KKGB Kitty
@INArteCarloDoss
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Cellar Macro Cat 🔥 home of @MiamKitty 🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
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Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy change to curb leverage.
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Every moron: Russia is irrelevant, it’s hardly 2% of global GDP
True, measured with monkey money it is. Measured with real assets:
- 11% of global oil supply
- 17% of global NatGas supply
- 11% of global PM prod
- 11% of global Wheat prod
- 10% of global Ind Minerals prod
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Frens, I would like to tell you a tale that might teach us all a lesson or two about what’s coming. As many of you know 70s were characterized by deeply negative real interest rates as well as rampant inflation rates. Borrowing boomed, both public and private.
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We gonna totally destroy that Putin bastard, crippling sanctions.
But not the oil and gas exports, that’s just $ 300 bn
But not Aluminium coz we need it
But will let him buy luxury goods coz Italy
But we keep Swift open coz all of above
But we stand for freedom
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Imagine being SBF. He’s looking at life, likely without parole. Now reflect on that. That means Caroline was his peak sex.
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If funding stress signs don’t emerge, don’t conclude that there is no contagion. Contagion is playing out already if you know where to look.
End
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Drop everything you are doing and read below. Am ded 🤣🤣🤣🤣🤣
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Am stopping at the 2nd jab. Not travelling, not going out, not doing anything that requires a pass anymore. Just thought you guys might wanna know. For me this crossed the insanity line. I would have done the third, but this is looking pretty bottomless. Stop loss.
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You are witnessing the collapse of the « fake » stock market. Fake meat, fake milk, fake document signing, fake meeting rooms, fake cars, fake self-driving, fake gurus (yes Cathie), fake oracles (bullshit liquidity permabulls)
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This is from Kuppy and it’s fucking gold. Can’t not retweet
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Waking up to a really terrifying anti-Russian vibe. How can no separation be done between Russians as a nation and Russian leadership. Russia is not a democratic country, so don’t distribute your anger too wide. Nothing can be achieved with hate. Expelling students is abject.
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Markets in a very dangerous spot here. Statistical risks flashing red. Banks and Utilities too. Credit starting to move. Lev loans liquidity sucked out. CRE unwind accelerating and housing market about to freeze. 🚩🚩🚩🚩🚩🚩
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Ladies and Gentlemen ! David Sacks and the VC Clowns !
Shot/Chaser
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Can I have everyone’s attention? What’s happening in Turkey is a humanitarian disaster of large proportions. We can’t sit here in our comfort and be indifferent. Death toll passed 11 K and collapsed building are of same magnitude. There are over 40 K S&R deployed.
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Sex is great but have you had a recession with high inflation?
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What does it mean when stocks are trading UP as inflation data is starting to look consistently bad? It means that market participants believe the Fed is bluffing and it will implicitly settle for a HIGHER inflation target and go ahead and cut rates while disinflation has stalled
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Fucking legend
WHITE HOUSE: IF YOU DRIVE AN ELECTRIC CAR, HIGH GAS PRICES ARENT AFFECTING YOU
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Interesting approach to vaccines in Japan. Myocarditis warning labels added to jabs, strict hospital reporting protocols of jabs side effects, Ministry of Health adopted an « informed consent to vaccination » approach, advising against mandates. Why only Japan?
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US mortgage rates touching the 4.5% back to ‘19 levels. The velocity of that move…there are no nice way of putting it. Something will break. Soon.
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The two dumbest galaxies are clashing: $BTC cultists vs $TSLA cultists. Twitter is lit
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The world has never been closer to a nuclear disaster and everybody is cheering.
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Some quick morning thoughts on US inflation, it’s root causes, cost and the unusual urgency Fed finds itself in. As a prelude, if you still believe Fed is not politically motivated in it’s decision making, you’re an idiot and should stop reading. Let’s go.
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Russia disconnecting from external internet on March 11 is the biggest cybersecurity red flag ever waved. 🚩🚩🚩🚩🚩🚩
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Don’t be this guy. I find hope in the fact that Dr Patel’s response caught more likes
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Never trust a man wearing brown shoes with a formal suit
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Let me tell you, if Fed pivots because the recipients of years of QE and ZiIRP are about to lose some of their monopoly money in perfect accordance with current regulatory framework and laws, then you are set on path of guaranteed super inflation. Beware what you wish for.
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So. Russia in full aggression mode. China threatening rhetoric. KSA and UAE not picking-up Biden. Iran not agreeing to a deal. Venezuela turning it’s back on US. Pakistan and India leaning towards Russia/China. And it’s yet not obvious that marginal $ is no longer reserve?
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Have you noticed a trend of late? Under various premises, always well-argued and rooted in public opinion priming, there has been a systematic move towards assets confiscation globally. Truckers, Russians, Central Banks,…am just surprised at lack of legal debate around this
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Let’s cut the bullshit for a second. This inflation shock was voluntarily engineered. Who is the single largest debtor in the world? US Government. What does an inflation shock do? Rubs the nominal creditor to benefit nominal debtor. Biggest inflation shock in 40 years.
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One common practice of these construction companies,a game Evergrande excelled at, was to bid land at prices significantly higher than market. It didn’t matter to them, coz the risk got transferred to flat buyers and banks that financed the purchase.
5/N
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Make no mistake, me cheating on my wife is largely the fault of Putin
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Bill Ackman creating a wave of market hysteria and panic and threatening onset of totally unjustified bank runs fears while he tries to steer public opinion in favor of bailing-out a significant portion of his shit fund. How is that not market manipulation?
@GaryGensler
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Fucking fed-up with the clown show around Shit Valley. Here is the fucking maths:
- $ 190 b ish of deposits
- $ 40 b AFS and cash - most likely already sold entirely
- $ 90 b HTM most likely sold to likes of GS/MS at disc and to be liquidated - part sold already by SVB
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We bail-out the banks (08) coz..you know…credit is vital to the economy……We bail-out pension schemes (22) coz…you know…folks need their pensions…We bail-out SMEs (20) coz…you know…jobs..We bail-out utilities (22)…coz you know…How the fuck is this capitalism?
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I know people are making a big drama about SVB and CS, but anyone who’s been in markets for longer than a decade knows that every time central banks hit the brakes, someone flies out the window. And it usually ain’t the prettiest kids. Both these banks were shit piles
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Fucking legends - begging for sympathy after they burned it down to the ground
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From a trusted physical commodities trader. Read and cry.
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Am really glad masks and vaccines worked. Would have been really painful to get stuck in a perpetual lockdown cycle.
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There’s no sugar coating this, CCP is in a very hard place, as much for it’s own policy choices as owing to current Fed and ECB uber hawkish monetary policies. Situation is more dire than laymen realize. Yuan is already one of Asia’s weakest $ pairs, down 6% YTD. Lowering 1y LPR
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Can someone explain to me, how the fuck is Assange’s life totally destroyed for over 10 years now and SBF is still wearing his oversized shorts running around free in the Bahamas?
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Investors need to understand that China has taken a turn towards a different economic model: Higher regulation standards, curbing non-strategic tech, redistribution of wealth, better capital allocation, de-levering, clamping on evasion/irregularities and crushing speculation
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Mark my words, when recession hits late 23 early 24 and student loan payments start to bite while economy shows more interest rates sensitivity, first thing both Dems and Reps will want to do is start putting more money into consumers ‘pockets. Child Tax credit will come with a
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Please tell me this is fake news…coz if it isn’t, it’s pretty fucking bleak…
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And yes, if you sense that every passing day I am increasingly a fan of
@elonmusk
, you are not wrong. He is exposing the whole scam, singlehandedly.
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You hear less from Greta during an energy crisis. Just saying
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Whatever VCs and Tech bros say, reality is that Tech is this cycle’s GFC housing and if that analogy has merit, than SVB is the AIG. Now the difference is that everyone is looking at banking contagion, but reality is that SVB is ringing the bell for tech through funding drying-up
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Real estate funds are gating. Private credit funds are gating. Crypto pyramid is collapsing. $ can’t stay weak for more than a couple of weeks. The rules of the game changed and the players have never played the new rules. You get 4.5% to sit on the couch and eat popcorn
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POTUS’ 0% July inflation comment explained for the layman
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Fuckers…how dare you…whoever did this, in the principal’s office
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Ok this is getting people confused. I lock the account regularly when I share (what I consider to be) important insights. It’s a way of rewarding those who have been following me (for some, since I started this account 2 years ago). So account lock = alpha
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So, we all agree German Greens are dumbest political group in modern history?
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Can I have everyone’s attention please?
Fatwa announcement
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Stocks melt-up into a recession, they always do. Just as everyone is getting sucked into all sorts of spurious narratives about exponential growth and AI as the new productivity Jesus, recession will hit, precisely at the time when anti-recession bets are maxed-out.
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I pray every day that God protects and keeps Biden in good health
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Are you unsure about who to listen to when it comes to equities? Would you like me to simplify it for you in one simple equation?
US 6m risk-free yield 5% and ⬆️
S&P 500 earning yield 5% ⬇️
There’s nothing else to know
This is worse ratio in over 20 y
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$TSLA am not an expert on shorting stocks, just your average Joe with a Casio calculator. But for the 1st time ever, the time looks ripe for a short. Let me elaborate. To start, if you read my previous post, it established a troubling fact pattern that is a good premise. (1/N)
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Let me introduce myself. My name is Dossi, Carlo Dossi. You might remember me from such threads as the short $TSLA thread. In the last few days, I had to buy a 2nd Casio to tackle an even bigger scam than $TSLA. Who wudav thought one existed! Yet $ARKK sure looks like one.
(1/N)
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Criminals are left unpunished for their entire lifetime. Right and left alike. State criminals. Child rapists. Insider traders. Financial criminals. Politically corrupt. While peaceful protesters are being dehumanized and financially ruined. It’s time to burn this fckn house down
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It’s increasingly obvious that this bull market bubble is not so much about all the spurious narratives flying around (AI, resilient growth, goldilocks, etc…) as much as it is a sovereign bubble. Yellen is clearly micro-managing liquidity at a cost to US taxpayers to avoid
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I hate to break it to everyone but this is the worst ERP in 22 years… you are guaranteed to lose money in equities over a medium term horizon. Risks are much higher than in any other point in the last 22 years with QT, high real rates, margin squeeze, inventory unwind, risk of
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Totally unnoticed: Biden is about to sign executive order instructing agencies to consider creation of digital dollar
Timing can’t be more symbolic
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