@esmithington.bsky.social
Would've been a 50% tariff included with this tweet 2 months ago, now it's just a cancelled invite...he's cooked truthsocial.com/@realDonaldT...
Donald J. Trump (@realDonaldTrump)
The United States did not attend the G20 in South Africa, because the South African Government refuses to acknowledge or address the horrific Human Right Abuses endured by Afrikaners, and other descen...
truthsocial.com
November 26, 2025 at 7:56 PM
Would've been a 50% tariff included with this tweet 2 months ago, now it's just a cancelled invite...he's cooked truthsocial.com/@realDonaldT...
TACO man lives!!
November 21, 2025 at 6:55 PM
TACO man lives!!
WMT doesn't gain share in upper income cohorts in boomtimes...
November 20, 2025 at 9:57 PM
WMT doesn't gain share in upper income cohorts in boomtimes...
BTC negative, fun rally while it lasted
November 20, 2025 at 4:01 PM
BTC negative, fun rally while it lasted
Never would've thought the Winklevii to be the ones coming out looking the best from that movie
November 13, 2025 at 9:02 PM
Never would've thought the Winklevii to be the ones coming out looking the best from that movie
Have we found the last marginal buyer?
*NVIDIA, KAZAKHSTAN SIGN MOU UP TO $2B IN ADVANCED AI CHIPS
*NVIDIA, KAZAKHSTAN SIGN MOU UP TO $2B IN ADVANCED AI CHIPS
November 6, 2025 at 8:36 PM
Have we found the last marginal buyer?
*NVIDIA, KAZAKHSTAN SIGN MOU UP TO $2B IN ADVANCED AI CHIPS
*NVIDIA, KAZAKHSTAN SIGN MOU UP TO $2B IN ADVANCED AI CHIPS
Bear Stearns Enhanced Leverage
UBS to liquidate funds with substantial First Brands exposure
Swiss bank grapples with $500mn of exposure to First Brands across its investment arms
www.ft.com
November 6, 2025 at 4:29 PM
Bear Stearns Enhanced Leverage
Don't hear as many complaints about internet costs and the big bad Comcast monopoly as you did 10 years ago...coincidentally broadband stocks are flat over that period
Enshittification is a function of market expectations
Enshittification is a function of market expectations
October 31, 2025 at 12:57 PM
Don't hear as many complaints about internet costs and the big bad Comcast monopoly as you did 10 years ago...coincidentally broadband stocks are flat over that period
Enshittification is a function of market expectations
Enshittification is a function of market expectations
The *US* Treasury spent $400 million to prop up the Argentine peso today per JPM...assuming it was this afternoon looks like they supported right at the 1488 level, surely just a coincidence
Either that or we have a government run by edgelords
Either that or we have a government run by edgelords
October 22, 2025 at 8:46 PM
The *US* Treasury spent $400 million to prop up the Argentine peso today per JPM...assuming it was this afternoon looks like they supported right at the 1488 level, surely just a coincidence
Either that or we have a government run by edgelords
Either that or we have a government run by edgelords
Still at high tide and you can already see people swimming naked $ZION $WAL
October 16, 2025 at 2:26 PM
Still at high tide and you can already see people swimming naked $ZION $WAL
BX and PSP both below their 200 day
October 10, 2025 at 6:13 PM
BX and PSP both below their 200 day
China must have known this would be the reaction, hard to make sense of why they would put the new restrictions on two weeks ahead of ASEAN...unless they would rather not have a deal
October 10, 2025 at 3:30 PM
China must have known this would be the reaction, hard to make sense of why they would put the new restrictions on two weeks ahead of ASEAN...unless they would rather not have a deal
*TRUMP THREATENS 'MASSIVE INCREASE' OF TARIFFS ON CHINESE GOODS
October 10, 2025 at 3:09 PM
*TRUMP THREATENS 'MASSIVE INCREASE' OF TARIFFS ON CHINESE GOODS
Nice of Jefferies and First Brands to remind everyone that there is more than one bubble brewing out there...and a lot more systemic risk in PE than AI, given bank exposure via NDFI lending
October 8, 2025 at 7:01 PM
Nice of Jefferies and First Brands to remind everyone that there is more than one bubble brewing out there...and a lot more systemic risk in PE than AI, given bank exposure via NDFI lending
Uh oh $AAPL
October 7, 2025 at 3:37 PM
Uh oh $AAPL
Reposted
Logan Square neighborhood, Chicago. Man wearing a balaclava in a white, unmarked vehicle, pulls the pin on a tear gas canister and tosses it in the road.
"Just trying to grab some lunch and these fucking losers showed up. FUCK ICE!"
source: www.reddit.com/r/LoganSquar...
"Just trying to grab some lunch and these fucking losers showed up. FUCK ICE!"
source: www.reddit.com/r/LoganSquar...
October 3, 2025 at 5:45 PM
Logan Square neighborhood, Chicago. Man wearing a balaclava in a white, unmarked vehicle, pulls the pin on a tear gas canister and tosses it in the road.
"Just trying to grab some lunch and these fucking losers showed up. FUCK ICE!"
source: www.reddit.com/r/LoganSquar...
"Just trying to grab some lunch and these fucking losers showed up. FUCK ICE!"
source: www.reddit.com/r/LoganSquar...
With this level of labor market cooling, 2026 EPS consensus has to move lower...IMO only reasonable explanation for stocks still holding up at these valuations is upside risk of Trump taking control of the money printer. All eyes on SCOTUS
September 5, 2025 at 12:56 PM
With this level of labor market cooling, 2026 EPS consensus has to move lower...IMO only reasonable explanation for stocks still holding up at these valuations is upside risk of Trump taking control of the money printer. All eyes on SCOTUS
So now keeping classified docs at home is not, in fact, perfectly legal and totally cool?
August 22, 2025 at 11:33 AM
So now keeping classified docs at home is not, in fact, perfectly legal and totally cool?
By god PPI
August 14, 2025 at 12:31 PM
By god PPI
Sorry, not a constitutional scholar -- what the fuck is a Proclamation?
July 30, 2025 at 6:38 PM
Sorry, not a constitutional scholar -- what the fuck is a Proclamation?
Not a doubt in my mind that dog was a very good boy
June 12, 2025 at 8:19 PM
Not a doubt in my mind that dog was a very good boy
Is this finally the week we get the initial claims tape bomb?
May 15, 2025 at 12:30 PM
Is this finally the week we get the initial claims tape bomb?
Street might mistake jumps in March/April sales data as indicative of consumer remains strong but if that is frontloading/fear it sets up for a sharper drop later...looking out for spikes in bigger ticket items, to a lesser extent China-exposed/sectors in the news (NKE)
April 11, 2025 at 2:24 PM
Street might mistake jumps in March/April sales data as indicative of consumer remains strong but if that is frontloading/fear it sets up for a sharper drop later...looking out for spikes in bigger ticket items, to a lesser extent China-exposed/sectors in the news (NKE)
Trump just added an idiot risk premium to Treasuries
April 9, 2025 at 8:50 PM
Trump just added an idiot risk premium to Treasuries
Brb throwing my Roku in the wood chipper
*TRUMP MEDIA ANNOUNCES RELEASE OF TRUTH+ STREAMING ON ROKU
*TRUMP MEDIA ANNOUNCES RELEASE OF TRUTH+ STREAMING ON ROKU
March 19, 2025 at 12:43 PM
Brb throwing my Roku in the wood chipper
*TRUMP MEDIA ANNOUNCES RELEASE OF TRUTH+ STREAMING ON ROKU
*TRUMP MEDIA ANNOUNCES RELEASE OF TRUTH+ STREAMING ON ROKU