🔥
@hyperconvexity
Margin, PE, Vol 🗜 / Wait for the Fed to over-tighten, Un-inversion is the 🪧 / 👀 Neon 🦢 / 🇨🇦🛢⛽️ / 💭:🖍, 🍋, 🏋🏼♂️⚙️, 🥐🌊🦍👸🏼🦥🐠🏔 / #PTI 🏏
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How the fuck does Trump come off sounding like the reasonable one here…
BREAKING: Trump says there isn't enough talent in the US. Trump: You have to bring in talent. Reporter: We have plenty of talented people here. Trump: No you don’t... you don't have certain talents.
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With 81% of companies reported, S&P 500 operating earnings are up 24% YoY, the 11th straight positive quarter and highest growth rate since Q4 2021. $SPX Video: youtube.com/watch?v=fDeykb…
“The use of the word genocide is effectively banned, and any contributor who uses this word is immediately shut down.” A BBC journalist told me this during my investigation for @declassifiedUK. That’s what should have triggered resignations. declassifieduk.org/battle-for-the…
Israeli settlers are attacking Palestinians daily across the West Bank, protected and assisted by the military and authorities: shooting, beating and threatening residents, throwing stones, torching fields, destroying trees and crops, stealing produce, blocking roads, invading…
I guess people won’t need those Grocery IDs after all… 🙄
Trump officials say that there is no affordability crisis, per Axios.
DNC tools want to get people sucked back into that branch of the genocidal duopoly rather than build independent structures. If you don’t see this, please get out of politics. If you do see it, help with things like VotePact.org
🚨BREAKING: Rep. Ro Khanna has a message to hopeless Democrats: “This is your party, take it over... The establishment has never been weaker. This is the time: raise your hand, run for office, run for Congress, run for the city council, run for mayor. And if you don't wanna…
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No kidding. How long have we been warning people of the AI accounting gymnastics being done?? “…Galloway, speaking on his Prof G Markets podcast, characterized the current market reliance on AI as precarious, noting AI has been responsible for 80% of the stock market returns…
News flash: there are many well-educated, successful professionals who support free buses in New York City 🖤 imagine wanting the world to be better for other people not just yourself
NEW: This the $2.5 mil, 4,316-square-foot family home of Lina Maliha Khan, the ethnic-Pakistani socialist who's leading Zohran Mamdani's transition team. Her corporate exec parents sent her to Yale. Now she hates capitalism and is pushing socialism on all New Yorkers.
He’s probably not wrong… 🤔
Colombia President Petro: "A clan of pedophiles wants to destroy our democracy. To keep Epstein's list from coming out, they send warships to kill fishermen and threaten our neighbor with invasion for their oil. They want to turn the region into another Lybia, full of slaves."
Can I just get an upgraded version of the iPhone 11 Pro? Same form factor 🥺
So housing is already becoming less unaffordable? lol No matter what class of supply, housing density will be a factor in improving affordability. I’m guessing “luxury” residential isn’t be the most dense.
New “luxury apartments” are good #actually and reduce prices across the whole spectrum while allowing builders to make money selling a high margin product to rich people who grow your tax base
Perfect distillation of the past two years: Israeli politicians (not just Netanyahu) seek the execution of Palestinians (imprisoned without due process—AKA hostages). Officials celebrate the barbarity with sweets. All during a "ceasefire." And not a whisper from mainstream media.
Psychopathic Israeli minister Ben-Gvir hands out sweets after Israeli Knesset approves first reading of new bill legalizing the execution of Palestinian detainees. Palestinian detainees are already being killed at alarming rates, this bill opens the way for a wave of mass…
🥊: 🐂
The recurring macro theme is straightforward. The current administration clearly believes it can grow its way out of the debt problem. I have no idea if that will actually work, and if I had to guess, I would say it will not. But there is no doubt they will try, and if they are…
💭 Private vs Public… 🤔
Let’s get this straight. Last week, the ADP told us that private sector employment rebounded +42k in October and today notified us that employment declined an average of -11k per week through to October 25th. Well, which number are we supposed to believe?
Of course he his. Different donor base tho…
It’s not an Iron Condor - you can be wrong on both sides. Jupiter joined the party, too.
if you're choosing between Mercury in retrograde and a 50-day moving average crossover, you're basically asking whether you want to be wrong because of the stars or wrong because of lines some guy drew on a chart in 1987
They know the AIs are listening… 👀
Company executives have mentioned “economic slowdown” and synonyms at the slowest pace since 2007 on sales, guidance and earnings calls tracked by Bloomberg. bloomberg.com/news/articles/…
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