@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.
@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…”
@ForeignSubstance @plutus @johnserwach
You should not be surprised https://www.instagram.com/reel/Crgl8DssE40/?igshid=YmMyMTA2M2Y=
@rubecube12 @plutus @johnserwach If he runs, I won't be. Republicans will quickly coalesce around him, just as Democrats did around Biden.
But, "Lordy, ... there are tapes."😂 😂
@ForeignSubstance @johnserwach @plutus
I was saying about 50% of young people being socialists. Should not be surprised. Thats what happens when you bail out boomers
@rubecube12 @johnserwach @plutus I'm also thinking that 'socialist' does not mean to young people what it means to boomers, either.
When young people say they favor socialism, they are not talking about the state seizing the means of production.
@ForeignSubstance @rubecube12 @johnserwach
Unfortunately, you can’t divorce the hand outs from big brother supervision in most nation states. Danny bros need to spend a year or 2 in Argentina on a fixed salary and just see…
@ForeignSubstance @plutus @rubecube12
Great meat and beautiful women in Argentina, strongly reccomend.
@ForeignSubstance @rubecube12 @plutus
Couldn’t figure out why you guys were so quiet today till I saw this—
@johnserwach @ForeignSubstance @plutus
Making a much money as i can before the recession happens
@johnserwach @ForeignSubstance @rubecube12
Musk on Maher - the utter lack of self-awareness
https://youtu.be/DOvAkAIBVNY
@plutus @johnserwach @rubecube12 Straw man city, too. "You can't even question."
Where?
You can't, or shouldn't "question" the way Tucker does of course. ("Just asking questions" after you've made some BS point.) But you can sincerely question in most situations.
And Konstantin Kisin?? "America was feared & respected under Trump."
WTAF???
Well, feared maybe, but not in any good way.
@ForeignSubstance @johnserwach @rubecube12
What a surprise right wing privileged fookers are frat boys who just wanna bully anyone deemed weaker or different. Adult life in many ways is like grammar school cloaked in a veneer of professionalism. https://youtu.be/-SHn7ELiMvo
@ForeignSubstance @johnserwach @rubecube12
Kisin is a de novo Marxist in the ilk of Greenwald and Jill Stein. Their animus for establishment/institutions Trump their disgust for RW virulence.
@ForeignSubstance @johnserwach @rubecube12
I’m not a huge fan of Danny’s woke-ism, but what in the hell are actual policies these bunch of social media ultra progressive kids effecting. Cancel culture is the biggest nothing burger of the last 2 decades.
This sky is falling bs is just privileged dudes (like each of the 4 guys on Maher’s show) feeling aggrieved that they are finally put in their place and not being fawned over.
@plutus @johnserwach @rubecube12 Speaking of which, I found Musk's apparent confusion about what is actually 'censorship', amusing.
"Possibly a Constitutional issue", he muttered.
Unless it's the government doing it, it ain't 'censorship', of course. And it ain't a denial of free speech. I thought he was supposed to be bright. But maybe he was just trying to score with the hoi polloi.
@ForeignSubstance @plutus @johnserwach
Mahr is a sycophant. I'm not giving him a dime either
Attached: 2 images Also this is an astonishing exchange between two of the founders of Twitter.
@ForeignSubstance @johnserwach @rubecube12
Artificial intelligence has made kidnapping scams more believable
@rubecube12 @plutus @ForeignSubstance
That’s a frightening new twist on the “it’s me, it’s me” scam!
@ForeignSubstance @johnserwach @rubecube12
Sources in Kyiv are reporting “Tons” of Explosions over the City.
https://twitter.com/BrennpunktUA/status/1652859239948320769?s=20
@plutus @johnserwach @ForeignSubstance
Pay them more!! Boomers want everything and they arent willing pay for it. Well the bill comes due always
https://www.instagram.com/reel/Crrb38mA6FL/?igshid=YmMyMTA2M2Y=
@rubecube12 @johnserwach @ForeignSubstance
Top 10 idol of the incels - behind Musk, Jordan Petersen, Rogan… https://twitter.com/cobratate/status/1652705871628042251?s=46&t=myUg8E_NfUxKRXrtk0UUnw
@plutus @rubecube12 @ForeignSubstance
I don’t want to cause a panic but—- hot dog prices are CRASHING!!!
@johnserwach @rubecube12 @ForeignSubstance
I greatly respect Biden and was a big fan for decades prior to the 2010s. There is obvious reason why his poll numbers have diverged greatly from the relative health of the economy even as the Fed is trying to drive us into the abyss. Don't think we can blind ourselves to the realities.
@johnserwach @rubecube12 @ForeignSubstance
Add Greenwald and other lefties financed by RasPutin
https://twitter.com/runews/status/1653786502025936897?s=20
“Cutting rates to address the banking crisis only works if it causes the bank assets to rally enough to generate solvency. This isn't a credit crisis. So will giving up on inflation cause mortgage rates to fall or rise? One thing for sure the deposit run isn't because MMF rates…”
@johnserwach @rubecube12 @ForeignSubstance
Powell has one goal and one goal only to get rid of the Fed put on risk assets at any cost - it's feeding into the populist schadenfreude, which Danny knows oh so well.
@johnserwach @ForeignSubstance @rubecube12
Many ppl including those who use to/currently manage billions don't appreciate market dynamics. This is exactly what Cem was referring to = those who are so convicted about their thesis but can't calibrate flows well. Did you watch Cem's video John?
@johnserwach @ForeignSubstance @rubecube12
He kept fighting many guys I trust about the effects of the 300+ bln non-QE QE program that was introduced post SVB Blow-up that's accelerated the move in SPX. His hubris has gotten in his way many times.
Plutus
Daniel Rubin ✅
John Serwach ✅
ForeignSubstance ✅
