macrowizard

20yrs hedgefund 🤡 recognising my own ignorance………. In chaos, I found rhythm. In silence, I met myself | TM | BTC ‘15 | NFA

[macrowizard @macrowizards]

Ideologically sound argument, however, relocating and establishing manufacturing operations in the U.S. takes years. Additionally, labor costs in the U.S. are substantially higher compared to Asia. Even after accounting for tariffs, it remains more cost-effective to produce goods overseas. The idea that tariffs alone will drive companies to reshore production, boost domestic output, and increase tax revenue is fundamentally flawed.

Bottom line: while leveling the playing field makes sense, quantifying revenue from onshoring companies back to the U.S. is a futile exercise and must be taken with a grain of salt. There is a significant duration mismatch between reality and expectations, with a large margin for error that remains unaccounted for.

[macrowizard @macrowizards]

@Malone_Wealth $ZM in 2020 was a classic example of a temp, event driven overvaluation during a black swan moment (covid)..a lockdown distortion, like $PTON. AI is a structural tech shift w/economy wide productivity effects. Comparing them means you dont understand the drivers behind each

[macrowizard @macrowizards]

@krugermacro Well said

[macrowizard @macrowizards]

@govaionsol @agent_mock @bonkfun @MigrateFun Please ensure your tray tables are stored, your seatbelts are securely fastened… LFG.

[macrowizard @macrowizards]

@elonmusk Congrats!

[macrowizard @macrowizards]

@tedcruz Must admit. The pre release snippets made me laugh.

[macrowizard @macrowizards]

@Rocketversee @ShaykhSulaiman @grok Gosh this way of responding is really annoying. Revert it back to factory settings 😏

[macrowizard @macrowizards]

@InWonderland20 @JessePeltan Pointless post. Wake up and realise Red had Blue hat.. same circus, different clowns…

[macrowizard @macrowizards]

@agent_mock hell yes!

[macrowizard @macrowizards]

@elonmusk US social fabric is unraveling in real time, held hostage by an archaic bipartisan system that punishes independent thought. Pick a side in the world’s dumbest rivalry: red hat, blue hat.. same circus, different clowns…

[macrowizard @macrowizards]

@the_dansant @dotkrueger Dismissing it, as some do, is dangerous. Once it arrives, it would take a few hours to break current encryption protocols. Prob at least a couple of yrs away as @dotkrueger highlights.

[macrowizard @macrowizards]

Yes, my timeline looks rough and sentiment is weak. #macro #credit #spx
But smart money is far too bullish given the backdrop:
– US driven systemic execution risk
– Tariffs expire end-July
– Summer liquidity is thin

We may grind for now, but vol should spike well before then.

[macrowizard @macrowizards]

@dailydirtnap Tend to agree. Though if we are in the midst of a significant paradigm shift, reversals will be short lived.

[macrowizard @macrowizards]

Fair point. Volume varies greatly. Tbh its been quiet recently as most crypto participants are still recovering from massive drawdowns past 6-8 weeks.

Prefer to be involved in a project that has a real team, awesome content and a kick as conspiracy agent than buying into a memecoin that is misrepresenting growth.. and dominated by insiders.

[macrowizard @macrowizards]

@realdogen @cryptoinro Opa! Pame $GOVAI aderfe, full send..

Kai meta tiropites kai kafe!

[macrowizard @macrowizards]

@govaionsol Like middle school kids sniffing glue… 😂😂😂

[macrowizard @macrowizards]

@govaionsol Megaaaa!

[macrowizard @macrowizards]

@govaionsol Cant wait to see just how catchy this anthem will be :)

[macrowizard @macrowizards]

@govaionsol @agent_mock Well done Mr Mock!