Pinned
iphawk
@iphawk.bsky.social
· Jun 27
Liberation Day 2.0 is going to be electric!
In an age when everyone is using AI to write all kinds of wordy slop in never ending paragraphs, I have gone the opposite direction.
Bullet points only.
Hello,
-
-
-
-
Best,
No one wants to read anyone's AI generated nonsense.
Bullet points only.
Hello,
-
-
-
-
Best,
No one wants to read anyone's AI generated nonsense.
November 11, 2025 at 8:46 PM
In an age when everyone is using AI to write all kinds of wordy slop in never ending paragraphs, I have gone the opposite direction.
Bullet points only.
Hello,
-
-
-
-
Best,
No one wants to read anyone's AI generated nonsense.
Bullet points only.
Hello,
-
-
-
-
Best,
No one wants to read anyone's AI generated nonsense.
Thank you Uncle @carlquintanilla.bsky.social for pushing back on total lies and being a voice of reason among the insanity.
HASSETT: We're comfortable that inflation has come way down
QUINTANILLA: Even though it's been increasing for 5 straight months?
HASSETT: Well I guess there's ups and downs and seasonals
November 11, 2025 at 5:52 PM
Thank you Uncle @carlquintanilla.bsky.social for pushing back on total lies and being a voice of reason among the insanity.
Looking forward to this one and everything i am doing wrong. @ritholtz.bsky.social
November 11, 2025 at 12:17 AM
Looking forward to this one and everything i am doing wrong. @ritholtz.bsky.social
I strongly suggest deleveraging your personal balance sheet and never do crap like this.
Tells me the wheels are falling off and the Trump Admin knows it.
Tells me the wheels are falling off and the Trump Admin knows it.
The US Trump Administration is reportedly working on 15 year car loans.
US President Donald Trump also posted yesterday regarding allowing 50 year mortgages.
US President Donald Trump also posted yesterday regarding allowing 50 year mortgages.
November 10, 2025 at 8:54 PM
I strongly suggest deleveraging your personal balance sheet and never do crap like this.
Tells me the wheels are falling off and the Trump Admin knows it.
Tells me the wheels are falling off and the Trump Admin knows it.
Homebuilders continue to be down bad even with a 50yr mortgage proposal (lol).
November 10, 2025 at 3:44 PM
Homebuilders continue to be down bad even with a 50yr mortgage proposal (lol).
Market flipping red would be really funny.
November 10, 2025 at 2:50 PM
Market flipping red would be really funny.
I guess the upside to Senate Dems being wimps is the Arizona congress lady will be sworn in and we will be one step closer for the Epstein files to be released.
Also careful what you wish for with Gov opening and economic data reports coming back. They will be dreadful.
Also careful what you wish for with Gov opening and economic data reports coming back. They will be dreadful.
November 10, 2025 at 1:47 PM
I guess the upside to Senate Dems being wimps is the Arizona congress lady will be sworn in and we will be one step closer for the Epstein files to be released.
Also careful what you wish for with Gov opening and economic data reports coming back. They will be dreadful.
Also careful what you wish for with Gov opening and economic data reports coming back. They will be dreadful.
Reposted by iphawk
Every Dem who votes to open the Government on <a promise to negotiate> deserves to be shot into the sun.
Snatching defeat from the jaws of victory.
Unbelievable to me.
Snatching defeat from the jaws of victory.
Unbelievable to me.
November 9, 2025 at 8:31 PM
Every Dem who votes to open the Government on <a promise to negotiate> deserves to be shot into the sun.
Snatching defeat from the jaws of victory.
Unbelievable to me.
Snatching defeat from the jaws of victory.
Unbelievable to me.
Dems are such wimps. Don't even know they are winning. Will always be losers until these boomers are voted out.
BREAKING: Deal to end government shutdown in reach
Deal to end government shutdown in reach
At least 10 Senate Democrats are expected to support a key procedural motion.
www.axios.com
November 9, 2025 at 8:27 PM
Dems are such wimps. Don't even know they are winning. Will always be losers until these boomers are voted out.
Reposted by iphawk
Reposted by iphawk
photos of Trump sleeping through yesterday's Oval Office event via Andrew Harnik of Getty
November 7, 2025 at 4:38 PM
photos of Trump sleeping through yesterday's Oval Office event via Andrew Harnik of Getty
Citrini Research put out a really good article about the Stargate Data Center project this morning (free).
I am in agreement on the natural gas angle.
www.citriniresearch.com/p/stargate-a...
I am in agreement on the natural gas angle.
www.citriniresearch.com/p/stargate-a...
Stargate: A Citrini Field Trip
Free Full Article for Citrini Subscribers
www.citriniresearch.com
November 7, 2025 at 4:42 PM
Citrini Research put out a really good article about the Stargate Data Center project this morning (free).
I am in agreement on the natural gas angle.
www.citriniresearch.com/p/stargate-a...
I am in agreement on the natural gas angle.
www.citriniresearch.com/p/stargate-a...
Market selloff this week might get Republicans and Trump to blink for negotiations with Dems.
November 7, 2025 at 4:26 PM
Market selloff this week might get Republicans and Trump to blink for negotiations with Dems.
Trump glitched and was doing a factory reset.
November 6, 2025 at 8:39 PM
Trump glitched and was doing a factory reset.
Reposted by iphawk
incredible photo that's definitely worth at least 1,000 words from Andrew Harnik of Getty
November 6, 2025 at 6:10 PM
incredible photo that's definitely worth at least 1,000 words from Andrew Harnik of Getty
JPM"s Eye on the Market is always very good. Today's was on media with a lot of data.
Bluey being the number one minutes viewed in 1H 2025, 25.1 billion minutes (my house is guilty). AI says that Bluey is worth $2B.
am.jpmorgan.com/content/dam/...
Bluey being the number one minutes viewed in 1H 2025, 25.1 billion minutes (my house is guilty). AI says that Bluey is worth $2B.
am.jpmorgan.com/content/dam/...
am.jpmorgan.com
November 5, 2025 at 8:13 PM
JPM"s Eye on the Market is always very good. Today's was on media with a lot of data.
Bluey being the number one minutes viewed in 1H 2025, 25.1 billion minutes (my house is guilty). AI says that Bluey is worth $2B.
am.jpmorgan.com/content/dam/...
Bluey being the number one minutes viewed in 1H 2025, 25.1 billion minutes (my house is guilty). AI says that Bluey is worth $2B.
am.jpmorgan.com/content/dam/...
Major skepticism on the tariffs and giving the Exec branch even more power.
Pleasantly surprised and the opinion should be very interesting.
Pleasantly surprised and the opinion should be very interesting.
Looking forward to the SCOTUS tariff hearing on Wednesday. I hope they affirm the lower courts decision and stop the Exec branch power grab.
A little worried they will kick the can & remand back to lower court, case shouldn't have been decided on summary judgment.
The circus goes on another year.
A little worried they will kick the can & remand back to lower court, case shouldn't have been decided on summary judgment.
The circus goes on another year.
November 5, 2025 at 4:36 PM
Major skepticism on the tariffs and giving the Exec branch even more power.
Pleasantly surprised and the opinion should be very interesting.
Pleasantly surprised and the opinion should be very interesting.
Will Trump / MAGA double down on crazy or Congresspeople / Senators backstab a lame duck 2nd term Trump?
I think we get a GoT Red Wedding at some point in the next 6 months.
I think we get a GoT Red Wedding at some point in the next 6 months.
“.. the shutdown was a big factor, negative for the Republicans,” Trump said during a breakfast with Senate Republicans ..”
@politico.com
www.politico.com/news/2025/11...
@politico.com
www.politico.com/news/2025/11...
November 5, 2025 at 3:04 PM
Will Trump / MAGA double down on crazy or Congresspeople / Senators backstab a lame duck 2nd term Trump?
I think we get a GoT Red Wedding at some point in the next 6 months.
I think we get a GoT Red Wedding at some point in the next 6 months.
Republicans just found out just how much people hate the Trump policies. A bunch will jump ship off the maga train and try to distance away as much as possible. MTG is just the first.
November 5, 2025 at 1:43 AM
Republicans just found out just how much people hate the Trump policies. A bunch will jump ship off the maga train and try to distance away as much as possible. MTG is just the first.
The revenge of woke should be funny.
November 5, 2025 at 1:27 AM
The revenge of woke should be funny.
Reposted by iphawk
🚨 Whatever the reason - if she is willing to oust these perpetrators, then good on her. 1/2 🤦🏻♀️
November 4, 2025 at 3:48 AM
🚨 Whatever the reason - if she is willing to oust these perpetrators, then good on her. 1/2 🤦🏻♀️
Dems can do the easiest thing to win.
'26 we are going to stop the MAGA nonsense.
'28 we are going to prosecute all of the crimes and claw back all of the grift, cash, stock, crypto gained. Shred all of the crazy Exec orders.
'26 we are going to stop the MAGA nonsense.
'28 we are going to prosecute all of the crimes and claw back all of the grift, cash, stock, crypto gained. Shred all of the crazy Exec orders.
November 4, 2025 at 5:02 PM
Dems can do the easiest thing to win.
'26 we are going to stop the MAGA nonsense.
'28 we are going to prosecute all of the crimes and claw back all of the grift, cash, stock, crypto gained. Shred all of the crazy Exec orders.
'26 we are going to stop the MAGA nonsense.
'28 we are going to prosecute all of the crimes and claw back all of the grift, cash, stock, crypto gained. Shred all of the crazy Exec orders.
Bitcoin back under $100k would be really funny. Kind of curious how much leverage remains in the system and how deep a waterfall could happen liquidating everyone that hasn't been done so already.
November 4, 2025 at 4:38 PM
Bitcoin back under $100k would be really funny. Kind of curious how much leverage remains in the system and how deep a waterfall could happen liquidating everyone that hasn't been done so already.
Good luck with that. Remember everyone that was moving to Canada after Trump was elected in 2016.
All talk.
All talk.
CLOSE TO 9% OF NEW YORKERS MAY LEAVE IF MAMDANI BECOMES MAYOR: POLL A J.L. Partners poll for the Daily Mail shows that 9% of New Yorkers—about 765,000 people—would “definitely” leave the city if Zohran Mamdani wins. Another 2.12 million residents say they would consider leaving
November 4, 2025 at 3:17 PM
Good luck with that. Remember everyone that was moving to Canada after Trump was elected in 2016.
All talk.
All talk.