Hoon
@hoon.bsky.social
Finance, markets, EVs. Spending 10% less to help start a consumer-led recession, to cause stocks to fall and stop Trump.
Pinned
Hoon
@hoon.bsky.social
· 27d
FINRA released their Sep Margin Debit Balances report. Margin borrowing is at a record $1.126 trillion.
What can go wrong?
www.finra.org/rules-guidan...
What can go wrong?
www.finra.org/rules-guidan...
Shorted more $rivn and bought puts. $BYND moment on the stock. Absolute degens
November 11, 2025 at 8:40 PM
Shorted more $rivn and bought puts. $BYND moment on the stock. Absolute degens
Reposted by Hoon
POLITICO writes an entire piece today about this chart — and the political vulnerabilities that accompany it.
BofAI: Inflation growth YoY has outpaced the after-tax wage growth of lower- and middle-income households since the beginning of the year
November 11, 2025 at 8:27 PM
POLITICO writes an entire piece today about this chart — and the political vulnerabilities that accompany it.
Reposted by Hoon
for scale, the high part is about 220m (720ft) over the water. reports are everyone was evacuated with plenty of time
Hongqi bridge collapsed in southwest China, months after opening.
November 11, 2025 at 7:17 PM
for scale, the high part is about 220m (720ft) over the water. reports are everyone was evacuated with plenty of time
Reposted by Hoon
NEW: Republicans demand tougher abortion restrictions to extend Obamacare funds
This demand spans Senate leadership to Finance Cmte to proponents of ACA money.
Dems say hell no, current Hyde protections suffice.
"It's a nonstarter," Shaheen tells me.
www.nbcnews.com/politics/con...
This demand spans Senate leadership to Finance Cmte to proponents of ACA money.
Dems say hell no, current Hyde protections suffice.
"It's a nonstarter," Shaheen tells me.
www.nbcnews.com/politics/con...
Republicans demand tougher abortion restrictions to extend Obamacare funds
Democrats say that’s a nonstarter, arguing there are already limits on abortion access. The dispute could torpedo a deal, leading to higher health insurance premiums for millions.
www.nbcnews.com
November 11, 2025 at 6:32 PM
NEW: Republicans demand tougher abortion restrictions to extend Obamacare funds
This demand spans Senate leadership to Finance Cmte to proponents of ACA money.
Dems say hell no, current Hyde protections suffice.
"It's a nonstarter," Shaheen tells me.
www.nbcnews.com/politics/con...
This demand spans Senate leadership to Finance Cmte to proponents of ACA money.
Dems say hell no, current Hyde protections suffice.
"It's a nonstarter," Shaheen tells me.
www.nbcnews.com/politics/con...
It's all algos now
RSP moving up programmatically
RSP moving up programmatically
November 11, 2025 at 5:49 PM
It's all algos now
RSP moving up programmatically
RSP moving up programmatically
Reposted by Hoon
I finally got confirmation that ICE agents have been getting paid this whole shutdown. Only people who’ve had guaranteed pay this whole time are the lawmakers responsible for the shutdown and kidnappers
November 11, 2025 at 4:20 PM
I finally got confirmation that ICE agents have been getting paid this whole shutdown. Only people who’ve had guaranteed pay this whole time are the lawmakers responsible for the shutdown and kidnappers
Reposted by Hoon
This is what bullies want you to think, and it's why they get stronger
November 11, 2025 at 3:38 AM
This is what bullies want you to think, and it's why they get stronger
Lately, it's been morning sell off and afternoon rally.
Let's see if that happens today
Let's see if that happens today
November 11, 2025 at 5:09 PM
Lately, it's been morning sell off and afternoon rally.
Let's see if that happens today
Let's see if that happens today
Lots of rotation out of tech today
November 11, 2025 at 5:01 PM
Lots of rotation out of tech today
Reposted by Hoon
Paramount Skydance reported its first earnings as a combined company. Wall Street wasn’t impressed
Paramount Skydance reported its first earnings as a combined company. Wall Street wasn’t impressed
Analysts maintained their bearish to neutral stances on the name.
cnb.cx
November 11, 2025 at 4:57 PM
Paramount Skydance reported its first earnings as a combined company. Wall Street wasn’t impressed
$rivn is a $12-13 stock imo.
November 11, 2025 at 4:54 PM
$rivn is a $12-13 stock imo.
Home Deport. Brutal
Home Depot.
(or as a viewer wrote in today: "Home Deport")
$HD
(or as a viewer wrote in today: "Home Deport")
$HD
Video from today of people arguing with federal officers in a Home Depot parking lot in Cicero during an immigration enforcement action near the Little Village neighborhood Saturday in Chicago.
November 11, 2025 at 4:52 PM
Home Deport. Brutal
Reposted by Hoon
Home Depot.
(or as a viewer wrote in today: "Home Deport")
$HD
(or as a viewer wrote in today: "Home Deport")
$HD
Video from today of people arguing with federal officers in a Home Depot parking lot in Cicero during an immigration enforcement action near the Little Village neighborhood Saturday in Chicago.
November 11, 2025 at 4:42 PM
Home Depot.
(or as a viewer wrote in today: "Home Deport")
$HD
(or as a viewer wrote in today: "Home Deport")
$HD
This isn't a market that really wants to sell off.
November 11, 2025 at 4:06 PM
This isn't a market that really wants to sell off.
Reposted by Hoon
WELLS: ".. Available $TSLA Oct delivery data shows steep weakness. Of the 4 major markets we track, Oct $TSLA deliveries are trending down -23%y/y, -54%m/m & YTD -9% y/y. The weakness is widespread across all markets."
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
November 11, 2025 at 3:32 PM
WELLS: ".. Available $TSLA Oct delivery data shows steep weakness. Of the 4 major markets we track, Oct $TSLA deliveries are trending down -23%y/y, -54%m/m & YTD -9% y/y. The weakness is widespread across all markets."
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
$rivn having its $bynd moment
November 11, 2025 at 3:19 PM
$rivn having its $bynd moment
Reposted by Hoon
WELLS FARGO: TIME TO TAKE TECH PROFITS Wells Fargo downgraded the tech sector to neutral, warning that sky-high valuations and bullish sentiment leave it vulnerable to disappointment. Tech stocks trade at over 46× earnings, far above the S&P 500’s 29×. Strategist Douglas Beath
November 11, 2025 at 2:59 PM
WELLS FARGO: TIME TO TAKE TECH PROFITS Wells Fargo downgraded the tech sector to neutral, warning that sky-high valuations and bullish sentiment leave it vulnerable to disappointment. Tech stocks trade at over 46× earnings, far above the S&P 500’s 29×. Strategist Douglas Beath
Reposted by Hoon
“.. If you add more and more product to your face and are surrounded by people who do the same, ‘you lose sight of anatomic normalcy.’”
@axios.com #Panem
www.axios.com/local/washin...
@axios.com #Panem
www.axios.com/local/washin...
November 11, 2025 at 12:28 PM
“.. If you add more and more product to your face and are surrounded by people who do the same, ‘you lose sight of anatomic normalcy.’”
@axios.com #Panem
www.axios.com/local/washin...
@axios.com #Panem
www.axios.com/local/washin...
Reposted by Hoon
Consumer credit growth (revolving, in year/year terms, blue) now starting to catch down to more pessimistic sentiment (orange)
November 11, 2025 at 12:29 PM
Consumer credit growth (revolving, in year/year terms, blue) now starting to catch down to more pessimistic sentiment (orange)
Reposted by Hoon
Withering labor supply starting to show up in NFIB:
November 11, 2025 at 12:49 PM
Withering labor supply starting to show up in NFIB:
Reposted by Hoon
"greatest economy in the history of the world"
*ADP SAYS US FIRMS LOST AVG 11,250 JOBS IN 4 WKS TO OCT. 25: DJ
*ADP SAYS US FIRMS LOST AVG 11,250 JOBS IN 4 WKS TO OCT. 25: DJ
November 11, 2025 at 1:31 PM
"greatest economy in the history of the world"
*ADP SAYS US FIRMS LOST AVG 11,250 JOBS IN 4 WKS TO OCT. 25: DJ
*ADP SAYS US FIRMS LOST AVG 11,250 JOBS IN 4 WKS TO OCT. 25: DJ
Reposted by Hoon
Call in the troops to solve the commercial real estate crisis in our swanky downtown cores
You can’t make this shit up, folks
You can’t make this shit up, folks
November 11, 2025 at 5:53 AM
Call in the troops to solve the commercial real estate crisis in our swanky downtown cores
You can’t make this shit up, folks
You can’t make this shit up, folks
Reposted by Hoon
Kash Patel's girlfriend wants you to know that she absolutely is not a Mossad honeypot, and never has been. thegrayzone.com/2025/11/10/k...
Kash Patel’s GF files $5 million lawsuit against podcaster for ‘insinuation’ she’s Mossad honeypot - The Grayzone
Mired in scandal over his leadership, the FBI director is lashing out against MAGA influencers for mocking his girlfriend as a Mossad honeypot — and activating his legal network to slap them with friv...
thegrayzone.com
November 11, 2025 at 5:58 AM
Kash Patel's girlfriend wants you to know that she absolutely is not a Mossad honeypot, and never has been. thegrayzone.com/2025/11/10/k...
Reposted by Hoon
President Donald Trump has asked the US Supreme Court to reverse a $5 million sexual abuse and defamation judgment against him in a civil lawsuit by former Elle magazine advice columnist E. Jean Carroll.
Trump Asks Supreme Court to Toss E. Jean Carroll Judgment
President Donald Trump asked the US Supreme Court to reverse a $5 million sexual abuse and defamation judgment against him in a civil lawsuit by former Elle magazine advice columnist E. Jean Carroll.
bloom.bg
November 11, 2025 at 4:30 AM
President Donald Trump has asked the US Supreme Court to reverse a $5 million sexual abuse and defamation judgment against him in a civil lawsuit by former Elle magazine advice columnist E. Jean Carroll.
Must watch
November 11, 2025 at 4:19 AM
Must watch