“We will do everything necessary to ensure the ladies that voted for us have jobs to pay for their degrees in Social Justice Studies and not for one second expect crack heads to show an iota of accountability or being held to a standard whatsoever.”
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Good thing we’re about to * checks notes * import a kajillion people
🔴 CANADIAN UNEMPLOYMENT RATE ACTUAL 6.7% (FORECAST 6.5%, PREVIOUS 6.5%) $MACRO
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Canadians recoiling at Trump’s 51st rhetoric and loudly proclaiming their sovereignty and then getting a huge boner to be run by Brussels technocrats is peak Canuck Retardism.
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Canada is a one party boomerocracy that owns the media and funnels in Indians to simultaneously solidify its hold on power and keep the real estate bubble intact.
Also murder is mostly legal as long as you’re not white.
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Boomers glued to CNN upset about Orange Man hermetically sealed from the reality outside their door.
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Florian is a straight shooter not a doomer and as always makes a persuasive case
The red flags for risk are piling up:
- Weak NFP and yields reverse up
- Huge EU SPR release absorbed by oil price
- Increased awareness of labour and permit limitations to '27E DC buildout
- AI power users with sideways bills since August (cf Ramp) as possible harbinger for broader AI spend, at least next 1-2 quarters. Spend not token/adoption!
- No Iran resolution in sight
- Sept best month of the year for Momo = last pillar of market strength now very crowded
- EURUSD major breakdown
- CCC spreads blowing out
The ingredients for a major pre-Midterm sell are in place. As always, it is all about probabilities and something entire different may happen
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Replying to @Banana3Stocks
@Banana3Stocks $INVZ looks like it’s bottomed and about to squeeze hard 👀
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$IREN looks to be stalling out at resistance and momentum turning bearish.
Max Pain for options expiry this week is $41 so maybe be chop around here for a bit but I wouldn’t be surprised with re-test of $30
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Hippie Tesla owners publicly disavowing @elonmusk so that their cars don’t get keyed will never stop being funny to me
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Lifting weights is one of the single most beneficial things a modern person can do for their mental and physical health and it’s extremely cheap to do. Good leaders would encourage this so it’s no surprise to hear Canada’s chattering classes (the most inept category of people in our nation’s history) mocking it.
It’s beyond embarrassing. Only 18% of Canadians want him as PM (the same amount of Canadians who believe in chemtrails) while 56% love Carney. But he still keeps going after the same fringe, angry dude-bro demographic, wasting millions in party donations & sucking from taxpayers
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Replying to @qthomp
@qthomp @Tyler_Neville_ @fejau_inc One of the best podcasts around; best of luck Tyler!
Every week I listen and think about the Vol controllers and the person I most think about is the Jeff Goldblum character from Jurassic Park.
Eventually the dinosaurs are gonna break out of the cages lol
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Replying to @donnelly_brent
@donnelly_brent I had never heard of Swaggy stocks until your podcast a little while back. Now I’m watching $HTZ move up the charts and wondering if it’s the next $CAR 😂
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