gtroblq

“Greatest economy in the history of the world”

Smug sociopathy

A chart from the great @bennsteil.bsky.social — showing how US importers did, in fact, absorb most of Trump’s tariffs at first.

But not for long.

@cfr.org
www.cfr.org/article/who-...

#DonnyTwoDolls 🧸

#quant

Norway should just dump those shares on the open market

I thought Tom Lee said this stuff was going to 5000 Quadrillion by the end of the year? 😅

#SafeSpace 🤡

@financialtimes.com
www.ft.com/content/eef9...

"Warmakers" 🤡

EU universities receive record US grant applications Trump has unleashed a series of measures against US universities this year, including funding cuts and research restrictions.

American brain drain
www.semafor.com/article/11/0...

That’s so weird. I wonder what happened. 🤡

(via B of A)
@mikezaccardi.bsky.social

A SSRS/CNN poll showing 61% people think Trump has gone too far using the power of the presidency and 57% think he's gone too far deporting immigrants.

People fucking hate this guy. They fucking hate ICE. They fucking hate how much power he has. He is at 63% overall disapproval to 37% approval. That's lower than their poll after January 6th. And this poll was done before he started intentionally starving people. I wish our media would reflect this.

China Started Separating Its Economy From the West Years Ago

www.nytimes.com/2025/11/03/b...

Dems float FCC probe of "60 Minutes" trimming Trump interview A note said the extended version of the interview had been "condensed for clarity."

#60minutes to be renamed "59 Minutes"
www.axios.com/2025/11/03/t...

“.. Trump left — but Xi stayed on,” pledging openness and “supply chain stability, positioning Beijing as a champion of the global order Washington built, but now undermines ..”

@opinion.bloomberg.com #APEC
@karishmajourno.bsky.social
www.bloomberg.com/opinion/arti...

“.. prices on all products have gone up .. We are trying to keep up .. and pass along what costs we can ..”

#ISM

Warren Buffett's Berkshire Hathaway has now dumped stocks for 12 consecutive quarters, the longest selling streak in its history 🚨🚨

TARA JAYE FRANK, on the Department of Labor’s rebranding of America’s workforce:

.. a “total erasure of Black and brown people, and the removal of women as equal contributors to the economy.”

@tarajayefrank.bsky.social
@nancylevinestearns.bsky.social
www.linkedin.com/posts/taraja...

Not many investors have the wisdom and patience to park their cash in the risk-free market and wait for a better (cheaper) entry point. How many people can say "This is enough for now."?

Can only imagine John Bogle quaking in his grave over Vanguard taking a 5% stake in $DJT. www.sec.gov/Archives/edg...

“.. the Times editorial board has compiled a list of 12 markers of democratic erosion .. The sobering reality is that the United States has regressed, to different degrees, on all 12.”

@nytopinion.nytimes.com
www.nytimes.com/interactive/...

‘Talking to contacts in the Kansas City Fed’s district, I hear widespread concern over continued cost increases and inflation. I view inflation expectations not as an input into Fed’s decisions, but as the outcome of the policy decisions that the Fed makes.’ www.kansascityfed.org/speeches/dis...

> @governor.ca.gov

Breadth is not good and a mildly bearish pattern of selling has been forming in private exchanges for several months. Also, monthly contracts expiring so everybody is closing their calls and taking their gains.

I'm seeing this as the second Hindenburg Omen signal in October. And that's not bullish for $SPX $QQQ! Not the world's most ideal timing tool, but does tell me to diligently look for signs of distribution. Discussed in detail on yesterday's show: www.youtube.com/live/1OjdBLk...

Not sure how the breadth could look much worse than this. Every new ATH for $SPX since June has been marked by less S&P 500 members regaining their 50-day moving average. "Healthy bull markets are marked by an expansion in breadth."

Say hello to our old friend, the #HindenburgOmen