in the tech bust.

[Otavio (Tavi) Costa @TaviCosta]

This chart is truly revealing.

The current macro environment across global equity markets presents a sharply divided investment setup for 2024 and the remainder of the decade.

It's time to buy low & sell high.

👇👇👇

[Otavio (Tavi) Costa @TaviCosta]

This chart stands out as one of the most bullish setups for the next 5 to 10 years.

The inevitable breakout from this historical resistance is the primary reason for our strategic focus on deploying capital efficiently into high-quality projects with substantial exposure to silver.

[Otavio (Tavi) Costa @TaviCosta]

The Fed wants you to know that the fight against inflation is over because the economy cannot sustainably endure this level of cost of debt.

However, the inflation genie is out of the bottle and a second wave is likely in progress.

Owning hard assets is the best way to protect the purchasing power of investors.

[Amy @Amy787]

Tesla BEAT #37. Cybertruck! New Model 3 & More. With @teslaownersSV @thejefflutz @SjvTesla @amy787

https://t.co/Cvr4tvjRMc

[Amy @Amy787]

TeslaBEAT! Tesla in 2024? Watch on X!

[Amy @Amy787]

TESLA BEAT #34
2023 Recap. What will happen in 2024? With guests @herbertong @HansCNelson @SjvTesla @teslaownersSV @amy787

https://t.co/CH4lFTze9u

[Amy @Amy787]

Tesla continues to execute.

[Amy @Amy787]

Watch this video—AND watch it again.

There is not a current Incentive Comp plan for Elon Musk at Tesla. Why? Elizabeth Warren & “the Takers” are influential.

Reward Makers. Elon Musk is THE BEST at allocating capital. Let’s see what else he can do.

[JoeSquawk @JoeSquawk1_]

jjzzzzzzzzzzzzzz

@noegoncz

https://t.co/GySEXWj4J5

[SAKOETH @YanVeola]

sadasdsadasdas

[JoeSquawk @JoeSquawk1_]

Durval:"´Messi? é só para na frente dele, rsrsrs sim sim Durval claro si fosse fácil assim ein, realmente vc parou sentado na grama...hauahu

[JoeSquawk @JoeSquawk1_]

Zagueiro é o Lugano rapaz que chega chegando, jantando o cara, volante é o mineiro que chega mordendo o tornozelo, ouseja, Tricolor 2005

[JoeSquawk @JoeSquawk1_]

bom mais pra ser sincero não esperava que o Santos perde-se de 4x0, e sim de 5, 6...rsrsrsrsrsrsrsrs