Oldstyle @NapsCS

Windy City, IL. Chongqing cn Joined February 2018

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Tier1 Alpha @t1alpha

21 hours ago

That's one small step for a man... One giant leap for Elons bank account. $SPCX

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hello82 PRESENTS @hello82PRESENTS

a week ago

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Hedgeye @Hedgeye

2 weeks ago

The top 0.1% of Americans hold 14% of the country’s household wealth

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FoFty @FoFtyTrader

2 weeks ago

what this is telling you is that the consumer - much like the govt's - has been draining reserves to keep things afloat. except instead of draining oil reserves, the consumer is draining their savings account at the bank as such, i have updated my analysis that we will not just have one toilet paper event, but now two toilet paper events: 1. oil market 2. consumer spending (e.g. 70% of the economy)

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Hedgeye @Hedgeye

a month ago

The U.S. Dollar has lost 30% of its purchasing power over the last six years

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Hedgeye @Hedgeye

3 weeks ago

Over three-quarters of Americans think economic conditions are getting worse

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Oldstyle @NapsCS

4 weeks ago

@WallStreetApes Her choice

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Santiago Capital @SantiagoAuFund

4 weeks ago

The difference between a Closed Market and Open Markets #IYKYK #ButManyDoNotKnow

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Hedgeye @Hedgeye

a month ago

401(k) flows are slowing: Every two weeks, paychecks pour billions into 401(k)s, IRAs, and managed accounts. That cash buys index funds, index funds buy the stocks, the index rises, and rising prices attract more cash. A positive feedback loop on the way up. In reverse, redemptions force selling, the index drops, more redemptions follow. The down phase is faster and more violent than the up phase, and monthly inflows just stalled at $82B. 11,200 Americans hit 65 every single day, and the class of 2026 is the third weak grad cohort in a row. With low productivity young-adults on the sidelines and low productivity Boomers retiring, less inflows makes sense. Cleaner numbers are set to print on June 2. Watch the 401(k) flows.

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Hedgeye @Hedgeye

a month ago

JUST IN: Applicants per job posting have tripled since 2019

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Oldstyle @NapsCS

a month ago

@unusual_whales No such thing

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Lance Roberts @LanceRoberts

a month ago

One thing we are watching closely, because it will eventually show up in both economic and earnings data, is the ongoing decline of real disposable incomes.

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Christian B. Drake @HedgeyeUSA

a month ago

@RPKent @Hedgeye @KeithMcCullough Oil → Higher Highs Crack Spreads → High Highs Oil + Oil on its way to becoming “other stuff” = increasingly expensive “Other stuff’ gets more expensive Oil & “other stuff” = CPI Completely Unpredictable!

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Financelot @FinanceLancelot

2 months ago

A Dollar shortage + oil shortage isn't supposed to be possible. The demand for oil is inversely correlated to the value of the Dollar. Under normal supply situations, the higher the Dollar the less oil nations can afford, which reduces demand. What's different this time is there's an engineered supply shock to global oil, but not in the U.S. As nations are starved of oil, their economies slow. Their ability to sell goods to the U.S. declines, which means they receive less Dollars that they need to service their debt. At the same time, the U.S. is still open for business, exporting oil for Dollars, which sucks Dollars back into the U.S. The more the U.S. exports, the less Dollars are in circulation for the rest of the world, raising the value of the Dollar when there's an oil shortage. Again, the Dollar & Oil going up at the same time isn't supposed to be possible, but that's exactly what's about to happen. This leads to a massive disruption in the global debt market, which tightens loan supply, reducing the ability to get Dollars, increasing the risk of defaults while forcing nations to sell their U.S. Dollar denominated assets below face value. e.g. U.S. treasuries

Financelot @FinanceLancelot

2 months ago

Correct again @richimedhurst. The goal here is starve China of oil and Dollars, while destroying their Belt & Road initiative. China has 4 months of oil reserves + Russian pipelines, so this Iran blockade could last 6 months or longer if China doesn't make a deal. This oil

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Ronnie Stoeferle @RonStoeferle

2 months ago

Nice chart by @BrookingsInst

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Financelot @FinanceLancelot

2 months ago

According to the University of Michigan data, consumer sentiment is now at the worst level it has ever been since 1952. It's worse than the depths of the 2008 and 1980s crises. What happens when things get really bad? Will there be riots on the streets?

Financelot @FinanceLancelot

2 months ago

The S&P 500 daily performance on the final day of the quarter (March 31) closed at the highest % since September 2008 Remember, March 31 was the bottom of the pullback, so if we hadn't had that 2026 would have exceeded 2008. HT @bespokeinvest

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Santiago Capital @SantiagoAuFund

2 months ago

One of the reasons we keep getting mixed messages regarding Iran is bc Iran’s leadership was decentralized as a strategic defense. It’s worked to some extent. But it also means they don’t have a unified message and are arguing internally. Classic Byzantine Generals Problem.

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Lyn Alden @LynAldenContact

2 months ago

@MarioNawfal He's on tape bragging about grabbing women by the pussy. He's been found liable in court for sexual abuse. He publicly paid off a stripper. Epstein called him his closest friend and currently Trump protects the Epstein files. By no accounts is he a man of faith.

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Financelot @FinanceLancelot

2 months ago

This is going to be the greatest TACO of all time! 🤣

Financelot @FinanceLancelot

2 months ago

Consolidation day 4 of 4 complete. If the Mar 2025 pattern is repeating, then markets should have a big jump tomorrow. What's the narrative? The gap up is perfectly timed for Trump's Apr 7 TACO deadline. Markets should peak Apr 10, then the chaos begins... What's the trigger?