Andrew @snafu_bit
I have a hunch, but it’s still a guess 1776 Joined February 2017-
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"How staged should we make this?" "Yes."
"How staged should we make this?" "Yes."
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Andrew retweeted
Andrew retweeted
While everything looks like we have the "all-clear" for equity investors. The 10Y–3M curve is still turning higher as short rates roll over. Every major recession in modern history has followed this late-cycle bull steepening pattern. There’s never been a cycle where this…
🚨 Shiller PE just hit 40.15—echoes of 1999's dot-com peak! History says: 1929 crash in <1mo, 2000 bust in ~3mo, 2022 dip in 2mo. With $VIX chilling low, are we blind to the bubble? $SPX overvalued ?
$SPY blasts to 6,664—26th record this year—fueled by Fed's emergency rate slash amid crumbling jobs data. Wall St feasts, but with consumer confidence tanking, is this boom a bubble begging to burst?
Trump's new $100K one-time H-1B fee for fresh skilled workers is live—tech giants like Google can eat it, but startups, rural hospitals (where 1 in 4 docs are IMGs), and Indian talent pipelines? Gut punch. Brain gain or exodus? Who's really winning? #H1B
Andrew retweeted
Release all the Epstein files.
Release all the Epstein files.
Political violence has no place in America. It poisons our democracy, silences debate, and betrays the very freedoms we all cherish. Reject it utterly—left, right, and center. Let Charlie Kirk's death be the last scar on our shared story. Honor him by choosing words over…
If you want to know who is responsible for the state of the country, look at who held the most power for the last 20 years. @GOP Controlled the House for the majority of that time. Had multiple periods of unified federal control. Built a generational 6-3 SCOTUS supermajority.…
I get it. Kimmel isn’t funny, but if you don’t like him just don’t watch him. Political overreach is a dangerous cycle. Each party pushes hard when in power, setting precedents that the next side weaponizes. Bush’s Patriot Act, Obama’s surveillance, Trump’s orders, Biden’s…
Andrew retweeted
This is incredible: The share of the top 10% of US consumers now account for 49.2% of all consumer spending, the highest level in data dating back to 1989. By comparison, this share was 43.2% in Q4 2019. Over the last 3 decades, this percentage has risen 13 points. Consumer…
Andrew retweeted
$NVO oral Wegovy pill hit phase 3 success and crossed $60/share. Still feels like a bargain…
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