John Stanham

[John Stanham @johnstanham]

@MattDevittWX Unreasonable. Only very late Sept or Oct do systems have a decent chance to make it from the Pacific Central America to the Gulf.

[John Stanham @johnstanham]

@libsoftiktok Idiocy reaching new highs

[John Stanham @johnstanham]

@charliebilello Inflation is playing a bigger part than many want to acknowledge

[John Stanham @johnstanham]

@WarrenPies Nice catch and makes sense. Tariffs and oil are the main triggers. They recede or revert, and they will further boost the deflationary AI productivity gains. Balance sheet runoff though slower should be more effective response.

[John Stanham @johnstanham]

@NickTimiraos Sort of splitting hairs. There are different ways to measure inflation - and all show it is much higher than it should. The real question is what is the best policy response to bring it down.

[John Stanham @johnstanham]

@BrandonOrrWPLG A bit early. Need lots of those during the thick of hurricane season.

[John Stanham @johnstanham]

@WSJ @WSJopinion @Austin__Berg Sort of confusing a P&L with a Cash Flow statement.

[John Stanham @johnstanham]

@FoxNews The Iranian people do, not the IRGC nor the mullahs.

[John Stanham @johnstanham]

@NickTimiraos Not that he discovered warm water, did he?

[John Stanham @johnstanham]

@HananyaNaftali Good to see that there are professors there showing dignity.

[John Stanham @johnstanham]

@SaraEisen Seems like a TDS case.

[John Stanham @johnstanham]

@LizThomasStrat That was good and worth it. Much better than their podcast.

[John Stanham @johnstanham]

@WeatherProf Should end the drought.

[John Stanham @johnstanham]

@charliebilello Revenues are always great. Repeat with profits and margins.

[John Stanham @johnstanham]

@charliebilello Still. It is nothing compared to other majors around the World.

[John Stanham @johnstanham]

@biancoresearch Rate hikes will not bring the price of oil down. A more indirect tool and with longer lags provided he has the guts to follow through, is shrinking the balance sheet.

[John Stanham @johnstanham]

@FrankLuntz Not good indeed. However, the positive side is that it is credit cards and autoloans, not mortgages.

[John Stanham @johnstanham]

@TheStudyofWar So UK should ba able to collect tolls for Gibraltar and South Africa for Cape of Good Hope?

[John Stanham @johnstanham]

@charliebilello The consumer unless companies can prove they absorbed the cost.

[John Stanham @johnstanham]

@robin_j_brooks Great charts. Plenty of factors at play. Time will tell where the waters will settle. We only know it is higher.