Robin A. Johansen

🇺🇸🇩🇰Strategy Designer, owner of NoDarkSuits LLC. Specialist in analysis and strategies. Been around for a long time… Personal views, not investing advise.

[Robin A. Johansen @RobinAJohansen]

In the long run the rates will not be decided by The Federal Reserve but by the market… #FederalReserve #RateCuts

[Robin A. Johansen @RobinAJohansen]

Amen! Especially #LalasTalksAllTheTime #WorldCup2026 #ZlatanIbrahimović #AlexiLalas #TheAthletic https://t.co/TCJieTRuSM

[Robin A. Johansen @RobinAJohansen]

Waste heat from the ai datacenter can raise the temperature of the surrounding area with a significant amount… yeah, just what we need 😣 #ai #aidatacenters #WasteHeat #EnviromentalDamage #DoBetter https://t.co/lDISSEMmcv

[Ron Filipkowski @RonFilipkowski]

$1.7 billion is about to be paid out of the pockets of US taxpayers to J6 criminals who beat cops and Trump’s other dirty henchmen. Trump set up a slush fund to reward these scumbags with your money and Republicans in Congress won’t say a word about this disgusting corruption.

[Sarah Longwell @SarahLongwell25]

This is staggering in both its corruption and the incentive it creates to do illegal things on Trump’s behalf knowing you can get both a pardon and a payout.

[House Judiciary Dems @HouseJudiciary]

BREAKING: 93 House Democrats have filed a motion to block Trump’s self-dealing settlement in his sham $10 billion IRS lawsuit, which would create a $1.7 billion slush fund for Jan. 6 rioters and political allies.

[60 Minutes @60Minutes]

“We spotted nine Polymarket accounts, all connected, who made, collectively,$2.4 million betting almost exclusively on U.S. military operations,” says Nicolas Vaiman, co-founder of the small data analytics firm Bubblemaps.

“And now here's the crazy part: 98% win rate.” https://t.co/T79aYM48ZI

[Global Markets Investor @GlobalMktObserv]

⚠️The US public debt crisis is set to get significantly WORSE:

US net interest expense now accounts for ~20% of total tax revenues, the highest level since the 1990s, per the Congressional Budget Office.

This figure is projected to rise to ~29% of total tax revenues by 2035, meaning nearly 1 in 3 tax dollars will be spent solely on interest payments.

To put this into perspective, this ratio stood at just ~10% as recently as 2020, meaning it has DOUBLED in just 5 years.

Devoting almost a THIRD of tax revenues to interest payments is a recipe for a disaster.

[Barb McQuade @BarbMcQuade]

A bedrock principle of America’s founding was religious freedom, not a national religion. Theocracy is the stuff of ISIS.
https://t.co/Q4kvBWbclT

[Sarah Longwell @SarahLongwell25]

He’s right. The Republican Party isn’t a party of ideas. Or policy. It doesn’t stand for anything. It’s just a bunch of people being blindly loyal to corrupt madman who controls the primary voting base, but is unpopular with the rest of the country.

[Mohamed A. El-Erian @elerianm]

From the Wall Street Journal article, "The Economy Kevin Warsh Is Inheriting Is Not the One He Wanted: The next Fed chair wants lower rates. See the data that might make that impossible."
#economy #markets #federalreserve #inflation @WSJ

[The Kobeissi Letter @KobeissiLetter]

It simply won't stop.

It is Sunday night and the US 10Y Note Yield just casually hit 4.63%, the highest since February 2025.

We are now ~4 basis points ABOVE the high that prompted President Trump's "90-day tariff pause" in April 2025.

This puts the 10Y Note Yield up +70 basis points since the Iran War, with US mortgage rates now nearing 7.00%+.

And, in a sudden turn of events, the odds of rate cuts have collapsed to 2% this year and US inflation is nearing 4%+.

The US bond market is collapsing in real-time.

[Chris Murphy 🟧 @ChrisMurphyCT]

This is outright theft.

Trump is stealing $1.7 BILLION of your money to set up a totally unprecedented, first-in-American-history political slush fund that he can use to dole out cash to win loyalty and favors for him and his family.

[Julie Slama @SenatorSlama]

Generally, I love Starlink. It’s fast, reliable, and my husband and I run our law firm from home with it. HOWEVER- it’s monopolized internet in rural areas.

Today, we received notice our internet bill is going up another $500/year. Don’t like it? Too bad. You have no other options. Nebraska gave up $300 million in federal rural internet funding for fiber because “Starlink fixed it.”

This was a mistake that will cost Nebraskans dearly in the long run.

[Opulent Vocation @OpulentVocation]

Thoughts from Michael Hartnett, BofA | Door To Doom Has Opened

Markets are entering a dangerous late-cycle “melt-up” phase similar to 1999 (dot-com bubble) and 2009, driven by a combination of:

•rapidly rising US Treasury yields (10Y and 30Y above key resistance levels)
•persistent inflation risk (US CPI potentially moving back above 5%)
•extreme concentration and valuation in AI/semiconductor stocks
•a widening disconnect between stocks and bond markets.
•Once long-term yields break higher decisively, a bond market shock could trigger a sharp correction in equities.
•Semiconductor stocks are behaving similarly to historical bubbles, with the SOX index trading far above long-term averages.
•Current market behavior resembles prior speculative peaks where both stocks and yields surged together before instability followed.
•US household wealth has been massively inflated by equities, reinforcing a self-sustaining “boom loop.”
•Political backlash from inflation and inequality could eventually shift capital away from AI/chips toward more consumer-focused sectors.

The market is not necessarily at immediate collapse, but the combination of high yields, sticky inflation, AI euphoria, and stretched valuations creates conditions historically associated with bubbles and elevated systemic risk.

[matrixbot @thematrixb0t]

Murray: Is it true that people making under $184,000 pay a 12.4% Social Security tax rate?

Dahl: Yes

Murray: And the rate for someone making $1,000,000?
Dahl: 2.2%

Murray: So, a 12.4% tax for people making less than $184,000, but 2.2% for a millionaire or .0002% for billionaires.

[Anthony Bradley @drantbradley]

Clemson is $1.5B in debt. Syracuse is closing or pausing 93 programs, UNC-Chapel Hill plans to cut spending by $89M over 3 years. Duke recently let 600 employees go in a $350M budget cut. Indiana public colleges announced a plan to eliminate or merge 580 programs statewide.

[Robin A. Johansen @RobinAJohansen]

😂😂😂😂😂😩

[Republicans against Trump @RpsAgainstTrump]

Speaker Mike Johnson on why members of Congress should be allowed to trade stocks:

“We need to at least let them engage in some stock trading so they can continue to take care of their family.”

[Barchart @Barchart]

BREAKING 🚨: United States of America

U.S. 30-Year Treasury Yield rose as high as 5.16% this morning, the highest level since the run-up to the Global Financial Crisis 📈 Dear God 🤯

[Richard Stengel @stengel]

George H.W. Bush kept his assets in a blind trust, as did Bill Clinton. Neither Obama nor Biden traded stocks or bonds while in office. 3,700 trades is probably more than all the trades of all the presidents until now. And he is trading stocks that are affected by his decisions. A walking conflict of interest, at the least, and perhaps insider trading. Just as members of Congress should not be able to trade stocks, so too the president. https://t.co/yDqVXWfDgc

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US CPI inflation is on track to exceed +5.0% as early as this year.

Over the last 6 months, CPI inflation has averaged +0.4% on a MoM basis, with March and April readings as high as +0.9% and +0.6%, respectively.

If this trend continues, this puts YoY inflation on pace to surge to +5.2% by the November midterms.

That would be the highest level since February 2023 and more than double the February 2026 print.

Even if monthly inflation prints ease to +0.3%, the YoY inflation rate would still rise to +4.4%, the highest since April 2023.

Inflation is back in full swing.