JT Taylor
@HedgeyeDC
Followers
5K
Following
31
Media
11
Statuses
408
Disclaimer: Not Investment Advice. Research available for subscription at https://t.co/YWC1JOTaHI
Joined July 2016
one of many interesting slides from our defense policy and budgeting call today with @HedgeyeDC ! $LMT $HII #China
2
6
12
Full court press. Momentum moving in right direction. This “15 minute” procedural vote could stay open for hours…or back at it tomorrow if 4 Rs stand firm against.
0
2
4
Falling like dominoes on Cap Hill…Trump/Johnson in full arm breaking mode. Sources say they’re hoping to vote tonight but not sure they have votes just yet.
2
2
12
Trump ok with OBBB delay? Tells me Thune doesn’t have the votes right now. There may be more holdouts than reported…looks like Christmas Treeing in July @KeithMcCullough.
1
0
7
Still two + undecided R votes - Thune/Trump working the phones w/ long way to go to finish VoteARama with some (???) drama but currently predict bill will pass in wee hours of the morning. House coming back from recess to take it up Wednesday. First stop (hurdle?) = Rules Comm
1
1
5
@HedgeyeDC is hosting another call today with @mccauslj and I to talk about Iran-Israel and energy. Today at 1 PM ET, contact sales@hedgeye.com for access or @Hedgeye
0
4
10
@HedgeyeENERGY @HedgeyeDC @mccauslj @Hedgeye Unrelated to this, just to say thank you for your great job at researching latam energy companies for the #HedgeyeNation. I want Keith to say "Vaca Muerta" in canadian accent next call. ;)
0
1
3
Challenging court battle over Trump tariffs today. Three-judge panel may accept persistent trade deficits as a “national emergency” but hard to assert virtually unchecked discretion to impose massive across-the-board tariffs under a law that does not even mention tariffs.
0
2
10
More Turbulence over Fed Independence? https://t.co/QfvsqkTWZ5 via Paul Glenchur @HedgeyeTechLaw
app.hedgeye.com
Tomorrow (May 16), a federal appellate court will hear arguments in a case focused on the President's constitutional power to dismiss the leadership of "independent" agencies. The court's ruling,...
12
5
9
"Risk happens slowly at first, then all at once." -@KeithMcCullough 🔊 Want to learn how to spot risk before it hits? Download Keith’s free 52-page ebook: https://t.co/TkTtjwCvsK
22
27
110
Steiner: ‘Still Unknowns’ Following Tariff Announcement, Market Bloodbath ⚠️ 🔊 Markets across the globe – and particularly in the U.S. – dropped like a stone on Thursday following the Trump administration announcement of wide-ranging tariffs against nearly every American trade
10
17
30
On the back of our Quad 4 Macro call today, we have Derek Scissors ready to dig into the tariff morass tomorrow…
1
2
24
Yes it’s going to be hard to get House and Senate, moderates, conservative and arch conservatives on same page but I can tell you that Rs on both sides of the Dome know failure is not an option…
2
2
16
Wasn’t expecting House R budget to pass but miracles (and serious arm twisting) happen. Johnson prayers were answered by DJT. Yes, road ahead will be bumpy but don’t pay attention to pundits who say ‘now the hard part begins.’
2
3
25
Will Trump Tag Cruise Industry With Taxes? 🛳️ Newly confirmed Commerce Secretary Howard Lutnick signaled potential tax policy changes in a recent Fox News interview, where he cited the cruise industry as an example of companies that “don’t pay taxes” and “need to pay their fair
5
10
40
McCullough: U.S. Dollar Weakness Could Trigger Market Correlation Risk 💰 Hedgeye CEO @KeithMcCullough flagged a growing divide between the U.S. Dollar and the S&P 500, gold, and more in this important clip from Thursday’s edition of "The Macro Show." 🔊 With Hedgeye forecasts
1
6
36
I’ve spent 24 years perfecting my investing process for family and clients. I’m sharing that blueprint—for FREE. Download my new 52-page eBook today: https://t.co/B7lQZTAUi1 It's called, “Master the Market: A Hedge Fund Manager's Guide to Process and Profit." Whether you’re
2K
631
4K
Tariffs on steel, pharmaceuticals/medicine and chips coming tomorrow. As advertised. Trump said there’s nothing Canada, Mexico or China could do to stop them going into affect. New date of February 18 for additional tariffs tbd. First shot of looming trade war fired.
0
1
7
Trump announces tariffs coming this weekend. Will Canada+Mexico bend the knee or get ready to rumble? More of these moves coming to get countries to the table until econ team comes up w/a ‘measured’ strategic plan…China soon or maybe a different approach. Wouldn’t bet on latter
1
6
22
The Tokenization of Real-World Assets 🔊 In the constantly evolving world of blockchain technology, Hedgeye Macro and Digital Assets analyst Josh Steiner @HedgeyeFIG dove into Polymesh on "The Call @ Hedgeye" today. Polymesh bills itself as “the blockchain for real-world
4
8
22