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Tom Luongo (The Bots Have Returned!) Profile picture
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Feb 7 • 3 tweets • 1 min read
This opening from @zerohedge is truly telling of how mad they are that Powell is winning and their schtick on the Fed isn't working.. with this howler.

zerohedge.com/markets/watch-…
To characterize Powell going 'full dovish-retard' is nothing more than projection of the highest type. Powell did no such thing.

The Initial move up was faded almost immediately. Powell never went dove. Only those married to the "Fed Must Pivot" shite think this.
/2
They will be wrong, just as they've been wrong for the past year.

The Fed will be at 7% or more by the time this is over.

/3

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More from @TFL1728

Tom Luongo (The Bots Have Returned!) Profile picture
Feb 8
Sy Hersh's article on Nordstream 2 brings up a ton of good questions as to what went on and who knew what when.

More importantly it paints a very direct picture of a Biden WH intent on deceiving Congress & usurping its authority. /1

zerohedge.com/geopolitical/n…
back in November I did a podcast with Pascal Najadi who told the story of Frm. Chancellor Gerhard Schroeder visiting Scholz's office with an offer for gas to Gazprom, which was summarily rejected. /2

spreaker.com/episode/512105…
Scholz couldn't accept the offer b/c he knew the pipelines were going to be blown up. V. Chancellor Habeck was apparently also in the room.

This paints the picture of Germany's leader as a captured pawn by neocon Greens, installed by Merkel for Davos./3
Read 4 tweets
Tom Luongo (The Bots Have Returned!) Profile picture
Jan 27
El-Erian makes a number of good normie points here in yesterday's BBG op-ed. Notice how it wasn't picked up by the dollar bears.

/1

archive.ph/s3b4X Image
The big on is that there is nothing telling the Fed to slow down here in any meaningful way.

Most of the pullback in inflation and consumer spending is just baseline effects.
The banks have collateral, loan growth is fine and labor market strong. go another 50 Jay-Pow. /2
Powell is dealing with the hangover from Brainard/Obama's attempt to get rid of him in 2021.

That's why the markets are so stubborn.

It's moronic. Powell's entrenched. They didn't believe him last year either. /3
Read 4 tweets
Tom Luongo (The Bots Have Returned!) Profile picture
Jan 14
5000 Swiss troops to protect oligarchs at #Davos2023.
This is what you order up when you're scared of the people.

Here's a reminder that I saw Peak Davos in November 2021. It was over the COVID-9/11 Jab Protests... among other things.
tomluongo.me/2021/11/21/hav…
1/
Austrian protests, Nov. 2021.

It doesn't matter that they buried the lede for months. The anger is still there. /2
Davos is the ultimate expression of the authoritarian mindset. Because of that they will still be issuing orders while being walked to the guillotine.

Some other outrageous mandate is just over the horizon. /3 Image
Read 9 tweets
Tom Luongo (The Bots Have Returned!) Profile picture
Jan 9
From Zerohedge's article on Poszar's War thesis. /1
zerohedge.com/markets/checkm…
Now re-read my GOAT Predictions for 2023. Sound Familiar? /2

tomluongo.me/2023/01/07/goa…
Here's the big question for 2023 as to how things play out.
Will there be a massive escalation in war which requires the "Fed to Pivot" or not by June?

The Eurodollar futures are convinced of it. LIBOR will be dead by then. /3
Read 6 tweets
Tom Luongo (The Bots Have Returned!) Profile picture
Dec 29, 2022
#Ungovernable
In 2017 the Trump Tax Cuts passed.

I described Trump as having "the political acumen of another brilliant U.S. politician, the loathsome Franklin Delano Roosevelt."

That would spark internal migration, tearing down the Blue Wall
/1
tomluongo.me/2017/12/03/tru…
The migration story is now all the rage.

Here's the latest thing from @zerohedge
/2
zerohedge.com/political/grea…
and here are the domestic migration numbers, state by state.
/3
zerohedge.com/markets/red-st…
Read 4 tweets
Tom Luongo (The Bots Have Returned!) Profile picture
Dec 29, 2022
Short thread on the imminent collapse of the Russian economy. The latest episode is entitled, "But The Ruble is Crashing!"

/1
The Ruble was held artificially strong through gov't intervention for most of the summer.
With sanctions, the EU price cap & Putin's response the RUB is going to get pushed around.

Would rather cut production than sell to their enemies.
/2
detv.us/2022/12/27/put…
The typical analysis is this link:
markets.businessinsider.com/news/currencie…
Read 16 tweets

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