Need I say more?

Everyone move over to Kitty Miam Miam for the weekend festivities !

This is my quant!

20+ years predictions is what we do best!

The leading Index keeps leading… down…

Suck on newly issued 45 million shares

What stage?

I guess the biggest scam of all times is making people believe that democracy is being given the choice between two geriatrics, or in other countries two antiquated parties populated by the same sempiternal nepotistic opportunists, while the real power structures carry on

cONspIrAcY tHeOriEs

What stage?

Judah calls this the rare lethal cat and kitten pattern… 40% of the time, it works every time…

That’s the way! 😻

Building permits -3% m/m… them Housebuilders…

What stage?

I really love how all the « inflation is cooling » simps, wait print after print for Godot. Then they get kicked in the sack with a Core CPI that’s still annualizing at 3m roc of over 4%.

Homies, I got news for y’all. This shit is not gonna cool off by itself when real consumer

What stage?

uuuge if true… 😂😂

Capex of GOOGL, MSFT, META and AMZN is $ 200 billion and growing quickly, that’s 20% of the capex spent by all of the S&P 1500…

Not sure why it’s not more obvious to everyone that there is a significant risk of capital misallocation here.

Current market caps factor in zero

It’s funny how fighting powerful enemies of democracy always goes through censorship, oppression, totalitarian powers, propaganda, disinformation, repression and oppression. Hmmmm…

Could it be that all these democracy zealots are the real enemies of democracy?

Let’s fuck some shit up ahead of the weekend … I would tag here had I not been blocked (🥲) but I fear the Sahm Rule might have triggered in Australia… 😂😂

Now am only bringing this up to have Claudia triggered and writing a 20 pages tweet explaining why her rule doesn’t

What stage

Peter Berezin

What stage?

What stage indeed… 🤮