Lance

CIO/Entrepreneur

[Lance @macrovoltrader]

Things you see in stagflationary environments for $1000?

[George Roush @GeorgeRoush]

Went to Walmart to investigate the oil shortage, here's what I found:

1. Walmart clearly hasn't gotten the message to end their discounts as most of their oil is on rollback/clearance, including Shell Rotella

2. The employees stated that they're experiencing delays on shipments of oil and filters.

3. The #1 impact to Walmart is the bankruptcy of First Brands Group, who owns Fram, their #1 filter supplier. Filters are almost out of stock and they are waiting on Purolator filters to arrive.

I was unable to get an oil change today because of this.

[Lance @macrovoltrader]

@LukeGromen @EZsilkwood @RPMComo @ttmygh @CultishCreative @SantiagoAuFund 2% real is economic collapse in the US. We’re going to be -3/-4% real for years

[Lance @macrovoltrader]

@inwoodcapital And what if housing on the verge of inflecting and we have a new cycle with ISM >60 he will be the savant.

[Lance @macrovoltrader]

@jeffreygtc @Dcpcooks They did, switch to 475 mtm

[Lance @macrovoltrader]

@SamanthaLaDuc What if this is by design? Negative real rates is the only way out

[Lance @macrovoltrader]

@BobEUnlimited are real rates higher or lower today vs the start of the war? i think thats where the answer lies.

[Lance @macrovoltrader]

@EduardoDurant1 @tomaskenn I know not a single foreign investor wanted anything to do with Argentina with Peronism.. that’s all that needs to be sai.

[Lance @macrovoltrader]

@skateparken @tomaskenn Same!

[Lance @macrovoltrader]

@DarvasBoxAI @realDonaldTrump Well the grandmaster China does. We certainly don’t

[Lance @macrovoltrader]

@HugoDameUmSugo @tomaskenn I said 100 years not 250 years!! Ok so 2/500 did good things

[Lance @macrovoltrader]

@HugoDameUmSugo @tomaskenn lol, welcome to poltiics. Study global poltcis the last 100 years and find me one politician that didn’t so self enriching schemes. I’ll be wait ling

[Lance @macrovoltrader]

@BlueDuckCap @hkuppy Let’s call a spade a spade… Iran always had all the leverage from day 1 with holding global economy hostage. Trump took the world to the precipice and TACOd. Everyone that didn’t fully degross and kept enough risk will be fine, but this deal makes this war expensive and ptless

[Lance @macrovoltrader]

@ColdmanSax Yikes...

[Lance @macrovoltrader]

@ShakeyPremis @ColdmanSax the market is the market, i don't make the rules. I agree things are fluid, but the curve is significantly lower than it was a week ago.

[Lance @macrovoltrader]

@EPBResearch Add in building costs going up 25/30%

[Lance @macrovoltrader]

@CGasparino There is a 3-6month lag.. wait until mid summer and you will feel it.

[Lance @macrovoltrader]

@JC_ParetsX Staples hates stagflation.