Stocks - Bonds - Market News. Not Advice

Tampa, FL
Joined October 2022
Bullshit.. They are trying to mind f#@% all of yall. Yes on 3!
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Insane: Aaron Rodgers goes OFF on President Donald Trump and the MAGA movement calling it a scam. "There is no MAGA movement. The guy you elected hasn’t done any of his campaign promises." 😬😬😬
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SafeYield retweeted
If you live in Florida, vote YES on Amendment 3 cutting property taxes. The wasteful, big spending politicians are already putting out TV adds gaslighting voters into believing that we'll have no money for police or public safety unless you allow them to keep spending. Vote YES.
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“Success in growth does not cause inflation.” - @realDonaldTrump Q2 GDP: 1.5%
Q2 core PCE: 3.6% 
Market odds of a September HIKE: 58% His own Fed chair says hikes are on the table. His own NEC director says hold. Oil's at $97. Inflation hits 5% by December. A hike is needed, daily items are getting expensive. What do you think? $TLT
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I think “buy the dip” is terrible advice without context. What matters is why it dipped.
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Tesla cut the Model Y price by $13,000 in one year. Every lender holding a used Model Y ate that loss instantly. Not the drivers — the lenders. EVs lose 53% of value in 3 years. Gas cars lose 39%. Would you finance an EV right now, or wait? $TSLA
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A credit loss has two parts: how often people default, and what you get back when they do. Both are moving the wrong way. Tesla is testing guaranteed resale values in Australia — and the residual risk sits with the financing partner, not Tesla.
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Treasury buys back $12.5B of its own debt today. This is routine — short paper, scheduled months ago. The real story: the 30Y is at 5.2%, highest since 2007. Long-end buybacks double Sept 9. When they announced that Aug 19, yields fell and stocks jumped.
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This gets posted as breaking news every quarter. It's been on Treasury's calendar since August. The one that matters is Sept 9, long-end buybacks double.
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Chevron just committed $7B to double its Venezuela output. That's +320,000 barrels a day. The Strait of Hormuz carries 20 million. You'd need 62 of these. Nice headline but oil supply is still constrained. $XLE
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This won't move the price at the pump. But it shows where things are heading. Nobody's waiting for the strait to reopen, they're building around it. Slowly. Expensively. For the 2030s.
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Forward earnings grew 21% this year. You made 11%. The difference is the multiple: 22.0x → 20.1x. Oil pushed CPI to 3.4%, the Fed from cutting to hiking, and the 10Y to 4.6%. Same earnings. Different market. 10 points, gone. Was the war a mistake? $SPY
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10 points on $100k is $10,000. That's what the Strait of Hormuz cost you this year. Not your stocks. Not the Fed. A shipping lane.
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Jan Vaneck: Early in a 10-year stock bull – gold rising as Fed cuts rates & people trust regular money less. But rising stocks/gold mostly help the rich. Regular folks own little stocks – higher inflation, same wages? Fair? Clip from Fox #Gold #BullMarket #Economy #Fed #Finance
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This bull market lasts 8 more years? 📈 Middle class catches up OR 📉 Gap gets bigger? Vote below! #Economy #Finance #FinancialFreedom
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🚨 Break from the mania for S&P in 2026? Clip from CNBC: Rate cuts will occur only if S&P mega-caps rotate to bonds first – weakness signal. History: Stocks avg +10-14% after cuts in strong economies. Rally ahead or caution? 👀 #InterestRates #SP500 #TrumpEconomy #Markets
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