Robert Rotman

[Robert Rotman @robert41405]

@super_macro Inflation is rate of increase of general price level. Affordability is population's ability to handle inflation. Not same. Financial community happy inflation down to 3%. 80% of workforce has not had wages that match the 35% price level increase since Dec 2019. Ergo election day

[Robert Rotman @robert41405]

@nickgiva1 will be equivalent to Powell taking rates from 25 bp to 525p in about 18 mos? I think not!

[Robert Rotman @robert41405]

@nickgiva1 Gold front runs the CPI. By the time the CPI is recognized as high, gold has already moved and is on the other side of the move. Gold moved in 2000 when inflation was zero then acted like crap when inflation was high in 2022. That being said, do you think this current hiking

[Robert Rotman @robert41405]

@DannyDayan5 @dampedspring Their plan was run the economy hot thru BBB, cheap oil, low rates and deregulation. Tariffs undercut some of that. Problem was not inflation per se. Affordability or the bottom 80%'s ability to handle inflation was brutal because of puny wage increases.

[Robert Rotman @robert41405]

@kofinas Let us talk economics: when you know you will have 4-5 kids the marginal cost of the next kid is MUCH LOWER than the first kid etc
These groups also have bigger extended families driving the marginal cost lower than your typical progressive nanny state nuclear family.

[Robert Rotman @robert41405]

@adamtaggart @WoloshynSal @Polymarket Wait didnt the BBB put money in ALL people's pockets? Gas was real cheap, perhaps too cheap, throughout 2025. $60 oil in 2025 was like $15 oil in 1998.

[Robert Rotman @robert41405]

@adamtaggart @Polymarket Sadly, interest rates hikes might help inflation but will hurt affordability possibly more.

[Robert Rotman @robert41405]

@adamtaggart @Polymarket The problem isnt gas prices and inflation per se. Inflation is the yr to yr rise in price level. AFFORDABILITY is the ability of the population deal with inflation. Because wages for bottom 80% havent kept up with the true 35% price level rise since Dec 2019, you get last Tuesday

[Robert Rotman @robert41405]

@CgxcghhhCcqywm @Erwin_Rommel8 they had to step up! Ergo little fighting until summer 1916. Hoped Jutland Gallipoli Falkalnds would do the trick. It did for the empire but as far as slugging it out with Germany they did none of this until the Somme. They were able to avoid this for 3 full yrs!

[Robert Rotman @robert41405]

@CgxcghhhCcqywm @Erwin_Rommel8 The Americans didnt want to enter the war. The banking cabal could afford to have the empire of France lose because their loans would go poof! They did little in the war. Main contribution was to put the last million men in the field The Brits hoped war would be over by the time

[Robert Rotman @robert41405]

@CgxcghhhCcqywm @Erwin_Rommel8 Not shitting on SIZE just EXPOSING the British preference to always fight on the periphery, avoid the major battles and yet still be there to claim a lion's share of the victory at the end. Did it with Napoleon, WW1 and WW2. Leipzig, Verdun, Stalingrad biggest battles no Brits!

[Robert Rotman @robert41405]

@CgxcghhhCcqywm @Erwin_Rommel8 Americans did very little fighting and the German army they fought in Jul-Nov 1918 was a depleted spent force. Some credit but not a lot agreed.

[Robert Rotman @robert41405]

@caseyjdonaldson Yeah lol. Warsh will hike 500 bp in 11 mos like Powell did in 2022. Even if he does, and he wont by the way, from 0 to 5% is more form 4% to 9%!

[Robert Rotman @robert41405]

@CgxcghhhCcqywm @Erwin_Rommel8 With what the 150k BEF? France had 4 million men under arms and Russia 6 million under arms. Always on the periphery looking to bag a big victory without too much cost! Swallow German and Ottoman colonies with colonial war costs! Wait didnt I see this movie during Napoleon? Spain

[Robert Rotman @robert41405]

@kamilkazani The wilderness campaign in 1864 Lee killed federals by the bush load but Grant kept moving forward! History books have him a hero! He was a Russian style butcher! Just remember to treat Putin with same tender love as Grant!

[Robert Rotman @robert41405]

@DannyDayan5 Canadian isnt US immigration (a lot illegal) when door is open. Illegals come with a shirt on their back.
I hear in Canada most immigrants come with some $ from OWN countries. Say ~30-50k. Typically south Asia or eastern Europe. This brings money INTO the country to start.

[Robert Rotman @robert41405]

@shaguncrypto You are spreading disinformation. In a small town the most important expense is your CAR. W/o it you can work or even buy 1 carton of milk. It is first thing that needs to be fixed bfore even rent. Transp expenses: car, repairs, insurance and gas are humongous squared!

[Robert Rotman @robert41405]

@FireInSEAdm @shaguncrypto I have a 3.62% with 17 yrs left to pay. The 30 yr. UST today is 5.35%. Paying it off in one shot is boon to the bank. They take my $ and put in treasury and what a win for them!
I want to pay it off at less than par. How do I do that?

[Robert Rotman @robert41405]

@DianeSwonk If they lost credibility gold would be rising! They have the market in the palm of their hand!