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Replying to @Hedgeye
Income needs to be up 37% pre-tax.
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Replying to @DarioCpx
Not low enough to be concerning. It’s been a lot lower before.
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Replying to @DarioCpx
What has been the lowest inventory in the past? It would be informative to give a baseline.
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How would they transport all that. How many C 130 trips would it take. Nobody noticed?
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Replying to @fleckcap
No one puts the pieces together like Mike. It’s a gift when he shares his perspective.
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Replying to @RealAlexJones
I’m tired of these soon to release, ready to release statements. Just do it or don’t talk about it.
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Replying to @WhiteHouse
Don’t you need a net surplus before debt can be paid down?
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Don’t forget about passive flows. 50% of trading volume?
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Is this getting to the White House ?
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Replying to @AlderLaneEggs
Thanks for posting Marc.
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Replying to @TaviCosta
You have an imposter on X. It’s your name with an underscore at the end.
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Replying to @WallStreetMav
Tired of this pinball action.
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Replying to @biancoresearch
To me this question illustrates just how ridiculously impactful central banks have become in our overly financialized world.
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Let’s not forget the we are still in the mother of all bubbles, with earnings still projected to go higher this year by double digits.
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Yes, Bonds will be bid too, imho.
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