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washparkhorn

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Everything posted by washparkhorn

  1. It’s 50. Plus another 50 by the end of the year.
  2. America—Fuck Yeah!
  3. Serenity Now!
  4. Let me translate her Trumpaneze to English for all you commie literates out there:
  5. 3 month annualized PCE at 0.9% is a stalling signal. 50 bps cut in September looking more likely. 100 bps cut by the end of the year not unlikely.
  6. A 50 rate cut in September would be prudent given the labor market weakening.
  7. “Bad news is good news”—RIP, August 23, 2024, Jackson Hole, Wyoming
  8. Everything is transitory if you give it enough time. -Chairman Powell
  9. Panic with the unwinding of the Yen/Dollar carry trade. Fucking hedge funds.
  10. In other news, the El Chapo arrests caused bitcoin to slump today. However the Russian arms dealers see opportunity with the unrest in the Middle East—a bullish sign to buy the dip.
  11. I view Crypto as an ETF for illegal transections worldwide.
  12. Just a reminder of Kimberly before taking the red pill:
  13. Probably a good time to brush up on right wing Accelrationism.
  14. President Biden has a lot to be proud of. From an economic perspective, his industrial policy is spot on. Restoring our diplomatic image was masterful. He moved us away from the abyss. But it is time for him to withdraw with honor so he may be celebrated by Americans who care about this nation. I have no doubt he is trying his best to beat Trump, but unfortunately his best will not be enough.
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