Jonesy
@HedgeyeDJ
Followers
33,918
Following
2,044
Media
1,773
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30,574
DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
Stamford, CT and Bassano, AB
Joined April 2010
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Send us removal request.
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The entire UK pension system was about to get margin called.
Let that sink in.
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Credit Suisse CDS (credit default swaps) close to surpassing levels last seen during the Great Financial Crisis.
Tick, tick ... boom!
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Pulte is getting fired up! Love it,
#BailoutHumans
... great leader by example right here 👇🏻
It does not matter if you are Left or Right or Center. Or anything. If you are a human, you deserve to go FIRST!
#BailoutHumansNOW
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Canada remains the only country in the G7 to require pre-departure and on-arrival molecular testing.
Since November, Canada's two major airlines have cut 50% of their flights.
Your move, Mr. Prime Minister
@JustinTrudeau
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"The core use case for Bitcoin is to sell it to someone else" -Warren Buffett
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Credit Suisse CDS approaching levels last seen during the Great Financial Crisis.
Probably nothing.
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If you hate
@pulte
, you have more issues than Time Magazine.
Despite the Haters, I will still be giving out $1,500 this afternoon!
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"Our capital position at the moment is strong."
-- Former Lehman Brothers CFO Ian Lowitt, five days before the firm filed for bankruptcy.
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It would not suprise me to see a major global investment bank need some form of bailout in the next couple of weeks.
Shit is breaking. Fast.
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In the last 110 years of data, no bear market has bottomed at 20 P/E.
Not even close.
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Capitalism without bankruptcy is like hockey without the penalty box.
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Moderna's CEO has sold over 571,000 shares this year for a total of $23.8 million. He has not bought a single share in 2020.
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My man
@harrisonjaime
is tied in the most recent South Carolina Senate poll . . .
Change is coming!
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30 year fixed rate mortgages are at 7%.
Things are breaking. Fast.
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Let's remove 8 zeros and pretend the U.S. government is a single family household:
Annual Family Income: $21,700
Annual Family Expenditures: $38,200
New Debt on Credit Card: $16,500
Outstanding Debt on Credit Card: $142,710
Total budget cuts so far: $38.50
I think we all know
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As of this morning, Binanace, the world's largest crypto exchange, has gated U.S. dollar withdrawals.
Prolly nothing.
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"Truth is incontrovertible, Panic may resent it. Ignorance may deride it. Malice may distort it. But in the end, there it is."
-Winston Churchill
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That's Pemex, a state owned oil company bud.
It’s not a movie trailer.
It’s not a natural disaster, either.
It’s what happens when we let corporate greed destroy our planet.
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2022 has been the worst start to a year for SP500 ever.
And ever is a long time, comrades.
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Let's not kid oursleves comrades ... the Bitcoin chart looks like sh$t.
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Bitcoin $BTC only has value because people believe it has value.
Absent that narrative, Bitcoin $BTC is worthless.
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Bitcoin is up 1.3% over three years.
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China has placed all 17.5MM citizens of Shenzhen under lockdown due to COVID.
Shenzhen is home to the 4th largest port in the world.
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In 2019, companies in the SP500 bought back $803 billion in stock. And as a result of draining the rainy day fund to goose CEO pay, we are now bailing many of them out.
#BailoutHumans
instead!
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Portnoy, Chamath, Cuban, the Winkelvi etc ... should be ashamed for plugging the people on $GME.
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If $TSLA grows EBITDA at 30% per year for the next 10 years, in 2030 the Company will generate $25BN in EBITDA.
$TSLA is trading at 25x that 2030 EBITDA number.
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As I check my coinbase account this weekend, a hat tip to
@RaoulGMI
is in order.
Big part of the reason I got bigger in crypto, involved in some alt coins, and then over allocated to $ETH
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Socially distant happy hour for the boys after a long six pandemic weeks!
@hedgeye
@KeithMcCullough
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The Fed is raising rates into a recession.
It's not that complicated.
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SPAIN'S BUDGET MINISTER: GOVT TO INTRODUCE NEW TEMPORARY WEALTH TAX ON PEOPLE WITH AT LEAST 3 MLN EURO ASSETS
And it begins ....
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"If Omicron is very transmissible but not very virulent, that could be a sign that Covid is on its way to becoming a "common cold" virus--which is the path many biologists had always expected."
Per my colleague
@HoweGeneration
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ISM Manufacturing New Orders collapse to 42.5.
Going back 40+ years, every other time this has happened has signalled a recession.
Probably nothing.
#BuyStonks
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Roughly 33% of Canadian consumers have a variable rate mortgage ...
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Buffet literally sold his airline shares to the Robin Hoodies.
I just can't.
ROFL.
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Oil at $75 per barrel today
Oil demand probably hit a secular peak last year and, thanks to
#EVs
, now is in secular “decline”. Though ARK has no formal forecast, I believe that
#Oilprices
are on their way back to $12, the level reached after the 1973 oil cartel crisis, or lower, now that EVs are taking off.
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“If there was no intervention today, gilt yields could have gone up to 7-8 per cent from 4.5 per cent this morning and in that situation around 90 per cent of UK pension funds would have run out of collateral."
“They would have been wiped out.”
!!!
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The U.S. Yield Curve is the most inverted it has been in 42 years.
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Silver $SLV up 8%, that’s all you got R/Wallstreetbets?
Soros broke the Bank of England!
Step it up if you wanna be a hedge fund.
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$TSLA cars registered in California past 3 years:
2018 - 70,300 units
2019 - 72,600 units
2020 - 71,300 units
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Is an asset that drops roughly 28% in 24 hours a store of value ?
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Some exciting news to announce.
@KeithMcCullough
and I have been asked to relocate to Washington to lead a joint CIA-FBI task force, using
@Hedgeye
models, that’s being set up to proactively look for fraud in the new stimulus bill. We will be reporting directly to Jared Kushner.
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We are in a banking crisis.
A recession is coming.
The Fed is likely continuing to hike.
Obviously, stonks should rally!
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If you don't believe us that inflation is still accelerating in most of the world, take a look at this chart of global CPIs:
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Countries that have raised rates in the last 24 hours:
USA +75 bps
South Africa +75 bps
UAE +75 bps
Saudi Arabia +75 bps
Hong Kong +75 bps
Phillipines +50 bps
Indonesia +50 bps
Switzerland +75 bps
Norway +50 bps
Taiwan +12.5 bps
Probably nothing.
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If the U.S. government calculated inflation like it did in 1980, CPI would be running at north of 11% Y/Y.
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COVID-19 cases in the U.S. are now at 9,455, which will surpass our estimate of 10,000 by the weekend. The U.S. is on infection curve that surpasses any other developed nation.
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Happy Holidays to everyone!
Jonesy is signing off, but will be strapped back in next week.
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Starting tomorrow the Fed will be reducing its agency and MBS holdings. i.e. QT begins
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It's been a sad week for the Hedgeye family. I had the pleasure of having the office next to Todd for more than a decade. I learned a lot from him over the years, which is hard to put into a tweet, but:
1. It isn't a martini, if it doesn't have gin.
2. The house always wins (he
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Two days ago, Silicon Valley Bank $SIVB told investors in a mid-quarter update they had $180BN in liquidity . . .
Today, $SIVB is insolvent.
Probably nothing.
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R/wallstreetbets now has 7.5mm (doubled in a week) users and 420k are online now preparing for “war” on Monday.
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What would people say if JP Morgan loaned $1BN to JP Morgan Asset Management who then loaned a $1BN to Jamie Dimon?
Please comrades, don't fall for this bullshit.
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By back stopping junk bonds and nationalizing the bond market, the Fed is putting the S.R. back into U.S.
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🚨 Breaking: the legend himself ... the man that coined the term “Millennial” Neil Howe (no relation to Gordie)
@HoweGeneration
has been named a partner
@hedgeye
🚨
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We need more Generals, men and women unafraid to stand up and call bullshit on all the unreasonable people making ridiculous assertions and demands.
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Mr Prime Minister
@JustinTrudeau
and Mr President
@JoeBiden
:
More than 70,000 fans can attend the Super Bowl without masks, but our children can't go to school without them?
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Comrades, Have you checked the interest rate on your credit cards lately?
Probably nothing.
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Hard to believe it has been 50 times around the sun ☀️ for Jonesy!
I had the best present first thing this morning skating with my daughter before work!
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Capped off a solid birthday with dinner with my mini me (well maybe it’s more like beauty and the beast 😊).
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$TSLA had negative free cash flow of -$2.5BN in the quarter . . . at that burn rate the Company has about 2.5 years of cash left.
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This didn’t age well
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Between
@RaoulGMI
and
@michael_saylor
, Jonesy is starting to get the long term bull case on $BTC
Preservation of the energy of money being a big one.
Thanks to both for educating us on
@hedgeye
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In a fitting end to 2020, I tested positive for COVID on Monday and will be quarantined through the New Year.
So far no major issues for me or my family, but if you have any Netflix or book recommendations for quarantine ... let me know!
Stay safe, comrades.
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$NKLA reported $36,000 in q2 revenue and an operating loss of -$86,642,000 for a -2,406% operating margin.
Perhaps one of the largest operating losses in the history of public companies.
😂
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Socially distant happy hour after a solid week for the home team!
@Hedgeye
@KeithMcCullough
📷:
@jbruno2980
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President Biden should be going to Texas and Alberta ... not Saudi Arabia.
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Two new babies in the
@hedgeye
family this week!
Meanwhile my baby is growing up!!! 😬😬😬❤️❤️❤️
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“ The Shift: Hedgeye 2021 User Conference “
South Beach in October maybe? Who’s in?
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Coach
@KeithMcCullough
and Jonesy in the glory days
@Yale
!
Comrades, Just happened upon a college picture of me and coach
@KeithMcCullough
... should I reveal it?
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