T

I work in a strip mall.

[T @stripmallworker]

@MacroAlphaHQ Check cashers partying, check writers breaking.

[T @stripmallworker]

@icallem @Jim_Jordan Facts? WTF are you talking about? Moron.

[T @stripmallworker]

@WSJ Yeah, 15 yrs of free money they better pass this take home test. Banks are the scum on a pond. Feed off of the life all around it but produce nothing.

[T @stripmallworker]

@Jonalius 2yr says 2 hikes coming. Tom Lee says so. 60bp needed. So your screaming is wrong the tape.

[T @stripmallworker]

@Andrew87229442 @calvinfroedge Don’t need it. No demand for it. But, that’s a good sign for the economy? Maybe to an idiot like you. Don’t bet on oil bet on the demand destruction that has killed the oil trade.

[T @stripmallworker]

@FreddyHendxrxz @ItsMFTomBomba @calvinfroedge Hahaha… 130-140 was normal day in Feb. And there were no tolls or issues. Free flowing transit. But Freddy is us old data?! Hahaha

[T @stripmallworker]

@Jonalius @tylermacro10 Get ready for the economic destruction. That’s why oil is down. No demand.

[T @stripmallworker]

@MacroAlphaHQ You’re right man destruction is the name of the game. That’s why you should be shorting everything that is discretionary or expanding at this point because the next 3/4 are going to be a disaster for them.

[T @stripmallworker]

@olivetreefund @exposurerisk I’d say 80%. But down 40% by November.

[T @stripmallworker]

@Doug_Hnuts @porterstansb Too big to fail, tech version incoming!

[Macro Alpha @MacroAlphaHQ]

🚨 The entire timeline is cheering for cheap gas while completely ignoring the violent CTA LIQUIDATION happening in energy markets right now.

WTI doesn't just casually dump 6.5% in a single session because of a mild demand shift.

This is pure, unadulterated FORCED SELLING.

Trend-following algos are puking their long-energy positioning all at once because critical volatility targets were breached overnight.

When crude crashes this aggressively, sovereign wealth funds dependent on oil revenues face an immediate cash flow gap.

How do you think they plug that hole?

They don't ask the Fed for a bailout.

They liquidate their highly liquid US equity portfolios to raise USD.

So while the soft-landing crowd is celebrating the death of inflation, the actual plumbing of the global financial system is choking on a sudden loss of PETRO-LIQUIDITY.

Clearing houses are already quietly widening spreads on commodity collateral.

You are cheering for a massive deflationary shock that is going to drag your $QQQ bags down into the abyss.

Enjoy the $75 $WTI while your portfolio still exists.

[T @stripmallworker]

@Jonalius 💯, but I will believe that in October with this “deal” either made the bull case obvious or vice versa. Because it is a soft landing or a hard landing. That doesn’t mean we ignore what is running. And that is why I followed. Thanks in advance!

[T @stripmallworker]

@FinanceLancelot @MrFeduppp I don’t know if I’m crazy like you, bc this makes absolute perfect sense. OpenAI is the retail model that is so over exposed. Anthropic is the institutional favorite. SpaceX has more moats than anyone in Ai race.

[T @stripmallworker]

@Pro__Trading Stick to whatever you do. Gas predictions are not your think. Crude price has nothing to do with gas/diesel/jet fuels. Obviously, or they would have dropped already. Stay in your lane.

[T @stripmallworker]

@thenotorious617 @Knickshottakes Haha!!! Little brother bitch from a 3rd class town. Haha!!!

[T @stripmallworker]

@Palanlassie @zerohedge That is their leverage. China has been buying their oil at 60% discounted price. They have been sanctioned for decades. They rewrite the rules now.

[T @stripmallworker]

@Joshua_Newman Frenchman… enough said.

[T @stripmallworker]

@BoujeeFinances Green all day!! Drunk on excitement! But- does anything change? Flows are normal again? No disruptions ever again? Ai needs cheap energy and credit. Has neither. But please tell us about how great market will be going forward.

[T @stripmallworker]

@BeardoTrader Get in now! S&P to 10k!!! Hairdressers plowing all their money into semiconductors! Totally good idea when the industry hasn’t figured out who is paying for all of this. Msft had exclusive rights and walked away. Let that sink in.