Roberto Flores

[Roberto Flores @rob59827]

@TW_trades_ Let’s gooooo

[Roberto Flores @rob59827]

@TW_trades_ Let’s goooo

[Roberto Flores @rob59827]

@ZeeContrarian1 Law suit?

[Roberto Flores @rob59827]

@TW_trades_ Can you do a challenge too?

[Roberto Flores @rob59827]

@AlphaNemoNobody @Gubloinvestor Why?

[Roberto Flores @rob59827]

@ZeeContrarian1 Worried about the law suit?

[Roberto Flores @rob59827]

@nickgiva1 That was the reason the market was down so much Friday. The strong jobs number lessened the chance rates would be cut.

[Roberto Flores @rob59827]

@hpkang @ZeeContrarian1 Thoughts?

[Roberto Flores @rob59827]

@2000STOCKMASTER @frunkis Which is Sam’s room?

[Roberto Flores @rob59827]

@brent_e_trader @rdd147 Keep winning

[Roberto Flores @rob59827]

@JimJame74888138 Great job

[Roberto Flores @rob59827]

@BickerinBrattle M2 liquidity is growing at the fastest pace since 2022 the reason crypto and risk assets remain high.
Until Fed tightens or a credit event hits, a bear market lacks its core driver. The real risk to watch is unemployment. May jobs data + Q2 AI earnings will likely decide when

[Roberto Flores @rob59827]

@Macro_Sentinel The melt-up is real, the bust is inevitable, and the discipline to tell the difference between the two in real time is the only edge that matters.

[Roberto Flores @rob59827]

@BickerinBrattle False, your timing sucks

[Roberto Flores @rob59827]

@BickerinBrattle @YraHarris @nickgiva1 give George a heads up that he is early to the party…he a big bear 🐻

[Roberto Flores @rob59827]

@BickerinBrattle Clean curve modeling shows the engine is stalling, but the market doesn't care about the median consumer. It cares about AI capex. How does your model account for passive flows keeping this melt-up alive until a structural break like SPX 7,200? I think your right but super early

[Roberto Flores @rob59827]

@BickerinBrattle The macro runway ends this late summer. Expect a real trend shift by Aug-Oct 2026 if unemployment cracks 4.5% or AI earnings disappoint. Until then, it’s a choppy grind. Watch SPX 7,200 for the structural break.

[Roberto Flores @rob59827]

@BickerinBrattle We are not in a recession, but we are in a fragile equilibrium. The economy is expanding on paper, but the "engine" (the consumer) is misfiring.

[Roberto Flores @rob59827]

@BickerinBrattle @FirstSquawk High delinquencies are a leading indicator of a spending slowdown, but until job losses spike (pushing unemployment above ~5%), this remains a credit crunch for the vulnerable, not a recession for the aggregate economy.

[Roberto Flores @rob59827]

@BickerinBrattle There's a big difference between an economic slowdown and a recession. Job growth has absolutely cooled off, but GDP grew 2.2% last year and Q1 2026 came in at a solid 2.0%. With unemployment at 4.3%, it’s a deceleration, not a contraction.