The month-over-month growth rate of Loans to NDFI is slowing down. It is, in fact, negative over the last two reported weeks, from Sept 10 to Sept 24.

and this NVDA AMD just established first short - long JPM puts

Chicago police must move to protect the city from wilding ICE. they will start to arrest and counter ICE.

ok back at it new The Monetary Frontier explaining shorted JPM (again)

damn I am a slob redo of redo oops let me redo year to date - (270/365)*4 1/2%*.7 = .0233% PL (270/365) * -100% *.3 = -22% PL total P/L year to date is -20% shits going to reset short as added leverage which started today with JPM puts

One of the smartest people I've had the fortune of calling a friend. The Fed is in a better place with him there

the hostility directed at suggesting a bear move has to be some sort of indicator.

for the sake of my reshorting JPM I hope he fights! fights! fights! and refuses to comply better yet is if he arrests her! fight fight fight!!!!

Fun fact: OpenAI, $AMD, $NVDA, $MSFT, $CRWV and the rest of the pack aren’t the first ones playing a “high stakes” circular financing game. 25 years ago it didn’t end well for their predecessors and it’s hardly going to be different this time

In this blackout period we have to look to other data sources to keep track of the economy. Notable in that context that the Chase Consumer Card spending data for September was the weakest in years, sharply decelerating from the strength this summer.

Tudor Jones saying it is 1998 or so doesnt ring with me as I do not remember TX national guard invading IL in 1998 nor ICE folks running amok throwing citizens around nor do I remember 300 billion raise in tariffs in only 2 months. nor do I remember Clinton being challenged

George Robertson Edward Dowd Nor did we then have 1929 levels of wealth imbalance or closed borders or flat job growth or a housing price bubble or an affordability crisis…

the melt up spiel is 2024. and it is an attempt to wish away Trump or thinking one can wake from a bad dream. if this market crashes few such crashes telegraphed so incessantly

uh oh suspect DTS is down hopefully not because of the shutdown

Trump says he’ll decide whether to pardon Ghislaine Maxwell, after SCOTUS declined to hear her appeal of her conviction: Reporter: “But she’s convicted of child sex trafficking.” Trump: “Yeah, I mean, I’m gonna have to take a look at it.”

This is brilliant!

I find it fascinating as more and more people realize for themselves all of the things I have been saying for 2 years, they cling to one thing. They cannot fathom a world where this technology never produces anything. It's not the internet. It's the metaverse. A zero.

slowly this is starting to sink in. then the math is done and then the great decline in fiscal add becomes obvious as well as corporate profits declining. stock market doing a Wily E Coyote run into space.