Jesse Felder: The Short Vol Trade Is Back!

via Jesse Felder: The short vol trade is not only back, it’s bigger than ever. But there are a growing number of potential risks… …including persistent inflationary pressures… …weakening in the labor market… …unprecedented fiscal challenges… …and growing geopolitical conflict… …that threaten to upend it yet again. Plus ça change.

Gold, copper both at all time highs, every commodity exploding higher as inflation set to storm right back.

Gold, copper both at all time highs, every commodity exploding higher as inflation set to storm right back. pic.twitter.com/8vcunH1zAF — zerohedge (@zerohedge) May 20, 2024 JUST IN: Gold prices rise to a new record high of $2,450, now up 23% in just 3 months. Gold prices are now up 35% since October, even outperforming the …

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Europeans are fighting back…

Europeans fighting back against migrant criminals in their town This gets wild 🔥🔥🔥 🔊 pic.twitter.com/UGDLtQ8Ltq — Wall Street Mav (@WallStreetMav) April 18, 2024

Boycott KILLS Bud Light, ONE YEAR later sales NEVER CAME BACK!

Why did the Bud Light boycott affect the beer brand’s sales when many other boycotts have only marginal or short-term impact? An analysis of sales data confirms that Bud Light suffered a sustained downturn in sales, more pronounced in Republican-leaning counties in the U.S. And it explains several factors that determine how vulnerable a brand …

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This isn’t sustainable. Once debt to GDP goes above 90% it’s impossible to go back. We’re currently at 125%.

by theSilverVigilante This isn’t sustainable. Once debt to GDP goes above 90% it’s impossible to go back. We’re currently at 125%. “In 1994, the US GDP was $6.4Tr and the Federal debt $4.4Tr for a respectable debt-to-GDP ratio of 68%. Today the debt is going to cross the $35Tr mark in the next month, while GDP …

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Bank halts are back, there were two regional banks with three halts between them today, both down significantly

by jab136 I was just compiling my Limit halt data, as I do every day (download an excel from https://www.nyse.com/trade-halt, then copy the data to my spreadsheets). I noticed that there were two separate banks that had volatility halts today, went and checked the tickers and they fell dramatically. my spreadsheet data PNBK (Patriot National Bancorp) …

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Rep. Keith Self: “There will be a “Take Our Border Back” multi-day trucker convoy from January 29th through February 3rd.”

🚨BREAKING NEWS🚨 There will be a “Take Our Border Back” multi-day trucker convoy from January 29th through February 3rd. Routes will end at Eagle Pass TX, Yuma AZ, and San Ysidro CA. — Rep. Keith Self (@RepKeithSelf) January 22, 2024 The Freedom Convoy in Canada will pale in comparison. Americas spirit is about to show …

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MMA fighter does not hold anything back…

UFC champion Sean Strickland goes off on Canadian journalists for trying to normalize transgenderism. wow @SStricklandMMA doesn’t hold anything back!!! pic.twitter.com/FIU6dTlv8Y — Luke Rudkowski (@Lukewearechange) January 17, 2024 Bro .@SStricklandMMA with nothing but the truth!! 🔥 pic.twitter.com/EaAuaJbZwT — Hodgetwins (@hodgetwins) January 17, 2024 NEW: UFC champ Sean Strickland tells Canadian journalist to go "f**k" himself …

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Vivek Ramaswamy: “Just arrived in New Hampshire, joining Trump rally in a couple of hours. Won’t hold back. Save our country for your kids

REPLAY UPDATE: Part 1 of 2: BREAKING: Vivek Ramaswamy is on FIRE as Donald Trump welcomes him to the stage in New Hampshire in his first appearance after endorsing President Trump: "We need a Commander-in-Chief who will lead us to victory in this war." 🔥🔥🔥 pic.twitter.com/fUeeBSP8Do — Charlie Kirk (@charliekirk11) January 17, 2024 Part 2 …

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The risk now is that the Fed invites inflation back, risking credibility and market stability.

Powell: dialling back policy restraint was a discussion topic for us at our meeting today FOMC: 3 cuts in 2024 Williams: We aren't really talking about rate cuts Bostic: 2 rate cuts Mester: Markets are a bit ahead on rate cuts Goolsbee: Fed is not precommiting to cutting… pic.twitter.com/R3qhuhkhDy — Simon Ree (@simon_ree) December 19, …

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Ukraine Looking to Increase Conscription, “Scaling Back” Operations After Running Out of Ammo

by Chris Black There’s no more ammo, so they need more soldiers. We used to have to source this news from RT and TASS, or Chinese sources. Now, the mainstream Western press is printing daily about the Ukraine disaster situation. Reuters: Frontline Ukrainian troops face shortages of artillery shells and have scaled back some military …

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Moody’s downgrades China’s outlook to negative. China hits back: You don’t understand our economy you stupid cows.

The Moody’s announcement, meanwhile, put a spotlight on China’s debt issues. While the agency retained a long-term rating of A1 on the nation’s sovereign bonds, it cited the usage of fiscal stimulus to support debt-laden local governments and the spiraling property downturn as risks. The pushback from China generally followed a theme: Moody’s just doesn’t …

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Everything climate-related is a grift. Everything. Can we have our Billions back.

WSJ: Billions in U.S. Funding Hasn’t Convinced Developing World to Ditch Coal “South Africa and Indonesia are backtracking on commitments to burn less of the dirtiest fossil fuel JOHANNESBURG—Wealthy nations are sending tens of billions of dollars to poorer ones for clean energy, the linchpin of a global strategy to cut greenhouse-gas emissions in the …

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In a few months we will realize, no one was ever planning on paying anything back.

by welp007 IN a few months we will realize, no one was ever planning on paying anything back — axcilla (@axcilla) November 28, 2023 Banks Face Large Losses and Potential Job Cuts Due to China’s Property Sector Bailouts China’s banking sector is under severe stress, tasked with propping up its faltering $57 trillion property industry. …

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The beginning of push back? New Zealand to repeal flagship generational smoking ban in move slammed by health experts

New Zealand is planning to scrap its flagship generational smoking ban in order to fund tax cuts – a move that experts warn will have adverse effects on public health. Last year, New Zealand became the first country in the world to ban smoking for the next generation. As per this policy, anyone born after …

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Unreal. Fire him then beg for Him back?

BREAKING: Sam Altman will NOT be returning as CEO of OpenAI after drama-full weekend for the AI space. Negotiations to get Altman back in the company started less than 24 hours after he was fired. Investors including Microsoft attempted many rounds of negotiations. Staff at… — The Kobeissi Letter (@KobeissiLetter) November 20, 2023 Elon Musk …

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Target CEO Brian Cornell: Shoppers are pulling back, even on groceries

Following the warning from ex-Walmart CEO Bill Simon regarding the American consumer nearing a ‘breaking point,’ Target’s CEO, Brian Cornell, has also signaled a cutback in consumer spending, groceries included. This trend aligns with our view, as well as views from JPMorgan and Goldman, that consumers have hit a wall. On Thursday morning, Cornell spoke with CNBC’s Becky Quick on …

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Record High Searches for ‘Give Car Back’ Reflect Financial Stress

The surge in online searches for “give car back” reaching an all-time high, and the concurrent trend of “can’t pay credit card,” signals financial distress among individuals. For everyone DMing me: No, you can’t “give back” a car 🙃 That’s a repossession. — Car Dealership Guy (@GuyDealership) October 30, 2023 Personal savings rate trends are …

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UK Prime Minister Walks Back Statement Made by Def. Sec. That British Troops Will be Sent to Fight in the Ukraine

by Chris Black India UK’s prime minister Rikki Tikki Tavi walked back statements made by the Defense Chief a few days ago, saying that the UK will definitely not send its soldiers to die in the Ukraine; or OK, maybe they will, but in the distant future, not tomorrow. RT: According to the PM, the …

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$139 a year and they’re bringing commercials back?

Amazon will bring ‘limited’ ads to Prime Video starting in early 2024. “Those in the U.S. can spend $2.99 more per month to retain an ad-free version of Prime Video, while Amazon will share pricing options for the premium tier in other markets at a later date.” In other words, they’re holding commercial-free viewing hostage for …

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The kids are fighting back!

DETAILS: https://t.co/hn7DL4Ad1b — Citizen Free Press (@CitizenFreePres) September 20, 2023 SCOOP: A parent emailed @DJUSD regarding a lesson on gender identity and the principal responded explaining that there are 13 genders including “trigender” and “pangender.” This is what the people in charge of your children’s education are promoting in schools. pic.twitter.com/ECSTnzicnI — Libs of TikTok …

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The GOP is Back to Making Its Stupid National Security Argument Against Immigration

by Chris Black Open borders activists make the point that the illegals are mesoamericans, not Arab Muslims, and US blacks are more criminal than illegal immigrants by a lot so if anything they lower urban crime rates. GOP donors, including for Chip Roy, agree with Alex Nowrasteh’s views on borders, so this is meaningless theater. …

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