The S&P index from 1993 - Present. compared with GDP and M2 money supply for the same period. What do you notice? . The most obvious thing to me is that one of these is growing linearly, while the others are not

The tl;dr. Also, FYI if you see an ad in your feed that you don't like, you can click the "i don't like this ad" button so that even those get curated.

Stagflation. building less but paying more.

RT @DerivativesDon: @fejau_inc Agree. Was amazed how they seemed to be traveling down the right path late February, which would mean lower….

Trump failed to cut spend, and the deficit threatens massive inflation. He doesn't care though, he wants lower rates to save interest costs which are the result of their massive spend. Cutting rates to 1.75% would cause massive inflation and would be 2022 all over again.

The Robinhood Chain!. They are trying to replace the entire old backbone of the financial system. Going to include private company equities! EU attendees are going to get some shares of SpaceX and OpenAI. $HOOD

👀👀.Staking now on Robinhood Crypto!

RT @thehirschibar: The S&P index from 1993 - Present. compared with GDP and M2 money supply for the same period. What do you notice? . The….

You can just not drink coffee.

RT @JRIngallinera: New op-ed I wrote for Pirate Wires about @_FrontierValley - Making the case for why Silicon Valley needs a federal speci….

The algorithm on point today.@texasrunnerDFW @DerivativesDon

There will be signs of a top.

Everyone on the timeline talking about why we should lower rates. nobody is talking about why Trump's admin wants it so bad. Nor about how the other Fed members want JPowell's job when his term is up.

Feel free to share the 🧵and to rip my opinion apart if I'm wrong! . Especially if you have ideas about how to trade when the cracks appear. (Here is the OG tweet to share:).

PS: imagine how much worse the asset inflation would be if we hadn't invented crypto currency and poured trillions of dollars of liquidity into it!. $BTC and crew are a perfect embodiment of speculation and asset inflation all in one. Not a sign of a healthy system, tho.

The US govt will be refinancing trillions in debt this year as old bonds mature and need to be rolled forward with new bonds. When that happens (will begin this summer), I think we will start seeing the first real cracks in the system.

But nonetheless the Trump spending "Big Beautiful Bill" is on the way, and we are going to be printing trillions in new dollar bills a year to make it work. this does not bode well.

The system has been complacent for too long, with govt borrowing more and more, market going to the moon, etc. But we are at the point where debt levels are actually concerning. You saw @elonmusk doing @DOGE and now committing to hyper growth to try and fix things.

2) Don't beg for rate cuts. Instead, demand less govt spending and do all you can to be productive. Rate cuts are fun because if you have assets and money, it is fuel to the fire and makes things go up faster. But we've done it so long we are unhealthy. .