Freedom is Everything. More Govt is not the cure, it's the disease. Sr. Sys Engineer-TechGeek/Baker/Gardener #Markets #Macro #Libertarian #Constiutionalist
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Joined November 2012
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Markets-like people-should be free-TQN-👑 retweeted
👇👇👇
Finally got to see the @Hedgeye investing summit and watch one of my fav gals @DiMartinoBooth chat w/@KeithMcCullough Very informative.
She pointed this out. Whoa
Annual Biz Bankruptcies up +20%
Household's? 👇
"Chapter 7 filings—a lifeline for many struggling households—were up 46.93% year-over-year (5,157 in 2024 to 7,577 in 2025)" 😳
Markets-like people-should be free-TQN-👑 retweeted
Looks like the first one popped. The second one in process and not on most investors radar. phinancetechnologies.com/Pro…
Markets-like people-should be free-TQN-👑 retweeted
by "Trump's tariffs" I mean reciprocal tariffs (54% on China, 20% on EU, etc.). Not the 10% floor. If it's just 10%, I think more positive outcomes are likely
I actually think many Americans - in particular the Trump base - agree with @APompliano. That is why I think Pres Trump will continue to go hard - super aggressive tariff policy is not unpopular yet because it hasn't caused any real economic pain yet.
Much greater selloff needed for capitulation.
Markets-like people-should be free-TQN-👑 retweeted
Sometimes the best strategy in a negotiation is convincing the other side that you are crazy.
Markets-like people-should be free-TQN-👑 retweeted
The irony of this “faux right wing” on X is they’re parroting far left Marxist ideologies with dreams of eating the rich for the “working man”, celebrating redistribution of income
Markets-like people-should be free-TQN-👑 retweeted
Social Awareness Poll: What is your worst-case scenario for the S&P 500?
18%5000
27%4000
26%3000
29%2000
1,865 votes • Final results Markets-like people-should be free-TQN-👑 retweeted
I know this is not what you guys want to hear, BUT Trump and Bessent have said over the last two months, prior to the final tariff announcement, that they wanted USD lower, the long end yields down, and they didn't care what the market did.
They told you ahead of time.
Markets-like people-should be free-TQN-👑 retweeted
Commodities like oil, silver, and copper are down sharply today as investors are pricing in a global recession. But the recession will mainly be limited to the U.S. The rest of the world is about to boom, as they will be liberated from having to subsidize the U.S. economy.
The U.S. has a difficult road ahead. We need to start producing all the stuff we've been importing. That requires significant investment and painful short-term sacrifice. On the other hand, all the rest of the world has to do is consume more of what they already produce. Not only is that easy to do, but it's also fun.
Markets-like people-should be free-TQN-👑 retweeted
⚠️US market concentration Bubble is BIBLICAL:
The top 10 largest S&P 500 stocks reflect ~36% of the index market value, near a record
The biggest stock market cap is ~750 TIMES larger than the 75th percentile stock, the most since the Great Depression👇globalmarketsinvestor.beehii…
Markets-like people-should be free-TQN-👑 retweeted
‼️This has been a BAD SIGNAL for US stocks in the past:
US CEOs' outlook for the economy has dropped to the lowest in 14 YEARS.
Historically, when the outlook has declined so rapidly the US stock market underperformed over the next 12 months.
The sentiment is truly dire.
Markets-like people-should be free-TQN-👑 retweeted
Investors gaming out the impact from Trump’s tariff broadside have identified a group of potential winners in a rewired world trading order bloomberg.com/news/articles/…
Markets-like people-should be free-TQN-👑 retweeted
This Mexico ETF is having its best day since 2020 trib.al/w9vZDoG
Markets-like people-should be free-TQN-👑 retweeted
The weird thing about people saying this is that we've already established -- The White House has admitted it! -- that we didn't base our tariff rates on actual tariffs imposed by other countries. So where does this idea come from that this effort will get other barriers dropped?
I’m bullish. I think the American consumer is the only consumer globally that consistently matters. Everyone else is either too poor, economically volatile, or small to matter.
That means the US has more leverage than we think in getting other countries to drop tarrifs on our goods.
Other countries need our consumption more than we need theirs and should buckle under pressure.
Markets-like people-should be free-TQN-👑 retweeted
Nike won't build factories in the U.S. to make sneakers. That would add more cost than the 40% tariffs. Plus, they need to stay competitive selling to customers in other countries that don't impose tariffs. The result will be fewer sneakers sold in the U.S. at much higher prices.
