@plutus @rubecube12 @ForeignSubstance
There could be competition- there certainly was in 2020 - and he destroyed them all! No one wants to put their privates in a meat grinder - what would they argue ? Unemployment is too high? He’s too old (that will play well) ? I clarion is too high? Stagflation? Hostages in Iran ? Ukraine ? What? The cupboard is bare.
The country wants a workhorse not a show horse.
@johnserwach @rubecube12 @ForeignSubstance
Sorry, but The country ain’t practical - models > moms
@johnserwach @ForeignSubstance @plutus
Raising taxes is the only way to bring inflation down. Monetary policy is ineffective https://www.instagram.com/reel/Cqoo_fHrAl6/?igshid=YmMyMTA2M2Y=
13K likes, 575 comments - The Australia Institute (@theausinstitute) on Instagram: ""69% of that inflation is caused by excess profits from large corporations gouging higher prices...."
@johnserwach @plutus @ForeignSubstance
How much does an abandoned house cost?
https://www.instagram.com/reel/CrPK1uYM7xo/?igshid=YmMyMTA2M2Y=
417K likes, 1,423 comments - Caleb Simpson (@calebwsimpson) on Instagram: "@antonwormann Location: Tokyo This is the last EP in the Tokyo Series! Such a highlight to en..."
@rubecube12 @johnserwach @ForeignSubstance
Not Wong Danny not Wong
https://youtu.be/QGP1O38ynns
@rubecube12 @johnserwach @ForeignSubstance
What magas/Danny’s don’t get is that Macron needs the Chinese wealthy to buy French luxury-goods as that’s a mainstay of his economy. To deduce macron is pivoting is beyond insanity. https://twitter.com/ianbremmer/status/1649155305400352772?s=46&t=myUg8E_NfUxKRXrtk0UUnw
@ForeignSubstance @johnserwach @plutus
France needs china to manufacture its goods for cheep
@ForeignSubstance @johnserwach @plutus
China pivoting from US manufacturing to European manufacturing
@rubecube12 @ForeignSubstance @johnserwach
You can't be that... and still call yourself a dem (that's just a play on the margins).
@plutus @ForeignSubstance @johnserwach
I'm just describing what's happening. France and Germany are getting flows from china reducing their borrowing cost and are increasing their outsourcing to china
@rubecube12 @ForeignSubstance @johnserwach
2 years of lockdowns + 1 billion ppl - they have to eat at some point
* Yes, the country isn't blowing up tomorrow or next 5 years
* They have insurmountable demographics issues
* They have no fookin dollars to buy anything that's why every single billionaire has majority of assets outside the country
- not everything is binary
@rubecube12 @ForeignSubstance @johnserwach
Texture nuance/push pull
China may do better next year than now.
The dye is cast in terms of longer-term travails as Xi has been the dumbest chair in 50 years.
@ForeignSubstance @johnserwach @plutus
That's pretty priced. Even Song said Mao 2.0. Everyone agrees
@rubecube12 @ForeignSubstance @johnserwach
Geezus H - Japan in 30 years of retrenchment - but everyone knew... doesn't mean it doesn't follow thru
China will suffer a much worse fate for its citizenry
@ForeignSubstance @johnserwach @plutus
Mao 2.0 wont live more than 8 years. He's morbidly obease and chinese medicine is way behind. He's already 70
@rubecube12 @ForeignSubstance @johnserwach
The goal of every Matthew Pines Will DeCotiis is to (use clickbait type tweets) to build a following to start their own Youtube Biz
@plutus @johnserwach @ForeignSubstance
I don't even know what they are thinking. Who cares
@rubecube12 @johnserwach @ForeignSubstance
Do you understand the mindset of the CCP cult is 100 times more entrenched and insidious versus say the Russian leadership or any other authoritarian state.
There has been a caste system installed since Deng - where sons/daughters of the revolutionaries are provided the only pathway to any type of serious leadership position.
Everyone is defined by their specific background and everyone know where everyone else stands.
@rubecube12 @johnserwach @ForeignSubstance
This is shit is even more refined than the state model described in 1984 - you have no idea.
The point being, the structure is maintained regardless if Xi is at the head of it.
It's very much like North Korea.
Eastern European or Middle Eastern autocracies have nothing like this.
@plutus @johnserwach @ForeignSubstance
Except north korea isnt a market economy which actually prioritizes competition. Its actually quite the opposite. The thing that let the US win the cold war is that we broke up the monopolies and allowed the market to work. We didnt have the trebant we had 30 different companies. Peter Thiel wants to make us the USSR. The only way we win is if we break up thes behemoths https://www.wsj.com/articles/peter-thiel-competition-is-for-losers-1410535536
@rubecube12 @johnserwach @ForeignSubstance
Market economy - I can't...
@rubecube12 @johnserwach @ForeignSubstance
Do not confuse Zero rule of law with economic liberalism
@plutus @ForeignSubstance @johnserwach
99% of cases here are decided administratively too. We don't have rule of law either. When was the last time a monopoly admitted guilt or fault in a settlement with government
@rubecube12 @ForeignSubstance @johnserwach
Stop with this trite...
Democracies are by their very nature corrupt (to an extent) - it;s a system of checks and balances - and those with more resources can tip the scale.
There isn't a state directed imbalance.
@rubecube12 @ForeignSubstance @johnserwach
Humans are flawed, you me - that leads to corruption 24/7 - our system has a mechanism for self-cleansing - it's never perfect or even close but there's a system
@ForeignSubstance @johnserwach @plutus
We just need a president who actually enforces the laws and takes these bastards to court. Maybe breaks some monopolies up. Would that be so bad? We used to have leaders who had balls
@rubecube12 @ForeignSubstance @johnserwach
Secondarily, there are ppl who are more equipped to be rocket scientists, to be leaders or to be basketball players. Until, democrats can come to terms with this instead of woke ideology then we fall pray to teh same culture war trap that magas...
@rubecube12 @ForeignSubstance @johnserwach
Cenk is slimy but he ain't wrong
https://youtu.be/DhC35z6Ru8w
@ForeignSubstance @rubecube12 @johnserwach
Yeah, I see the dilemma. I am hoping moderates come to their senses and bring forward a PeteB/Gavin Newsom.
TBTF, it's all about appeasing the black caucus and getting Clyburn's buy-in, which will be exceedingly hard.
@ForeignSubstance @rubecube12 @johnserwach
Just between friends, Clyburn is what you'd call an old school democratic machine created politician - think Tip O'Neil; think how do we wield power even if it's at the expense of broader Democratic interests.
@ForeignSubstance @rubecube12 @johnserwach
They’ll like stay democrat for the first 20 yrs - the kids not so sure https://twitter.com/specialsitsnews/status/1650316583963619329?s=46&t=myUg8E_NfUxKRXrtk0UUnw
“NYT: Biden Opens a New Back Door on Immigration As of mid-April, some 300,000 Ukrainians had arrived in the United States under various programs — a number greater than all the people from around the world admitted through the official U.S. refugee program in the last five…”
@ForeignSubstance @rubecube12 @johnserwach
It’s just a racist plot to stymie China’s growth and Xi’s brilliance Danny - keep believing that. https://twitter.com/specialsitsnews/status/1650507654215741446?s=46&t=myUg8E_NfUxKRXrtk0UUnw
@ForeignSubstance @rubecube12 @johnserwach
https://twitter.com/tprstly/status/1650521753179807747?s=46&t=myUg8E_NfUxKRXrtk0UUnw
“The artificial intelligence backlash, every rebellion begins with one person who's had enough. This Chinese woman is smashing up a robot because in China's hospitals all medical examination appointments are mostly done via the robots, there are very few nurses left to help the…”
@plutus @ForeignSubstance @johnserwach
If fetterman can win post stroke comatose biden can win with Alzheimers
@rubecube12 @plutus @ForeignSubstance
Biden created AI ffs, Alzheimer’s pfffft. Guys a genius, just has a stutter.
@rubecube12 @plutus @ForeignSubstance
Clyburn and Biden represent the “realist” wing of the Democratic Party that Plut espouses too & yet he wants another candidate🤦🏻♂️
@plutus @johnserwach @ForeignSubstance
Plut just wants his stocks to go up. He doesn't care who is in office
@rubecube12 @plutus @ForeignSubstance
I just wish he would take more of a hard line against China🤷🏻♂️
@johnserwach @ForeignSubstance @plutus
I wish he would open up and let the supply side go to the moon
@johnserwach @ForeignSubstance @plutus
Oh i thought you were talking about sleepy joe
@plutus @ForeignSubstance @rubecube12
Manchin ? Or do you mean Smoking Joe Biden? No, he’s good! I’m more concerned about Plut these days.
@plutus @ForeignSubstance @johnserwach
The company's core loss came in at $1.27 a share for the March quarter, an improvement from the $2.75 loss a year earlier, but worse than the Capital IQ-polled consensus of $1.05. Revenue climbed to $17.92 billion from $13.99 billion, just ahead of the Street's view for $17.56 billion. The stock rose 3.1% in early trading.
If BA cant make money when economy growing 10% nominally. When is it gonna make money
@rubecube12 @ForeignSubstance @plutus
Yuk- is it that good ?
https://apnews.com/article/japan-kishida-eel-unadon-police-chief-cc4fb660c0153ded9fd236a671960db3
TOKYO (AP) — Japan's public safety chief has come under fire for his remark that he enjoyed eel rice so much that he kept eating after his agency informed him of Prime Minister Fumio Kishida's narrow escape from a pipe bomb attack two weeks ago.
@rubecube12 @ForeignSubstance @plutus
#wtf ??? Nasdaq up 10%????
@johnserwach @rubecube12 @ForeignSubstance
I spelled it out on Twats - I guess some wokers can't see that
@johnserwach @ForeignSubstance @rubecube12
Strong FANG (silos strong across board) - rotation heavy out of cyclicals
No one buying anything levered to economy
@johnserwach @ForeignSubstance @rubecube12
You just woke up - no pun intended?
@rubecube12 @plutus @ForeignSubstance for you Plut, for you 😂 #GetOverIt
@johnserwach @rubecube12 @ForeignSubstance
Alf lies a lot on Twitter but this time it may be true
@johnserwach @plutus @rubecube12 I thought it was interesting that they translated it as eel-rice-bowl.
It *can* come in a bowl, but usually it comes in a square one. More like a box.
@ForeignSubstance @plutus @rubecube12
I’m trying to picture an assassination attempt on Biden and Kamala says “yeah I was concerned but I couldn’t stop eating these ribs and greens…”😂
@johnserwach @plutus @rubecube12 Joke failure. 😂 His comments came a couple of days later, and two LDP pols had been speaking at the same venue, and apparently had cracked a joke that made the crowd laugh. So this guy, thinking the crowd was in the mood to laugh, gave it his best shot.
Immediately jumped on by other pols of course. Pretty stupid. But it was kind of a laughable assassination "attempt", so maybe he thought it would be received differently.
After Abe, however, it was stupid.
@rubecube12 @ForeignSubstance @plutus
That puts it in better context- it didn’t come off as that big a faux pas in English / AP story.
@johnserwach @rubecube12 @ForeignSubstance
Cem
https://open.spotify.com/episode/1tJI5ADjsEwU5v1gVbfyac?si=gDPrYCv5TQSLTeY012ytiQ
Listen to this episode from Top Traders Unplugged on Spotify. Join us for an enlightening conversation with Cem Karsan, where we dive deep into the state of the volatility markets and the risks that come with the current low volatility environment. We explore the lagging effects of FED actions and their impact on the markets, as well as the potential impact of inflation, the upcoming US election season, and the current US debt ceiling situation. Get ready for a thought-provoking discussion on the current state of the markets and the challenges facing investors today.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----ATTENTION TTU TRIBE : SIGN-UP for Rick Rule's Symposium: Once in a life-time natural resource insights from the BEST investors in the world via a first-class livestream or Live event!Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 03:08 - The big picture macro view08:27 - Fed selling Puts and Calls12:54 - The lag effect20:31 - The impact of change in demographics29:49 - The state of the markets - Recession inbound?38:47 - Sticky CPI - What is causing it?46:12 - Is the FED causing uneccesary downturn?49:41 - Are we looking at the right Asset Class?52:26 - Is the equity rally about to end?54:24 - The Unpinning of Volatility57:40 - The coming Explosion of Volatility01:01:44 - Thanks for listening Copyright © 2023 – CMC AG – All Rights Reserved----PLUS:...
@johnserwach @rubecube12 @ForeignSubstance
Excellent perspective on market dynamics and tactical construct
@johnserwach @rubecube12 @ForeignSubstance
Has to be more in the Tucker dossier https://twitter.com/marionawfal/status/1651439620062605312?s=46&t=myUg8E_NfUxKRXrtk0UUnw
“Fox Has a Secret ‘Oppo File’ to Keep Tucker Carlson in Check Fox executives has been collecting dirt on Tucker Carlson in preparation for a possible retaliation by Tucker. The file includes internal complaints regarding workplace conduct, disparaging comments about management…”
@johnserwach @rubecube12 @ForeignSubstance
The reason you are seeing this musk handpicked scumbag Nawfal keep focusing on Tucker is that Musk no doubt has plans to engage with him in some capacity. https://twitter.com/marionawfal/status/1651380925832261633?s=46&t=myUg8E_NfUxKRXrtk0UUnw
“🚨BREAKING: Tucker Carlson Responds to Fox Leadership This 10 seconds is the most telling from Tucker's video from a few minutes ago Seems Tucker is taking shots at Fox's leadership with the statement of "not many places left" for truth He does hint at possibly working with…”
@plutus @ForeignSubstance @rubecube12
And people wonder why I have such a fondness for S. Korea—
@ForeignSubstance @plutus @johnserwach
You should not be surprised https://www.instagram.com/reel/Crgl8DssE40/?igshid=YmMyMTA2M2Y=
John Serwach ✅
Plutus
Daniel Rubin ✅
ForeignSubstance ✅
