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How is Trump supposed to deliver max growth with trillion-dollar investments when rates are still sky-high?

$SPY 588 How is Trump supposed to deliver max growth with trillion-dollar investments when rates are still sky-high? The market may be celebrating over-the-counter deals, but let’s be real, who’s paying back these massive loans? Same playbook every time: distract the public… pic.twitter.com/S0mdP1IGLU — 👁 (@Oculustrade) May 14, 2025 “.. …

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We’re staring down 1970s inflation, 1940s debt, and 1920s asset bubbles. Hard assets may be the only real hedge left.

Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like the 1970s, government debt… pic.twitter.com/OKiiXDkyQp — Otavio (Tavi) Costa (@TaviCosta) …

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This is like February 2020 with absolutely no public awareness of what would hit within weeks. the current tariffs are still 20pts higher than where they were a month ago.

honestly, this is like February 2020 with absolutely no public awareness of what would hit within weeks (bonus – full thread starting Feb 2, 2020 for those who have any interest in watching a profoundly mishandled slow-motion trainwreck day by day: https://t.co/bewiFY9GSg) https://t.co/mbjjD8xGiz pic.twitter.com/OICJraFzlv — John P. Hussman, Ph.D. (@hussmanjp) …

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Russia strikes Zaporizhia, 8 injured, details of attack still unfolding

🇷🇺🇺🇦 RUSSIA STRIKES UKRAINE AGAIN—8 INJURED Russian forces launched an attack on Zaporizhia, Ukraine. Regional chief Ivan Fedorov confirmed 8 people were injured in the strike, though further details on the extent of the damage are still emerging. Source: ASTRA https://t.co/RdkcBnQssS pic.twitter.com/mrirP4gZgz — Mario Nawfal (@MarioNawfal) May 1, 2025

The labor market is still holding up.

Breaking: April jobs number: 177k vs 133k expectations. Revisions mehUnemployment stays flat at 4.2%Average hourly earnings +.2% vs +.3% expectations lightYOY +3.8% vs +3.9% exp Bond yields up a bit. Stocks popped some — QE Infinity (@StealthQE4) May 2, 2025 NONFARM PAYROLLS: Total nonfarm payroll employment increased by 177,000 in …

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The GDPNow model nowcast of real GDP growth in Q1 2025 is -2.7%. Bloomberg: “S&P500 still has plenty of room to fall if a recession is inevitable,”

On April 29, the GDPNow model nowcast of real GDP growth in Q1 2025 is -2.7%. 👇🏼 pic.twitter.com/VLdYkdKqYr — Kalani o Māui (@MauiBoyMacro) April 29, 2025 "S&P500 still has plenty of room to fall if a recession is inevitable," per Bloomberg — unusual_whales (@unusual_whales) April 29, 2025 Dallas Fed logistics …

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He still can’t say it properly though…

'A woman is an adult female – the court has made that clear'@Keir_Starmer is asked whether he thinks a trans woman is a woman, after a Supreme Court ruling on the issue last week https://t.co/WymKuGhhxj pic.twitter.com/wYuYl7SSSx — ITVPolitics (@ITVNewsPolitics) April 22, 2025 Easy question to answer? Not for Sir Keir …

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Investor gloom hits 30-year high… Record number plan US equity pullback… Cash levels still too low to signal peak fear… Markets calm but left tail looms large…

OOPS! Investors haven’t been this bearish in 30yrs, BofA poll shows. 82% of fund managers expect the global economy to weaken, and a record number intend to reduce exposure to US equities. BUT “peak fear” is not yet reflected in cash allocations, which currently stands at 4.8% of… pic.twitter.com/k8xzjB6z4K — …

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Rebound possible, but no blow-off top in sight. Retail is still buying the dip and calling for a bottom.

Friendly reminder: U.S. markets remain extremely negative in terms of sentiment across multiple indicators — which, from a contrarian perspective, is typically bullish. However, equity allocations are still relatively high, highlighting a clear disconnect between positioning and sentiment. On top of that, given the unique market environment we’re in, a …

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Mike Johnson makes ‘blood oath’ to cut $1.5 trillion in spending — Over 10 years, so just $150 billion in deficit reduction per year. Even if we get these cuts, annual deficit will still be $2 trillion.

Speaker Mike Johnson told Republican holdouts on the party’s crucial budget plan in a private meeting Wednesday night that they could oust him from the speakership if he doesn’t follow through with his fiscal promises, according to three people with direct knowledge of the matter who were granted anonymity to …

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Dow futures down -500 points. Bloomberg turns BEARISH on Trump walk back – Tariffs still crushing growth

BREAKING: US stock market futures extend declines with the S&P 500 now down -100 points. pic.twitter.com/eG01CX8SY0 — The Kobeissi Letter (@KobeissiLetter) April 10, 2025 Bloomberg comes out bearish on the Trump walk back. Average effective tariff rates are now 24% from 27% this morning. Still massively anti growth, pro inflation, …

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Sorry folks, but even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s. Your last chance to get out?

Sorry folks, but even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s. pic.twitter.com/AZa9egjraK — Peter Berezin (@PeterBerezinBCA) April 9, 2025 Let me get this straight, every other country said they were willing to negotiate with Trump and reduce their tariffs to ZERO, so Trump put …

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TRUMP CONSIDERS IRAN’S OFFER FOR INDIRECT NUCLEAR TALKS—MILITARY OPTIONS STILL ON THE TABLE

🚨🇺🇸TRUMP CONSIDERS IRAN’S OFFER FOR INDIRECT NUCLEAR TALKS—MILITARY OPTIONS STILL ON THE TABLE The White House is seriously weighing Iran’s proposal for indirect nuclear negotiations, with Oman likely to mediate. While Trump prefers direct talks, he remains open to… https://t.co/6lWzfdF3kL pic.twitter.com/suPnboU2XO — Mario Nawfal (@MarioNawfal) April 2, 2025 US CONSIDERS …

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Marine Le Pen sentenced to 4 years, proving Vance’s CPAC warning true. Christine Lagarde was convicted of embezzlement but still became ECB chief

🇺🇸🇪🇺 JD VANCE WAS RIGHT: EUROPE CRACKS DOWN ON POLITICAL OPPONENTS Marine Le Pen getting sentenced to 4 years in prison makes JD Vance’s CPAC speech in February sound more like a warning than a hot take. VP Vance: “Germany's entire defense is subsidized by the American… https://t.co/3iAqVHQYY9 pic.twitter.com/S6MMx25Hd7 — …

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Half of Gen Z and Millennials still rely on their parents for support, with no emergency funds to shield them when recession strikes.

This is insane. 50% of Gen Z and Millennials are still on their parent’s payroll. The average person is getting $18,000 from mom and dad 🤯 pic.twitter.com/3NPvSrorpu — Anthony Pompliano 🌪 (@APompliano) March 31, 2025 62% of Americans could come up with $2,000 in case of an emergency, the lowest …

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50% of COMEX Gold Still Not Deliverable

BREAKING: 50% of COMEX Eligible Gold is still not Eligible as deliverable supply, says COMEX operator CME on 9 December 2024. Deliverable supply of gold according to COMEX and CME = Registered + 50% of Eligible Which means that there is far less gold than imagined in Comex… pic.twitter.com/kQO9Hd0P5B — …

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Crypto bloodbath is coming and Saylor’s cattle still waiting for 50 million

Saylor’s cattle waiting for 50 million 😂😅 Meanwhile … pic.twitter.com/F6O8QKztVN — The Great Martis (@great_martis) March 28, 2025 Bitcoin maximalists silent as GameStop’s stock plummets -28% after Bitcoin investment Yesterday, Bitcoin maximalists were touting GameStop’s Bitcoin investment as a catalyst for BTC to surge to $1 million. Today, they’re dead …

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