Tangibleist.

Joined August 2024
Itโ€™s happening. The US10Y is going vertical, even after additional Treasury buybacks were announced for tomorrow. The market is interpreting the action from the Treasury as panic. The more the government intervenes, the worse it gets.
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Jaime West is the gift that keeps on giving lmao
"Why don't you ask Pete Hegseth, who is drinking whisky as he's running an illegal war?" Viral Indiana Democrat candidate Jaime West tries to deflect from accusations of her own alleged drunkenness... Watch more ๐Ÿ‘‡ ๐Ÿ“บ youtu.be/rcg4BzNXQxU @piersmorgan | @benfergusonshow
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I picked a bad day to total my truck
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WTI Crude is getting close to the cup and handle breakout, which could see $140+ by the end of the year.
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Rocket League is going to be a real Olympic Sport soon
๐Ÿ”ฅ BREAKING: Elon Musk just unveiled a new Tesla Roadster that can LITERALLY FLY using SpaceX thrusters, and has SO MUCH DOWNFORCE that you can drive UPSIDE DOWN This will be the best handling car EVER PRODUCED by FAR. And keep in mind, this is a literal PRODCTION CAR that you can BUY. Absolutely INSANE. James Bond-level stuff! Congrats @elonmusk!
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Control yourself. Take only what you need from it.
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Trump ending the Ukraine war instead of Iran war allows him to still talk tough on Iran to avoid a surrender looking weak, while pretending to be the ultimate peacemaker by ending Bidenโ€™s war. Markets will rally and paper oil prices will fall. The win he needs before midterms.
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What is most likely to happen to the SP500 by 2028? 1. A continued inflationary grind upward to 10,000 in 2027-28 2. A sell-off and V-shape recovery to 10,000 by 2028 3. A longer correction in asset prices (2022-2024) that lasts the remainder of Trumpโ€™s term 4. A panic sell-off well below 6,500. Blood in the markets
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Scotty made some phone calls this morning
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Remember in Weimar Germany when hyperinflation made the paper mark the only safe haven? Me either.
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I canโ€™t wait to get my $5,000 bribery check to buy more #silver and #gold
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True
The average 'hard' life of a Boomer vs a Zoomer ๐Ÿ‘‡
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White Metal Macro โœŠ๐Ÿผ retweeted
This may be one of the most important charts in the current macro environment. Mortgage rates now approaching 7.5% is like tightening a belt until you can barely breathe. Buyers are priced out, sellers stay put, and residential construction slows. This makes government intervention increasingly likely, in my view. None of us own enough hard assets. tavicosta.substack.com/p/topโ€ฆ
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You donโ€™t own enough US30Y treasuries for whatโ€™s coming.
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White Metal Macro โœŠ๐Ÿผ retweeted
Silver must be getting discontinued because the blowout sale today is a great deal!
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Silver must be getting discontinued because the blowout sale today is a great deal!
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White Metal Macro โœŠ๐Ÿผ retweeted
Honestly, what do you think will happen to gold, and maybe even bitcoin, as the destruction of all global fiat currencies accelerates and thereโ€™s no where else to hide? And when gold explodes, what will happen to silver which is multiple times more scarce than gold. When you understand what Samsung is doing with solid state silver batteries, youโ€™ll quickly realize Silver is truly too valuable to use as currency. The future belongs to the silver stackers. It will rewrite history and will restore the middle class. Iโ€™m selling my gold to build the New Earth, but Iโ€™m holding tight to my silver. Stack silver and wait. Thatโ€™s the game
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Never believe it until theyโ€™ve officially denied it
*HASSETT: WE DO NOT WANT TO INFLATE OUR WAY OUT OF DEBT but we will
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The crack-up boom is the path of least resistance. Prepare for assets to melt up, not down, and be very careful if youโ€™re shorting this market.
One of these cannot remain. The US will sacrifice the dollar to save the bond market, or risk a global financial collapse. That blue line has to fall dramatically. The US can pay any debt by printing money. Every Fed Chair talks tough until they are in the seat. Bernanke, Yellen, Powell, Warsh, and the next... A falling dollar means all hard assets will moon, you need to buy more.
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Thanks for playing!
I think Scotty tried to intervene again and the market not only shrugged it off, they punished him for it.
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I think Scotty tried to intervene again and the market not only shrugged it off, they punished him for it.
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