Returns February 7, 2025

@wqeqesadwe @FirstSquawk Yeah, they decided to hop on the AI hype train just before it derails.

@FirstSquawk So this is a big vote of confidence for Intel's AI program, right? 😂

@spmonckton @Scholars_Stage But yes, you're correct, inflation/devaluation is inevitable. It's just that it's going to be a big deal when it happens, because the Treasury market is going to get hit hard. I expect the Fed to go back to some form of quantitative easing (they'll call it something else).

@Joe_Roberts01 Nothing solves this but honesty and change. They're coming one way or the other.

Trump is uniting the Arab world

@Govlover256 @elonmusk Now they need to end apartheid in Israel.

@elonmusk And why is that, Elon? Are these people angry about things that were done to them by those Boers?

RT @financialjuice: ⚠️ BREAKING: TRUMP: WE WILL BE ANNOUNCING ON MONDAY 25% TARIFFS ON ALL STEEL AND ALUMINUM COMING INTO THE US.

@KobeissiLetter Trump seems bound and determined to carry me and my gold bags to an early retirement. Keep talking, Sir.

@Scholars_Stage If there is any group whose ideas hold less credibility than academic economists, it's political agenda driven partisan economists. His ideas are important only to the extent they give insight into what the Trump team is thinking or might do.

@spmonckton @Scholars_Stage "What is the downside here (other than inflation" That's like asking what is the downside of the Titanic hitting this iceberg (other than sinking) 😄

@ZaidJilani Probably. He obviously knows how the rest of the world will react to these statements.

RT @AdameMedia: Why is the highest earning group in America that also has access to interest free loans now seeking to be given billions in…

@michaeljmcnair @gdp1985 Kyle Bass manages money and has been predicting the demise of China, the RMB, and the Hong Kong dollar peg for years. And he's been wrong for years. Our borrowing costs are going up and that's even with Yellen and now Bessent shifting issuance to bills.