Kalani o Māui
@MauiBoyMacro
Kamaʻāina | Entrepreneur | Investor | Wall St Alum | Former Financial Services Executive (24 years)
Let me just add this to the water table… Bill Pulte would be an exceptional pick to run the Federal Reserve. He is crushing it at Fannie/Freddie and deeply understands rates. I think the next Fed Chair needs to be: someone who understands rates because they actively…
Let me just add this to the water table… Bill Pulte would be an exceptional pick to run the Federal Reserve. He is crushing it at Fannie/Freddie and deeply understands rates. I think the next Fed Chair needs to be: someone who understands rates because they actively…
This is really interesting, especially if you trade volatility (VIX). 👇🏼
Over the past decade, increased competition among market makers has led to tighter spreads and more efficient derivative markets overall. However, in recent periods of market stress, we’ve observed a growing trend: market makers pulling back from quotes during volatile moments,…
As I’ve been saying for awhile (and @DiMartinoBooth explains below), Housing will continue to anchor inflation more and more. In the CPI calculation, the Rent of Primary Residence" category accounts for approximately 7.3% of the overall CPI weight in the Consumer Price Index for…
"It took a long time for the increase in home prices, the increase in rents to show up in the CPI, but now it’s actually going to be the largest drag on inflation going into the second half of 2025 and in 2026." #fed #economy, #dimartinobooth, #charlespayne…
Alan Greenspan became Fed Chair in 1987. A glance at the charts below will show a distinct shift around 1990. 👇🏼 The financial system is doing exactly what it was designed to do by “The Maestro”. Charts: @EPBResearch
Many look at this chart and simply see historical stock market performance measured 12 months after rate cut cycles begin. When I look at this chart I have much broader and more fundamental observations. For me, this chart shows the most significant paradigm shift in our…
Another reminder that most normies just don’t pay attention to the world around them
Richmond Fed Manufacturing Activity Deteriorated Further in July 👇🏼 The composite manufacturing index fell twelve points to -20, remaining in negative territory for a fifth straight month.
BESSENT SAYS AUGUST 12 TARIFF DEADLINE LIKELY TO BE EXTENDED
BESSENT SAYS AUGUST 12 TARIFF DEADLINE LIKELY TO BE EXTENDED
When @pulte constantly whines about Jerome Powell and interest rates, understand one thing… He’s simply talking his book.
…Pulte Net Income decline of 25% DR Horton Net Income decline of 24% @MrAwsumb #RESights #MacroEdge
Where’s Logan? 🤷🏼♂️
America's Largest Home Builder, DR Horton, just reported 24% decline in net income. Less revenue, less income and revised guidance incoming at 8:30 Eastern
Equal-weighted S&P 500 relative to the cap-weighted S&P 500. 👇🏼 Hasn’t been this low since…you know…
They think we’re dumb. 👇🏼
Bessent: "We're about to announce a rash of trade deals in the coming days."
You never back down to a bully. 👇🏼 Ever.
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…
Like I said back in January, financial nihilism. 👇🏼
What stage? 🤣
Can wait to start watching this new series on 🍎tv in August. 👇🏼 Sound up!