The Land of Plenty

[The Land of Plenty @philtwittwit]

@MacrostratPB Sorry to hear that David ☹️

[The Land of Plenty @philtwittwit]

@unusual_whales @grok who is the source?

[The Land of Plenty @philtwittwit]

@MacrostratPB Any catalyst for Big AI Tech to rerate and tach leadership? Announce reduction in Capex (Nivoda tanks) or when do we see actual return on ai spend? Either way both seem someway off!

[The Land of Plenty @philtwittwit]

@MacrostratPB Hi David, how are you thinking about big ai tech and the recent derating. At current capex levels a large amount of debt will be needed to fund 26 and 27 commitments let alone longer term capex. I have a hard time seeing SPX and Q's outperform until big tech joins in.

[The Land of Plenty @philtwittwit]

@MelMattison1 Hi Mel, can’t questions the US gdp dominance and undoubtedly Europe has loads of issues. But I do think that’s in contrast to the quality of life and work culture many Americans live by. GL certainly has nothing to do with the above. Is the US in the wrong over GL, absolutely.

[The Land of Plenty @philtwittwit]

@dampedspring @qthomp thoughts on this vs your comments on forward guidance wrap this week? Thanks

[The Land of Plenty @philtwittwit]

@BobEUnlimited @dampedspring This is the bit that really caught me offside with your bearish commentary, particularly since liberation day @BobEUnlimited the Trump tariff was always a fade no?

[The Land of Plenty @philtwittwit]

@BobEUnlimited Genuine question @BobEUnlimited what’s the most bullish outcome you can construct, short of all tariffs getting cancelled.

[The Land of Plenty @philtwittwit]

@fejau_inc @ForwardGuidance @qthomp Love the pod, genuine question that couldn’t decipher on last week’s pod. Why the incoming bearishness?

[The Land of Plenty @philtwittwit]

@fejau_inc Love the podcast, if you form a strong conviction on timescales pls let us know. I’ve been buying calls this morning 3, 6 and 12 months out as frankly nobody knows timescales. Although stock market pain should hurry things along to there eventual conclusion

[The Land of Plenty @philtwittwit]

@MacrostratPB Best wishes to your daughter. Intrigued if your conviction is still there for stocks or if you feel the need to risk manage positions.

[The Land of Plenty @philtwittwit]

@MacrostratPB Tempted to have a pop at bonds or waiting for 4.40?

[The Land of Plenty @philtwittwit]

@donnelly_brent Enjoyed the MTF this weekend, re market polls vs betting markets. Polling shows Harris ahead and betting markets show trump, outcome = trump supporters more likely to place bets? How would you look at both markets?

[The Land of Plenty @philtwittwit]

@MacrostratPB Be great if you could add % weighting to save me having to add it up manually 🤣.

[The Land of Plenty @philtwittwit]

@jaypelosky Hi Jay, always enjoy listening to your thoughts. Re Macro Hive podcast. Although you favour Kamala’s economic plan, can equities look past higher tax rates in the near term?

[The Land of Plenty @philtwittwit]

@EconstratPB @Econ_Parker sacré bleu

[The Land of Plenty @philtwittwit]

@EconstratPB @PriceNoFilter No recording 😧

[The Land of Plenty @philtwittwit]

@BobEUnlimited @DannyDayan5 @LiQuidPr0Qu0 @ces921 @dampedspring @BobEUnlimited how do you assess how long the market usually looks ahead for rate cuts, ie 6 are currently priced in, is there a normal duration or is it all about the eventual terminal rate.