50 Shades of Truth
@marketrealist.bsky.social
In finance, illusion is data with better marketing.
It doesn't end there. Our wannabe Dictator also said the following:
"President Donald Trump said that he asked his counterpart Nayib Bukele if El Salvador could build more prisons to jail as many American criminals as possible — US citizens included."
www.bloomberg.com/news/article...
"President Donald Trump said that he asked his counterpart Nayib Bukele if El Salvador could build more prisons to jail as many American criminals as possible — US citizens included."
www.bloomberg.com/news/article...
April 14, 2025 at 7:44 PM
It doesn't end there. Our wannabe Dictator also said the following:
"President Donald Trump said that he asked his counterpart Nayib Bukele if El Salvador could build more prisons to jail as many American criminals as possible — US citizens included."
www.bloomberg.com/news/article...
"President Donald Trump said that he asked his counterpart Nayib Bukele if El Salvador could build more prisons to jail as many American criminals as possible — US citizens included."
www.bloomberg.com/news/article...
I wonder how long Musk will last in his new role as 'adviser' before the relationship between him & Trump's cabinet goes sideways?
www.nytimes.com/2025/03/07/u...
www.nytimes.com/2025/03/07/u...
March 10, 2025 at 11:16 AM
I wonder how long Musk will last in his new role as 'adviser' before the relationship between him & Trump's cabinet goes sideways?
www.nytimes.com/2025/03/07/u...
www.nytimes.com/2025/03/07/u...
Add this nugget to the mix....
March 7, 2025 at 4:12 PM
Add this nugget to the mix....
What the US economy needs is more tariffs....
March 7, 2025 at 4:02 PM
What the US economy needs is more tariffs....
Yeah, it’s called a recession—triggered by a sudden 3% drop in disposable income, which will force QE. Tariffs act like a regressive sales tax, hitting the lower 50% the hardest. And that 3% decline doesn’t even account for retaliatory tariffs yet. The fun is just beginning.
March 4, 2025 at 12:59 PM
Yeah, it’s called a recession—triggered by a sudden 3% drop in disposable income, which will force QE. Tariffs act like a regressive sales tax, hitting the lower 50% the hardest. And that 3% decline doesn’t even account for retaliatory tariffs yet. The fun is just beginning.
February 24, 2025 at 9:55 PM
Maybe someone (👀 Trump) wrote a check they're a$$ couldn't cash.
February 3, 2025 at 2:16 PM
Maybe someone (👀 Trump) wrote a check they're a$$ couldn't cash.
The stupidity of the Trump strategy denoted in one pic.
"In the 17th & 18th centuries mercantilists believed that a successful nation should export more than it imports and that the resulting trade surplus should be used to expand the nation’s treasure, primarily gold and silver."
"In the 17th & 18th centuries mercantilists believed that a successful nation should export more than it imports and that the resulting trade surplus should be used to expand the nation’s treasure, primarily gold and silver."
February 3, 2025 at 1:25 PM
The stupidity of the Trump strategy denoted in one pic.
"In the 17th & 18th centuries mercantilists believed that a successful nation should export more than it imports and that the resulting trade surplus should be used to expand the nation’s treasure, primarily gold and silver."
"In the 17th & 18th centuries mercantilists believed that a successful nation should export more than it imports and that the resulting trade surplus should be used to expand the nation’s treasure, primarily gold and silver."
Scott Bessent letter to investors regarding Trump 2nd term:
The Key Square view also posits that both political & market analysts are incorrect in their assessment of a Trump second term. It is likely that he would seek rejuvenation/redemption rather than revenge if elected this November.
WRONG
The Key Square view also posits that both political & market analysts are incorrect in their assessment of a Trump second term. It is likely that he would seek rejuvenation/redemption rather than revenge if elected this November.
WRONG
February 2, 2025 at 1:43 PM
Scott Bessent letter to investors regarding Trump 2nd term:
The Key Square view also posits that both political & market analysts are incorrect in their assessment of a Trump second term. It is likely that he would seek rejuvenation/redemption rather than revenge if elected this November.
WRONG
The Key Square view also posits that both political & market analysts are incorrect in their assessment of a Trump second term. It is likely that he would seek rejuvenation/redemption rather than revenge if elected this November.
WRONG
Future pullbacks could be 2- or even 3-times bigger than the 17% slump posted by Nvidia at the start of this week. "This is the beginning," Taleb told Bloomberg News in an interview after the close of markets on Monday. “The beginning of an adjustment of people to reality. #NVDA
January 28, 2025 at 1:28 PM
Future pullbacks could be 2- or even 3-times bigger than the 17% slump posted by Nvidia at the start of this week. "This is the beginning," Taleb told Bloomberg News in an interview after the close of markets on Monday. “The beginning of an adjustment of people to reality. #NVDA
Straight out of Project 2025:
*Reining in the Administrative State
*Aggressively using executive powers
*Challenging the notion of expert "independence"
*Hiring and promoting individuals aligned with the President's priorities - #Trump
*Reining in the Administrative State
*Aggressively using executive powers
*Challenging the notion of expert "independence"
*Hiring and promoting individuals aligned with the President's priorities - #Trump
January 25, 2025 at 5:34 PM
Straight out of Project 2025:
*Reining in the Administrative State
*Aggressively using executive powers
*Challenging the notion of expert "independence"
*Hiring and promoting individuals aligned with the President's priorities - #Trump
*Reining in the Administrative State
*Aggressively using executive powers
*Challenging the notion of expert "independence"
*Hiring and promoting individuals aligned with the President's priorities - #Trump
Straight out of Project 2025:
*Reining in the Administrative State
*Aggressively using executive powers
* Challenging the notion of expert "independence"
*Hiring and promoting individuals aligned with the President's priorities
*Combating "Wokeism"
*Removing DEI personnel and committees
*Reining in the Administrative State
*Aggressively using executive powers
* Challenging the notion of expert "independence"
*Hiring and promoting individuals aligned with the President's priorities
*Combating "Wokeism"
*Removing DEI personnel and committees
January 25, 2025 at 2:13 PM
Straight out of Project 2025:
*Reining in the Administrative State
*Aggressively using executive powers
* Challenging the notion of expert "independence"
*Hiring and promoting individuals aligned with the President's priorities
*Combating "Wokeism"
*Removing DEI personnel and committees
*Reining in the Administrative State
*Aggressively using executive powers
* Challenging the notion of expert "independence"
*Hiring and promoting individuals aligned with the President's priorities
*Combating "Wokeism"
*Removing DEI personnel and committees
Challenging times for the housing industry & patience is key for those looking to sell.
January 24, 2025 at 9:41 PM
Challenging times for the housing industry & patience is key for those looking to sell.
Struggling to reconcile these numbers:
Milk +7.3%, Butter -2.2%. Same cow, different story? 😂
#foodinflation #Inflation
Milk +7.3%, Butter -2.2%. Same cow, different story? 😂
#foodinflation #Inflation
January 15, 2025 at 3:53 PM
Struggling to reconcile these numbers:
Milk +7.3%, Butter -2.2%. Same cow, different story? 😂
#foodinflation #Inflation
Milk +7.3%, Butter -2.2%. Same cow, different story? 😂
#foodinflation #Inflation
Updated estimates from @accuweather.com increased to $250 billion and $275 billion, up from $135 billion to $150 billion in losses, making it one of the costliest natural disasters on record. Insurers are taking a hit: #MCY, #ALL, #CB, & #TRV could face substantial losses.
January 13, 2025 at 1:58 PM
Updated estimates from @accuweather.com increased to $250 billion and $275 billion, up from $135 billion to $150 billion in losses, making it one of the costliest natural disasters on record. Insurers are taking a hit: #MCY, #ALL, #CB, & #TRV could face substantial losses.
FWIW. With 30-YR yields now at 4.97%, the higher discount rate for valuing FCF pressures equity valuations, especially in tech. This dynamic is prompting investors to rotate into value sectors like energy, utilities, & financials.
I own #ARLP, #BA, #CNQ, #SU
30-day #SPX chart #QQQ
👀 on #Earnings
I own #ARLP, #BA, #CNQ, #SU
30-day #SPX chart #QQQ
👀 on #Earnings
January 11, 2025 at 2:05 PM
Auto & home insurance rates, along with home building costs, continue to climb as the fires rage on. Not to be insensitive, but we’ll all feel the aftereffects (#inflation) of this heartbreaking tragedy in some way. Thoughts are with those directly affected. @bloomberg.com
January 9, 2025 at 6:14 PM
Auto & home insurance rates, along with home building costs, continue to climb as the fires rage on. Not to be insensitive, but we’ll all feel the aftereffects (#inflation) of this heartbreaking tragedy in some way. Thoughts are with those directly affected. @bloomberg.com
WSJ Losses May Top 200,000 as AI Replaces Roles.
60% of banks reporting foresee job losses exceeding 5% of their current headcount. Back office, middle office and operations are likely to be most at risk, according to Tomasz Noetzel, the BI senior analyst who wrote the report.
60% of banks reporting foresee job losses exceeding 5% of their current headcount. Back office, middle office and operations are likely to be most at risk, according to Tomasz Noetzel, the BI senior analyst who wrote the report.
January 9, 2025 at 1:46 PM
WSJ Losses May Top 200,000 as AI Replaces Roles.
60% of banks reporting foresee job losses exceeding 5% of their current headcount. Back office, middle office and operations are likely to be most at risk, according to Tomasz Noetzel, the BI senior analyst who wrote the report.
60% of banks reporting foresee job losses exceeding 5% of their current headcount. Back office, middle office and operations are likely to be most at risk, according to Tomasz Noetzel, the BI senior analyst who wrote the report.
#DE aims to make crop farming autonomous by 2030 & earn about 10% of revenue from sources such as subscriptions that help enable the operation of machines without a driver hoping to improve profits as a downturn in agriculture has made it difficult for farmers to buy new tractors.
January 6, 2025 at 7:23 PM
#DE aims to make crop farming autonomous by 2030 & earn about 10% of revenue from sources such as subscriptions that help enable the operation of machines without a driver hoping to improve profits as a downturn in agriculture has made it difficult for farmers to buy new tractors.
According to #BOA analysis, the US markets ended the year with negative closes in consecutive years: 1927 & 1928, 1935 & 1936, and 1954 & 1955. Below are the returns experienced the following year: What do you think this historical pattern suggests for the future? #SPX #QQQ
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January 1, 2025 at 2:25 PM
The U.S. market is at its highest valuation relative to the rest of the world on forward earnings since at least 1988, when data collection began. $MSCI $SPX, there should be a U.S. premium. $MSCI $SPX
December 6, 2024 at 1:09 PM
The U.S. market is at its highest valuation relative to the rest of the world on forward earnings since at least 1988, when data collection began. $MSCI $SPX, there should be a U.S. premium. $MSCI $SPX