SCC_trader
@scctrader
Macro trading of global markets. Former investment banker, hedge fund CIO. The ideas are mine, form your own.
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Pretty sure Mueller could sort much of this out. I feel he has been strangely silent. US politics is going to get murky between now and November. If he cannot win, DJT is gonna burn the village down on the way out.
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Where is America headed? His accomplice is in jail for 11 years, he says he was dating a 17 year old that he was paying and yet this is ok behaviour?
Giving funds to someone you are dating - that they didn’t ask for - and that isn’t “charged” for sex is now prostitution?!? There is a reason they did this to me in a Christmas Eve-Eve report and not in a courtroom of any kind where I could present evidence and challenge…
He usually loses in court to the SEC so take it to public opinion on his app to garner support.
As a former arbitrageur, this is gambling. It’s not an arb, it’s a pair trade with enormous potential downside.
You were literally pardoned by Trump.
“No one is above the law—except my son Hunter!”
Powell: “We are moving policy over time to a more neutral setting. But the path for getting there is not preset…. The economy is not sending any signals that we need to be in a hurry to lower rates. The strength we are currently seeing in the economy gives us the ability to…
ANOTHER day where we're seeing a late-day fade? Why? I've been saying: 1. The "Trump Trade" has gone very far in a short period of time 2. The incoming administration is risking an "own goal" by not throwing bond market a bone. Plan/trade accordingly! x.com/RealMikeLarson…
To expand on this, the incoming administration will need to demonstrate SOME semblance of fiscal discipline/throw a bone to the bond market soon. Otherwise, we get an "own goal" where stocks start rolling over IMO
Ratio of Emerging Markets to US Equities is at a 25-year low. Back to March 1999 levels. bilello.blog/newsletter
BREAKING: The first ballot for Senate leader is over, and Sen. Rick Scott did not receive enough votes to make it to the next round. The two remaining senators are John Thune and John Cornyn.
While October CPI inflation is at 2.6%, inflation is much higher in many basic necessities: 1. Car Insurance Inflation: 14.0% 2. Transportation Inflation: 8.2% 3. Car Repair Inflation: 5.8% 4. Homeowner Inflation: 5.2% 5. Rent Inflation: 4.6% 6. Electricity Inflation: 4.5% 7.…
I keep seeing the chart float around of 23 million government employees, as though that's directly cuttable by the new Department of Government Efficiency. Keep in mind that 3 million of those are listed as federal and the other 20+ million are state/local. A thread. 🧵
The two major explanations being put forward by analysts for today’s move up in US bond yields are not mutually exclusive: Talk of actual and possible appointments to the President-Elect’s Administration who favor the use of tariffs as a national security tool and not just an…
Making millions of government employees unemployed shouldn’t be about the merch.
Dear MAGA, I know many of you are upset at Trump's pro-war picks. You expected him to be anti-war. I hate to tell you but your favorite 'independent media' hosts were lying to you the entire time. Here's Trump's 1st term foreign policy: - increased drone strikes 432% - 2,243…
"Generals always fight the last war." The Fed messed up by trying to play 1979 tough guy Volcker with the US debt/GDP of 2002 Argentina. Welcome to Thunderdome.
WOW. The same energy behind a movement to remove slavery from American history, because it hurt White people feelings, now seeks to pay fucking restitution to White people before Blacks receive ONE PENNY of reparations? That's some BULLSHIT.
MSTR borrows money and issues shares to buy more #Bitcoin. As a result, the price of Bitcoin goes up, which causes the price of $MSTR to increase, allowing it to borrow more money and sell more shares to buy even more Bitcoin. Wash, rinse, repeat—what could possibly go wrong?
I can't figure out if vaccines work or not. Tough one. I can see why RFK Jr is so concerned. Need Sherlock Holmes on this one.
Huh? Putin is getting itchy for the Trump transition
Meanwhile in Russia: Putin's presidential aide Nikolay Patrushev said, "To achieve success in the election, Donald Trump relied on certain forces to which he has corresponding obligations. As a responsible person, he will be obliged to fulfill them."
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