Gordon Johnson
@GordonJohnson19
"Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
The stock market is up b/c you ran down the TGA, increasing bank reserves, which they used to lend out as margin to gambling addicted “investors”, as well as the @federalreserve printing gobs of money, loosening financial conditions while sending M2 surging to near record highs.…
If @WSJ reporters actually covered the markets, they'd know why they're up. President Trump’s One Big Beautiful Bill prevented the largest tax hike in history and introduced economic drivers like full expensing, no tax on tips/overtime, and tax cuts for seniors. Pair that with…
There’s no impact from tariffs 2.0.
General Motors paid 29% of its profits in tariffs $GM
hearing rumors of a Powell resignation pod shop blowing up
hearing rumors of a Powell resignation pod shop blowing up
*TEXAS INSTRUMENTS SAYS AUTOMOTIVE CHIP SALES FELL SEQUENTIALLY *TEXAS INSTRUMENTS SAYS TARIFFS DISRUPTING GLOBAL SUPPLY CHAIN
*TEXAS INSTRUMENTS SAYS AUTOMOTIVE CHIP SALES FELL SEQUENTIALLY *TEXAS INSTRUMENTS SAYS TARIFFS DISRUPTING GLOBAL SUPPLY CHAIN
This is a typo, yes?
*CAPITAL ONE 2Q TOTAL DEPOSITS $27.88B, EST. $447.62B that's a typo, right?
$TSLA has now seen its U.S. sales fall YoY, consecutively, in each of the past 3 quarters; and, looking back over the past 6 quarters, $TSLA's U.S. sales are down in 5 of those 6 periods, w/ the 2Q25A fall being the worst since 1Q24.
$TSLA - TESLA REGISTRATIONS IN CALIFORNIA FELL 21.1% IN Q2 - CALIFORNIA NEW CAR DEALERS ASSOCIATION
$TSLA has now seen 7 straight quarters of declines when looking at the change in YoY car sales in California.
$TSLA - TESLA REGISTRATIONS IN CALIFORNIA FELL 21.1% IN Q2 - CALIFORNIA NEW CAR DEALERS ASSOCIATION
$TSLA
$TSLA - TESLA REGISTRATIONS IN CALIFORNIA FELL 21.1% IN Q2 - CALIFORNIA NEW CAR DEALERS ASSOCIATION
From GM on impact from tariffs: “GM reported that the second‑quarter 2025 profits were hit by approximately $1.1 billion due to U.S. tariffs on imported vehicles and parts. That tariff impact shaved off about one-third of its operating income for the quarter.”
The Big Beautiful Bill does provide massive stimulus to companies to to start building and start growing
cc: @BagholderQuotes
This morning, US government criticism of both Federal Reserve Chair Powell and the institution itself has broadened to include "mission creep" and the effectiveness of other officials. The developments of the last few days reinforce my view: If Chair Powell's objective is to…
Every woman in the @WNBA should pay homage to @CaitlinClark22. She is the reason I watched one game last yr, & THE ONLY REASON I care. Period. Without her, I would not care, AT ALL, about the @WNBA. She should be on the cover of 2K26, and she should get MUCH MORE CREDIT. PERIOD!
Even @howardlutnick agrees with the view below. FYI. #whymarketskeepmeltinghigher x.com/typesfast/stat…
1/4 People keep asking why the market continues to go up, w/ no care (seemingly) for @POTUS' tariff threats, particularly the reciprocal ones set to take affect 8/1. And, after a chat w/ @MichaelMOTTCM the answer appears clear. As we all know, a lower court recently ruled...