@VD718
An ode to Rush on this week's "Friday Night Dirty", & what a week it was...@VD718 tries to psychoanalyze me (good luck) & @Seawolfcap talks $SLV $GLD $XLE. We discuss the (potential) $ANT IPO & how the $MAGS are beginning to bifurcate. Enjoy the weekend!View quoted post on X
whatarewedoingonthedesk.substack.com/p/investors-an…
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Note published today on our @Substack comparing the movie “Field of Dreams” to the current A.I. environment.View quoted post on X
@VD718 @Seawolfcap
whatarewedoingonthedesk.substack.com/p/padilla-goes…
On this week's "Friday Night Dirty" @Seawolfcap @VD718 & myself discuss the recent actions/words that Bessent is using to try & instill confidence in our Treasury markets. Preview of the #FED & more.View quoted post on X
The Donkeys Are Counting Cards & Taking On “The House” whatarewedoingonthedesk.substack.com/p/the-donkeys-…
Thanks for hosting @LynAldenContact and me, @BTCsessions!
US Interest + Interest-like obligations (Entitlements + VA) being 105% of Federal receipts, growing ~2x receipts, in a good economy, means we are indeed "out of time" - a decision must be made, soon.
Full link below.View quoted post on X
