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So with all the Truflation charts going around + some Powell back slapping I was curious about the real world as a slowing rate obv doesn't = lower prices. CPI trendline since the bottom of '08 with inflation/deflation rates needed to get to trend. $ES_F

Powell is next tbh

Brent totally nailed this. BBQ Sauce🎯

Basically the same payroll as the Miami Marlins lol

😡

Direct lender realizing their 9x-levered illiquid pref is now sitting in a janitor’s 401k.

👀

If anybody needs a good daily financial pod to listen to, hit up Zach Abraham 𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 on youtube.com/@knowyourriskp… It has become my go-to workout listen

Can we just have one normal week?

Trump about to catch the car

Even if Trump backs off for now, the damage may be longer-lasting, as he has reactivated long-standing concerns about U.S. interference — concerns that are far more widespread across Latin America than many US observers tend to realize.

Literally the Wall Street Journal front page right now.

Things that happen AFTER a country ETF dies...😢

2025: We are a rare earth company

👇This is so true!! See also Egypt (EGPT - '24), Colombia (ICOL '22) and Poland - EPOL may the beast of 2025 but PLND - its Van Eck predecessor - was shut in 2019 for lack of interest. Don't get me started on sector ETFs (coal, offshore, LNG all spring to mind).

Watching the guy who wrote Dow 36,000 at the top of the dot com bubble become the frontrunner for Fed Chair.