davekeefe.bsky.social

FinTwitter@fintwitter.bsky.social

HASSETT SAYS THIS PRESIDENT IS COMMITTED TO CUTTING THE DEFICIT.

Mike Zaccardi, CFA, CMT@mikezaccardi.bsky.social

$TLT HoD helping the long-duration trade

Aaron Rupar@atrupar.com

a protester interrupts JD Vance's speech in Kansas. Can anybody tell what he was yelling? I can't quite make it out (sounds like it was something about Roger Marshall)

Aaron Rupar@atrupar.com

Trump says he will cut off all trade entirely with "some nations" unless the Fed lowers interest rates

Aaron Rupar@atrupar.com

Fetterman promises he will not switch parties

Mohamed A. El-Erian@elerianm.bsky.social

FYI: My thoughts on the recent surge in yields, yesterday’s Treasury buyback announcement, and what’s next. www.nytimes.com/2026/08/20/o... #economy #markets #bonds #yields @nytimes.com

Mohamed A. El-Erian@elerianm.bsky.social

Posted earlier today: My thoughts on an important development that is yet to be sufficiently internalized by markets and economists: www.nytimes.com/2026/07/07/o... #economy #markets @nytimes.com

nytimes.comOpinion | America Was Being Played. The Bessent Doctrine Says Those Days Are Over.

Carl Quintanilla@carlquintanilla.bsky.social

Trump “reported more crypto-related income last year than any publicly traded US digital-asset company earned.” @bloomberg.com www.bloomberg.com/news/article...

Schooley@schooley.bsky.social

Why does he look like he just came out of the Chernobyl reactor core?

Kai Ryssdal@kairyssdal.bsky.social

And 5-4 on the question of whether the Constitution settles it? (w/ Kavanaugh) What are we even doing here?

Aaron Rupar@atrupar.com

Ossoff: "Illegal tariffs, failed war, healthcare cuts, and unmatched corruption. 34% approval and a presidential legacy cemented in disgrace."

Carl Quintanilla@carlquintanilla.bsky.social

FAZZOLARI: “.. It’s unclear whether he’s intentionally or ineptly ruining the historic relations between the United States and Europe. .. “.. he’s succeeded in the not-easy task of making the United States unpopular throughout Europe ..” @washingtonpost.com www.washingtonpost.com/world/2026/0...

Aaron Rupar@atrupar.com

Trump on Platner: "Can you imagine if the Republicans had him? What if we had him? If it meant losing the Senate, you would not let that happen. There's never been a guy like that that's run for office."

Popehat@kenwhite.bsky.social

Culty culty

Carl Quintanilla@carlquintanilla.bsky.social

(NYT) - A federal judge in Washington ruled on Friday that President Trump’s name was illegally added to the John F. Kennedy Center for the Performing Arts, writing that the law establishing the center made “crystal clear” that only Congress could change it. www.nytimes.com/live/2026/05...

Aaron Rupar@atrupar.com

Stephen Miller: "Based on what I've heard, we could balance the federal budget if the only dollars that went out of the treasury went to individuals who were properly, lawfully, correctly eligible to receive them"

Mike Zaccardi, CFA, CMT@mikezaccardi.bsky.social

$NASA ETF with SpaceX SPV exposure.. +65% since its March 31 inception More tk from me on @stockcharts today.. AUM up to near $1.6 billion

Charles Ghoul-ba 🎃 ✡️@charlesgaba.com

I mean, he’s right but…

FinTwitter@fintwitter.bsky.social

IMF: THERE IS A RISK OF A RECESSION IF OIL PRICES REMAIN HIGH UNTIL 2027

Kai Ryssdal@kairyssdal.bsky.social

He has zero idea what a currency swap is. Bet me

Aaron Rupar@atrupar.com

Rep. Clay Fuller suggests Eric Swalwell should be executed

The Washington Post@washingtonpost.com

Breaking news: The White House is weighing unilateral action to pay TSA officers if Senate Democrats and Republicans cannot quickly agree to a deal on the DHS’s budget. The move would sidestep Congress as millions of travelers face record delays.

washingtonpost.comTo pay TSA officers during shutdown, Trump weighs sidestepping CongressThe plan is reminiscent of efforts by the White House to fund favored agencies during last fall’s government shutdown.

Mike Zaccardi, CFA, CMT@mikezaccardi.bsky.social

Imagine if the global stock market reverted to 50/50 US/ex-US... doesn't seem like folks are positioned for it.. ...in today's environment, "we are bullish international" means having like a 10% allocatoin to it lol $EFA $EEM $ACWI $VEU

Asawin Suebsaeng@swin24.bsky.social

This transcribed bit by Aaron undersells it somehow Watch the whole clip Psychotic.

Christopher Mims@mims.bsky.social

I find this chart by Anthropic about theoretical vs. actual AI usage, from @pbump.com's latest newsletter, very funny, and I think it's worth explaining why, and also please push back on any of this if you disagree, as I may write about it in the future. 🧵

Anne Applebaum@anneapplebaum.wsocial.eu

From FT comments

davekeefe.bsky.social@davekeefe.bsky.social

All congress men and women should boycott his state of the union.

Bill Kristol@billkristolbulwark.bsky.social

Good.

Aaron Rupar@atrupar.com

Hassett on new study from NY Fed showing 90% of tariff burden is being shouldered by US firms & consumers: "The paper is an embarrassment. It's I think the worst paper I've ever seen in the history of the Fed system. The people associated with this paper should presumably be disciplined."

davekeefe.bsky.social@davekeefe.bsky.social

Rather than trying to shrink the First Amendment liberties of retired service members, Secretary Hegseth and his fellow "Defendants might reflect and be grateful for the wisdom and expertise that retired service members have brought to public discussions and debate on military matters in our Nation"

davekeefe.bsky.social@davekeefe.bsky.social

Woot! Judge Temporarily Blocks Hegseth From Punishing Mark Kelly Over ‘Illegal Orders’ Video - The New York Times share.google/CnMELQ5Ad9b4...

Aaron Rupar@atrupar.com

Fetterman: "I met with Secretary Noem. I've always treated her with respect. I refuse and never will engage in the kinds of sexist terms like 'ICE Barbie' that the left media will use."