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@soldatthetop

1 year

@joerogan @PeterHotez will NEVER debate @RobertKennedyJr because Peter is pro-regulatory capture. The first rule of regulatory capture club is: never talk about regulatory capture club.

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5 months

@thecrimson @BillAckman @HaidarEmma @cam_kettles Wow! @BillAckman actually got the job done even with @BarackObama and the entier intellegencia running interference. Amazing.

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2 months

@mcuban In no way are "tax cuts" equivalent to "debt forgiveness" @mcuban . If you believe that you have had an unfairly advantaged, you are free to send whatever amount of $$ you like to the Treasury and please share the receipt on @X so we can see you put your money where your mouth is.

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1 year

@APompliano @joerogan @PeterHotez will NEVER debate @RobertKennedyJr because Peter is pro-regulatory capture. The first rule of regulatory capture club is: never talk about regulatory capture club.

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5 months

@BillAckman @BusinessInsider is strongly implying that @NeriOxman is an actual plagerist. That's real damage to her reputation. They better be able to legally back up that accusation in court.

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2 months

@BillAckman @Columbia You can queue up hypotheticals all day long but it will make no difference since the "oppressor oppressed" trope is a spiritual experience for these progressive cult members. It's simply not about logic.

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5 months

@BillAckman @Harvard Because @BarackObama ... get it? They circled the wagons... its over. Nothing is going to come of this. It's all rigged.

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5 months

@BillAckman @BusinessInsider appears to have made a legal claim that @NeriOxman is a fraud. That is very damaging and worth litigation particularly given the scant evidence. Many of the examples @BusinessInsider and @ByKLong provided are more than likely inadvertent lack of in-line…

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1 year

@zerohedge @PeterHotez will NEVER debate @RobertKennedyJr because Peter is pro-regulatory capture. The first rule of regulatory capture club is: you never talk about regulatory capture club.

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1 year

@PeterHotez How about you just do the debate? Otherwise, ill assume you have hidden interests to protect.

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1 year

@BillAckman @RobertKennedyJr @joerogan Will NEVER EVER EVER happen Prof Pfizer Hotez MD PhD likely has far too many private interests at stake.

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6 months

@BillAckman @Harvard @Harvard 's issues run much deeper than Gay and the board. Somehow you missed all of the downward spiraling and only took interest when academia's sad state of affairs hit particularly close to home. @BillAckman you are either out of touch or only now finding a backbone.

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8 months

@RobertKennedyJr We need home PRICES to come DOWN not mortgage rates.

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26 days

@BillAckman @jordanbpeterson He's just making the point that its due time to drop all the niceties. There is an urge still to pay lip service to the supposedly progressive values that underpin the "good intentions" but it's about to just tell it like it is.

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1 year

@elonmusk @PeterHotez This debate should NOT be "pro" versus "anti" #vaccine and certainly NOT pro/anti science. It should be pro/anti REGULATORY CAPTURE and there are probably no better representatives to debate their respective sides of that issue.

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9 months

@ewarren Can we start with a full accounting and audit of your millions Senator?

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8 months

@RobertKennedyJr Another way of thinking about this is #RFKJr is saying "vote for me and I'll give you cheaper debt". This is a BAD message. American's are swimming in debt, particularly housing debt. We need "vote for me and I'll restore prices for homes that are in-line with incomes".

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1 year

@NotlouisCk We learned that Prof Pfizer Hotez MD PhD is pro-regulatory capture and great at Big Pharma ABS (Always Be Shilling), not so good at public debate.

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1 year

@GadSaad @Vinsla @PeterHotez Prof Pfizer Hotez MD PhD microscope guy demonstrated clearly that he doesn't have the guts to back up his convictions. Speaks volumes about him as a "scientist" and even more about the fragility of his worldview.

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1 year

@elonmusk @joerogan @PeterHotez @PeterHotez will NEVER debate @RobertKennedyJr because Peter is pro-regulatory capture. The first rule of regulatory capture club is: never talk about regulatory capture club.

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1 month

@KobeissiLetter Simple. Stocks are way over valued. The fact that Buffett is waiting on the sidelines actively waiting for better pricing and even lightening up on $AAPL should provide a strong indication that the market is due for a major pullback.

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1 year

@patrickbetdavid @PeterHotez @pfizer @RobertKennedyJr @joerogan @Twitter Prof Pfizer Hotez MD PhD microscope guy demonstrated clearly that he doesn't have the guts to back up his convictions. Speaks volumes about him as a "scientist" and even more about the fragility of his worldview.

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11 months

@P_McCulloughMD @RobertKennedyJr @lifebiomedguru @ChildrensHD @ShannonJoyRadio @SaraGonzalesTX Watching this clip, it is safe to conclude @RobertKennedyJr is the new political force to be reckoned with.

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1 year

@elonmusk @chhardman @PeterHotez @joerogan MD PhD @PeterHotez was so confident in his ability to defeat @RobertKennedyJr in an open debate that he flatly refused to entertain the bout and then abruptly blocked everyone that called him out on his cowadice.

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1 month

@KobeissiLetter This is simply a byproduct of our deeply entrenched #inflationary period. Previously solid business models fail when #inflation guts consumers. The best thing for the economy going forward is to abandon "soft landing" for a good old fashioned "hard landing" #recession .

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8 months

@ewarren $160 million is chump change when compared to what the IRS would likely net by auditing every member of Congress.

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1 year

@PeterHotez Big Pharma Rule #1 . ABS: Always Be Shilling. Well played Dr Pfizer Hotez PhD.

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1 year

@SallyMayweather Obviously, this guy has got some serious baggage.

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5 months

@BillAckman @gregggonsalves @Harvard @BillAckman simply shined a blazingly bright spotlight on the grift that is #DEI and in particular, the obviously hideously negative impact it has had on @Harvard . Well done @BillAckman . Keep up the pressure!

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4 months

@jasongoepfert Bubbles are always axiomatic... "The bigger they come, the harder they fall", "Easy come, easy go", "What goes up, must come down", "If something cannot go on forever, it will stop." Our whole economy is essentially a massive Everything Bubble. You can connect the dots.

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1 year

@RobertKennedyJr #RFKJ is a breath of fresh air and a good throwback to a far better and more sensible time. No wonder he is viewed as a major threat to the #DNC .

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5 months

@jordanbpeterson @BillAckman @GadSaad @sapinker @TheFIREorg Why would it take so long for wealthy alums to wake up? It has been brutally obvious for many years now that academia has been FUBAR. Does everything have to always turn on who's ox is being gored?

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8 months

@elonmusk

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2 months

@KobeissiLetter This is a MUST in order to complete the final transformation of Wall Street into the world's largest casino. Let's blow this Everything Bubble up another 10 fold!

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1 year

@JackPosobiec This is precisely how every media interaction should transpire. These agents of the media machine are completely captured so no point in truly engaging. Simply ignore them and use thier coverage to make whatever point you want.

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1 month

@BillAckman @POTUS This is a bit of a naive take... you are implying that a traditional candidate selection process and statesmenship still exists with the prospect of legitimate primary challengers and a president that functions with independent agency. We are VERY far from those days.

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2 months

Housing is toast! Look at today's retail sales results for furniture and home furnishings... unbelievable. This is going to be as fundamental, if not more so, than 2008:

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5 months

@BillAckman Might as well keep the train rolling @BillAckman . I had my doubts but you are absolutely winning! Congratulations.

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7 months

@leadlagreport Japan is destined to be the example of what NOT to do to your monetary and financial systems for the rest of the world and particularly for the US. You print and prop and ruin your monetary system and eventually, it catches up with you.

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2 months

@KobeissiLetter The next major shoe to drop for the typical household is home prices... you can see the coming train wreck in the latest employment situation... full time employment has given way... housing market is next:

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11 months

@w_terrence Also, just for the uninitiated, Terrence's pancake mixes are genuinely the best I have ever had. The birthday cake is crazy good. Clean natural recipes. Packing top notch. Ordered cases for Christmas 2021 and 2022, both orders perfectly packed arrived on time. Excellent business.

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1 year

@ZubyMusic @8EightPillars Looking forward to her update at 50.

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22 days

@KobeissiLetter Plus #inflation expectations are exploding again! Not looking good for 5.25%:

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2 months

@KobeissiLetter There is no strange mystery here... the message is loud and clear. The #Fed disastrously mishandled this historic bout of #inflation and will soon have to do an about-face and restart the hiking cycle except now from a 5.25% base-rate and ZERO credibility.

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1 month

@KobeissiLetter Yes. It's a perfect example of why massive economic programs like SS should have automatic sunset clause every decade to force reauthorization. Tricky, yes, but the implementation of this policy hardly resembles the original intent and new generations need a seat at the table.

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1 year

@jordanbpeterson @joerogan Prof Pfizer Hotez MD PhD microscope guy demonstrated clearly that he doesn't have the guts to back up his convictions. Speaks volumes about him as a "scientist" and even more about the fragility of his worldview.

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24 days

#Powell is simply unwilling to do the right thing and hike to a truly and unequivocally restrictive rate level. #inflation has been building a head of steam since December 2023. Eventually #inflation will win and force the #Fed 's hand but at what rate? 5%, 6%, 7% annualized?

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4 months

@KobeissiLetter The simple answer for this is 15-years of "easy money" induced delirious speculation. We are long overdue for a hard landing for stocks, housing and the whole economy more generally.

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1 month

@zerohedge Housing market is toast... Time to brace for declining home prices.

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4 months

@DeItaone The administration was hoping for nearly a year of cuts pre-election. #Powell was happy to play along. #Inflation just said loud and clear... NOPE!

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8 months

@RobertKennedyJr I support your run but this isn't good policy, just more big government subsidizing of res real estate. Uncle Sam already cosigns most home loans through Fannie/Freddie which is one reason housing is so overvalued. We need policy to BRING PRICES DOWN not encourage indebtedness.

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1 month

@KobeissiLetter It's a tricky period with traditional indicators of #recession flashing red against the backdrop of the continued effects of the #Fed 's 15 years of easy money liquidity. The lower 80% of the population is effectively in #recession while the upper 20%, with assets, is thriving.

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26 days

@BillAckman @nytimes Doubt it. Just playing both sides. Opportunistic, calculated and self-serving.

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1 year

@RobertKennedyJr #Kennedy keep shining a spotlight on the train wreck that is our absurd border policy. This is easily the lowest hanging political fruit that most sensible Americans (regardless of affiliation) can agree on.

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1 month

@KobeissiLetter Another day, another reason to consider the Stock Market the world's most elaborate casino. It's all a game of legerdemain. Value investment is a thing of the past along with decades of basic fundamentals and tried and true rules of thumb.

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2 years

@zerohedge Silver lining: After this stock market (and housing market) crash fully materializes, at least we wont hear even even a whisper about anything COVID-19.

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1 month

@Geiger_Capital Get used to it. The 10-Year Yield appears to be gearing up for another run at 5%. A couple more "surprise" #inflationary data reports and its a done deal. Then consider that this will be the second 5% 10-Year Yield in under a year. Obviously, we are going above 5%.

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4 months

@KobeissiLetter Layoffs are why you are seeing risk assets pumping. There is a whiff of despair in the air. Online gambling, Robinhood stonkers, crypto scams, Zero-day Options, AirBnb cons, property flipping... manias abound! These are not signals of strength, they are the noise of weakness.

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11 months

@elonmusk @shellenberger

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2 months

@leadlagreport Gold and Oil is telling you one thing very loudly, #Powell and the #FOMC declared "victory" against #inflation at the very moment it was rearing up for a run to spike/wave number two.

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1 year

@BillAckman @joerogan This debate should NOT be "pro" versus "anti" #vaccine and certainly NOT pro/anti science. It should be pro/anti REGULATORY CAPTURE and there are probably no better representatives to debate their respective sides of that issue.

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1 month

@mcuban Again, just write a check with a massive tax overpayment to the Treasury Mark, and post the evidence here on @X , otherwise you are just virtue signaling.

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2 months

@RobertKennedyJr Next up... properly measure #inflation so the Federal government is forced to make good on its COLA obligations as well reckon with its out of control fiscal spending.

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1 year

@RobertKennedyJr Already gave, will give more. My recommendation, more events that leverage #Kennedy legacy and more videos (short pieces) on the many obvious failures of our current political elites. Border, poverty, corporate regulatory capture, congressional graft and insider trading, etc.

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1 year

@WallStreetSilv Whole family of con-artists. Like mother and father, like son.

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4 months

@RobertKennedyJr @MeghanMcCain @CherylHines I understand your wanting exposure but sitting with @MeghanMcCain makes you look like an empty statist shill. What will you do next, go on the George W Bush insider #DC boot licking tour? Sad.

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2 months

@KobeissiLetter Time to stick a fork in the US housing market... its done. The 2023 mortgage refi con narrative played out horriblly, rates are now headed up! You would have to be certifiably crazy to buy now and absorb the greatest price declines in a generation.

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3 months

Eventually #inflation will decimate enough of the lower 60% to move the political needle in #DC and put #inflation back as "Public Enemy Number One".

Geiger Capital

@Geiger_Capital

3 months

As the Fed + Government try to normalize and celebrate CPI of 3-4%, please understand… ~4% inflation is a disaster. Your purchasing power is cut in HALF every 17 years. You’re being brutally robbed. Since Powell took office in 2018, you’ve lost ~30% of your purchasing power.

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3 months

@KobeissiLetter Median #CPI is telling you all you need to know about where #inflation is going:

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1 year

@zerohedge 500k jobs a month "created" is obviously ludicrous. Not to mention that the current nonfarm payroll level is only about 3.7mil jobs over the pre-covid trend so at best one could claim about 100k net new jobs each month since April 2020. That gives Biden about 2.7mil net new jobs.

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1 month

@WallStreetSilv Home prices are headed south. You buy now, you are going to catch the sharpest falling knife for prices in nearly 100 years.

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2 months

@KobeissiLetter The Oil price has rising consistently throughout the last 4 months which is only just now being picked up by #PPI / #CPI / #PCE . Tomorrow's number may be hot or flat but in either case, it's headed higher until the #Fed really gets serious and raises rates to truly restrictive level.

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2 months

@KobeissiLetter The key here is that the decade (or so) was the anomaly not our current 6-7% mortgage rates. Home prices simply need to come down to bring balance back to the housing market and a viable path forward for young entrants. Unemployment will kick off this epic unwind.

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8 months

@mrexits @zerohedge Haha! Priceless... Tech geek guy is like "I can't wait to get this thing out on the streets and impress everyone!"

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1 year

@Markzandi July 2007 (many more where this came from):

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7 months

@zerohedge When it comes to the big Federal departments, trillions are like yesterday's billions. You want to see where all the stolen loot went? Audit the top 5% of Congres and the executive branch including all bureaucrats and Federal contractors.

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2 months

@KobeissiLetter Everything, in one way or another, is pointing to a second great wave/spike of #inflation materializing. The path forward for the #Fed is simple yet hard to do given their lack of backbone... simply HIKE and keep hiking until the economy crashes into "hard landing" #recession .

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1 year

@laurenboebert Why not sponsor a bill prohibiting the Federal government from ever making any information classified for more than some nominal number of years (6 maybe). If more time was needed (say for longer term matters of national security) the burden should be on the government agency to…

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9 months

@WallStreetSilv 1970 was the last year that our economy was tethered (even if only ever so slightly) to some semblence monetary reality. Nixon cut the final cord holding the system to a metal-based monetary standard and that was that... we were free to float on the whims of man. Hubris Maximus.

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4 months

@Investingcom This is just "rearranging the deck chairs on the Titanic". China is very obviously caught in a #deflationary death spiral eerily similar to Japan circa 1990. Many "lost decades" ahead.

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1 year

@zerohedge Households are starting to tighten their belts. Reduce home improvements, trade down to lessor quality goods. Rely more on credit. #deflation storm is coming.

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1 month

@WallStreetSilv I'll only go back to McDonald's once it's 100% automated. Robots only. Humans need not apply.

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1 year

@WallStreetSilv This has @SouthPark written all over it.

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2 months

@menlobear Natural pullback. #Gold will consolidate and make another run. This should certainly worry the #Fed though as gold is acting as yet another (probably the most fundamental) barometer of the loss of credibility in their #inflation fighting ability.

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8 months

@PaigeSpiranac Looks like a pathetic fight over a parking space at Cheesecake Factory.

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1 month

@KobeissiLetter This is just another clear indication that credit quality is on shaky ground. Next up, credit cards, personal loans and ultimately mortgages. We are staring down the barrel of a credit event "Perfect Storm" something akin to the 1980s S&L Crisis meeting the 2008 GFC.

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2 months

@leadlagreport Fall of 2008 with #Bernanke 's #QE1 (The Crossing of the Economic Rubicon). Everything from that point on was a function of hot and easy money.

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1 year

@RobertKennedyJr More power to you to sign the petition but Americans need reminding, Brazil and Peru are not the US. They rightly have their own economic development interests and should follow them above all else. You like trading over or driving the inter-states? Some trees came down for that.

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4 months

@KobeissiLetter Very astute. We Crossed the Rubicon into a post-Keynsian hellscape resulting from #Bernanke 's absurd fever dream in 2008 and nothing has added up since. Today, 15 years on, the distortions are severe. The only way back to normalcy is a protracted bout of #deflation . A hard…

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2 months

@KobeissiLetter 3.4% GDP, < 4% unemployment, jobless claims at historic cycle lows, Service PMIs in expansion, stocks, housing, cryptos and gold all at ATHs, record breaking NFT traded only a few week back. The #Fed needs to hike rates not cut. We are nowhere near restrictive.

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1 year

@zerohedge They can complain all they want but the overlords that run their districts don't care. The agenda is far bigger than these ordinary people. The irony is that they willingly vote directly against thier own interests and don't seem to connect the dots.

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11 months

@RobertKennedyJr Cost of living is mostly a home price issue and has a VERY easy solution. Take the Federal Govt and Federal Reserve's thumbs the HELL off the scale when it comes to residential real estate. Enough of the bubbles! Let the market, once and for all, revert to the long term mean.

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8 months

@EconguyRosie He's talking about PRICES... not volume. And he is absolutely correct. Stocks are near ATH, home prices have bottomed and now turned up, there are still over 22K different cryptos, now we have Ordinals. We need a good hard bout of #deflation .

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1 year

@WallStreetSilv Looks a good bit like one of my grandmothers. She would have been about 50 in 1974. My fav items would have been the Suzy Qs and Grape Hawaiian Punch obviously. The whole cart probably cost < $20.

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2 months

@KobeissiLetter Probably will be over 3% and coming almost exclusively from #DC fiscal profligacy. #Powell is quite literally the only person in a position of power who could call out the overspending by the federal government but he won't because he is a coward. #inflation is re-accelerating.

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16 days

@KobeissiLetter This is the dynamic of deeply entrenched/persistent #inflation . The minority of households that benefit (asset holders with housing/well aligned stocks) generally feel fine while everyone else quite literally gets stomped down the rungs of the ladder to a lower economic strata.

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2 months

@greg16676935420 Zoinks Greg!

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9 months

@leadlagreport If banks collapse because of a 5.3% rate they are fragile and need to go bust asap. Clear the way for more durable participants.

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15 days

@mcuban @mikekimelman The problem is though, you can find many examples of firms attempting to win back their broke customers but still, that's not going to bring back their lost 2019 general purchasing power. Consumer sentiment is bad for a reason and it's not just negative press coverage.

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@soldatthetop

3 months

@elerianm TL;DR. #inflation is clearly re-accelerating (no PhD needed to see that) and the #Fed 's next move is a HIKE not a cut.

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