Richard Farr @farrmacro
Chief Market Strategist / Partner @ Pivotus Partners. Always seeking truth / assessing risks. My opinions only. Not investment advice. Do the work! pivotuspartners.com Joined January 2017-
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Told some mortgage broker friends to make a push to lock in their prospective customers as soon as the Fed cut rates ... I said it would push mortgage rates higher thereafter. Imagine how much mortgage rates would jump if Stephen Miren got his multiple 50 bps cuts.
Maybe they should double their investments!!!
Without a doubt OBBB is influencing the drop in Corporate Tax Receipts. However, there's more to this. OBBB was passed 7/4/2025, yet tax receipts have been weak this entire fiscal year (beginning 10/1/2024). Seems there's some correlation to surging tariffs (+100B Y/Y, while…
Without a doubt OBBB is influencing the drop in Corporate Tax Receipts. However, there's more to this. OBBB was passed 7/4/2025, yet tax receipts have been weak this entire fiscal year (beginning 10/1/2024). Seems there's some correlation to surging tariffs (+100B Y/Y, while… https://t.co/IhrheIt30V
Just don’t give them that Tylenol!!!
Argues in favor of a deal
Richard Farr retweeted
There was a shooting this morning at the Dallas @ICEgov Field Office. Details are still emerging but we can confirm there were multiple injuries and fatalities. The shooter is deceased by a self-inflicted gun shot wound. While we don’t know motive yet, we know that our ICE…
There is a part Powell isn’t saying though. They won’t like the answer
There is a part Powell isn’t saying though. They won’t like the answer
This is big. Market risks increasing but don’t tell that to those chasing “AI”
This is big. Market risks increasing but don’t tell that to those chasing “AI”
Let's take Green's work one step further ...
Let's take Green's work one step further ... https://t.co/RfnysYVPS0
*ALCOA CEO WARNS TARIFFS WILL DESTROY METAL DEMAND IN US - who needs metal anyway!!!
How many young people do you think watch The View at 11am on a weekday on legacy cable? I've got the under on zero.
How many young people do you think watch The View at 11am on a weekday on legacy cable? I've got the under on zero.
FWIW .. The chart looks like a double bottom in Oil in May. TRUMP: NATO COUNTRIES SHOULD SHOOT DOWN RUSSIAN AIRCRAFT IF THEY ENTER NATO AIRSPACE
It's a no-brainer. You're 0-3. Wilson is tossing up moonballs into double coverage FFS. Find out what you got.
It's a no-brainer. You're 0-3. Wilson is tossing up moonballs into double coverage FFS. Find out what you got.
Financial literacy program! Hahahaha. China is trying to win influence in South America. I wouldn’t trust Warren’s intuition or insight on much of anything. Helping Argentina is very much in our strategic interest, as Bessent said yesterday.
Financial literacy program! Hahahaha. China is trying to win influence in South America. I wouldn’t trust Warren’s intuition or insight on much of anything. Helping Argentina is very much in our strategic interest, as Bessent said yesterday.
Yep. It happened. We all knew it at the time too.
Yep. It happened. We all knew it at the time too.
Richard Farr retweeted
Trump to the UN: "I'm really good at this stuff. Your countries are going to hell."
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