Analyst Army @AnalystArmy
FX & Bond Enthusiast | Equity Connoisseur | Macro | Micro | Opportunistic Value 🕵🏽♂️📚📈📉💵💶💷💴 New York, USA Joined October 2009-
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As a general rule, if you believe *everything* your political party says, you are an idiot
Government jobs, part-time jobs, and likely jobs that are miscounted because they are posted on multiple platforms. Btw, companies have a strategy to post jobs that they have no intention of filling to keep resumes on file.
Government jobs, part-time jobs, and likely jobs that are miscounted because they are posted on multiple platforms. Btw, companies have a strategy to post jobs that they have no intention of filling to keep resumes on file.
@EconguyRosie ~25% of jobs created last year were government. Deficit spending is delaying the inevitable, meanwhile the lower class has been crushed by inflation. it would have been better to get the recession, then use deficit spending to boost economic growth. Instead, they used…
@beinlibertarian It would be a shorter list to name what they haven't done.
A great wealth transfer is coming💰 They tell us millennials will finally get our homes when we inherit boomer houses & wealth 🟢 Let’s Break This Down 🟢 Millennial Siblings Inherit a McMansion: ➡️ Can’t afford the taxes on it ➡️ Can’t afford to buy one another out ➡️…
If serious efforts at dedollarization were underway, you would see the players using periods of relative USD weakness to decrease their exposure to it, not increase their liabilities to it. ✌️
If serious efforts at dedollarization were underway, you would see the players using periods of relative USD weakness to decrease their exposure to it, not increase their liabilities to it. ✌️
Fed Likely to End Bank Funding Program in March, Wrightson Says - Bloomberg bloomberg.com/news/articles/…
Good people can disagree on whether the Federal Reserve is a net benefit or detriment, but to pass such a pivotal, radical act under the cover of Christmas night when, presumably, all good men were absent is condemnatory.
Good people can disagree on whether the Federal Reserve is a net benefit or detriment, but to pass such a pivotal, radical act under the cover of Christmas night when, presumably, all good men were absent is condemnatory.
Can we all stop & appreciate that despite all dedollarization nonsense earlier this yr, only to see BRICs punt on Gold backed currency, again, there are still people sending me notes of USDs imminent demise based on Argentina's (!) currency reserves showing an increase in CNY? 😂
Single-family building permits decreased 39% from Jan 2022 to Jan 2023 and currently stand 20% lower than the peak after bouncing throughout this year. Multi-family permits peaked in Aug 2022 and are now in a significant downturn. 1/3
What’s a film you consider a 10/10?
Bond mega bears fail to recognize that the market over the next 2 years will be very different than the last couple years: - Baseline deficits will be lower - Yields and term-premiums are higher - Growth conditions will likely slow 4.8% bond market very different than at <2%:
Well played analogy for the generational wealth gap 🤣
In 2008 and 2000 no one expected a crash. Even weeks before it happened the narrative was the economy had slowed but the worst was already over. Then the bottom fell out.
The 3m10y yield curve remains in a deep inversion. This has occurred before every recession since 1968 and this time is unlikely to be different. A new bull market has never begun from this state. Let me share a few data points.🧵
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@themarketsniper @silverguru22 @sdbullion @patrickbetdavid @badcharts1 @pat_viera @PalisadesRadio I say you just described the milkshake theory. well done.
The real “American Exceptionalists” are those who are privileged enough to have grown up thinking in only 1 currency & as such have a myopic belief “fiat vs fiat” doesnt matter bc “all fiat loses value”. Kudos to George for taking a more global view & using data to back it up. ✌️
Here's What The "Experts" Aren't Telling You About The Dollar x.com/i/broadcasts/1…
@RoKhanna Caitlin Clark is an amazing player. So why dont you start a team and pay her $10m?
Hello frens. This is your random reminder of the fact that it's almost certainly intentional that people go through public school never learning the math behind why this meme is correct.
The refreshing breeze of the Overton window opening
Libertad!
VIVA LA LIBERTAD CARAJO...!!! CC: @elonmusk
Stop looking for “something to break” in the US. At this pace the US Dollar will break some foreign economy way faster.
Dear Gen Z, Look at your paycheck. Find your “Total Deductions” Would you like to have that money to pay your bills? Follow libertarians to learn more.
Expanding US deficits leading to higher rates which then pulls DXY higher & crowds out Domestic & Int’l access to USD funding & also causes global uncertainty leading to a rise in Gold as safe haven (alongside DXY) is the Milkshake, regardless of what anyone else tells you. ✌️
PIERRE: "Trudeau is NOT a liberal" "He wants to control every aspect of your life" "Liberals used to believe in liberty" "Justin Trudeau believes in government control" "He wants to control your money" "He wants to control your kids" "It's the opposite of liberalism"…
@TheQuartering I avoid infighting simply because there are much bigger fish to fry outside my immediate ideological in-group. There is a massive stack of mindless breadtube schlop and journoid propaganda for me to refute that my time would be far better spent on.
Alex, you’re not dumb. Just look through the comments. Not ONE sane person supports your tweet. So you’re either: 1. Trying to piss off Conservatives on Easter. 2. Trying to incite the next George Floyd-type incident. (Violence) 3. Or something darker… Which is it?
Trans Day of Visibility honors the bravery and resilience of trans communities. Let's stand in solidarity and work to create a world where everyone feels safe and accepted, continuing our fight for the rights of all individuals. #TransDayOfVisibility 🏳️⚧️
After much thought & consideration & given the current climate in the world as a whole, we are endorsing Joe Biden for President of the United States of America. No other candidate has the strength, charisma, energy, and the sheer brain power to lead us to the promised land. 🙌🏻
Excited to join @Disney as their Chief DEI Officer. Can’t wait to work with Bob Iger & Kathleen Kennedy to make their content MORE woke! Even the linguini.
Here is how the US is preparing to unleash even more liquidity. Thread. 1/