Talkot
@Talkot
Bond geek that utilizes equity investments to express interest rate and macroeconomic inefficiencies. Still enjoys a good high risk venture investment as well.
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“You can avoid reality, but you can’t avoid the consequences of avoiding reality”—-Ayn Rand
Governor Newsom finally telling the truth: (Parody) x.com/carldemaio/sta…
WATCH & SHARE: Gavin Newsom’s 2026 CA State of the State Address (Parody)
$FNKO is moving today due to the #SCOTUS ruling on tariffs tomorrow. While important, I think it only makes the investment more compelling if there is some tariff relief. The big news will be rolling debt on the balance sheet and we should get that answer soon. Still long and…
Max Planck's 1944 speech in Florence, Italy ✍️
Second generation CA resident and finding out the massive fraud and wastefulness is sad.
Why does California need a wealth tax? To fund the massive fraud. Red states like Texas and Florida don’t even have income taxes. Democrats steal everything, then blame job creators for their “greed.”
California will be bankrupt by 2030. If you’re expecting a state pension, it is at risk. If you don’t believe it, check Grok or Gemini and explore how California politicians changed the reporting rules on your pension so they could hide how underwater it is. The middle…
BREAKING - A 92-page report by the California State Auditor has found that over $70 billion in taxpayer funds have been lost, including $2.5 billion in SNAP fraud, $24 billion on fighting homelessness, and $18 billion for a high-speed rail where not a single track has been laid.
Howard Marks: "When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE!"
Birthright Citizenship must end. It was meant for former slaves in the 1860s. It clearly doesn’t work in the modern world when people from around the globe can cross oceans in hours and produce American citizens. We are being abused.
Milton Friedman says inflation is like alcoholism: "In both cases, when you start drinking or when you start printing too much money, the good effects come first, the bad effects only come later. That's why... there's a strong temptation to overdo it."
Worth a read!!
A Quiet Warning from the 2 Year Treasury When you look at the 2 year Treasury, you’re basically looking at the market’s best guess about where the Fed will need to take policy over the next couple of years. It isn’t a sentiment indicator, and it isn’t reacting to headlines the…
Truth is getting harder to uncover. Believing anything on face value doesn’t exist. Very sad media state.
As usual, this is fake news from @Reuters. President Trump was given a mandate by the American people to modernize the federal government and reduce waste, fraud and abuse. Just last week, DOGE terminated 78 wasteful contracts and saved taxpayers $335M. We’ll be back in a few…
Perspective!!!
“Every concession to factual error merely creates more unrealizable expectations.” — Friedrich Hayek
$BItcoin market is being reminded that leverage works both ways! Could have a domino effect to all the markets.
Strategy Isn’t in S&P 500. Now It Could Get Kicked Out of Other Indexes. trib.al/SGwXkFW
$HD et al shows that the consumer is getting squeezed by the cost of living. Lower interest rates will be of little help given that spreads are widening and credit availability is decreasing. Like an anaconda, the inability to refi/rollover debt will make life difficult.
In Private Credit land, loans marked at 100 one day can be “revalued” at ZERO a few weeks later after the borrower declares bankruptcy. Case in point: Renovo Home Partners. Remember: there is never just one cockroach.
United States Trends
- 1. Peralta N/A
- 2. Brewers N/A
- 3. Mets N/A
- 4. Hathaway N/A
- 5. #AEWDynamite N/A
- 6. Sproat N/A
- 7. Sproat N/A
- 8. #TusksUp N/A
- 9. Tobias Myers N/A
- 10. Fredo N/A
- 11. Cyraxx N/A
- 12. David Stearns N/A
- 13. Dostal N/A
- 14. Clayton Keller N/A
- 15. Ajay Mitchell N/A
- 16. Speedway N/A
- 17. #SistasOnBET N/A
- 18. #TheMaskedSinger N/A
- 19. Milwaukee N/A
- 20. Cuomo N/A
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