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#KingsofOrlando

The UAE is short dollars...

UAE to Sell Dollar Bonds for the First Time Since June 2022 bloomberg.com/news/articles/…

CEOs of large banks during the next banking crisis.

Pregaming Halloween Horror Night!!

With @SchuckJH Kyle Ohio Faithiers1986

How will the economy react to depletion of excess savings?

Steven Van Metre - AI 👑 says consumers will face 'a huge headwind & that's going to lead to a big slowdown in discretionary spending'

Plus: Recession odds for Q4/Q1 2024, China’s economic slowdown, & more

youtu.be/9HTzQYp3Oys

Millions of people come here and spend countless amounts of money for a week or two. I'm lucky enough to call this home. ❤️

A Bear steepener is now the base case. Just goes to show people don't understand a deflationary money curve when it starts them in the face.

That was cool! I didn't expect the person interviewing me to be live on the NYSE floor, so of course, I had to use my teleportation device to get there... cause you know I'm traveling the world these days. 🤣✈️🚢🚁🚀

It's been a long time since I've granted an interview request but I agreed to sit down and chat with Public.com today. I think I might start accepting more requests in the future if there's interest.

In the midst of a global dollar shortage, the Treasury is borrowing a record amount of money. What could go wrong?

Everyone is making a big deal about retail sales being up. Consumers still spend during recessions so a contraction isn't expected unless there is a deep recession or financial crisis.

I love how everyone thinks rates will rise as global trade collapses.

While everyone (including JPow) is fixated on average hourly earnings they are totally overlooking average weekly hours worked. Total compensation is coming down. In a highly indebted economy, this means more layoffs and a recession (if not worse).

Investors are all in on a Bear Steepener in bonds. Goes to show how little (nothing) people know about how the financial and monetary system.

I forget what happens when everyone is on one side of the trade... and in this case, short the bond market...

Bill Ackman says he's shorting 30-year Treasury bills, and yields could hit 5.5% 'soon' cnb.cx/3Kl1iCU