Eventually Consistent Capital @EventuallyCC
🔭α "Not hyperactivity but a hell of a lot of patience. You stuck to your principles and when opportunities came along, you pounced on them with vigor." -C.M. on the outside, I'm looking in Joined September 2022-
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🇯🇵 An horrible 20-year JGB auction today tailed the most since 1987, showing that investors require a higher yield to buy JGBs. Rising JGB yields threaten bonds worldwide, so we see EU and US sovereign yields accelerating their rise this morning. @saxobank @SaxoUK
"Breaking a delivery habit is an easy way for budget-conscious consumers to cut back on restaurant spending" " $UBER and $DASH haven't reported the same weakness in their food delivery sales." --Yet 😈 "Only Grubhub reported shrinking order vol in N Amer for 1st half of the yr"
"Breaking a delivery habit is an easy way for budget-conscious consumers to cut back on restaurant spending" " $UBER and $DASH haven't reported the same weakness in their food delivery sales." --Yet 😈 "Only Grubhub reported shrinking order vol in N Amer for 1st half of the yr" https://t.co/uPsVRL4QGQ
2022’s market had little to do with what drove past bear markets (e.g., 00-02, 07-09, 10-91, 81, etc.). Those were due to jobs (recessions). 2022 was mainly about inflation. Comparing current market to recession-period bear market rallies is 🍎 and 🍊IMO. #macro 🧵
2022’s market had little to do with what drove past bear markets (e.g., 00-02, 07-09, 10-91, 81, etc.). Those were due to jobs (recessions). 2022 was mainly about inflation. Comparing current market to recession-period bear market rallies is 🍎 and 🍊IMO. #macro 🧵
Looks like major Seasonal Adjustment monkey biz in Retail Sales. The Auto seasonal assumption this July called for a -2.6%m/m decline, vs. expectations of a 0.7%m/m gain on average of the last 3 Julys. But, hey, nothing to see here folks! Meanwhile, by way of reminder, here's…
This was the most important chart from our last Weekly Update. Leading Indicators are falling faster than normal post-10YR3M inversion. Coincident data is following *roughly* the average path so far (slightly weaker). Will Coincident data hang on for another two quarters?
Rick Bomstein @BomsteinRickv
125 Followers 4K Following Took the red pill. BTW this is purely a Matrix reference. Get your mind out of the gutter. Rick Bomstein does not exist.
Nick Crocker @Nikolai11
203 Followers 2K Following
Peruvian Bull @LongA_lfred842
176 Followers 1K Following analyst @ PE fintech. finance & macro economics. the Dollar Endgame book: https://t.co/dy3PiHfoee $GME #BTC$
Max @GuldenZeepaert
35 Followers 132 Following
VIP PREMIUM SIGNAL FX.. @premium_vi68461
1 Followers 32 Following
Zeno @ZenoInvestor
846 Followers 2K Following Fellow kitty 🐈⬛ (private account of @ZenoInvestor) Deep Value, Inflections, Macro, Commodities & Event Driven
Chris Arnold @SugarHBear
72 Followers 27 Following
Ed Auxier @therancherguy
45 Followers 886 Following
The Kinderhook Analys.. @OldKinderhook
462 Followers 439 Following a healthy dose of skepticism. this is not investment advice. do your own research.
JOSEBA MARKEL BENGOEC.. @joseba_markel
44 Followers 206 Following
Manny Ramirez @ERamirez21
31 Followers 304 Following
Blake&Novalis @BlakeNovalis
110 Followers 4K Following Medicine/HaaS, inside and out. It is all rotten. As for finance, I have perfected the art of loosing gracelessly so best not follow me.
Mark Taylor @tall_tayls
153 Followers 1K Following Some news, my views - definitely not advice. Always hungry, always cynical and often curmudgeonly.
Krishna @krishnav14
9 Followers 30 Following
Cpt. CJ @der_Pino1
2 Followers 178 Following
Jesse @Jesse_McMurry
129 Followers 270 Following Husband, Father of 3, Veteran, and Landlord. Stocks, Real Estate, Cars, and Miami Dolphins.
Charles García @CharlesJG88
55 Followers 532 Following
Goldfinger @188centimeter
2 Followers 71 Following
Rbbeane @rbbeane9
21 Followers 767 Following
chucksherwin @chucksherwin1
332 Followers 4K Following
Emanuel @Emanuel60646291
85 Followers 388 Following
SSKG @StunningStar9
74 Followers 501 Following
Holmes1618 @Holmes1618
773 Followers 4K Following A lifelong learner and eternal optimist. Investing by day, self-medicating by night.
Uber robbed you! MUG! @AppFraud
2K Followers 581 Following Subsidies are over! Use a English licensed taxi instead of exploiting immigrants on foreign apps. Enjoy Ubereats scams as well! Thick people were warned!!
GuangyeHyman @guangyerenjie
33 Followers 172 Following Independence and freedom, republicanism and benevolence
SanskritRay @SanskritRay
14 Followers 494 Following
Market Drivers @drivers_market
91 Followers 5K Following
GFCapital @GFCapital113919
17 Followers 52 Following
Jack linford @Linfo58899
47 Followers 93 Following
matt moran @mattmor49892266
4 Followers 2K Following
Joaquín Álvarez Sua.. @lajoyitaalvarez
115 Followers 1K Following
Thom "Toll Road" Till.. @TommyTollRoads
159 Followers 2K Following My goal in life is to improve public transit in CLT, NC. My goal this yr is a crosswalk with red light signal on Central Ave b/w Kilborne & Rosehaven
don't know much @DrM41333864
66 Followers 41 Following
JC @JimmyChangNYC
71 Followers 964 Following
Robbin🐂🔗🧩Ló.. @Robbin_Lo_
455 Followers 2K Following Degen? sagacious, https://t.co/w4SQHhlNuy, Wellness & Research, $AUTISM, $OX (Feb23), $LINK, $ONDO, USD$, $BTC -dApp- homeschooler of Montessori
The Deflation Times @deflationtimes
889 Followers 2K Following Tracking the cultural, political, financial, and economic unfoldment of deflation.
Tomek @auto_patron
500 Followers 5K Following
octo75 @octo75_5
275 Followers 856 Following
Well Armed Lamb @WellLamb
89 Followers 112 Following Proud American. Commercial Pilot. Live not by lies. MAGA.
aazan @aazanhabibCMT
409 Followers 4K Following
john chew @johnchew5
97 Followers 301 Following
deerich @deerich101
1K Followers 50 Following Seasoned Investor — Family Office Opinions are not investment advice
Bag Holder @BagholderQuotes
44K Followers 641 Following You don't loose if you don't sell. A satire, parody, and humor account. A silly thing. We all hold bags so let’s at least have some fun with it.
Kantro @MichaelKantro
86K Followers 807 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
@teslaownersSV Block is a critically important tool to prevent users from harassing, abusing and spamming you and people who follow you and engage with posts.
@teslaownersSV First, they are not the same. If I mute YOU, I won't see what you post. But you can still see me, comment on my stuff, harass me, etc. If I block YOU, then YOU cannot see or interact with Me. This makes ME safer from people who target, follow, harass, etc. It's not the same thing…
@teslaownersSV -Harassment -Avoiding negative energy -Not wanting to see the comment they post because others you follow reshare it -Not wanting to interact with them anymore -We broke up -They fired me under false pretenses -Spam posts like giveaways and scams -They share any politics
@teslaownersSV Some people don’t want to be obsessively stalked by psychopaths.
@teslaownersSV Muting just means I don’t see what they post. Blocking means they can’t interact with my content at all. Big difference.
@teslaownersSV Yes. Ongoing threats that twitter refuses to deal with
@teslaownersSV Yes. Block lets people know they’re blocked and prevents them from seeing my posts. I block people I don’t want to ever interact with in any way. Mute is for people I just don’t want to see their posts, but I don’t want them to know. I use mute temporarily sometimes.
@teslaownersSV I mute individuals who refuse to develop their argumentation. If I give solid arguments and they still follow reliefs over truths, I don’t need them on my feed. My day is kept organised enough when I don’t need to repeat my points much. I block extremists.
@teslaownersSV There are toxic people on this platform that users simply don't want in their replies. Block is a critical peace of mind issue for many people because it generally gets the cyber stalkers to move on.
@teslaownersSV Ask @elonmusk 👇
@teslaownersSV Unnecessary when X the artist formerly known as Twitter will just tombstone your content.
@teslaownersSV If you have to ask such a question I would have to block you
@teslaownersSV when you mute someone they can still respond and slander you without you knowing. bigger users can also quote tweet you and then get their followers to spam you. when you block none of that can happen
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@elonmusk @teslaownersSV *Making every bad decision ever* Elon:
The guy who owns this site is really a special kind of fucking moron. I'm @StanphylCapital on Threads. I haven't tweeted there yet but if a few more "breaking news" accounts move there, I will now that Tweetdeck's no longer free, because I won't pay that motherfucker a penny.
XCORP, FORMERLY TWITTER, TO REMOVE 'BLOCK' FEATURE EXCEPT FOR DIRECT MESSAGES, SAYS OWNER ELON MUSK
Of the 153.2M X accounts following Musk around 42% of Musk's followers have 0 followers.. Just over 72% users following Musk have less than 10 followers. When it comes to content creation on the platform, more than 62.5M Musk followers have 0 tweets. mashable.com/article/elon-m…
1/ This gem from Larry Hite interview in Market Wizards In any situation or game, you can define a positional advantage for any player—even the weakest one. In trading, you can define three categories of players: the trade, the floor, and the speculator.
Housing Affordability Index from NAR fell in 2Q to its lowest/worst on record
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