@GordonJohnson19
@gordonjohnson19.bsky.social
"Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”- W Buffett; posts are not fincl advice

Bad GDP numbers? Plummeting consumer confidence? Little to no DOGE savings?
Just listen to Sebastian Stan.
Just listen to Sebastian Stan.
April 30, 2025 at 5:30 PM

In other news… water is wet.
GOLDMAN: In today’s UMich data, “consumers indicated ‘fears that tariff-induced price increases are imminent.’” 🇺🇸
February 21, 2025 at 5:47 PM
In other news… water is wet.
This is the WOMAN WHO SHOULD LEAD THE DEM party. @hakeem-jeffries.bsky.social is literally WORSE than the 70-80yr olds who appointed him. We need FIGHTERS!
Crockett: "Down in Alabama, who's broke. Down in Louisiana, who's broke. I can go through pretty much the entire south and tell you that they're broke and rely on a lot of welfare from the government. To be perfectly honest, it is tax dollars from these big blue states...we're in the find out phase"
February 20, 2025 at 6:44 PM
This is the WOMAN WHO SHOULD LEAD THE DEM party. @hakeem-jeffries.bsky.social is literally WORSE than the 70-80yr olds who appointed him. We need FIGHTERS!
JPMorgan CEO Jamie Dimon on Bitcoin:
"Bitcoin has no intrinsic value. It's used heavily by sex traffickers, money launderers, ransomware."
This is why GLJ calls it 🐀 poison, and it is. It's a ponzi/fraud, pulling $ away from actual productive assets.
x.com/DocumentingB...
"Bitcoin has no intrinsic value. It's used heavily by sex traffickers, money launderers, ransomware."
This is why GLJ calls it 🐀 poison, and it is. It's a ponzi/fraud, pulling $ away from actual productive assets.
x.com/DocumentingB...
x.com
x.com
January 14, 2025 at 3:55 PM
JPMorgan CEO Jamie Dimon on Bitcoin:
"Bitcoin has no intrinsic value. It's used heavily by sex traffickers, money launderers, ransomware."
This is why GLJ calls it 🐀 poison, and it is. It's a ponzi/fraud, pulling $ away from actual productive assets.
x.com/DocumentingB...
"Bitcoin has no intrinsic value. It's used heavily by sex traffickers, money launderers, ransomware."
This is why GLJ calls it 🐀 poison, and it is. It's a ponzi/fraud, pulling $ away from actual productive assets.
x.com/DocumentingB...
1/4 US Treasury yields are likely headed WAY, WAY higher. Why? Well, three reasons, namely: (1) the two largest historical buyers of US Treasury debt are net sellers currently, and Europe's holdings are also now falling too, (2) Trump's Treasury Secretary...
January 10, 2025 at 1:47 PM
1/4 US Treasury yields are likely headed WAY, WAY higher. Why? Well, three reasons, namely: (1) the two largest historical buyers of US Treasury debt are net sellers currently, and Europe's holdings are also now falling too, (2) Trump's Treasury Secretary...
ISM Prices Paid exploded higher in Dec., beating ests. by a mile. Hey @federalreserve.bsky.social... you think the 100bps of rate cuts you've done since 9/18/24, w/ fincl conditions looser than before you began hiking rates (looser fincl conditions = inflationary), may have something to do w/ this?
January 7, 2025 at 3:10 PM
ISM Prices Paid exploded higher in Dec., beating ests. by a mile. Hey @federalreserve.bsky.social... you think the 100bps of rate cuts you've done since 9/18/24, w/ fincl conditions looser than before you began hiking rates (looser fincl conditions = inflationary), may have something to do w/ this?
1/3 The first thing I see when I pull up @bloomberg.com "Tesla's Sales Crash..."; yet, the stock is trading at 180x '24 earnings (meaning investors expect $TSLA to pay them 100% of its 2024E earnings every yr for the next 180yrs), meaning it's sales should be growing EXPONENTIALLY...
December 19, 2024 at 1:28 PM
1/3 The first thing I see when I pull up @bloomberg.com "Tesla's Sales Crash..."; yet, the stock is trading at 180x '24 earnings (meaning investors expect $TSLA to pay them 100% of its 2024E earnings every yr for the next 180yrs), meaning it's sales should be growing EXPONENTIALLY...
1/4 Why even w/ today's 25bps cut from the
@federalreserve.bsky.social (a 100% probability given the mkt has priced in a 98.6% chance of it happening), which is a mistake in the face of rising inflation/record stock-crypto-home prices, the dot plot will likely disappoint equity bulls a 🧵.
@federalreserve.bsky.social (a 100% probability given the mkt has priced in a 98.6% chance of it happening), which is a mistake in the face of rising inflation/record stock-crypto-home prices, the dot plot will likely disappoint equity bulls a 🧵.
December 18, 2024 at 6:17 PM
1/4 Why even w/ today's 25bps cut from the
@federalreserve.bsky.social (a 100% probability given the mkt has priced in a 98.6% chance of it happening), which is a mistake in the face of rising inflation/record stock-crypto-home prices, the dot plot will likely disappoint equity bulls a 🧵.
@federalreserve.bsky.social (a 100% probability given the mkt has priced in a 98.6% chance of it happening), which is a mistake in the face of rising inflation/record stock-crypto-home prices, the dot plot will likely disappoint equity bulls a 🧵.
That @cnn.com all seemed scripted/fake. Turns out, it was actually worse than that - assuming reporting from the @nypost.com is accurate. nypost.com/2024/12/16/w...
Prisoner CNN helped free from Syrian prison was actually notorious Assad-regime torturer: report
“We have subsequently been investigating his background and are aware that he may have given a false identity,” CNN said.
nypost.com
December 16, 2024 at 2:49 PM
That @cnn.com all seemed scripted/fake. Turns out, it was actually worse than that - assuming reporting from the @nypost.com is accurate. nypost.com/2024/12/16/w...
1/2 The US economy is likely already in, or on the brink of, recession. The U.S. stock market's strength is masking this reality; but, the jobs data shows the reality of it all. This will likely become clear to the masses 3-to-4 months into Trump's term. Trump's...
December 16, 2024 at 2:21 PM
1/2 The US economy is likely already in, or on the brink of, recession. The U.S. stock market's strength is masking this reality; but, the jobs data shows the reality of it all. This will likely become clear to the masses 3-to-4 months into Trump's term. Trump's...
1/2 CPI inflation is now +11.7% above the Fed's stated arbitrary target of 2%/yr since Mar. 2020 when QE-infinity began. BTW... in NO TEXTBOOK does it state the Fed should target 2%/yr inflation (meaning your purchasing power is cut in half every 35yrs).
December 13, 2024 at 7:39 PM
1/2 CPI inflation is now +11.7% above the Fed's stated arbitrary target of 2%/yr since Mar. 2020 when QE-infinity began. BTW... in NO TEXTBOOK does it state the Fed should target 2%/yr inflation (meaning your purchasing power is cut in half every 35yrs).
Inflation is about to take back off in a big way, as @GLJ_Research has been warning for months. The @federalreserve does not care, and neither does the media (@steveliesman.bsky.social/@nicktimiraos.bsky.social) tasked w/ holding them to account - they will call it "transitory"/a "bump in the road".
December 13, 2024 at 7:16 PM
Inflation is about to take back off in a big way, as @GLJ_Research has been warning for months. The @federalreserve does not care, and neither does the media (@steveliesman.bsky.social/@nicktimiraos.bsky.social) tasked w/ holding them to account - they will call it "transitory"/a "bump in the road".
1/2 We find it funny that ANYONE thinks the @federalreserve.bsky.social will NOT cut next week due to inflation that is CLEARLY now resurging higher. Why? Simple. They do what the market tells them to do, NOT WHAT the data suggests... and here's what the market is telling them to do.
December 13, 2024 at 1:22 PM
1/2 We find it funny that ANYONE thinks the @federalreserve.bsky.social will NOT cut next week due to inflation that is CLEARLY now resurging higher. Why? Simple. They do what the market tells them to do, NOT WHAT the data suggests... and here's what the market is telling them to do.
1/2 Soon, the bond vigilantes will rise in the USA. The @federalreserve.bsky.social's recklessness will not be solved by Congress, or the media figures tasked with holding them to account. It will be solved by UST bond investors demanding higher yields to take on the risk of owning USTs.
December 13, 2024 at 1:10 PM
1/2 Soon, the bond vigilantes will rise in the USA. The @federalreserve.bsky.social's recklessness will not be solved by Congress, or the media figures tasked with holding them to account. It will be solved by UST bond investors demanding higher yields to take on the risk of owning USTs.
I gave away toys at a local church to underprivileged children last night with my family. The happiest (and most joy) I’ve felt all year (by far). I suggest everyone do the same. Bring joy to someone in your community this x-mas season .
December 13, 2024 at 12:03 PM
I gave away toys at a local church to underprivileged children last night with my family. The happiest (and most joy) I’ve felt all year (by far). I suggest everyone do the same. Bring joy to someone in your community this x-mas season .
No matter how high $TSLA's stock is bid higher on the "corruption creates alpha" thesis, the below is (very) bad for $TSLA's underlying fundamental business (i.e., it's cars just got $7.5K more expensive), which is currently being valued for exponential growth. #makeitmakesense
December 12, 2024 at 8:48 AM
No matter how high $TSLA's stock is bid higher on the "corruption creates alpha" thesis, the below is (very) bad for $TSLA's underlying fundamental business (i.e., it's cars just got $7.5K more expensive), which is currently being valued for exponential growth. #makeitmakesense
GREAT! Amazing team. Jordan Shipp is among the best freshman wide-receivers in college football. Just needs a coach who believes in him!
Eight-time Super Bowl winner Bill Belichick is the new head football coach at the University of North Carolina.
Bill Belichick named head football coach at North Carolina | CNN
Bill Belichick, the long-time NFL coach, was named the next head football coach at the University of North Carolina, the school announced on Wednesday.
www.cnn.com
December 12, 2024 at 2:23 AM
GREAT! Amazing team. Jordan Shipp is among the best freshman wide-receivers in college football. Just needs a coach who believes in him!
1/4 So inflation is now moving higher when looking at: (a) YoY, (b) MoM, (c) 6-month annualized, & (d) 12-month annualized, w/ stocks + bonds + crypto + etc. at all-time highs. This means the @federalreserve.bsky.social should hike rates next week on Wed. Yet, instead, they will...
December 11, 2024 at 1:59 PM
1/4 So inflation is now moving higher when looking at: (a) YoY, (b) MoM, (c) 6-month annualized, & (d) 12-month annualized, w/ stocks + bonds + crypto + etc. at all-time highs. This means the @federalreserve.bsky.social should hike rates next week on Wed. Yet, instead, they will...
Janet Yellen: “I am concerned about fiscal sustainability and I am sorry we haven’t made more progress. I believe the deficit needs to be brought down”
US debt rose by $8.2 trillion while Yellen was Fed Chair or Vice Chair, and by $8.5 trillion while she was Treasury Secretary
US debt rose by $8.2 trillion while Yellen was Fed Chair or Vice Chair, and by $8.5 trillion while she was Treasury Secretary
December 11, 2024 at 8:27 AM
Janet Yellen: “I am concerned about fiscal sustainability and I am sorry we haven’t made more progress. I believe the deficit needs to be brought down”
US debt rose by $8.2 trillion while Yellen was Fed Chair or Vice Chair, and by $8.5 trillion while she was Treasury Secretary
US debt rose by $8.2 trillion while Yellen was Fed Chair or Vice Chair, and by $8.5 trillion while she was Treasury Secretary
1/2 China can’t stimulate. Anyone saying otherwise, is simply aloof. Why? Simply put, as the chart below shows, unlike the period of the GFC, where USD was flowing into China (China can't transact in RMB, so when they are selling to the USA, they have to be net buyers of UST bonds; right now,…
The more Westerners pile into Chinese stocks the less likely it will be that their policymakers implement the stimulation & restructuring needed to justify the bid.
Big policy changes come in response to unacceptable pain, not rhetoric-induced rallies.
Big policy changes come in response to unacceptable pain, not rhetoric-induced rallies.
December 10, 2024 at 12:27 AM
1/2 China can’t stimulate. Anyone saying otherwise, is simply aloof. Why? Simply put, as the chart below shows, unlike the period of the GFC, where USD was flowing into China (China can't transact in RMB, so when they are selling to the USA, they have to be net buyers of UST bonds; right now,…
Handing out money will push inflation HIGHER.
December 9, 2024 at 6:35 PM
Handing out money will push inflation HIGHER.