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Ken Goodreau, CMT

@KenGoodreau

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TACO!

🚨 *TRUMP: WILL NOT IMPOSE FEB 1 TARIFFS DUE TO GREENLAND DEAL



Ken Goodreau, CMT reposted

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

KenGoodreau's tweet image. This has only happened one other time in history. 

% above 50 week 

$MU

Ken Goodreau, CMT reposted

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

KenGoodreau's tweet image. $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

Ken Goodreau, CMT reposted

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…

gilmoreport's tweet card. How Clement Ang Achieved 150%+ Returns in the US Investing Champion...

youtube.com

YouTube

How Clement Ang Achieved 150%+ Returns in the US Investing Champion...


Ken Goodreau, CMT reposted

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

rcwhalen's tweet image. 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

Ken Goodreau, CMT reposted

Whew US 30-year yield. You're not getting a cheaper mortgage

TheStalwart's tweet image. 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.

KenGoodreau's tweet image. $PLTR ADR is as tight as it has ever been.

Range expansion is coming, but that says nothing to direction.

Just an observation: $AMAT

KenGoodreau's tweet image. Just an observation:

$AMAT

Ken Goodreau, CMT reposted

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.

MikeBenzCyber's tweet image. 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.


Ken Goodreau, CMT reposted

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?

jonbrooks's tweet image. 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?


Ken Goodreau, CMT reposted

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.

charliebilello's tweet image. 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.

Ken Goodreau, CMT reposted

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.


Ken Goodreau, CMT reposted

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.


Ken Goodreau, CMT reposted

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…


Ken Goodreau, CMT reposted

Trashing @dbongino at Helium Comedy Club last Saturday night:


Ken Goodreau, CMT reposted

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.


Ken Goodreau, CMT reposted

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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