NM (@nmurphydts) profile picture

NM

@nmurphydts
Joined May 2012
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  • Following682
  • Followers114
What did the Fed accomplish by raising rates today? For the first time in over half a century, a completed prolonged rate-cutting cycle produced HIGHER long-term interest rates. The market has been telling the Fed for 2 years that it had the wrong policy. They finally listened today.
Image from Jim Bianco (@biancoresearch)
Jim Bianco (@biancoresearch) profile pictureJim Bianco
@biancoresearchSep 15
1/5 I have the opposite conclusion. Fed cutting has been a two-year policy error that (hopefully) ends tomorrow with a hike (91% prob now). This chart shows that since the Fed started cutting rates on Sept. 18, 2024, the 10-year yield is UP 1.30% @AnnaEconomist @fundstrat
Image from Jim Bianco (@biancoresearch)
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SEC Wins Judgment Against Fake Advisor Firm For $211 Million Stock Scheme fa-mag.com/news/sec-wins-jud…
SEC Wins Judgment Against Fake Advisor Firm For $211 Million Stock Scheme

SEC Wins Judgment Against Fake Advisor Firm For $211 Million Stock Scheme

Regulator says firm fabricated Wall Street office, $10 million in assets and private fund business to con investors.

fa-mag.com
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SEC Charges 38 Entities Over Allegedly Fraudulent Adviser Filings rethinking65.com/sec-charges… via @Rethinking65
SEC Charges 38 Entities Over Allegedly Fraudulent Adviser Filings

SEC Charges 38 Entities Over Allegedly Fraudulent Adviser Filings

They presented themselves as legitimate advisory firms to U.S. investors, though some were traced to foreign jurisdictions.

rethinking65.com
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Trigger warning… Agree or disagree?
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Dudes are now dog maxxing
Image from Dudes Posting Their W’s (@DudespostingWs)
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THIS HAS TO BE THE STORY OF 2026 Ken Griffin’s Citadel was pushing surprise-rate-hike fears just days before the AI trade collapsed and forced 4x-levered Leopold Aschenbrenner's Situational Awareness to unload its book near the lows. Citadel then reportedly bought most of those assets at significantly lower prices knowing that if sentiment deteriorated enough the fund could be forced to sell which makes the entire sequence look absolutely ruthless. This is why the stock market is the greatest game on Earth.
Image from Shay Boloor (@StockSavvyShay)
Image from Shay Boloor (@StockSavvyShay)
Shay Boloor (@StockSavvyShay) profile pictureShay Boloor
@StockSavvyShayJul 30
Citadel reportedly bought most of Situational Awareness’s stock portfolio after the forced unwind. So it was warning that the Fed could hike in July while preparing to buy the AI stocks that narrative was helping crush 🤔
Image from Shay Boloor (@StockSavvyShay)
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NM retweeted
NPR (@NPR) profile picture
NPR
@NPR31 Dec 2020
A new poll finds 40% of respondents believe in a baseless conspiracy theory that the coronavirus was created in a lab in China. There is zero evidence for this. Scientists say the virus was transmitted to humans from another species. trib.al/m0pJe4b
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Omg, permabear Jeremy Grantham and Joe Kernen went AT IT on CNBC today. Must watch TV. Even got Jeremy to say bullshit on live tv lol. But good on Joe for calling him out.
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One of the greatest scenes ever - and an acting masterclass. “You're my boy.” 😢 After Life
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Olympic skiers are like “I have 2% body fat. I train 23 hours a day. I have had 87 surgeries” and Olympic snowboarders are like “I have smoked this many drugs today” and they hold up their hand which is in a mitten.
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Anthropic CEO: Software engineering will be completely obsolete in 6-12 months…
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MARKET RECAP 📉 What a wild and crazy day, the S&P 500 fell 0.5% and the Nasdaq fell 1.7%, as tech continues to take big losses. The S&P 500 has lost around $1 TRILLION in market cap over the past week 😳 What the heck is going on?!? Let’s talk about it 🗣️
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You just can’t make this up. Cramer’s Inverse portfolio beat Nancy Pelosi’s portfolio in 2025.
Nancy Pelosi Stock Tracker ♟ (@pelositracker) profile pictureNancy Pelosi Stock Tracker ♟
@pelositrackerJan 5
BREAKING: The Queen has been dethroned Inverse Cramer officially beats out Pelosi for the top portfolio on Autopilot
Image from Nancy Pelosi Stock Tracker ♟ (@pelositracker)
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everyone who was not working since December 23 came back to work and bought Palantir. great market......
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Update: it was a bad choice. $MSTU
Image from Charlie Bilello (@charliebilello)
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this is so real
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This is Anduril’s head of product Zero cringe. He’s a just a f***ing badass who was an officer in the 75th Rangers AND went to MIT (and also my brother)
Image from Bobby Fijan (@bobbyfijan)
Image from Bobby Fijan (@bobbyfijan)
marmot (@MarmotRespecter) profile picturemarmot
@MarmotRespecter13 Oct 2025
startup idea: anduril, but without the weeb hypercringe
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The warning signs are everywhere!
Image from Jim Bianco (@biancoresearch)
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I’m an old President of the @OxfordUnion and I think he should resign now.
Lee Harris (@LeeHarris) profile pictureLee Harris
@LeeHarris11 Sep 2025
The new President of the Oxford Union, George Abaraonye, celebrated the death of Charlie Kirk. These extreme leftists have no humanity. I'm glad he's being named and shamed. Utterly vile and morally repugnant.
Image from Lee Harris (@LeeHarris)
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