Michael Temple

[Michael Temple @mtemple19]

@robin_j_brooks Does rising VOL have to mean stronger or weaker dollar?

[Michael Temple @mtemple19]

@LukeGromen Note that late last year, UAE began invoicing its oil exports in non USD. Nearly 3MM barrels/day. Russia has dedollarized, too, due to SWIFT/Ukraine. So, roughly 15% of daily global oil sales is now done outside of USD

[Michael Temple @mtemple19]

@BillAckman @deanbphillips @POTUS Would you be willing to listen to a very alluring assymetric investment opportunity?
If so, I would love to discuss with you

[Michael Temple @mtemple19]

@BillAckman Hi Bill
Would you be interested in a sales pitch for a tremendously assymetric investment opportunity?

[Michael Temple @mtemple19]

@NaderHabibi2 Do you believe Saudi would consider revaluing the riyal peg as oil surges and USD weakens?

[Michael Temple @mtemple19]

@PaulHembo Absolutely. Trade Cole for 3 super prospects like PCA or Morel of Cubs. Could have replaced Cole with Nola and saved $11M/yr given what he got from Philly. He is 3 years younger and is 80-90% of Cole.
Still plenty of $$ to sign free agents. NO BRAINER

[Michael Temple @mtemple19]

@DavidPack_9 @DonLagreca Here's the thing. You and others point out how quickly high calibre NHL and even NBA coaches get fired even after they win a championship or get to the Finals. Cashman is good but, from the sample set, not good enough. If he worked for the Bruins or PHX Shns

[Michael Temple @mtemple19]

@DavidPack_9 @DonLagreca Here's the thing. You and others point out how quickly high calibre NHL and even NBA coaches get fired even after they win a championship or get to the Finals. Cashman is good but, from the sample set, not good enough. If he worked for the Bruins or PHX Shns

[Michael Temple @mtemple19]

@bj82 @RealMichaelKay U are right. Cashman has a knack for signing older brittle players. I love Rizzo. 30+
DJ is 34. Donaldson 37. Even Bader is 29. Volpe is young but seemingly not there yet

[Michael Temple @mtemple19]

@RealMichaelKay Hal has every right to hire who he wants as GM. Obviously, he is happy with Cashman. Team is competitive and NYY make gazillions for him. But, some times, a new leader and vision is needed to get back to the mountain top. NYY are not WS calibre these days. Play offs?
Yes.

[Michael Temple @mtemple19]

@RealMichaelKay Michael
I don't wish to call out Cashman
On other hand, you have backtracked quite a bit. You said NYY loved Donaldson are were happy to have him. You also said same of Volpe.
Will cut slack for the kid. But Donaldson is a dud. And guys like Stanton and Bader are brittle.

[Michael Temple @mtemple19]

@rcwhalen @blackstone Chris
It's even worse. As defaults mount, nearby buildings will suffer as rents drop when the bank/new owner slashes rents to reflect new reality. An otherwise good building will get dragged down even if fully leased as tenants "shop around"

[Michael Temple @mtemple19]

@spomboy Gold is a measure of risk on/risk off
It behooves Janet Powell LaGarde not to allow gold to get out of hand precisely when it is the logical investment as QE explodes again.

Ultimately, going much much higher

[Michael Temple @mtemple19]

@StanphylCap Note that in Nov 2022, JPM equity analyst put. "Buy" on SIVB at $220ish, with high $300s target.

So, the equity analyst loved em but Jamie wouldn't lend to them. Hmmm

[Michael Temple @mtemple19]

@hkuppy Fact.... Approximately 1000 balloons (mostly weather) are launched daily on Earth.
Of those, 200 are in the US

Those launching the balloons are Not required to file a flight plan.

There is your likely source of all these UFOs. Sorry, but they are not out there

[Michael Temple @mtemple19]

@hkuppy Don't you mean massively neg real rates. Lower Fed funds while inflation continues produces NEG not positive real rates, doesn't it?
Thanks

[Michael Temple @mtemple19]

@TheLastDegree Silver has been thoroughly discredited as a monetary metal.
Simple as that

[Michael Temple @mtemple19]

@BobLoukas Bob
Respectfully, your track record on silver is awful. You don't have a clue
So many $50 predictions from you as silver has relentlessly been stymied

[Michael Temple @mtemple19]

@Jhinster1 My gosh. You have been SO wrong about silver. Gift? More like a stink bomb

[Michael Temple @mtemple19]

@Jhinster1 GSR showing no sign of breaking lower despite your assertion. Silver is a broken market