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Joe Weisenthal
@TheStalwart
, 3 tweets, 2 min read Read on Twitter
I've been wondering why people always bring up Beyond Meat when they rage about a Fed-driven bubble.

I think I figured out why the company makes people so angry. From today's @Markets newsletter. link.mail.bloombergbusiness.com/join/4wm/marke…
@markets Basically, there's a number of Fed haters who also think that climate change is a stalking horse for communism, and that meat consumption is an essential part of being manly. So $BYND, with its high share price, hits the trifecta of things that trigger people.
Wow
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More from @TheStalwart see all

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Joe Weisenthal
@TheStalwart
Ok, I'll probably regret this, but given the poll results, I'm going to do a thread on why the inversion of the yield curve is seen as a potentially ominous sign and harbinger of eventual recession.
(Warning: I'm also going to make a few oversimplifications that bond market traders and MMT folks probably won't like, but such is life)
Ok, so here goes.

As you may have heard, the U.S. borrows a lot of money in the form of bond, which we refer to as Treasuries.

Treasuries are considered to be among the safest financial assets that exist in the world.
Read 27 tweets
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Joe Weisenthal
@TheStalwart
BREAKING:

*U.S. 10-YEAR YIELD BELOW 2-YEAR RATE FOR FIRST TIME SINCE 2007

The last three times this happened, U.S. recessions soon followed.

bloomberg.com/news/articles/…
The curve inversion is getting deeper
Meanwhile, the stock market is falling out of bed bloomberg.com/news/articles/…
Read 7 tweets
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Joe Weisenthal
@TheStalwart
One argument you hear people make is that the government should adopt a gold standard, because it's important that the currency remain stable, so that business can plan.

But why is that the most important variable to stabilize.

Why not fix the unemployment rate at a low level?
The unemployment rate is a crucial variable for business, so they can make sure there's sufficient consumer demand for their goods. If you're worried about business planning and certainty, it seems reasonable to say that the unemployment rate should be fixed close to zero.
If you're thinking of launching a new consumer good into the market, obviously it's impossible to know for certain how it will be received vs. competing products and so forth. But at least you won't have to worry about a collapse in consumer demand.
Read 5 tweets

Related threads

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Phillyℚ
@PhillyQ_
Today's Q Clock Map 8/10/19 - Delta :11 - Red Shoes

You can expand the map here: magaimg.net/img/8omm.jpg

@love4thegameAK @TransformativeV @RedPilledNative @beldandolo @TrophyTruck_Q @freenaynow @AllllAbboaaardd @AutistMember @EyesOnQ @10xBro @suyingeorge @destinlola
How to use the Q Clock Map and Introduction to the Q Clock Video:
bitchute.com/video/9X1KTDDg…
Enlarged images within today's Clock posts that may be hard to read.
Go to Qanon.pub for inserted links to study further.

Q782, Q1173, Q1513, Q1514
Read 25 tweets
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Erkan Öz
@benerkanoz
1-#Fed faizleri 25 baz puan indirdi ve Eylül’de bitecek Para Yakma programını, derhal sonlandırdı. Bu aslında 2008 sonrası izlenen politikaların iflasıdır. İşte Flood!

Fed cut rates by 25 bps and immediately ended QT program. This is indeed the bankruptcy of post-2008 policies.
2-2008’den sonra ABD’nin 200 yılda bastığı Merkez Bankası parasının 4 katını basıp faizleri 0’a indiren Fed, kriz bittiğinde normale dönecekti

After 2008, Fed slashed rates to 0 and quadrupled 200 years of central bank money. It was supposed to normalize when the crisis was over
3-Normalleşme faizlerin %4-5’e yükseltilmesi ve 2008’den sonra basılan paraların en az %50-60‘ının yakılması anlamına gelecekti

Normalization meant to lift rates up to 4-5% and burn at least %50-60% of the money Fed printed after 2008
Read 18 tweets
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Lady_Miss_M
@Lady_Miss_M
Most people following Q and the great awakening are familiar with this structure:
I have been extremely confounded by this horrid building, for reasons that are probably obvious to anybody reading this. The thing I wanted to understand is why it looks the way it does. Maybe someone else has already figured this out. But here goes nothing.
I found this picture online tonight. It is the "[e]xterior of entrance portal" to Khan al-Wazir in Aleppo, Syria. Looks familiar, right? archnet.org/sites/2865/med…
Read 263 tweets
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Devin Nunes' "Snitty" Hairball ❄️
@orangepeel18
People in other countries (and in this one too) often ask why Americans aren't taking to the streets in the kind of numbers you see in Europe, South Korea, and other places. I think I figured out why: most of us are wage slaves, and don't have the luxury of taking off work.../1
...to flood the streets. Most people in America are living paycheck to paycheck, without much of a safety net, and the threat of being fired for absenteeism. That's why they're not protesting against a system that works against them in every way.../2
I think that's the way the Oligarchy wants it too, and one of the main reasons we are not paid enough and have almost no workers' rights. They want us silent and obedient, not gathering in public places to protest how unfair and cruel everything here is. /3
Read 5 tweets
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Millennial Macro
@MillennialMacro
#demographics #militaries #economies #currencies
#USA
- Best demographics
- Largest military
- Largest economy
- Most used currency
- Liquid financial markets
- Open capital account
- Rule of law
- Best geography
- Can be self sufficient if required
- Not trade dependent
#USA
Top trade partners as of 30 June 2018:
- China: 15.2% (strategic competitor)
- Canada: 15.1%
- Mexico: 14.6%
- Japan: 5.1%
- Germany: 4.4%

The next 10 years could result in the below:
- Mexico (25%)
- Canada (20%
- Japan (7%)
- South Korea (5%)
- Great Britain (4%)
#USA
Bring the manufacturing (jobs) home while negatively impacting China's economy.
forbes.com/sites/kenrapoz…
cebglobal.com/talentdaily/au…
irishtimes.com/business/econo…
Read 338 tweets
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Richard Lewis
@RLewisReports
Think we figured out why she deleted her entire tweet history... As an editor can you explain why it was OK for your journalist to repeatedly publicly insult someone who would go on to be the subject of an article smearing them using guilt by association? Hardly impartial is it?
And on it goes...
Also worth noting that just 2 weeks ago Erin categorically stated that such Twitter messages were not harassment and that it did not affect her. In fact, she said she likes to know when people are abusing her. Quite the turnaround I'd say.

archive.is/GIPt3
Read 5 tweets

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