@johnserwach @ForeignSubstance @rubecube12 @protecttruth
I gotta stop debating with these fintwit millennials (like Willy/Matt/Sean) in these never-ending circles. Markets of any kind just goes through these cyclical periods with each new period having slightly different characteristics but broadly speaking the end result is the same. Only experience and "being there or listening to others who have" do you have perspective. The arrogance is palpable even when proven wrong.
@johnserwach @ForeignSubstance @rubecube12 @protecttruth
Every generation whether it's stimpyz, schiff, Bill OConnor or the new crop, the only purpose they engage in these discussions is wanting others to perceive they are smart - not to make money and least of all to really learn shit from others.
Petty-coat junction
@plutus @rubecube12 @protecttruth @ForeignSubstance
Exactly- that’s why they’re asking questions they “perceive” they already have the answer to. To “show off” - they want a Pat on the head, a gold star on the forehead. They don’t want to acknowledge when they’re wrong or even the “possibility” they could be wrong!
@johnserwach @rubecube12 @protecttruth @ForeignSubstance
VPOC backtest 4032?
@ForeignSubstance @protecttruth @plutus @rubecube12
Seems likely- I had a monthly range of 3644/4078 on es which is why I flipped back short when we crossed that. Probably over shoot on the way back down. I’ll sit down and do the ranges later.
@johnserwach @ForeignSubstance @protecttruth @rubecube12
MAGAs out in full force in defense of the Bengals 😂
calling it rigged like the elections lmao
@plutus @johnserwach @protecttruth @rubecube12 NY Post had a real bad take on this, excusing why Ossai "couldn't stop", & the league's "over emphasis on QB safety".
Garbage.
QB was clearly OB. If Ossai had put his hands up and just body-checked PM, prolly no call. But he shoved him.
QB or otherwise, the runner was OB. That's a flag, period.
Did PM ham it up a bit? 😂 Sure. But Ossai shoved him into the SB.
@ForeignSubstance @johnserwach @protecttruth @rubecube12
Rodney King 2.0
https://twitter.com/krassenstein/status/1619131836495536128?s=20&t=xBbPR2OyDaFbdByQAA2riw
“This Tyre Nichols video should truly disgust every American. The vast majority of police are good people but Police brutality is a massive problem in this nation. Violence won’t fix this but we need Justice for Tyre from the Memphis Police. https://t.co/I2hYuTcMXj”
@ForeignSubstance @johnserwach @protecttruth @rubecube12
According to TC affirmative action is to blame
https://twitter.com/HMDatMI/status/1620259511620567042?s=20&t=xBbPR2OyDaFbdByQAA2riw
@rubecube12 @ForeignSubstance @protecttruth @plutus
Cops tend to see it as there are cops, and there is everyone else. I’m sure there’s a caste system among todays cops as well, probably country/small suburb cop, sheriff, state trooper, large suburb, big city- from low to high, followed by federales (Marshall, fbi, border patrol prob near the top as well depending on city etc)
@protecttruth @ForeignSubstance @rubecube12 @plutus
Might not victimize them (nor do they all victimize anyone) but no matter what there’s always that “cop mentality” that if you’re not a cop, well, then u don’t “get it”.
@rubecube12 @protecttruth @ForeignSubstance @plutus
I couldn’t see any “toots” for over an hour, gave up and called it a night - “502 error” or some bs😂
@johnserwach @protecttruth @plutus @ForeignSubstance
Oh the charade! Tell him Rates are still way below equilibrium. They are only being held low because the fed has a price ceiling.
@johnserwach @protecttruth @rubecube12 @ForeignSubstance
What is the purpose of her running - as much chance as Tulsi in Dem field
@plutus @johnserwach @protecttruth @rubecube12 She has an ego the size of an oil tanker. She glommed onto any job Trump would give her thinking about resume building. I'm sure she figures "it's now or never".
Likely, never.
@ForeignSubstance @johnserwach @protecttruth @rubecube12
https://twitter.com/TheAtlantic/status/1620828327723270144?s=20&t=zkZjbsuiwqUQ7jW5hpfeAA
“Today in The Atlantic: @davidfrum on the GOP’s unsuccessful strategy: weird, extreme, or obnoxious political candidates. Plus: two books that show how police departments can alter their behavior, and what F. Scott Fitzgerald never says about Gatsby. https://t.co/93aRK6aUKX”
@rubecube12 @plutus @protecttruth @ForeignSubstance
Spoutible went live today- should be the Twitter killer—
@johnserwach @rubecube12 @protecttruth @ForeignSubstance
Naj bros must be cringing having to tweet this out
@protecttruth @plutus @rubecube12 @ForeignSubstance
Can’t stand those 🤡
@johnserwach @protecttruth @rubecube12 @ForeignSubstance
How do these millennial pundits who have an elementary understanding of macro, finance and markets each have 200k followers - lmao
@johnserwach @protecttruth @rubecube12 @ForeignSubstance
Mozart K.466 Piano Concerto #20 in D minor 2nd mov.
https://www.youtube.com/watch?v=XtSsMjfCRpY&ab_channel=Kazuma
@rubecube12 @protecttruth @ForeignSubstance @plutus
Spacey is a scum bag but he really rocked it in this movie—
@rubecube12 @protecttruth @plutus @ForeignSubstance
ES 4150 / 4233
NQ 12658 / 13035
RTY 1982 / 2033
CL 74.02 / 77.74
GC 1914 / 1947
ZN 115'020 / 116'005
ZB 130'26 / 132'22
VIX 17.78 / 19.68
@plutus @ForeignSubstance @protecttruth @rubecube12
Treasuries/bonds in expansion to the downside with day ranges now res -Not an issue as long as TY yield stays < 3.499%
@ForeignSubstance @plutus @protecttruth @rubecube12
Place your bets 😉
@ForeignSubstance @plutus @johnserwach @protecttruth
Tell Willy being early is WRONG. NO RECESSION. NO COLLUSION
@rubecube12 @ForeignSubstance @johnserwach @protecttruth
Tone it down my lil friend
@ForeignSubstance @johnserwach @protecttruth @plutus
Where is the recession. Virtuous cycle of employment and wages
@rubecube12 @plutus @ForeignSubstance @protecttruth
Patiently waiting for something to break. Those guys are being awfully quiet on the Twit platform. I’m sure they’ll whoop it up over the weekend, tell me how Biden/Powell has us hurtling into a recession. Won’t stop, can’t stop…
⭕️J 🍆
@ForeignSubstance @rubecube12 @protecttruth @plutus
Dan!! I got us in the nickieleaks telegram bro!’😂😂😂
@johnserwach @ForeignSubstance @rubecube12 @protecttruth
Why are these affluent so-called libs obsessed with the woke. Yes, yutes like Danielson can be annoying at times with their holier than thou standards when they themselves suffer from the same human foibles.
But Maher's tiny penis syndrome obsessing how he's constrained by cancel culture when he's making a fortune for being unfunny is just over the top.
https://www.zerohedge.com/political/not-so-fking-awesome-bill-maher-blasts-insane-arrogance-todays-woke-revolutionaries
@johnserwach @ForeignSubstance @rubecube12 @protecttruth
Upper-east-side and Bay area priviledged snots. Yes, I like to sound open-minded & advocate for minority rights while I have my pool boy scrub the pool with my toothbrush while he services my wife after. Sick and tired of this Whitesplaining Johnny
@johnserwach @rubecube12 @protecttruth @ForeignSubstance
Woke cancel culture is perpetuated by this few hundred 20-30 year old hipsters who are tryna build and monetize their followings . They are no different than Ben Shapiro Dave Rubin clickbaiters on the right.
Why amplify their voices when 90% of regular people either don't listen closely nor is any of this blather part of their lives.
Maher just overreacting to criticism he receives - it's petty on his part when kids will be kids.
@johnserwach @rubecube12 @protecttruth @ForeignSubstance
Do we think ppl like Abbie Hoffman in the 60s and 70s are less woke
@johnserwach @rubecube12 @protecttruth @ForeignSubstance
90% of his program is dedicated to going off on wokesters - he use to focus on real political content
@johnserwach @rubecube12 @protecttruth @ForeignSubstance
Looks like an old photo of his body at 250 lbs from 15 yr ago with a cropped head. He must be north of 3 handles by now.
@ForeignSubstance @johnserwach @rubecube12 @protecttruth
Windmills of your mind
https://youtu.be/qKV9bK-CBXo
@protecttruth @ForeignSubstance @rubecube12 @plutus
It really was. Beautiful woman. He has two small children- going to be a very hard road ahead for him for a bit.
@johnserwach @plutus @ForeignSubstance @protecttruth
https://twitter.com/volatilitymgmt/status/1621504084376158210?s=46&t=0tJpa67fDzyoSiQdTO2X1g
“@gurgavin Payrolls estimates 🤡🤡🤡 Credit Suisse 225k TD 220k SocGen 205k Nomura 195k Wells Fargo 190k Evercore 175k JPMorgan 175k Morgan Stanley 175k Stifel 170k Mizuho 160k Citi 305k Goldman 300k UBS 290k Jefferies 260k HSBC 232k BNP Paribas 230k Barclays 225k BofA 225k Number 517k”
Plutus
John Serwach ✅
ForeignSubstance ✅
Daniel Rubin ✅
