Michael C. Khouw
@Michael_Khouw
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Chief Strategist https://t.co/Tar9qfkLvq, Co-Author The Options Edge (Wiley 2016) Former: MD CRT Capital, Partner Cantor Fitzgerald, Member NYMEX, AMEX, PHLX
New York Austin San Francisco
Joined May 2011
RT @unusual_whales: JUST IN: Trump's buyout plan for federal workers was reinstated by a judge
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@shellenberger @elonmusk $2.7 trillion since 2003 "Highlights" of the GAO's findings below... Trillion here, trillion there. Pretty soon, you're talking about real money!
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February 12th, 2025 Strangles in $NDX? Who is buying $PLTR? $NEE or $FLR longer term? These are some of the questions we answered today on... via @YouTube
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RT @unusual_whales: JUST IN: Trump: "Spoke with President Zelenskyy, he wants to make peace." Trump spoke to Putin earlier in the day.
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RT @john_yazek: @Michael_Khouw 💯- gotta have representation from both sides to achieve real, lasting improvement.
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Nobody’s perfect, and most are redeemable.
@Michael_Khouw If everyone involved, both parties, is a grifter to some extent, doesn’t that say tons about the inertia over decades and the panic setting in now? What did the oversight committee ever do to stop it? Simpson-Bowles recommended changes never acted upon?
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Nobody believes the government can fix itself, but some believe meaningful change can result from the engagement of a few determined and well-positioned people from both sides willing to focus on a common objective, even if many or most of their other goals aren't aligned. We might assume no good person wants fraud. Even some otherwise immoral politicians might seek to score points and elevate their position by going after it—unless they're in on the theft.
@SaraEisen @Michael_Khouw Some people seem to think the government can and will fix itself if all these things voiced in the comments so far. It won’t and can’t. If it could they wouldn’t be happening en mass. This is just another example of how major changes are needed.
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I'm guessing most Republicans probably do believe in free trade, or that it should be equivalent to the restrictions imposed on the US by the relevant trading counterparty.
@Michael_Khouw I'm in my 37th year in the chemical industry. Companies are raising prices in anticipation of tariffs. Not good. What happened to Rs believing in free trade?
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Had Social Security been introduced in 1835 instead of 1935, I'm sure there would be a few 250-year-old beneficiaries.
There’s a 150yo getting Social Security! Maybe some checks and balances are ok after all.
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RT @DavidSacks: To paraphrase Solzhenitsyn, we know that they are stealing. They know that they are stealing. They even know that we know t…
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RT @SaraEisen: Attention members of the House Financial Services Committee questioning the Fed Chair right now: inflation just surprised at…
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Some may find it easier to visualize. I've also included CORE PCE (Fed's preferred measure) as an index with a pre-covid trendline added.
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@PeteG81 The mob doesn't collect their protection money just by sending out automated notices in the mail.
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The January number is often elevated, partially a function of when price-hikes are put into effect, but your data illustrates that the rate of change had ominous undertones well prior.
Inflation Headline CPI Month Over Month Jan: +0.5% Dec +0.4% Nov +0.3% Oct +0.2% Aug +0.2% July +0.1% June 0.0% Bloomberg data
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RT @LHSummers: We are now in riskiest period for inflation policy since the early Biden Administration. Even without tariffs, immigration…
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RT @SullyCNBC: Rent, food, car insurance and many forms of energy spiked over the last year. But as long as you don't use those things you…
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I cite non-partisan government agency reports like those from Congress's non-partisan watchdog. I'm not citing figures from the @WhiteHouse or @doge because I realize the partisan hacks find it easier to obscure what's going on by attacking individuals, the opposing party's integrity, or the politics of anecdote than refuting Congress's own reports. Incidentally, I remember during the Clinton years, fresh out of college (one of my best friends worked in that administration), how critics howled the WH was staffed with reckless, incompetent kids. Did we know everything in the early 1990s? Of course not; we were incompetent kids in some ways, but we were also energetic believers that we could change things, scoffing at the older, wiser folks around us who said, "That's just the way it is." By the way? Clinton/Gore/Gingrich/Armey achieved a balanced budget. Just sayin'
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