1st worked on Wall St summer '65. Recovering securities lawyer. Trading for a living 45 yrs. Not investment advice, don't be silly. 🇮🇱 linshek lei et hitchat
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"You are never as smart as u think you are when you are making money or as dumb as u think when losing"
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What’s worse than an antisemite is a corrupt antisemite
Bugün bir kez daha söylüyorum:
Kendisini seçilmiş zanneden, kendisini diğer tüm insanlardan üstün gören; insafı, vicdanı, ahlakı, ilkesi olmayan işgalci siyonist zihniyetin maskesini indirmekte kararlıyız.
Ne yaparlarsa yapsınlar geri adım atmayacağız.
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Scarlett & Carter's BaPa retweeted
I prefer to deal in facts rather than B.S.
If anyone at @CNBC disagrees or is critical of my analysis and/or wants to defend her frequent appearances - please fell free to tell me.
Stated simply @CathieDWood has bamboozled the retail investor community by shredding their capital.
CNBC is complicit by not only providing her with a frequent forum - but by failing to unearth the truth (below). Rather than conducting critical interviews, soft balls are thrown. @KellyCNBC @carlquintanilla @guyadami @cnbchalftime @TheJudgeCNBC
For @ARKK, the 17 month period in 2021-2 resulted in $14 billion of capital being exhausted (near -80% from top to bottom) - far more money than has been made during the ETF's existence).
Those that look at this academically - saying investors should have held on. Well, who holds on into a -80% drawdown (except @CathieDWood ). What sort of risk management is that by Wood? Even if $ARKK investors had held on, they are still wildly negative vs early 2021 .
See chart below.
In last week's interview @CathieDWood had the nerve to defiantly recite her one and three year record vs the S and P.
How can she continue to smile confidently on @CNBC as she did last week in her interview?
I know... she is smiling all the way to the bank. @KeithMcCullough @Hedgeye_HGRO @Hedgeye_HELS @HedgeyeDJ @gnoble79
She answers questions in a stream of words that add nothing but confusion. They obscure your damning facts about her performance. I don’t know about any CNBC commitment to have her on but booking the usual suspects is its persistent & biggest problem.
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“I don’t see this ending soon,” said Firrincieli. “Chaos increases prices.”
Plenty of chaos from the White House: war, restrictions on immigrants, and tariff threats are all raising transport costs now. wsj.com/business/inflation-c…
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President Trump has rejected Iran’s proposal for a seven-day ceasefire and has told aides he expects to resume bombing Iran after the November midterms, U.S. officials said. wsj.com/world/middle-east/tr…
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Scarlett & Carter's BaPa retweeted
Just now realized this, worth sharing. When Bessent buys heavily-discounted Covid-era long bonds instead of newer issues w/ higher coupons, he increases the margin to the debt ceiling. That's because, by the statute, the amount that must be held under the ceiling is the face amount. When he buys back a bond trading at 50 cents, he eliminates the full $1.00, and only has to issue 50 cents of new debt to do that.
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Iran’s top officials still say the country will forgo nuclear weapons, but they are warning that could change.
wsj.com/world/middle-east/in…
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Sahm both makes more sense than Hassett (not hard) and has no axe to grind (doesn’t work for Trump)
“the argument that I would make if I were a governor is that if core is 2%, then why are we hiking?" Inflation is not at target, 3 months of core is not the test. WH policies like tariffs and conflict with Iran are why the Fed is hiking. If I were NEC director, I'd focus on that.
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Trump is Putin's bitch.
A total of 50 countries and the EU issued a joint statement at the UN in support of Ukraine, calling on Russia to agree to a ceasefire. The United States did not join the statement.
The Trump administration never fails to disappoint.
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Hassett disagrees with a unanimous Fed. Shocking, I tell you, shocking.
Kevin Hassett questions why the Fed is raising rates, says it is due to an “unusually partisan Fed” and says the “market is worried, too,” about a Fed that is going to be “hiking unwisely”:
“When I'm thinking about what future inflation is, then I look at the last three months of core.... When you annualize it, you know what the number is? 2%.... Right now I think that markets believe in future Fed credibility, but I think the argument that I would make if I were a governor is that if core is 2%, then why are we hiking?”
“The other thing about the Fed, and you know how long I've been close friends with Kevin Warsh…, he's managing an unusually partisan Fed. That is a hard thing to do, but it can start with [Michael] Barr and Jay [Powell] not resigning. If you go back to 1913, when chairmen, when their term is up, they leave. The same has been true for vice chairs… So why are they sticking around if not to worry about what the future Fed is going to do?”
“Geez, it seems like right now the data are saying we are heading in this forward direction and the Fed goes in the other direction, I'm worried about why they did that. I think the market is worried too because if you look today, then a lot of the people who weren't appointed by President Trump are giving speeches over the last couple of days saying we need a lot more hikes. And if they are going to be in control for two or three years, so if the short-term rate goes to 6% because they are hiking unwisely and then they keep it there for two or three years, the two-year rate, because of arbitrage conditions, it's going to be that. And so I think there is still some work to do to restore Fed independence. And I know that that is something that is high on the priority list for Kevin.”
Source: Financial Markets Quality Conference at Georgetown's Psaros Center on 9/23: c-span.org/program/public-af…
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Scarlett & Carter's BaPa retweeted
IRAN-U.S. NEGOTIATIONS IN NEW YORK HAVE MOVED BEYOND INITIAL DIPLOMATIC CONTACTS INTO A MORE DETAILED TECHNICAL PHASE, WITH SOURCES IN TEHRAN DESCRIBING THE ATMOSPHERE AS INCREASINGLY POSITIVE, AL JAZEERA'S BUREAU CHIEF IN TEHRAN, NOURDDINE DGHEIR, REPORTED FRIDAY.
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Scarlett & Carter's BaPa retweeted
$SPY
IRAN GAVE US HORMUZ REOPENING TERMS VIA QATAR — AXIOS SOURCES - AXIOS
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The Supreme Court reversed lower courts to allow the Trump administration to use a tool to check voter citizenship against Social Security records. They can run bulk searches by SSN. nytimes.com/2026/09/25/us/po…
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8/19 Buyback of 30 Year doubled to $4B. The yield was 5.19%
9/9 Buyback tripled to $6B. The yield rose to 5.3%
9/24 Second large buyback announced. The yield rose to 5.42%
Forrest Gump: "I may not be smart man but those buybacks have been like a fart in a windstorm"
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The bulls got excited on that rally with heavy call buying. The CBOE Equities + Indices Put/Call Ratio got just below 0.65 before crude rallied off of lows and reality slapped them silly. It is now back to a more reasonable 0.778.
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