La-Shan Graham

[Entrepreneur @WallSTQuon]

@saylor We don’t want your chuck E Cheese coin policy becoming legislation.

Your industry is pushing for a financial control system and disguising it as De-centralized financed.

No financial model in history has ever been more centralized.

[zerohedge @zerohedge]

What If Warsh Shocks The Market And Keeps Rates On Hold https://t.co/OJ18dUcGDx

[La-Shan Graham @Shang1203]

@zerohedge Then investors figure the economy must be weak and markets tank.

[Entrepreneur @WallSTQuon]

If the Fed doesn’t hike rates today, what can we conclude about this oh so strong economy?

[La-Shan Graham @Shang1203]

That it may be to opposite of “oh so strong”

[Entrepreneur @WallSTQuon]

If the Fed doesn’t hike rates today, what can we conclude about this oh so strong economy?

[La-Shan Graham @Shang1203]

Or maybe we start considering the impacts unnecessary wars have on the domestic economy.

Seems like an easier option.

[unusual_whales @unusual_whales]

US Energy Secretary has said Americans should drive less if they want lower gas prices, per BI

[zerohedge @zerohedge]

Futures Rise, Oil And Yields Dip Ahead Of First Fed Hike In Three Years https://t.co/9vCMkei1RF

[La-Shan Graham @Shang1203]

Next International waters turn into pirate territory.

[Venture Diligence @VentDiligence]

@unusual_whales Expected.

As oil becomes luxury so does shipping.

As shipping become luxury, bargaining power of firms enhance and rules collapse.

[unusual_whales @unusual_whales]

"Global shipping rules are collapsing," per FT

[unusual_whales @unusual_whales]

53% of Americans consider them as middle class, per YF.

In 2008, it was 61%.

[La-Shan Graham @Shang1203]

@unusual_whales Now we watch how many begin to label themselves as lower middle class.

Inflation via QE & rate suppression since 08 brought us here.

[Entrepreneur @WallSTQuon]

Stop #Tokenization

Best starting point? Sell ALL cryptocurrency.

The entire industry sold you on “decentralization” while market testing the largest financial control system in global history.

They use tasteless rich bait PR skits so you forget.

[Hedgeye @Hedgeye]

A decade ago Chinese tech paid more than U.S. firms to borrow.

Now they pay less than half.

[La-Shan Graham @Shang1203]

@zerohedge It’s a really hard read.

You know he won’t hike to much if he hikes but then you look at the historical environment of the fed and question if he will hike at all with stakes being so high in other segments domestically.

Interesting day tomorrow.

[Entrepreneur @WallSTQuon]

The fed’s going to hike to save face…

STILL, Yields will rise & markets will tank anyway.

I don’t write the rules.

[zerohedge @zerohedge]

"We expect a unanimous vote for a hike on Wednesday: 2 or 3 implicit dissents via 3.625 year end dot, but no explicit dissents on the vote itself. We struggle to completely discount the risk that Warsh’s Jackson Hole speech was purely performative and he could in fact try to jam through a hold, but equally cannot fathom a world where he commits what would be construed as the policy error of all policy errors and holds rates. We have no position in the meeting, but for choice think the former is more likely given past precedent, and would rather rec from 23bps priced. Warsh’s characterization of how data influenced the decision to hike is the million dollar question. His blundered “in two words, ‘not much’” response during the July press conference resulted in the first leg of ct30’s ensuing meltdown; we expect a more calculated answer on Wednesday which acknowledges at least an implicit reaction function to subsequent data prints. We struggle to rationalize the argument against *continuing* a hiking cycle in advance of the midterms, but likewise see little asymmetry in paying the jump at 12.5 given our 3.875 dot forecast The 2027 dot is a close call between 3.875 and 3.625. More interesting will be the ’27 Core PCE forecast, and extent to which other submitters join Waller in incorporating methodological adjustments into their ex-ante forecasts; we don’t envy the communication task force having to explain the .04bp/month drag from portfolio mgmt. fee recalculation just as Warsh tries to minimize focus on the decimal place minutia." - Brian Bingham GSRates, Short Macro Trading

[La-Shan Graham @Shang1203]

@The_Real_Fly Very true.

They are two separate components driven by different factors.

However, you will see much needed clearing in assets where buying is distressed (Real Estate).

[Entrepreneur @WallSTQuon]

The fed’s going to hike to save face…

STILL, Yields will rise & markets will tank anyway.

I don’t write the rules.

[The_Real_Fly @The_Real_Fly]

Probably right. Warsh has painted himself into a corner where he must hike. He talked the talk now he has to do it. HOWEVER, hiking rates will never reduce the price of oil and rates when the reason for high oil is supply shock

[Joe G @EastEndJoe]

She was right all along!

[La-Shan Graham @Shang1203]

This has to be understated.

[Douglas Macgregor @DougAMacgregor]

BREAKING: United States losses from Iranian attacks now close to $4 BILLION.

DEPLOYED service member: "Major damage to our bases that hasn't been communicated to the public."

"We're standing there with our eyes closed getting punched in the face."

[La-Shan Graham @Shang1203]

Ouch.

[Barchart @Barchart]

U.S. 20-Year Treasury Bond Auction just saw the lowest foreign demand ever recorded 🚨

[La-Shan Graham @Shang1203]

@Polymarket Since when has Meta, the data selling giant, been concerned with safety concerns, especially in a highly competitive bubble industry?

Wake up people, it’s hype.

The rapid increase in yields will expose all soon.

[Entrepreneur @WallSTQuon]

The fed’s going to hike to save face…

STILL, Yields will rise & markets will tank anyway.

I don’t write the rules.

[zerohedge @zerohedge]

If Warsh doesn't hike tomorrow, JPMorgan expects S&P to drop 1.25%-1.75%