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Permanently Bullish @_PermaBull_

Toronto, Ontario Joined April 2020
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Permanently Bullish retweeted
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Daniel Foch @daniel_foch

a year ago

Toronto rents vs mortgage payments since 2008

Permanently Bullish retweeted
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Lyn Alden @LynAldenContact

a year ago

In the late 1980s and early 1990s, concern about the public debt reached its peak. The national debt clock was installed, and Ross Perot ran the most successful independent presidential campaign in the past century focused largely on debts and deficits. But then China and the…

Permanently Bullish retweeted
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BNN Bloomberg @BNNBloomberg

5 years ago

"Interest rates are very low, and they’re going to be there for a long time": BoC Governor Tiff Macklem

Permanently Bullish retweeted
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Sven Henrich @NorthmanTrader

3 years ago

Just a dog having a holy shit moment 😂

Permanently Bullish retweeted
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Luke Gromen @LukeGromen

3 years ago

I do not recall ever before seeing GLD outperform TLT by nearly 500 bps in a single trading day. 🤔

Permanently Bullish retweeted
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David Rosenberg @EconguyRosie

3 years ago

Powell can bafflegab all he wants on the podium -- but the jig is up. Nothing is more important than the acknowledgement of the policy "lags" in the press statement. Case closed. #RosenbergResearch

Permanently Bullish retweeted
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Conor in BC @conorsvan1

3 years ago

Ireland launched a campaign against greedy landlords with rent control, 52% tax, no deductions, no evictions. They succeeded & landlords left the market in droves Now there are 716 homes available to rent in the entire country and 150 queued for this one bed yesterday. #VanRe

Permanently Bullish retweeted
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Lyn Alden @LynAldenContact

3 years ago

Interesting rotation in gold demand last quarter. ETF outflows, but a significant increase in physical coin/bar purchases and central bank purchases.

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Jesse Felder @jessefelder

3 years ago

Interesting rotation in gold demand last quarter. ETF outflows, but a significant increase in physical coin/bar purchases and central bank purchases.

Permanently Bullish retweeted
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Sven Henrich @NorthmanTrader

3 years ago

The coolest and most chilled cat on the planet.

Permanently Bullish retweeted
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Sven Henrich @NorthmanTrader

3 years ago

Reminder: The lows came the very next morning the day after Yellen expressed concerns about liquidity.

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FinancialJuice @financialjuice

3 years ago

Reminder: The lows came the very next morning the day after Yellen expressed concerns about liquidity.

_PermaBull_ Profile Picture

Permanently Bullish @_PermaBull_

3 years ago

Bearish!

NorthmanTrader Profile Picture

Sven Henrich @NorthmanTrader

3 years ago

Bearish!

_PermaBull_ Profile Picture

Permanently Bullish @_PermaBull_

3 years ago

Lower high on the US dollar

barometerca Profile Picture

David Burrows @barometerca

3 years ago

Lower high on the US dollar

_PermaBull_ Profile Picture

Permanently Bullish @_PermaBull_

3 years ago

Good luck with austerity measures (QT and raising rates)

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Insider Paper @TheInsiderPaper

3 years ago

Good luck with austerity measures (QT and raising rates)

Permanently Bullish retweeted
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Luke Gromen @LukeGromen

3 years ago

If you apply also that level of COLA to Medicare & Medicaid (not far from trend) & assume a modest recession (which typically sees a 20% drop in tax receipts), Entitlement Pay-Go’s will be 85-90% of US tax receipts. Interest will be ~30% of receipts; Defense ~20%. #FiscalCrisis

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Marc Goldwein @MarcGoldwein

3 years ago

If you apply also that level of COLA to Medicare & Medicaid (not far from trend) & assume a modest recession (which typically sees a 20% drop in tax receipts), Entitlement Pay-Go’s will be 85-90% of US tax receipts. Interest will be ~30% of receipts; Defense ~20%. #FiscalCrisis

Permanently Bullish retweeted
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Sven Henrich @NorthmanTrader

3 years ago

When bear market rallies get to resistance.

Permanently Bullish retweeted
NorthmanTrader Profile Picture

Sven Henrich @NorthmanTrader

3 years ago

Fed officials bringing inflation down.

_PermaBull_ Profile Picture

Permanently Bullish @_PermaBull_

3 years ago

The pain is real

Permanently Bullish retweeted
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Lyn Alden @LynAldenContact

4 years ago

The comparison between the 2020s to the 1940s in this sense couldn't be more clear:

Permanently Bullish retweeted
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Lyn Alden @LynAldenContact

4 years ago

It's challenging to overstate how crazy this chart is, which is why I keep referencing and updating it.

_PermaBull_ Profile Picture

Permanently Bullish @_PermaBull_

4 years ago

Windy but warm and sunny here at Pompano Beach

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