Glove

[Gavin (humanist/acc) @GavMcCracken]

Look. Let me make this as clear as possible.

Trump lost the war and cost america 400bil reparations + 600bil war costs because he manipulated a free market.

If he had allowed price discovery in oil, demand would've dropped, oil would've equilibrated around $160, and he would've had time to win.

Instead he needed f*cking $SPY and $QQQ to keep going up because he cares more about keeping the numbers going up than anything else.

There is always a consequence to manipulating free markets. Usually it's shortages and lines. This time it's a 1trillion USD bill to tax payers.

[Glove @TimeValueRate]

@ShwagaLaga @TheShortBear Bonds don’t even price risk anymore lol it’s all become one big joke (spreads are absurdly tight). Need people to start doing diligence again, and to privatize losses instead of socializing loses

[Glove @TimeValueRate]

@ShwagaLaga @TheShortBear Just sarcasm. I think the middle class has been crushed by financial asset inflation and general inflation (all metrics understate inflation, also think truflation nowhere as reliable as it used to be) and Warsh is actually going to fix it.

[Glove @TimeValueRate]

@aeberman12 The damage is already done. Inventories are heading to operational minimums regardless

[Glove @TimeValueRate]

This is the right read

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

I have a strong feeling that the ONLY reason Warsh didn't push through a rate increase today is that he felt he owed "one meeting" to Trump for giving him the job.

He now believes that debt is paid.

[Glove @TimeValueRate]

@ShwagaLaga @TheShortBear He already did… strait isn’t going to return to normal before we hit operational minimums… he can’t make it look that OBVIOUS. But he literally mentioned 1929 and 4 weeks of inventory today. forget it you’re right oil will be $75 rest of year and AI will cure everything

[Glove @TimeValueRate]

@ShwagaLaga @TheShortBear Also oil inventories and oil supply. Let’s talk in 2 months. IMO Trump already engineered the economic collapse. And it was on purpose but that’s for another day lol. Just prepare

[Glove @TimeValueRate]

@ShwagaLaga @TheShortBear He nominated Powell who he hated lol. Warsh has always been a hawk. ironically will actually deliver on what Trump promised to the middle class reigning in inflation and stopping this insane growth in financial asset prices. Have you been to a grocery store lately?? CPI is a joke

[Glove @TimeValueRate]

@TheShortBear But I understand why no one believes him given Jerome Burns.

[Glove @TimeValueRate]

@TheShortBear Ok let’s see who’s wrong. He could not have been more hawkish. 5 YEARS of inflation running above target. We WILL deliver on price stability. And laughed when asked if policy is restrictive on financial markets (which have become a joke).

[Kevin Malone @Malone_Wealth]

Kevin Warsh just had his first Fed meeting and brought out the awesome data that the Federal Reserve has missed its inflation targets for 63 months in a row. Read that again, Americans....

[Glove @TimeValueRate]

Don’t blame markets you had Jerome Burns before clearly we now have Kevin Volcker. How many fucking times does he need to say deliver on price stability

[Glove @TimeValueRate]

@JoshYoung Eh either show y axis at zero (or the operational minimum) or days of supply coverage that’s what really matters

[Rick Scott @SenRickScott]

The problem behind inflation and interest rates isn’t Kevin Warsh or the President — it’s CONGRESS.

Our country is $39 trillion dollars in debt. It’s time to STOP SPENDING MONEY WE DON’T HAVE.

[Glove @TimeValueRate]

One vote lol this is the stage of the all asset bubble we are in…

[borovik @3orovik]

Tomorrow is the fed rate decision

If Kevin Warsh actually cuts rates…

Expect a MASSIVE crypto bull market to start

Bitcoin could honestly pump to $100,000!!

[Glove @TimeValueRate]

The bubble of all time continues. 3: things 1. oil prices (& related prices (see most procucts) 2. margin compression due to competition in AI 3. rates going up due to 1. & deficit spending will impact equity markets. But tell me more about the forward looking efficient market.

[Glove @TimeValueRate]

@rektfencer Market has been aware of this for a while.. only matters if surprise to upside, which seems unlikely given main guy is in hospital

[Glove @TimeValueRate]

@CMShehbaz Lmao negotiations to begin negotiations all this did was open the strait that was open before the war

[Glove @TimeValueRate]

@bennyjohnson Saddest part for of me of Trump’s movement, is great Americans who believed in the country are now peddling his lies and deception that are bringing us to economic collapse. Greatest Trojan horse precedent. If only more people had balls like MJT and Massie to call it out.

[Glove @TimeValueRate]

This is a funny statement. Ghalibaf and Aragchi are on the American side and I think the Iranian people figured it out… their statements are performative and a joke they are just actors playing a role in a play

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

هرگز نمی‌توانند هیچ بخشی از ارکان مقاومت را تک و تنها گیر بیاورند؛ مجاهدت‌های رزمندگان غیور لبنان و دیپلماسی مقتدرانهٔ جمهوری اسلامی ایران حاکمیت و تمامیت ارضی لبنان عزیز را تضمین می‌کند و بساط دیوانه‌بازی و جنگ‌افروزی رژیم اسرائیل را بر هم خواهد زد، بچرخ تا بچرخیم.