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TACO!
🚨 *TRUMP: WILL NOT IMPOSE FEB 1 TARIFFS DUE TO GREENLAND DEAL
BREAKING: US Pending Home Sales unexpectedly fall -9.3% month-over-month, far worse than the -0.3% expected decline. This marks the largest decline since the pandemic in 2020.
Unpopular opinion. Trump hopes they shoot it down. Then he can blame all the economic issues on them. #TimeStamp
USTR GREER: IF SUPREME COURT RULES AGAINST TRUMP'S TARIFFS, WOULD BE HUGELY PROBLEMATIC
This has only happened one other time in history. % above 50 week $MU
After we elect a Democratic Socialist president in a landslide in 2028, pundits will blame Trump for single-handedly destroying the Republican Party. But the real blame will fall on the ass-kissing Republicans in the Trump Administration, Congress, and the media who enabled him.
$JPM is the "TELL'' in my opinion. The exposure to global macro bond market issues we will not know, but big holders will. I'm also watching Private Equity names like $APO and $BX
Heartfelt congratulations to the 2025 U.S. Investing Champion, Clement Ang, who is also a member of the OWL Community. It is stuff like this that makes me feel useful as a human being at this stage of my career. I am deeply humbled. youtube.com/watch?v=zw96qk…
youtube.com
YouTube
How Clement Ang Achieved 150%+ Returns in the US Investing Champion...
Mortgage rates (set by lenders) been falling over the past year, but bond market jumps when @USTreasury does a refunding. #Secondary yields rise a quarter point. Has nothing to do with the FOMC @pulte @POTUS #FRED @RickSantelli t
Whew US 30-year yield. You're not getting a cheaper mortgage
$PLTR ADR is as tight as it has ever been. Range expansion is coming, but that says nothing to direction.
These REPUBLICANS are THE REAL SWAMP! VOTE THEM OUT in the PRIMARIES… ALL OF THESE BUMS that voted AGAINST the WILL of the AMERICAN PEOPLE 👇🇺🇸
81 Republicans just voted to fund NED. So did every single Democrat. If Republicans voted in block like Democrats, NED would be defunded now. But the blocker, as I've said so many times, is not Democrats. If it was, all these things could be fixed. It's the Blob side of the GOP.
This is literally the question of the decade as the last of the Boomers retire in 2029.
Boomers own 28% of large homes. Millennials with kids own just 14%. Boomers won’t sell because prices are too high. Millennials can’t buy because prices are too high. This is the housing freeze. Who breaks first?
Monetary policy should be on hold until the 12% additional inflation we've had since January 2020 above the 2% trendline is erased. There's no point in having an inflation target if you're not going to adhere to it. The Fed should not be cutting rates at all this year.
It’s widely acknowledged that there’s an affordability crisis in the U.S. The only real point of contention is who’s to blame. Yet the Fed insists that its mandate is to add to the problem by ensuring that already unaffordable prices continue to rise by at least 2% per year.
BREAKING: November PPI inflation rises to 3.0%, above expectations of 2.7%. Core PPI inflation rises to 3.0%, above expectations of 2.7%. PPI inflation is now up to its highest level since July 2025. The Fed will PAUSE rate cuts in 2 weeks.
Rand Paul just revealed he’s working with RFK Jr. to prosecute Fauci. But Trump’s DOJ is ignoring him and refusing to bring charges. “It doesn’t happen unless the Trump Justice Department will do something.” “I can’t get them to do anything.” “I’ve been working with Bobby…
Trashing @dbongino at Helium Comedy Club last Saturday night:
The presidential power being usurped by Trump will soon be wielded by a radical left-wing Democrat. The economic collapse that precious metals are foretelling will destroy the public’s perception of capitalism. Republican socialism is bad; Democratic socialism will be much worse.
JPMORGAN CFO SAYS CAP ON INTEREST RATES ON CREDIT CARDS "WILL BE VERY BAD FOR CONSUMERS" Translation: cap on credit card interest rates will be very bad for JPMorgan
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