samuel rothstein

[samuel rothstein @samuelrothstein]

@FinancialArmy_ @omshanti08 What is the timing of this latest short on semis?

[samuel rothstein @samuelrothstein]

@omshanti08 Venezuelan oil capture by US.

[samuel rothstein @samuelrothstein]

@BobEUnlimited Bob, how do you square up your comments on lower spending power with high inflation adjusted earnings from the chart below? I expect weaker job growth with the change in immigration. I also see wage growth steady over the last year at a decent level.
https://t.co/daPJGZ0wCd

[E.J. Antoni, Ph.D. @RealEJAntoni]

Inflation-adjusted weekly paychecks are now up an estimated 1.5% since Trump took office; at this point in Biden's term, they were collapsing, falling 2.4% on their way to bottoming out at -5.1%...

[samuel rothstein @samuelrothstein]

@omshanti08 2) Follow Systems 3) Systems Reveal

[samuel rothstein @samuelrothstein]

@DariusDale42 Also - sounds like you disagree with cutting govt spending (chainsaw joke). What method would you use to control the ballooning deficit?

[samuel rothstein @samuelrothstein]

@DariusDale42 Interesting information - thanks for sharing.. Do you think it makes a little more sense to look at the trends in all of these metrics knowing that it takes a while for policy to work? Ex: private sector is picking up vs govt hiring given policy adjustments that take time?

[samuel rothstein @samuelrothstein]

@BobEUnlimited Doesn't this show the trend started before tariffs were put in place?

[samuel rothstein @samuelrothstein]

@BobEUnlimited You've mentioned quite frequently that growth is slowing. Do you see that possibly impacting the decision at all?

[samuel rothstein @samuelrothstein]

@BobEUnlimited lol. A bit late.

[samuel rothstein @samuelrothstein]

@LHSummers @kasie @CNN @YouTube Completely irrelevant to what the desired outcome was.

[samuel rothstein @samuelrothstein]

@Stocktwits @jam_croissant Inflation is looking contained. Tariffs will have some kind of a one off effect, but I’m not sure that’s stagflation.

[samuel rothstein @samuelrothstein]

@nickgiva1 @MerlinB_FX That’s a fair statement. I don’t think everyone is as knowledgeable or able as you. If they have a chance at US citizenship, they would take it given where they come from. Most immigrants aren’t typically coming from a country they want to stay in.

[samuel rothstein @samuelrothstein]

@nickgiva1 @MerlinB_FX They will eventually become citizens and vote is the concern I believe.

[samuel rothstein @samuelrothstein]

@MerlinB_FX @nickgiva1 Historical they have voted 2/3rds democrat.

[samuel rothstein @samuelrothstein]

@unusual_whales Interesting how Trumps first presidency improved this issue. Any idea's what he did that moved the needle?

[samuel rothstein @samuelrothstein]

@omshanti08 @fleckcap Trumps pushing for the end of the Chips Act. Similar effect to his comments in July of 24 on Taiwan paying US for military support. Now Taiwan is investing in the US.

[samuel rothstein @samuelrothstein]

@dampedspring @AybalaF58253 @DannyDayan5 Why wouldn't bonds be attractive if your view is that the administration is targeting a lower 10 year and a slow down/recession is likely on the horizon?

[samuel rothstein @samuelrothstein]

@GavinNewsom Those are forecasts. Maybe wait for actual data to come through.

[samuel rothstein @samuelrothstein]

@omshanti08 Recession fears and carry trade

[samuel rothstein @samuelrothstein]

@BobEUnlimited @0xPajke Wholesale price measure was flat in February, compared with expected increase https://t.co/2SWniWp1Ar