Everything posted by TxTower
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2021 - Is inflation finally back in the conversation?
https://www.morningstar.com/news/marketwatch/20220513302/powell-it-would-have-been-better-if-fed-had-raised-interest-rates-a-little-sooner No shit, Sherlock Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
April PPI (wholesale inflation) up 11% yoy Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
April Core inflation (ex food and energy) rose higher than expected 6.2% yoy suggesting inflation is becoming increasingly embedded. Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
Sent from my iPhone using Tapatalk
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2022 Transfer Thread - It's the End of the World As We Know It (And I Feel Fine)
Just checked in for this kick in the nuts. Ugh. Sent from my iPhone using Tapatalk
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Marvel's Doctor Strange in the Multiverse of Madness
Sure it jumped the shark a bit but still a solid series. Sent from my iPhone using Tapatalk
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2021 - 2022 Dallas Mavericks: The Vibes are Immaculate
They’re up in his grill tonite with good results. Sent from my iPhone using Tapatalk
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Marvel's Doctor Strange in the Multiverse of Madness
You had me at Sherlock. [emoji869] Sent from my iPhone using Tapatalk
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2021 - 2022 Dallas Mavericks: The Vibes are Immaculate
Paul was never set. Bullshit call. Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
Yeah just a little room with this dovish Fed. I guess my chart goes back further than yours.
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2021 - 2022 Dallas Mavericks: The Vibes are Immaculate
You’re not in Phoenix anymore Chris. Happy freakin Birthday! Sent from my iPhone using Tapatalk
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2021 - 2022 Dallas Mavericks: The Vibes are Immaculate
Keep shooting McGee! Sent from my iPhone using Tapatalk
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2021 - 2022 Dallas Mavericks: The Vibes are Immaculate
Richard Jefferson is a huge douche that hates the Mavs. Why do they always get these haters to call our games? Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
Um what? How old are you? Sent from my iPhone using Tapatalk
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Markets still falling like whoa
All Gas! No Brakes! Sent from my iPhone using Tapatalk
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Markets still falling like whoa
It’s called Stagflation. Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
This is what it looks like when the markets lose confidence in the Fed. Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
It matters when you need to raise rates to combat runaway inflation. Financial repression indeed. Savers still getting bent over to benefit Borrowers and the Govt. Consumers to pay with higher prices on everyday goods and services. Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
Starting in June. Fed is 6-8 months behind in stopping Open Market purchases and shrinking the balance sheet. Now they’re behind in raising rates. Consumer spending is still strong and near full employment so they could’ve stopped OM purchases and started to shrink the balance sheet long ago. They pussy footed around too long and now they’re going to have to pull a Volker to contain inflation. But they can’t do that either without ballooning the deficit with carry costs. Rock and a hard place. Inflation may be here to stay for awhile. Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
We needed 75 bps hike to combat increasingly entrenched inflation. Markets coming to terms with that today. There will be blood. Sent from my iPhone using Tapatalk
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Bourbon
But it sucks for RBR. Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
Huge relief rally in equities as traders think the Fed just might have some balls after all. Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
And guidance for 50 bps hikes at the next two meetings. Fed trying to play catch up. Sent from my iPhone using Tapatalk
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Bourbon
Not sure he overpaid that much. Most of the Russell’s picks I’m seeing nowadays are running $70 retail. Up from $55 last year. Still worth it. Sent from my iPhone using Tapatalk
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2021 - Is inflation finally back in the conversation?
FIFY Sent from my iPhone using Tapatalk