kun uale

[kun uale @kunuale]

@PeterSchiff Can bui 30y TIPS at 2.8% inflation protected though

[kun uale @kunuale]

@ape0fspades @conksresearch You meant Barack HUSSEIN Obama PPI maybe

[kun uale @kunuale]

@DarioCpx Trump can agree to a deal worse than Obama’s or equivalent and window dress it as victory, which is ultimately the only way out

[kun uale @kunuale]

@hkuppy And US LNG

[kun uale @kunuale]

@EricLDaugh That’s pretty much what they agreed to in Obama’s deal as well

[kun uale @kunuale]

@DrEliDavid The deal he gets is irrelevant. He will window dress it as flawless victory and build some memorial of the Operation Epic Fury in the ballroom

[kun uale @kunuale]

@LukeGromen At this point worst case scenario is some crunch in jet fuel shortage. No summer holidays in Europe, more zoom calls some V shaped drop in GDP growth for Q3 with recovery in Q4. Irrelevant for DRAM prices which is what drives stocks nowadays

[kun uale @kunuale]

@LukeGromen markets don’t care about all of this. Trump will get some floppy deal and sell it as victory. Capacity to tolerate the shock was much higher than people expected. Those that got wrecked are the likes of Bangladesh or Philippines and none cares.

[kun uale @kunuale]

@SmedleyButlerUS @DrSteveGoeddeke I think thinking about yield increases in bonds as “dips” is a bit dangerous, ie you cannot apply the same technical principles of stocks. Ultimately what provided a ceiling to yields is Uber easy monetary policy you simply do not have anymore.

[kun uale @kunuale]

@RealJimChanos @1CoastalJournal @DanGreenhaus Forward P/E doesn’t look that stretched though. Real question is whether these earnings estimates are delivered

[kun uale @kunuale]

@BrettErickson28 Trump and Bessemt completely know all of this, but they just have to lie to frame a victory that doesn’t exist. Ultimately the US will get out of this with some sloppy deal that will be depicted as a secular achievement.

[kun uale @kunuale]

@MarioNawfal “Source: FOX”, really? If he called the IRGC strategic posture madness he would be hanging already.

[kun uale @kunuale]

@WorldStrategist @anasalhajji 10D chess

[kun uale @kunuale]

@BuffaloBillCo Plus yes of course there’s the motivational drive, addiction to power, passion ecc but there are still strong economic reasons that often people ignore I think

[kun uale @kunuale]

@BuffaloBillCo I think in practice key factors are large amounts of vested compensation that keep people with a lot of skin in the game and development of very expensive tastes. Know some large real money managers with insane wine or art collections.

[kun uale @kunuale]

@CRUDEOIL231 Seems more a logistical operation to get ships that are inside the strait out rather than restart flows. Doesn’t really change too much I think

[kun uale @kunuale]

@jbulltard1 Imagine if she drops an onlyfans in 1 month

[kun uale @kunuale]

@Richard_Casey Sir, you gained my follow

[kun uale @kunuale]

@Twin_Sunsett @JavierBlas They could go back to negotiate nuclear without bombs dropping as done during Obama’s term

[kun uale @kunuale]

@DrJStrategy The only reason why Germany cannot defend itself is because in the ‘40s people agreed that it’s better not to deal with fully armed Germany ever again