@bigdaddy987.bsky.social
I agree the digital gold story made sense but I now wonder if it’s more of an excess liquidity indicator for tech?
December 1, 2025 at 3:16 AM
I agree the digital gold story made sense but I now wonder if it’s more of an excess liquidity indicator for tech?
Phrased that way…kill the K
November 20, 2025 at 11:55 PM
Phrased that way…kill the K
Time to drop Twitter and go full Bluesky
November 20, 2025 at 11:52 PM
Time to drop Twitter and go full Bluesky
I probably am missing something. With QT nearing its end, wouldn’t the indicator of funding pressures be an uptake in SRF? Seems to me unlikely we see another repogeddon. What am I misunderstanding?
October 24, 2025 at 10:11 PM
I probably am missing something. With QT nearing its end, wouldn’t the indicator of funding pressures be an uptake in SRF? Seems to me unlikely we see another repogeddon. What am I misunderstanding?
Appreciate the context
October 3, 2025 at 3:17 AM
Appreciate the context
It’s almost like everything he touches turns to shit
September 27, 2025 at 12:33 AM
It’s almost like everything he touches turns to shit
The question would be if MAGA base embraces Vance. If they do then market response would be muted and nothing really changes. If they don’t maybe congress finally grows a pair of balls and starts to reverse some of the nonsense. In that case long dollar and curve flatteners. Not sure about btc.
September 1, 2025 at 6:07 PM
The question would be if MAGA base embraces Vance. If they do then market response would be muted and nothing really changes. If they don’t maybe congress finally grows a pair of balls and starts to reverse some of the nonsense. In that case long dollar and curve flatteners. Not sure about btc.
Also with congress laying down. We’re cooked.
August 22, 2025 at 12:13 AM
Also with congress laying down. We’re cooked.
Why does she sign her name exactly like Donald signs his?
August 17, 2025 at 6:34 PM
Why does she sign her name exactly like Donald signs his?
I think Bessent stumbling through questions is his tell. It’s hard to imagine he was successful throughout his career bumbling like an idiot with every question asked. He obviously won’t answer honestly but if he gets mush mouth that’s a sign he’s not actually on board.
August 16, 2025 at 12:14 AM
I think Bessent stumbling through questions is his tell. It’s hard to imagine he was successful throughout his career bumbling like an idiot with every question asked. He obviously won’t answer honestly but if he gets mush mouth that’s a sign he’s not actually on board.
This is so good
August 1, 2025 at 12:49 AM
This is so good
Seems like it’s all theater…he just parades himself out there when there’s an opportunity to seemingly stay relevant and parlay it into the next job.
July 25, 2025 at 12:27 AM
Seems like it’s all theater…he just parades himself out there when there’s an opportunity to seemingly stay relevant and parlay it into the next job.
Need him to get it though. Don’t mind if he’s acting thirsty.
July 17, 2025 at 10:50 PM
Need him to get it though. Don’t mind if he’s acting thirsty.
How soon until the Admin starts talking the Fed needing to do QE? Bessent has said many times his focus on the 10yr. This is wild speculation but I think they start talking by year end so new Fed chair can implement immediately after appointment and before midterms.
July 11, 2025 at 6:59 PM
How soon until the Admin starts talking the Fed needing to do QE? Bessent has said many times his focus on the 10yr. This is wild speculation but I think they start talking by year end so new Fed chair can implement immediately after appointment and before midterms.
So without market pain that means more economic pain which will eventually create market pain
July 9, 2025 at 11:29 PM
So without market pain that means more economic pain which will eventually create market pain
Are you implying that Elon might not keep a promise?!?!
July 3, 2025 at 6:49 PM
Are you implying that Elon might not keep a promise?!?!
I’m afraid there is no turning point. They made their careers as straw men and now it’s coming home to roost but they have no foundation to fall back on. Saw that with Cruz and Tucker this week. God help us we have a free and fair election in 2026.
June 21, 2025 at 1:10 AM
I’m afraid there is no turning point. They made their careers as straw men and now it’s coming home to roost but they have no foundation to fall back on. Saw that with Cruz and Tucker this week. God help us we have a free and fair election in 2026.
Just give him the Nobel Prize in agreement to got away and shut the fuck up
June 21, 2025 at 1:06 AM
Just give him the Nobel Prize in agreement to got away and shut the fuck up
Yes, I think this is a positive development. Fed fan fiction would probably write some scenario where Powell discouraged him from dissenting but encouraged him to state this after the meeting to gain favor with Trump and enter the convo as the next Chair.
June 20, 2025 at 10:04 PM
Yes, I think this is a positive development. Fed fan fiction would probably write some scenario where Powell discouraged him from dissenting but encouraged him to state this after the meeting to gain favor with Trump and enter the convo as the next Chair.
What was the joke?
June 19, 2025 at 5:11 PM
What was the joke?
I assuming cap ex spending has or will drop significantly. Thats got to be a drag going forward regardless which tariffs get implemented.
June 19, 2025 at 4:54 PM
I assuming cap ex spending has or will drop significantly. Thats got to be a drag going forward regardless which tariffs get implemented.
Thanks! That’s what I assumed but wasn’t sure.
June 18, 2025 at 10:21 PM
Thanks! That’s what I assumed but wasn’t sure.