Rick J

Trading Bum. Bond and Volatility Guesser. Don't fight flows. High level sports commentary. Politically moderate, leave your tribal cult chatter at the door.

[Rick J @rickjeff70]

Trump and GOP have been whistling past the graveyard on Data Center popularity.

They are universally hated on par with cancer.

[Rick J @rickjeff70]

It's not Scott Bessent's fault.

Trump has created Mission Impossible for him.

[Rick J @rickjeff70]

Bessent came out to reassure markets and everything is now selling off.

[Rick J @rickjeff70]

Endless growth is not possible.

There's diminishing returns in mature economies, market saturation that pressures demand, and systemic fragility from excessive debt and speculative bubbles.

Also, moron presidents who start wars that destroy the world's energy supply chain.

[Rick J @rickjeff70]

Oil is soaring higher this morning, erasing half of yesterday's artificial bond rally.

Bessent is slip-sliding down the racetrack at 200mph.

[Rick J @rickjeff70]

The train doesn't stop, but until wages can meet inflation, no amount of bond buying will prevent the demand collapse driven bust lurking around the corner.

[Rick J @rickjeff70]

It's not coincidence that Bessent did this bond move on Vixperation.

Everything is intentional, most importantly timing.

[Rick J @rickjeff70]

Fed and Treasury: We're going to buy trillions of dollars worth of bonds thru Election Day.

Market: Nah, we're still screwed.

[Rick J @rickjeff70]

This is such a no-brainer political issue for Democrats to lean into.

Meanwhile Trump is out there insulting his own voters who don't want AI Data Centers in their backyard.

Huge contrast drawn.

[Rick J @rickjeff70]

Democrats are going to pick up 100+ seats in November.

[Rick J @rickjeff70]

Upcoming diesel shortages will trigger a Covid-era like hoarding environment that will be followed by empty store shelves.

People aren't prepared for what is coming.

[Rick J @rickjeff70]

American Middle Class is having their buying power erode in front of all our eyes and people choose to whistle past the graveyard
The American economy is being squeezed like an anaconda by its $100+ trillion dollars of public and private debt and rapidly depleting energy storage.

[Rick J @rickjeff70]

Play Ball!

[Rick J @rickjeff70]

People bullish at these levels have no idea of the economically forced demand crash occurring under the hood right now.

It will hit them like a mack truck.

[Rick J @rickjeff70]

We are very far away from peak populism in America.

It's only going to ramp up harder over the next 2-4 years.

[Rick J @rickjeff70]

Trump has no idea of the amount of hate and disgust that will be leveled his way over the next 3-6 months as this economic crisis deepens.

He will be the Herbert Hoover of the 21st Century.

[Rick J @rickjeff70]

Michael Burry's moment back in the sun is coming soon.

[Rick J @rickjeff70]

Could be just me, but I don't think countries who are allies with North Korea should have much influence on anyone else.

[Rick J @rickjeff70]

Is Trump laying the groundwork to dropping nuclear weapons on Iran?

What would the US do if Maine were occupied and controlled by another foreign government?

[Rick J @rickjeff70]

K-shaped economy, driven by reckless monetary policy, starts at the bottom and swallows one consumer at a time until there is no demand for production.

Americans aren't ready for the economic bust that's on our horizon.