B. G.
@206BG
Politics - IR - Markets. Overly cynical and sarcastic, does not check emails outside of work hours. #ClaudeBoys
I share Kris' sentiment and am gonna be selling/shorting any hopium bounces for the foreseeable future
This is the market that’s going to give you a good headline followed by a face ripping bounce that makes you believe “it’s all over”. Then you turn your head and we are 2% lower than where the headline hit. This will not go away in a day or two.
Every time I think the second hand embarrassment can’t get worse he goes and outdoes himself
This is the biggest difference between our two political parties. Rufo posts a dog-eating conspiracy or an article like this it's mainlined to the WH in a day. Biden, Jeffries, Schumer, and the DNC operate within their bubble and never coordinate with anyone from the outside.
The Manhattan Statement is circulating through the White House and generating enormous buzz. I'm hearing reports that Ivy League presidents are starting to come to the table, and our principles are in the negotiating sweet spot—targeted, popular, practical. Let's get it done.
If I were to ever run for office, my cornerstone issue would be abolishing HOAs
I just had a neighbor compare… …the HOA Board closing the pool on a Sunday due to a chemical issue, and not being able to solve it IMMEDIATELY due to the community management company being closed over the holiday… …to 9/11. Never, ever, move into an HOA.
CLEAR THE RUNWAY FOR VJ EDGECOMBE ✈️🤯 The No. 3 overall pick for the @sixers is showing off his skills on ESPN!
Imagine packing up and leaving your home state over a primary election for mayor
If you're leaving NYC for a red state, leave your blue state politics in the blue state you helped ruin. Don't leave your shit hole, escape to a place that thrives because of actually good policies, and then vote to implement the same shitty policies you escaped.
In the last four hours, Lyin’ Ted has tweeted 21 times, and 20 of those tweets are complaints about Tucker Carlson. League-leading levels of Gotten To.
How is Rafael Cruz a Senator man... There are people (lots!) that actually vote for this guy.
Ted Cruz on Iran. Full interview tomorrow.
Truly amazing times we live in... The pictures from this event leaking out everywhere so quickly and getting closer and closer to the incident This is the wildest one yet
Not my uncle believing he's the first man the stripper less than half his age finds funny and that she's been genuinely charmed by his sparkling, unique persona
TSMC has committed to invest $165b in the US. While this is margin dilutive, we see a path for TSMC to achieve 65% Gross Margins by 2030. This would continue a trend of higher margins over the past two decades. There are three core drivers of future gross margin expansion: -…
When you've lost the Torture Memos guy...
John Yoo, former clerk to Justice Thomas: “zero chance” courts would allow suspension of writ of habeas corpus over immigration. Suspending habeas would provide “much stronger ground for impeachment than Trump’s first two rides on that rodeo.” thedispatch.com/article/habeas…
Art of the Deal 2.0: Buy $NVDA calls right before before announcing global chip curbs
$NVDA Millions Worth of ITM Call Buyers *At/Above the Ask*
We're either going to learn a bunch about geologic chemistry in the near future, or we've found a water world with life. Very cool! newscientist.com/article/247700…
People are going to chase this headline hard come Sunday night and into Monday. Equities are likely to rip higher, and the vol sellers will come out in full force. But then the cold reality will set in—this isn’t the same market regime. The reflexive bid that used to drive…
Finally the news US tech investors were dreaming of…chips/smartphones/computers exempt from tariffs. US Big Tech spoke and the White House made the right move at the right time. Massive relief for market and tech stocks into Sunday night 🏆👇🐂
The volatility here in the 1st hour of markets being open is absolutely wild $QQQ $SPY
So the “tariff rate” that Trump claims other countries charge, is actually the trade deficit vs the US divided by their total exports? And he has just taken half that number and called it “reciprocal tariffs”? Jfc you have no idea how bad things really are.
DID I CRACK IT? I think I figured out at least a chunk of the math. It's trade deficit divided by their exports. EU: exports 531.6, imports 333.4, deficit 198.2. 198.2/531.6 is 37, close to 39. Israel: exports 22.2, imports 14.8, deficit 7.4. 7.4/22.2 is 33.