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George Gammon

@GeorgeGammon

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Following
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Macro Addict | Investor| Libertarian...I try to help people increase their wealth/freedom. 700k+ subs on Youtube. Media requests: [email protected]

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Joined February 2011
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@GeorgeGammon
George Gammon
9 months
HUGE ANNOUNCEMENT: Starting a new Youtube channel next week exclusively for macro/money/freedom interviews. Rebel Capitalist Interviews To see next weeks shows subscribe to the channel here👇 https://t.co/8byTWWPDzf
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@GeorgeGammon
George Gammon
1 day
WARNING: Huge Corporate Layoffs Just Announced (What You Need To Know)
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@TheBCMessenger
The BC Messenger
3 days
There is a scientific explanation for how the bitter water became sweet at Marah. How does this statement cause you to feel?
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@GeorgeGammon
George Gammon
1 day
Is SBF next? I got a speeding ticket under the Biden administration, can I get a Trump pardon for that please Or better said, how much do I have to give Don Jr and Eric for a pardon?
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@GeorgeGammon
George Gammon
2 days
Make Socialism Great Again
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@SantiagoAuFund
Santiago Capital
2 days
The Rise of USD Stablecoins 👇
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@GeorgeGammon
George Gammon
3 days
cockroaches = higher counter party risk = less liquidity = repo red flags As expected we now have more cockroaches
@zerohedge
zerohedge
3 days
Subprime Lender PrimaLend Enters Bankruptcy After Bond Default
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@LanceRoberts
Lance Roberts
3 days
There were a LOT of people piling into #gold as #FOMO hit (see charts). So, while this unwind was expected, $4000 is now critical support to keep the #bull #trend intact.
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@GeorgeGammon
George Gammon
3 days
BREAKING: Gold Price Is Crashing (What You Need To Know)
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@GeorgeGammon
George Gammon
4 days
Holy Sh*t There's A Problem In The REPO MARKET...Again
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@GeorgeGammon
George Gammon
5 days
Has to be because of China or Venezuela
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@GeorgeGammon
George Gammon
6 days
“US debt crisis” and 10y is trading at FFR, down YTD, flat over the last 3 years while the US debt hits all time highs of $37.9 TRILLION with a +$400 BILLION this month Narrative vs Reality There is no debt crisis (I wish there was) Don’t believe me? Ask the treasury market
@KobeissiLetter
The Kobeissi Letter
7 days
BREAKING: Total US public debt has hit record $37.9 TRILLION. This marks a +$400 BILLION jump this month, or +$25 billion per day. Federal debt has now surged +$1.7 TRILLION since the debt ceiling was raised in July, rising over +$425 billion every month. At the current
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@GeorgeGammon
George Gammon
6 days
I have yet to see anyone arguing for a more centrally planned economy (price controls, tariffs, taxing exports, gov equity positions etc) do a proper cost/benefit Example: what is the benefit of “stopping China?” Lower drug use? Maybe Less stealing tech? Maybe Less spying on
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@GeorgeGammon
George Gammon
7 days
If we’re going to set “price floors” on rare earths bc they’re a vital input Why don’t we put price floors on oil, copper, nickel, uranium, coal, AI etc? And if rare earths are a vital input and you set a higher price floor how will that not lead to inflation of the outputs?
@CNBC
CNBC
9 days
Trump administration will set price floors across range of industries to combat China, Bessent says
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@GeorgeGammon
George Gammon
8 days
Supporting the Trump administration and supporting non interventionism, personal liberty, free markets, limited government and free speech is becoming increasingly difficult I voted for him, but I didn’t vote for what he’s become
@zerohedge
zerohedge
8 days
Reporters Leave Pentagon En Masse After All But One Outlet Rejects New Rules
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@GeorgeGammon
George Gammon
8 days
You have to boil the frog slowly
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@GeorgeGammon
George Gammon
8 days
BREAKING: Regional Banks Are Crashing Again (What You Need To Know)
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@GeorgeGammon
George Gammon
8 days
10y now trading sub 4% and lower over the last 3 years Growth/Inflation > Debt/Deficits
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@GeorgeGammon
George Gammon
9 days
OpenAI already has 800m users and they lose massive amounts on each user So where does the profit come from? Bulls say corporations will pay much more to eliminate employees Great Then it’s a race to the bottom with AI providers until they = low margin utilities Ht @BenBrey
@ecommerceshares
Wasteland Capital
10 days
Latest OpenAI numbers from the FT: 800m users, 5% paying (40m). $13bn in ARR. Implies a $325 annual ARPU, or $27/month per paying user. 70% of rev from subscriptions, rest is API. $8bn loss in H1, prob $20bn run rate loss now? So basically spending $3 for each $1 in revenue.
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