Ballasta

Not investment advice. This is literally my notebook. Retweets/likes mean I think it's important, not good. Tweets are speculation & theories. Idc if you follow

[Ballasta @qwerkey1]

@jmluke1 @PedroCerize @NorthmanTrader If Americans pile into Bitcoin, then expect US gov to replace with a crypto that isn’t 85% controlled by the Chinese. $USD pumping into $BTC would 1) enrich China, 2) give them even more control over our economy. Like their ownership of $1T in US T-bills, but worse.

[D Lamont G ♋️ @withonewing]

Americans are 'doom spending' — here's why that's a problem - CNBC https://t.co/8aYxhUvzfn

[anton @abacaj]

I know some people who are at least 5x engineers because of GPT-4, even promoted because it directly translated to increased output and they were able to commit to more work

[Elon Musk @elonmusk]

@PeterHotez @annamerlan So you’re saying you endorse Vice?
https://t.co/bX3ZY5fgRh

[Ryan Cohen @ryancohen]

Not for long

[zerohedge @zerohedge]

Nvidia CEO Slams Biden, Warns Escalating Chip War With China Will Lead To "Enormous Damage" https://t.co/P5kaaQSPvN

[Adam Gaertner 🇺🇸 @veryvirology]

@maxipad2981 @zerohedge @thereds8 Because I'm much more tuned into the political side of this equation, and TA can't tell you anything about that. At best it might tell you what the crowd's thinking. And the crowd is very wrong.

"This time is just like every other time," they say.

[Ballasta @qwerkey1]

@Ipsum_Cap_Mgmt @veryvirology @zerohedge @thereds8 What do you mean by convexity? That means it grows more for smaller price gains but less at higher gains?

[C B @crbonney]

@veryvirology @zerohedge @thereds8 $uvxy calls

[zerohedge @zerohedge]

It would appear that someone knows something

[Nick Gerli @nickgerli1]

Mortgage rates back to 7%.

Meaning that the cost to buy a house in America is now approaching $2,700/month when including mortgage, tax, insurance, and maintenance.

Meanwhile, cost to rent is $1,850.

Biggest gap we've ever seen. Something has to break.

[Liz Ann Sonders @LizAnnSonders]

S&P 500 Energy sector's free cash flow yield continues to soar to multi-decade high

[Ballasta @qwerkey1]

Interesting, but I'm not so sure that tech is as big of a bubble as it was before. Mostly FAANG, and they have the revenue to back it up! Housing is a big bubble, IMO. Idk what other "bubbles" they're referring to tho.

[Peter Schmidt (The 92ers) @The92ers]

Past 25-years, three bubbles, two of which have burst. Each bubble is much larger than the one which came before it as the Fed keeps doubling down on their previous mistakes. As the money gets easier, the bubbles get bigger.
https://t.co/s4gZvftaoV

[yuge @yuge69]

@INArteCarloDoss

[zerohedge @zerohedge]

Zoltan Pozsar: Fed Is "Foaming The Runway" For Big Bank Problems Ahead https://t.co/HylygkS6a3

[Genevieve Roch-Decter, CFA @GRDecter]

In her meeting with Jamie Dimon and other big bank CEOs Thursday, Janet Yellen said that more bank mergers may be necessary

This is all playing out perfectly for big banks

[zerohedge @zerohedge]

Bank Stocks Puke As Yellen Reportedly Warns Of 'More Mergers' Ahead https://t.co/hR6Sp7t1fC

[Jane Adams @iLoveJaneAdams]

Treasury Sec Janet Yellen won’t discuss U.S. debt ceiling options because “every option is a bad option” except printing more money 💵

[Lisa Abramowicz @lisaabramowicz1]

Yellen reportedly told bank CEOs more mergers may be necessary: report. The market is taking this as meaning there are still problems in the financial system. https://t.co/9s25Q0wbiC

[zerohedge @zerohedge]

The treasury cash balance is $18bn away from Yellen's minimum balance redline of $50bn. That's one day of spending