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Sold At The Top Profile
Sold At The Top

@soldatthetop

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Following
498
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Statuses
14,884

“Sold At TheTop” is the snarky pseudonym for the organic blogger who maintains the reasonably popular PaperEconomy. Substack:

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Joined July 2009
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@soldatthetop
Sold At The Top
1 month
@RadarHits And @WSJ want you to become Buffett's "exit liquidity":
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@soldatthetop
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@mcuban @FoxNews @NEWSMAX @CNBC @CNN @dailywire @marklevinshow @DavidSacks @Jason You may not like his answers but at least he was up there answering questions. @KamalaHarris wants nothing to do with unscripted events. You know what that means... she can't answer anything.
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@joerogan @PeterHotez will NEVER debate @RobertKennedyJr because Peter is pro-regulatory capture. The first rule of regulatory capture club is: never talk about regulatory capture club.
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@soldatthetop
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@thecrimson @BillAckman @HaidarEmma @cam_kettles Wow! @BillAckman actually got the job done even with @BarackObama and the entier intellegencia running interference. Amazing.
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@soldatthetop
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@nypost @SpaceX is not an "upstart rival", it's the dominant firm. @Boeing needs new management.
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@soldatthetop
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@mcuban In no way are "tax cuts" equivalent to "debt forgiveness" @mcuban . If you believe that you have had an unfairly advantaged, you are free to send whatever amount of $$ you like to the Treasury and please share the receipt on @X so we can see you put your money where your mouth is.
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@soldatthetop
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@APompliano @joerogan @PeterHotez will NEVER debate @RobertKennedyJr because Peter is pro-regulatory capture. The first rule of regulatory capture club is: never talk about regulatory capture club.
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@soldatthetop
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9 months
@BillAckman @BusinessInsider is strongly implying that @NeriOxman is an actual plagerist. That's real damage to her reputation. They better be able to legally back up that accusation in court.
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@soldatthetop
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@RadarHits Unbelievable. You are seeing this right? If you are Warren Buffett, you get to liquidate 10s of billions of shares of a single stock without making so much as a peep BUT retail?? They can't even login to their brokerage accounts.
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@soldatthetop
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5 months
@BillAckman @Columbia You can queue up hypotheticals all day long but it will make no difference since the "oppressor oppressed" trope is a spiritual experience for these progressive cult members. It's simply not about logic.
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@soldatthetop
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9 months
@BillAckman @Harvard Because @BarackObama ... get it? They circled the wagons... its over. Nothing is going to come of this. It's all rigged.
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@soldatthetop
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9 months
@BillAckman @BusinessInsider appears to have made a legal claim that @NeriOxman is a fraud. That is very damaging and worth litigation particularly given the scant evidence. Many of the examples @BusinessInsider and @ByKLong provided are more than likely inadvertent lack of in-line
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@zerohedge @PeterHotez will NEVER debate @RobertKennedyJr because Peter is pro-regulatory capture. The first rule of regulatory capture club is: you never talk about regulatory capture club.
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@soldatthetop
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@PeterHotez How about you just do the debate? Otherwise, ill assume you have hidden interests to protect.
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@soldatthetop
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@zerohedge Warren Buffet just made "exit liquidity" out of millions of retail "investors" who have been CNBC-coached to stay in at all costs... Will they ever learn?
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@soldatthetop
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9 months
@BillAckman @Harvard @Harvard 's issues run much deeper than Gay and the board. Somehow you missed all of the downward spiraling and only took interest when academia's sad state of affairs hit particularly close to home. @BillAckman you are either out of touch or only now finding a backbone.
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@soldatthetop
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@BillAckman @RobertKennedyJr @joerogan Will NEVER EVER EVER happen Prof Pfizer Hotez MD PhD likely has far too many private interests at stake.
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@soldatthetop
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@RobertKennedyJr We need home PRICES to come DOWN not mortgage rates.
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@soldatthetop
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@BillAckman @jordanbpeterson He's just making the point that its due time to drop all the niceties. There is an urge still to pay lip service to the supposedly progressive values that underpin the "good intentions" but it's about to just tell it like it is.
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@JDVance Nobody cares:
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@soldatthetop
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@DowdEdward She's like: "the numbers my department published today are pretty much Trump fake news so you have to take them with a grain of salt." How embarrassing.
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@simonateba @CherylHines @RobertKennedyJr No doubt but a mans got to do what a mans got to do. Cheryl is free to vote and endorse whomever she likes.
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@elonmusk @PeterHotez This debate should NOT be "pro" versus "anti" #vaccine and certainly NOT pro/anti science. It should be pro/anti REGULATORY CAPTURE and there are probably no better representatives to debate their respective sides of that issue.
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@RadioGenoa I'll just leave this right here. Good work @NYCMayor :
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@soldatthetop
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@ewarren Can we start with a full accounting and audit of your millions Senator?
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@NotlouisCk We learned that Prof Pfizer Hotez MD PhD is pro-regulatory capture and great at Big Pharma ABS (Always Be Shilling), not so good at public debate.
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@RobertKennedyJr Another way of thinking about this is #RFKJr is saying "vote for me and I'll give you cheaper debt". This is a BAD message. American's are swimming in debt, particularly housing debt. We need "vote for me and I'll restore prices for homes that are in-line with incomes".
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@GadSaad @Vinsla @PeterHotez Prof Pfizer Hotez MD PhD microscope guy demonstrated clearly that he doesn't have the guts to back up his convictions. Speaks volumes about him as a "scientist" and even more about the fragility of his worldview.
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@mcuban @FoxNews @NEWSMAX @CNBC @CNN @dailywire @marklevinshow @DavidSacks @Jason @KamalaHarris I agree it wasn't the most direct answer but he was basically saying that he will fund initiatives like childcare with tariff money and that the scale of money received by his tariffs would far outpace domestic priorities like childcare and even the budget deficit. It's not a
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@KobeissiLetter Simple. Stocks are way over valued. The fact that Buffett is waiting on the sidelines actively waiting for better pricing and even lightening up on $AAPL should provide a strong indication that the market is due for a major pullback.
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@elonmusk @joerogan @PeterHotez @PeterHotez will NEVER debate @RobertKennedyJr because Peter is pro-regulatory capture. The first rule of regulatory capture club is: never talk about regulatory capture club.
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@soldatthetop
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@WallStreetSilv Beavers be like:
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@soldatthetop
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@claudiamconwayy I dunno... here are two moms:
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@RobertKennedyJr Amazing to think that back in the late 1970s, Americans were glued to their sets every night to hear the current fate of our hostages in Iran. It was a national outrage and the Carter administration treated it as such. Carter attempted a rescue operation but it was botched and
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@AVindman This grotesque degenerate pile of lard is using elementary 1984 double-speak. Possibly no other grifter in US politics has ever born such a perfect resemblance to O'Brien.
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@P_McCulloughMD @RobertKennedyJr @lifebiomedguru @ChildrensHD @ShannonJoyRadio @SaraGonzalesTX Watching this clip, it is safe to conclude @RobertKennedyJr is the new political force to be reckoned with.
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@patrickbetdavid @PeterHotez @pfizer @RobertKennedyJr @joerogan @Twitter Prof Pfizer Hotez MD PhD microscope guy demonstrated clearly that he doesn't have the guts to back up his convictions. Speaks volumes about him as a "scientist" and even more about the fragility of his worldview.
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@elonmusk @chhardman @PeterHotez @joerogan MD PhD @PeterHotez was so confident in his ability to defeat @RobertKennedyJr in an open debate that he flatly refused to entertain the bout and then abruptly blocked everyone that called him out on his cowadice.
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@soldatthetop
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@ewarren $160 million is chump change when compared to what the IRS would likely net by auditing every member of Congress.
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@KobeissiLetter This is simply a byproduct of our deeply entrenched #inflationary period. Previously solid business models fail when #inflation guts consumers. The best thing for the economy going forward is to abandon "soft landing" for a good old fashioned "hard landing" #recession .
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@PeterHotez Big Pharma Rule #1 . ABS: Always Be Shilling. Well played Dr Pfizer Hotez PhD.
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@mcuban @luken_van Individual instances DONT matter. A Big Government $25K subsidy on housing will increase Home prices by the $25K in aggreatgate over time.
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@soldatthetop
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@KobeissiLetter Warren Buffett just made "exit liquidity" out of millions of retail "investors" who have been CNBC-coached to ignore Buffett's primary rules of investing: Rule #1 . Don’t lose money. Rule #2 . Don’t forget Rule No. 1
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@soldatthetop
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@SallyMayweather Obviously, this guy has got some serious baggage.
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@soldatthetop
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@BillAckman @gregggonsalves @Harvard @BillAckman simply shined a blazingly bright spotlight on the grift that is #DEI and in particular, the obviously hideously negative impact it has had on @Harvard . Well done @BillAckman . Keep up the pressure!
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@soldatthetop
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8 months
@jasongoepfert Bubbles are always axiomatic... "The bigger they come, the harder they fall", "Easy come, easy go", "What goes up, must come down", "If something cannot go on forever, it will stop." Our whole economy is essentially a massive Everything Bubble. You can connect the dots.
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@RobertKennedyJr #RFKJ is a breath of fresh air and a good throwback to a far better and more sensible time. No wonder he is viewed as a major threat to the #DNC .
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@soldatthetop
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@jordanbpeterson @BillAckman @GadSaad @sapinker @TheFIREorg Why would it take so long for wealthy alums to wake up? It has been brutally obvious for many years now that academia has been FUBAR. Does everything have to always turn on who's ox is being gored?
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@soldatthetop
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@zerohedge This is a bona-fide, multi-asset class, blow-off top Panic Crash! Observe closely as this type of event is rarely witnessed at this scale.
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@KobeissiLetter We are ultimately going to see the "perfect storm" of duration risk meeting credit risk thereby creating a "bomb cyclone" of financial destruction. It's as if the 1980s S&L Crisis merged with the GFC. The last shoe to drop is unemployment.
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@zerohedge Dis-inflation is over, #inflation is re-accelerating. No more, no less. #Powell delayed too long, didn't go higher enough and now pivoted back to easing too soon. It's just that simple.
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@KobeissiLetter Housing will go the way it always goes with rising unemployment and #recession , on a good long dirt-nap. Home prices have reached historically unsustainable levels. Put these two together and you know what you get? Crashing home prices for the foreseeable future.
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@soldatthetop
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@KobeissiLetter This is a MUST in order to complete the final transformation of Wall Street into the world's largest casino. Let's blow this Everything Bubble up another 10 fold!
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@soldatthetop
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@AP Harris pushes the type of "joy" that makes her opponent need to triple up on security.
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@soldatthetop
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@JackPosobiec This is precisely how every media interaction should transpire. These agents of the media machine are completely captured so no point in truly engaging. Simply ignore them and use thier coverage to make whatever point you want.
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@BillAckman @POTUS This is a bit of a naive take... you are implying that a traditional candidate selection process and statesmenship still exists with the prospect of legitimate primary challengers and a president that functions with independent agency. We are VERY far from those days.
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@soldatthetop
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Housing is toast! Look at today's retail sales results for furniture and home furnishings... unbelievable. This is going to be as fundamental, if not more so, than 2008:
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@AP Brazil is just telling you loud and clear, it's not a safe place for people who value their freedom.
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@BillAckman Might as well keep the train rolling @BillAckman . I had my doubts but you are absolutely winning! Congratulations.
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@leadlagreport Japan is destined to be the example of what NOT to do to your monetary and financial systems for the rest of the world and particularly for the US. You print and prop and ruin your monetary system and eventually, it catches up with you.
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@KobeissiLetter The next major shoe to drop for the typical household is home prices... you can see the coming train wreck in the latest employment situation... full time employment has given way... housing market is next:
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@soldatthetop
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@w_terrence Also, just for the uninitiated, Terrence's pancake mixes are genuinely the best I have ever had. The birthday cake is crazy good. Clean natural recipes. Packing top notch. Ordered cases for Christmas 2021 and 2022, both orders perfectly packed arrived on time. Excellent business.
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@ZubyMusic @8EightPillars Looking forward to her update at 50.
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@soldatthetop
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@KobeissiLetter Plus #inflation expectations are exploding again! Not looking good for 5.25%:
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@KobeissiLetter Yes. It's a perfect example of why massive economic programs like SS should have automatic sunset clause every decade to force reauthorization. Tricky, yes, but the implementation of this policy hardly resembles the original intent and new generations need a seat at the table.
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@KobeissiLetter There is no strange mystery here... the message is loud and clear. The #Fed disastrously mishandled this historic bout of #inflation and will soon have to do an about-face and restart the hiking cycle except now from a 5.25% base-rate and ZERO credibility.
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@soldatthetop
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@jordanbpeterson @joerogan Prof Pfizer Hotez MD PhD microscope guy demonstrated clearly that he doesn't have the guts to back up his convictions. Speaks volumes about him as a "scientist" and even more about the fragility of his worldview.
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@RobertKennedyJr Kamala did argue to ban fracking. She does support late-term abortion. She did fail us at the border. She does support mandating Medicare for all. She is just another #DeepDNC hand-picked career con artist politician. #Debate2024
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@KobeissiLetter Bubbles are always axiomatic. "What goes up, must come down". "The bigger they come, the harder they fall". It's only a matter of time. Everyone is on the same side of the buying trade but someday they will be selling.
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#Powell is simply unwilling to do the right thing and hike to a truly and unequivocally restrictive rate level. #inflation has been building a head of steam since December 2023. Eventually #inflation will win and force the #Fed 's hand but at what rate? 5%, 6%, 7% annualized?
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@DeItaone The administration was hoping for nearly a year of cuts pre-election. #Powell was happy to play along. #Inflation just said loud and clear... NOPE!
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@soldatthetop
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@PeterSchiff Warren Buffet just made "exit liquidity" out of millions of retail "investors" who have been CNBC-coached to stay in at all costs... Will they ever learn?
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@KobeissiLetter The simple answer for this is 15-years of "easy money" induced delirious speculation. We are long overdue for a hard landing for stocks, housing and the whole economy more generally.
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@zerohedge Housing market is toast... Time to brace for declining home prices.
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@RobertKennedyJr I support your run but this isn't good policy, just more big government subsidizing of res real estate. Uncle Sam already cosigns most home loans through Fannie/Freddie which is one reason housing is so overvalued. We need policy to BRING PRICES DOWN not encourage indebtedness.
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@RogerJStoneJr The same way they delt with mail-in ballots! Why do you guys not see this? They will move heaven and earth (and succeed) to create a new reformed ticket to defeat Trump.
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@KobeissiLetter It's a tricky period with traditional indicators of #recession flashing red against the backdrop of the continued effects of the #Fed 's 15 years of easy money liquidity. The lower 80% of the population is effectively in #recession while the upper 20%, with assets, is thriving.
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@KobeissiLetter Another day, another reason to consider the Stock Market the world's most elaborate casino. It's all a game of legerdemain. Value investment is a thing of the past along with decades of basic fundamentals and tried and true rules of thumb.
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@KobeissiLetter Home insurance is just fine... Its Home prices that are absurdly high. You can't expect the insurance premium to stay the same when the insured asset value has exploded.
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@RobertKennedyJr #Kennedy keep shining a spotlight on the train wreck that is our absurd border policy. This is easily the lowest hanging political fruit that most sensible Americans (regardless of affiliation) can agree on.
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@BillAckman @nytimes Doubt it. Just playing both sides. Opportunistic, calculated and self-serving.
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@Geiger_Capital Get used to it. The 10-Year Yield appears to be gearing up for another run at 5%. A couple more "surprise" #inflationary data reports and its a done deal. Then consider that this will be the second 5% 10-Year Yield in under a year. Obviously, we are going above 5%.
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@zerohedge Silver lining: After this stock market (and housing market) crash fully materializes, at least we wont hear even even a whisper about anything COVID-19.
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@KobeissiLetter Layoffs are why you are seeing risk assets pumping. There is a whiff of despair in the air. Online gambling, Robinhood stonkers, crypto scams, Zero-day Options, AirBnb cons, property flipping... manias abound! These are not signals of strength, they are the noise of weakness.
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@greg16676935420 Wow... that Swiss food looks so interesting and cultured.
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@leadlagreport Gold and Oil is telling you one thing very loudly, #Powell and the #FOMC declared "victory" against #inflation at the very moment it was rearing up for a run to spike/wave number two.
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@BillAckman @joerogan This debate should NOT be "pro" versus "anti" #vaccine and certainly NOT pro/anti science. It should be pro/anti REGULATORY CAPTURE and there are probably no better representatives to debate their respective sides of that issue.
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2 months
@elerianm People inherently understand that we are living in a malinvestment laden paper-economy that can completely crumble at any moment rendering 401Ks into 200.5Ks.
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@KobeissiLetter It adds up when you consider that we are 15 years into the aftermath of #Bernanke 's ridiculously cowardly "Depression" fever dream-driven policy debacle. The can was kicked so hard in 2008, we have only just now caught it. Time for a new economic collapse larger than 2008.
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@RobertKennedyJr Next up... properly measure #inflation so the Federal government is forced to make good on its COLA obligations as well reckon with its out of control fiscal spending.
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@RobertKennedyJr Already gave, will give more. My recommendation, more events that leverage #Kennedy legacy and more videos (short pieces) on the many obvious failures of our current political elites. Border, poverty, corporate regulatory capture, congressional graft and insider trading, etc.
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2 years
@WallStreetSilv Whole family of con-artists. Like mother and father, like son.
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@KobeissiLetter The answer is easy... choose #recession . Price stability is their primary mandate with a specific goal of 2%. Everyone knows that the maximum employment is REALATIVE to the stable price level. Not that long ago 5-6% unemployment was considered FULL EMPLOYMENT.
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@TulsiGabbard @DanaBashCNN is just a bad person, plain and simple. It's as obvious as can be by watching this video. She could care less about the point of the meeting and wreath laying or the sentiments shared by the families. This is just the latest installment of fake "incident" gimmick.
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@RobertKennedyJr @MeghanMcCain @CherylHines I understand your wanting exposure but sitting with @MeghanMcCain makes you look like an empty statist shill. What will you do next, go on the George W Bush insider #DC boot licking tour? Sad.
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@mcuban Again, just write a check with a massive tax overpayment to the Treasury Mark, and post the evidence here on @X , otherwise you are just virtue signaling.
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@RadioGenoa Just going to leave this right here:
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@KobeissiLetter It's simply not enough. It's like a drop in the bucket relative to well over 12 years of monetary profligacy. Too little, too late.
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