Jay O'Connor (@jayoco) header
Jay O'Connor (@jayoco) profile picture

Dunhill Creek Capital. Futuri Media. I like finance, technology, wine and my dog. Not necessarily in that order.

Raleigh, NC
Joined July 2008
Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)Photo by Jay O'Connor (@jayoco)
Hey, instead of wasting time and taxpayer money trying to take down one guy, please focus on fixing my 2600/month healthcare bill (YOU Guys broke the system). Then fix the inflation problem that YOU guys supercharged. You have 24 months. Chop, chop. Your clock is ticking. Your comment tells me you’ll focus on the WRONG thing.
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Reminder, moron. Your favorability rating is 11 points LOWER than Trump's. You've got to be truly pathetic to achieve a number that low.
House Democrats are focused on groceries, gas and goods. The extremists are obsessed with ballrooms and backsides. Something is really wrong with these people.
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That remains 2.5 times the current 16% congressional approval rating from Gallup’s latest poll.
President Trump’s approval rating drops to 37% in a WSJ poll, the lowest of any president heading into a midterm election in Journal polls dating to 1990.
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Jay O'Connor retweeted
Fed hike = the Fed is trying to tighten financial conditions by giving more interest income to the upper leg of the "K" (Boomers) while simultaneously increasing US govt deficits (via higher interest expense). That's like screwing to try to get your virginity back.
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Meanwhile, in February, Iran notified the IAEA that normal safeguards were "legally untenable and materially impracticable". Except for the Bushehr plant, Iran blocked IAEA access to its nuclear sites, preventing the agency from verifying the current status of its nuclear program.
The irony here is too much… under JCPOA inspectors were in, SOH was open and the world was in a better mood lace. This whole Israeli orchestrated madness led to exactly nothing and resulted in a significantly stronger IRGC grip on power / regional influence
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Jay O'Connor retweeted
Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.
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This is the post of the year. 👇👇
Imagine being confused as to why a military doesn't publicly disclose their war plans to you...
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The median midterm year drawdown is 15.6% .. S&P 500 1950-2022
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I love this guy
Every member in the U.S. Senate agrees we cannot allow Iran to acquire a nuclear weapon. I’m baffled why so many are unwilling to support the only action to achieve that. Empty sloganeering vs. commitment to global security — which is it?
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Barron’s still spewing the “greater fool theory” about Bitcoin. Probably going to 150k now. Wake up, folks. The cycles are now very hard to deny.
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The evidence of the crypto cycle is quite clear. I simply cannot imagine being an RIA and NOT have suggested a small allocation over the last few years. "but...but...it doesn't produce cash flow...." Oy vey. WAKE up.
WOW!🤩 "A small amount of #Bitcoin added to a large amount of high quality credit, what you can accomplish is incredible. It can be a cornerstone to close the asset-liability gap for pensions" - Newmarket Capital CEO Wall Street is waking up to the power of #Bitcoin
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BITCOIN
What are we buying this morning? Need to deploy some cash.
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Trust me... this will kill your buzz. 👇👇
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The current generation probably doesn’t even know that there are two people in this photo
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Jay O'Connor retweeted
Replying to @cvpayne
As a woman, these DEI hires are so offensive. So is the idea idea that we should be excited about the idea of Kamala being the first female president. Personally, I’d rather wait another hundred years for someone who’s actually qualified.
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Ebay bitching about Amex fees?!?!? THAT is the pot calling the kettle black. I'm surprised anyone uses eBay anymore as their fees are outrageous. @eBay
$EBAY TO STOP ACCEPTING AMERICAN EXPRESS $AXP CARDS OVER FEE DISPUTE eBay announced it will no longer accept Amex cards globally starting August 17 due to "unacceptably high fees." The decision follows contentious negotiations over merchant discount rates charged by Amex, which eBay claims are excessive compared to other networks like Visa and Mastercard. Amex defended its fees, stating that their average transaction size on eBay is more than double that of other cards. American Express expressed disappointment with eBay's decision, calling it inconsistent with eBay's goal of increasing competition at the point of sale. This move is similar to previous actions by competitors like Amazon, who have also used fee disputes to negotiate better terms with payment networks.
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More than 50% of 74 US CPI components are running below 2.0% YoY for the first time since 2020
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Let me guess. The pact will ensure Saudi oil is denominated in US dollars.
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