Airlines are booked for most of the summer and I Suspect most of those fares were booked before the increases. After the summer season we’ll see. ...

What if inflation really is transitory? All this hand wringing could be completely misplaced.

What’s the hurry for USA now that demand has cratered? All that extra ordering is going to cause widespread price cuts. Just wait till the layoffs...

Container rates dropping https://www.freightwaves.com/news/sky-high-container-shipping-rates-are-falling-back-to-earth/amp

When China started locking down massive port cities like Shanghai and Shenzhen to prevent the spread of COVID-19, fears mounted that maritime supply...

Double ordering microchips. Always a boom bust cycle. Look at all the retailers. Starting to be a theme. “Ross Stores fell more than 18%...

Let me guess? Gold!!

There are two parts of QT. Roll off and selling. Most of the Fed balance sheet is in one to five year maturities so most of that can roll off. ...

I’m with her on this one. Deflationary forces will return. That’s why I went long bonds of many flavors.

“There If inflation remains persistent, as I am laying out, bonds return of capital feature will become decimated by said inflation.” Pretty sure...

“Don’t you know there are people starving in Africa” America has 10 trillion in calorie reserves they can burn off.

I’m sure there are legit bots setup to scan words and data and not just spam. It’s part of the value in social media.

Board has already said there is no hold on the deal and they are enforcing it at full price. Period

Yes yes no

There’s no perception. He’s made his views and actions crystal clear. It’s weird that suddenly he’s some kind of right wing hero now. Maybe he’s...

And, he met with board for three days.

I was with a public company owned by Silver Lake and Warburg Pincus that got acquired. I gave a facility tour to the CFO and he was fuming. “Did...

LVMH got a 2% discount only because Tiffany wanted to expedite the deal. Musk acting like Trump. Doesn’t honor contracts and deals in bad faith.

Elon Musk can't just walk away from his deal to acquire Twitter by paying an agreed-upon $1 billion breakup fee. It's not that simple. ...

SPY is only down 2.1% on the week. Could easily close flat. The R2K is only down .5% on the week. Edit: unch on the week now.

The port blockade in Ukraine preventing food exports could become a UN humanitarian issue. If that happens and western militaries enforce export...

.DXY close to a one month low. Down close to 2% from its recent high along with rates.

What’s ambiguous about waiving due diligence? Plus? You think he paid cash for the shares he owns? Where’s his margin call? If the deal fails...

Taking back a years worth of gains means no new corvette this year for the selfish boomers but not much else. Even if they sell now they are...

The Dow Industrial Average is down 7% yoy. S&P down 5% yoy. No big deal.. The R2k is still 3% off the 52 wk low.

If oil energy supply were as under supplied as many think opec will eventually increase production. They can’t afford permanent demand destruction...

The only stocks that haven’t been hit are the energy stocks…and maybe telecom. Citi guy calling broad commodity pullback. ...

BTC holding up relative to other tokens today by a lot. I would assume most of these others have far less liquidity.

SMF (sac)to PDX rt $500 four weeks out wtf? Who does that?

I typically search Marriott because I have the card. Their prices seem way out of line with the market. I don’t travel that much and I still had 5...