Semperfinance's profile picture. USMC. Expeditionary. Infantry. Econ, Finance & Tech Geek. Captivated by ancient, artistic, econ, geopolitic. Opinions my own. Not advice.

Joshua Graeff

@Semperfinance

USMC. Expeditionary. Infantry. Econ, Finance & Tech Geek. Captivated by ancient, artistic, econ, geopolitic. Opinions my own. Not advice.

Joshua Graeff reposted

Coming soon to a country near you…

🚨@Porsche just bricked thousands of Russian-registered & internet-connected vehicles overnight. Engines dead. Electronics locked out. No warning. Speculation is that the German automaker acted on EU orders. Porsche isn’t denying it. Canadians should pay attention. In 2022,…

DonaldBestCA's tweet image. 🚨@Porsche just bricked thousands of Russian-registered & internet-connected vehicles overnight. Engines dead. Electronics locked out. No warning.

Speculation is that the German automaker acted on EU orders. Porsche isn’t denying it.

Canadians should pay attention.

In 2022,…


YUT YUT FOR 250 YEARS USMC. Shout out to the boys at FIGHTIN’ I CO 3/6. Fantastic work @MerrickDesign.

Semperfinance's tweet image. YUT YUT FOR 250 YEARS USMC. Shout out to the boys at FIGHTIN’ I CO 3/6. Fantastic work @MerrickDesign.

Joshua Graeff reposted

Brilliant article by @profplum99 - I don’t think this could have been articulated anyway possibly better. yesigiveafig.com/p/part-1-my-li…


Joshua Graeff reposted

Last month in our conversation with @sama, he predicted that most new datacenters will be powered by natural gas – at least for now. Natural gas has become a crazy story recently, as it's central to both AI and LNG, two huge capex builds with geopolitical implications. We asked…

a16z's tweet image. Last month in our conversation with @sama, he predicted that most new datacenters will be powered by natural gas – at least for now.

Natural gas has become a crazy story recently, as it's central to both AI and LNG, two huge capex builds with geopolitical implications.

We asked…

Joshua Graeff reposted

“You can always refinance later” Or not. Nearly HALF of mortgage refinance applicants were rejected in October!!!

Want to refinance your mortgage at a lower interest rate? Good luck! Rejection rate on these credit applications exploded in Oct to nearly 46% - almost half of those wanting to refinance were rejected, likely b/c they overpaid and have no equity...

RealEJAntoni's tweet image. Want to refinance your mortgage at a lower interest rate? Good luck! Rejection rate on these credit applications exploded in Oct to nearly 46% - almost half of those wanting to refinance were rejected, likely b/c they overpaid and have no equity...


Joshua Graeff reposted

Annual US corporate bankruptcy filings are on track to be the highest since 2010: S&P data. "Expect more of these 'isolated incidents' to occur, potentially in other sectors like software." spglobal.com/market-intelli…

lisaabramowicz1's tweet image. Annual US corporate bankruptcy filings are on track to be the highest since 2010: S&P data. "Expect more of these 'isolated incidents' to occur, potentially in other sectors like software." spglobal.com/market-intelli…

Joshua Graeff reposted

Nice work by @Johncomiskey77 featured in WSJ. Big home builders are keeping home prices inflated by offering buyers cheap mortgage rates, but it a lot of those buyers end up underwater from buying overpriced homes. wsj.com/economy/housin…


Joshua Graeff reposted

Apollo: Looking at annualized month-over-month growth rates shows that 55% of items in the CPI basket are growing faster than 3%

chigrl's tweet image. Apollo: Looking at annualized month-over-month growth rates shows that 55% of items in the CPI basket are growing faster than 3%

HASSETT: A 50-YEAR MORTGAGE COULD MAKE IT EASIER TO GET A HOME



Joshua Graeff reposted

Texas...again> $CVX Chevron Picks West Texas for First AI Data Center Power Project Chevron Corp. chose West Texas as the site of its first project to provide natural gas-fired power to a data center, the beginning of a new line of business for the oil giant to capitalize on…


Joshua Graeff reposted

The volume of US corporate bonds that've dropped from investment-grade to junk status has grown to $42 billion this year from $6 billion last yr: Barclays. The percentage of IG bonds on watch for downgrade to junk is nearing its highest level in a decade: Barclays, via @Bloomberg


Joshua Graeff reposted

JUST IN - Gerald R. Ford Carrier Strike Group ordered to deploy to the U.S. Southern Command area of responsibility.


Joshua Graeff reposted

In Bank of America's latest fund manager survey, 57% of respondents said "private equity/private credit" is the most likely source of a systemic credit event, the highest conviction on the source of such a disruption since 2022.

lisaabramowicz1's tweet image. In Bank of America's latest fund manager survey, 57% of respondents said "private equity/private credit" is the most likely source of a systemic credit event, the highest conviction on the source of such a disruption since 2022.

Joshua Graeff reposted

Countries are making strategic moves to reduce dependence on geopolitically sensitive materials Some countries are taking actions to preserve their preeminent positions in the global supply landscape. Recent years in particular have seen a trend of African nations imposing…

chigrl's tweet image. Countries are making strategic moves to reduce dependence on geopolitically sensitive materials 

Some countries are taking actions to preserve their preeminent positions in the global supply landscape. Recent years in particular have seen a trend of African nations imposing…

Joshua Graeff reposted

In 2025, Florida is projected to have highest annual cost of home insurance at $15,460, followed by Louisiana at $13,397 and Oklahoma at $8,369 per ⁦@insurify⁩ and ⁦@Quadrant⁩ ⁦@DataArbor

LizAnnSonders's tweet image. In 2025, Florida is projected to have highest annual cost of home insurance at $15,460, followed by Louisiana at $13,397 and Oklahoma at $8,369 per ⁦@insurify⁩ and ⁦@Quadrant⁩ 
⁦@DataArbor⁩

Joshua Graeff reposted

Oh look, 5 out of 4 economists were dead wrong about everything again

El Erian: "we are finding out producers can't pass through price increases" Say it... say it



Joshua Graeff reposted

BREAKING 🚨: U.S. Housing Market 39 of the Top 50 U.S. Metros have seen month-over-month housing price declines for the first time in history 🤯👀

Barchart's tweet image. BREAKING 🚨: U.S. Housing Market  

39 of the Top 50 U.S. Metros have seen month-over-month housing price declines for the first time in history 🤯👀

Joshua Graeff reposted

The number of workers on US payrolls will likely be revised down by 911,000, or 0.6%, in the year through March. That’s the largest markdown since at least 2000, and as a percentage of the workforce, is the most since 2009. Final figures are due next year. bloomberg.com/news/articles/…

lisaabramowicz1's tweet image. The number of workers on US payrolls will likely be revised down by 911,000, or 0.6%, in the year through March. That’s the largest markdown since at least 2000, and as a percentage of the workforce, is the most since 2009. Final figures are due next year. bloomberg.com/news/articles/…

Joshua Graeff reposted

As of August, ⁦@NFIB⁩ small businesses continued to see quality of labor as single most important issue, followed by taxes and inflation

LizAnnSonders's tweet image. As of August, ⁦@NFIB⁩ small businesses continued to see quality of labor as single most important issue, followed by taxes and inflation

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