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Oh great a bad trade deal between two allies who don't make anything.

hmmmm

Trump vs Biden. Not much difference when it comes to budget deficits.

What are we doing? Danny Moses hosts Vincent Daniel and Porter Collins on this week's pod! 🏛️🚢 Trump, Tariffs, and Trades 💸🌎 Sovereign Debt Dilemma 🌊📊 Market Flows vs. Fundamentals 🔥⛽️ Energy Sector: Out of Consensus Watch or listen here⤵️ YouTube: youtu.be/KGhR4WGAQ6w Apple:

I agree on the bank deregulation but more than anything the government needs buyers of its debt. I'm going to assume they won't have to mark the government bonds to market.

You don't even need to hide the grift any longer. All of it has become so common place through the years.

Not that anybody besides Vincent Daniel and I care but this is great news on a very cheap stock. They are also launching Treasury Futures (FMX) today too. $BGC.

$BGC. Yes I'm talking my own book, we have owned this stock for a long time. The negative catalyst, Howard Lutnick selling stock turned out to be a massive positive catalyst. He sold his entire position to one of the hottest investors alive right now, Josh Harris and the company

I'm old enough to remember when Tesla said they had AI. Now they need to buy it from Elon....

“Drill baby drill” is dead. With under 300 Permian rigs, US shale can't grow. Low oil prices and 3mb/d US oil production growth in four years are not compatible. Bessent's promised 3-3-3 plan is turning out to be a lie. A deficit of 3% of GDP? Everyone now knows it's a lie. A

Yahtzee! So I was only 6 years too early....

I'm kind of feeling I don't have enough uranium exposure tomorrow...

I was hopeful for DOGE in the beginning.

x.com/i/article/1928…

We've seen lots of insider sales before but this is something.

CAPUTO: One thing I didn’t report is that during that shouting match in April, Treasury Secretary Scott Bessent told him, “You’re a fraud. You promised $2 trillion in cuts. Then $1 trillion. Then $500 billion. Now it’s $150 million. You’re a fraud.”

Car sales imploding, Musk becoming a Democrat again, issues with robotaxi and now this. Good thing $TSLA is a meme stock not a real company. Also, seeing this, Henry Blodgett must be pissed he was fined and permanently barred from the industry.

BUREAU OF LABOR STATISTICS: WE'RE REDUCING THE CPI SAMPLE IN AREAS ACROSS THE COUNTRY.

Things that don’t occur at bottoms for $1000 Alex. Danny Moses Vincent Daniel