Market gambling shitposts, politics, football, feminist. Take care hunting monsters. Liberal.
Shambala
Joined May 2012
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J🌻 retweeted
The Mnuchin Kudlow dynamic is basically “if you thought things were bad when Goldman was running America, wait till Bear Stearns is running it.”
J🌻 retweeted
Trump Online Store Begins Selling Decommissioned USPS Mailboxes So Fans Can Own Piece Of History bit.ly/2Y3qMfH
J🌻 retweeted
🚨 BY POPULAR DEMAND, if this gets 33,333 RTs by 12:12pm tomorrow, we'll change our profile picture to this.
@DangeRussWilson
@Bwagz
@clownejd
@TDLockett12
@ccarson_32
@DuaneBrown76
@ShaquillG
@mdcksn
@KJ_WRIGHT34
#ProBowlVote x #GoHawks
J🌻 retweeted
Seems clear they will go 25bps next time over the objection of the stability-stans. But if Powell wanted to bludgeon the committee into 50bps, he could've used the revised jobs number, and he chose not to.
J🌻 retweeted
Note that the ECB now writes" inflation AIM" and no longer refers to "levels that are below, but close to, 2%".
This is NOT a second-tier detail, it is really important.
#Inflationsymmetry
J🌻 retweeted
Consensus is calling for a dovish tilt from the #Fed with investors banking on a risk-on push. Saxo, however, sees no change and an IOER cut resulting in a small risk-off move and a correction inside the present bull market. #FOMC >> spr.ly/6016EgRYG
J🌻 retweeted
Productivity becomes financialization.
Wall Street gets "value" to sell, mgmt gets stock-based comp, the Fed gets a (very) grateful Wall Street, and the White House gets re-election.
What do YOU get out of it?
You get to say “Yay, capitalism!”.
epsilontheory.com/this-is-wa…
J🌻 retweeted
WoW 😮China basically threw about 9% of GDP of total social financing at the economy in Q1 2019 😮
TSF rose 1690 in March after a massive Jan+Feb = ~9% of GDP injection in Q21 2019;
M2 rose to 8.6% YoY from 8%; New credit was massive too.
Now u know why Chinese equities rose 😮
J🌻 retweeted
going to have to repeal the 13th amendment if this dude gets owned any harder.
xitter.gq/AlexYoung/status/11091…
I really hope this video of Stephen Moore getting absolutely destroyed by @crampell doesn't get retweeted and seen by the rest of the internet, because it would be very embarrassing for him.
J🌻 retweeted
For all intents and purposes the Fed just announced the end of its policy normalization campaign. No hikes this year and only one in 2020. Balance sheet reductions to end in September.
J🌻 retweeted
2 year and !0 year are now inverted on the swap curve. And by the way, swap curve is the yield curve, not Treasuries. #Invertometer
J🌻 retweeted
Excellent Borio speech. Money is essentially means of payment, not medium of exchange. Elastic credit crucial for payments system, but dangerous for price and financial stability. Management required. bis.org/speeches/sp181115.pd…
J🌻 retweeted
There might be some combined effect of tax loss harvesting and window dressing in December. The seasonality might be stronger in factor strategies (momentum and value) than it is in the market index itself.
alphaarchitect.com/2015/11/3…