Founder of Bretton Woods Research https://xitter.cf/t.co/z60icPmjFJ. Wanniskian supply-sider (https://xitter.cf/t.co/gJqsXX0O0U). RTs & Faves ≠ endorsements.
New Jersey, USA
Joined May 2009
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Call it what it is: a global value recession.
Equities are marching to all-time highs in fiat dollars while collapsing when priced in the only numeraire that still clears: gold.
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Vladimir Signorelli retweeted
DHS SECRETARY MULLIN ON NATIONWIDE GROUNDSTOP: NO REASON FOR PUBLIC TO BE AFRAID
Vladimir Signorelli retweeted
gonna guess there high probability that the FAA grounding all flights in the US is related to an $875m AI tool it built called SMART that will “assist in managing air traffic across the entire national air system” that the administration started rolling out….yesteday
BREAKING: FAA orders ground stop at all U.S. airports “due to extraordinary circumstances and for reasons of safety.” nbcnews.com/news/us-news/faa…
Vladimir Signorelli retweeted
Interesting to see Warsh moderating three of the four panels. We learn a lot about people from the questions they ask.
I am thrilled that it will be livestreamed. Good for transparency. frbsf.org/news-and-media/eve…
Vladimir Signorelli retweeted
Kevin Warsh calls the Fed’s new calendar “more than some administrative detail.” It goes to how he thinks policy should be made: less chasing of monthly data, more looking ahead. He was making the case back in 2017, when he explained why he recommended the Bank of England should meet less often:
"I thought they were spending too much time preparing materials and not enough time doing this crazy thing—thinking hard about what's happening. Again, we're not in the physics business. The economy might well change in a month, but [we'd] be the last to know. The data that we get from the Department of Labor, Department of Commerce, that's bad data subject to revision."
Vladimir Signorelli retweeted
The agenda for the Fed's "field hearing" on productivity includes panel discussions with the heads of Palo Alto Networks, Stripe, Affirm, Ambi Robotics, Providence, and Pearson Packaging Systems.
Warsh will moderate a conversation with Marc Andreesen and Gina Raimondo frbsf.org/news-and-media/eve…
Vladimir Signorelli retweeted
Senator Chris Van Hollen:
The war in Iran. This is an illegal and senseless war. I believe we need to end it now, immediately.
We use all our power to do that. That means not one more penny spent on this war so that we can bring prices down right away.
I mean, gas prices are up, diesel prices are up, we're going into a winter where home heating oil prices are up. We should end this war and bring down costs now.
Vladimir Signorelli retweeted
WOW -- Bessent throws Lutnick under the bus: "Treasury, War, USTR, and State were in favor of putting Megaspeed on the entity list for months, but Commerce has the pen. You will have to ask them about their internal processes."
Vladimir Signorelli retweeted
Hmm
Vladimir Signorelli retweeted
🚨 INSANE WIPEOUT
$400 BILLION has been wiped out from the US stock market in the last 10 minutes.
Vladimir Signorelli retweeted
Rogers and his PAC’s spent tens of millions of dollars trying to paint @AbdulElSayed
But what was amazing is virtually no ads made the case why anyone should vote FOR Rogers, probably because as Trump’s sock puppet, they had no case.
Same deal in South Carolina, Texas and Mississippi. Trump has hallowed put the Republican Party, hopefully for a decade.
Vladimir Signorelli retweeted
Here it is!
For the first time!
In order, the 8 most likely 2028 Republican presidential nominees.
Let me know what you would change!!!
1. @JDVance
2. @marcorubio
3. @tedcruz
4. @RonDeSantis
5. @DaveMcCormickPA
6. @GlennYoungkin
7. @SarahHuckabee
8. @BrianKempGA
@NextUpHalperin
Vladimir Signorelli retweeted
🚨 Former Israeli PM Ehud Barak issues his starkest warning yet: #Netanyahu may provoke an Iranian missile attack within days, then invoke self-defence to launch a war without Trump's approval -- thwarting Eisenkot's efforts to form a government.
haaretz.co.il/opinions/2026-…
haaretz.co.il/opinions/2026-…
אהוד ברק באזהרה הכי חמורה שהשמיע עד היום. נתניהו מתכנן כבר בימים הקרובים פרובוקציה מבצעית , כנראה באמצעות המוסד, שתחייב תגובה איראנית מיידית של שיגור טילים, וכך תירוץ למלחמה בלי אישור טראמפ כי מדובר בתגובה של הגנה עצמית לכאורה. סכנה מיידית והפלת איזנקוט.
Vladimir Signorelli retweeted
The chances of Trump getting a deal done in either the Ukraine War or the Iran War is between nil and zil. He is deal-incapable.
Vladimir Signorelli retweeted
Trump’s Counterterrorism Chief Got Cut From Intel Briefings for Saying THIS 😳
@joekent16jan19
Vladimir Signorelli retweeted
TIMELINE OF EVENTS WITH JENSEN HUANG AND NVIDIA SINCE ITS INCEPTION:
1993: Jensen Huang and 2 co-founders start Nvidia at a Denny's with $40,000.
1995: First chip NV1 flops, half the staff is cut and Nvidia nearly goes bankrupt.
1996: Sega keeps paying Nvidia despite the failure, saving the company.
1997: RIVA 128 sells 1 million units in 4 months and saves Nvidia.
1999: IPO at $12 a share.
1999: Launches GeForce 256, sold as the world's first GPU.
2000: Picked to build graphics for Microsoft's first Xbox.
2000: Buys rival 3dfx.
2001: Added to the S&P 500.
2003: Accused of cheating on the 3DMark benchmark (claim later retracted).
2008: Admits faulty laptop chips, loses $196 million, stock crashes 31%.
2015: GTX 970 sold as 4GB with only 3.5GB at full speed, pays $30 per card in a settlement.
2016: Jensen hand-delivers the first DGX-1 AI supercomputer to OpenAI.
2018: Partner program backlash forces Nvidia to cancel it within 2 months.
2020: Announces a $40 billion deal to buy Arm.
2022: Arm deal collapses after the FTC sues to block it.
2022: SEC fines Nvidia $5.5 million for hiding how much crypto mining drove sales.
May 2023: Becomes the first chipmaker worth $1 trillion.
Oct 2023: US bans more Nvidia AI chip sales to China.
Feb 2024: Hits $2 trillion.
May 2024: Stock crosses $1,000 a share for the first time.
Jun 2024: Hits $3 trillion, does a 10-for-1 stock split and becomes the world's most valuable company for the first time.
Nov 2024: Replaces Intel in the Dow Jones.
Dec 2024: China opens an antitrust probe into Nvidia.
Jan 2025: DeepSeek panic wipes $589 billion off Nvidia in one day, the biggest one day loss for any company in US history.
Apr 2025: US blocks H20 chip sales to China, costing Nvidia $4.5 billion.
Jul 2025: First company ever worth $4 trillion.
Aug 2025: Agrees to give the US government 15% of its China chip sales.
Sep 2025: China says Nvidia broke its antitrust law.
Oct 2025: First company ever worth $5 trillion.
Oct 2026: Hits an all time high of $243, worth about $5.8 trillion.
Oct 2026: NYT reports Jensen's ties to Alice Huang, an alleged Chinese spy.
Nov 8, 2026: Jensen admits an affair, board opens an investigation.
Nov 10, 2026: FBI looking into it, shareholders sue, Microsoft overtakes Nvidia.
Nov 11, 2026: Stock is down 30% from its October high.
Nov 11, 2026: NYT reports a second affair.
Nov 12, 2026: Jensen Huang resigns as CEO, president and board member after 33 years.
Nov 12, 2026: CFO Colette Kress named interim CEO, and Nvidia names its first ever board chair.
BREAKING: The U.S. now launches airstrikes on a radar installation and military-related site in Bandar Sirik, southern Iran’s Hormozgan Province, along the strategic Gulf of Oman coastline near the Strait of Hormuz, per Fars News Agency, citing official sources.
Iran might respond by launching anti-ship cruise missiles targeting U.S. aircraft carriers within hours.
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