Institutional Wealth Trader

I’m really craving popcorn for some reason

86 47

Bad headline from WSJ considering it actually adds trillions to deficits

Does this include student loans? Because that would make a lot of sense since they just kicked back in

Why does Stephen Miller hate America and our constitution?

Nope. Bond market will continue its decline.

The closer the GOP gets to passing their tax bill, the higher yields will go. And they are set to surge later this year when the debt ceiling is lifted anyway.

Stock market crisis: averted.
Bond market crisis: initiated.

Imagine working for ICE. It’s like taking a job with Satan working at the gates of hell. How heartless and soulless do you have to be to do that kind of work?

When have republicans ever cared about tax math?

I think by “finance bros” you might mean unemployed high school dropouts.

Most countries do everything they can to increase tourism, because it’s free money. Just another way Trump is killing the economy.

Tesla suffers worst quarter since 2022 as deliveries tumble Company loses crown of world’s best-selling electric-vehicle maker to China’s BYD

Tesla suffers worst quarter since 2022 as deliveries tumble

https://www.ft.com/content/0ebcec51-2a5a-4820-99e8-1e500370fd68

Trump might improve the trade deficit by inadvertently crashing the dollar

The market and economy are going to get worse before they get worse.

Did it ever?

Upon lifting the debt limit, the government will need to flood the market with bonds over the next several months to recapitalize the government. This surge of bonds will exert upward pressure on rates.

3/3

They are able to roll over existing debt, but they aren’t able to increase the overall supply of government debt.

This artificially limited supply of bonds puts downward pressure on interest rates.

2/3

One thing I haven’t seen discussed much at all in regard to bond yields and mortgage rates is the debt limit.

Since hitting the debt limit, the government has essentially been operating as if they have a balanced budget by using “extraordinary measures.”

1/3

What if Elon’s actually a left-wing environmentalist and this is all an act to trick right-wingers into buying electric cars and saving the world?

Hmm, and the mag 7 has declined more than the rest of the indices over the last month anyway. This is going to result in more selling pressure on the mag 7 over the next month.

Too bad she’s retiring

Why didn’t Biden think of tariffs???

The national debt doesn’t all need to be paid off, but it does all need to be paid back.

The next bear market is going to be a doozy, and it might be starting right now.

Glad I bought TSLQ as a hedge. I can make money at Elon’s expense as he ruins our economy. $TSLA

International stocks extend their 2025 lead over US stocks. As America isolates itself and becomes poorer, the rest of the world is working together and getting richer.

Well, at least the 10 year yield has calmed down.

Howard Lutnick—“Exactly what [the tariiffs] are, we’re going to leave that for the president and his team to negotiate.”

Does Howard Lutnick not realize he’s the Commerce Secretary? Dude, you are the lead person on Trump’s team for this.

FAFO