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The Stockologist
The Stockologist
@kelossus987.bsky.social
⚗️ Stock market scientist. Multimillionaire. Here to share what I know and have a good time. I don't have anything to sell. A good person leaves an inheritance for their children's children - Proverbs 13:22
347 followers87 following1.1K posts
4 months later and nothing has changed. Nothing will change unless Trump is removed or Iran gets its toll. Three more years? How high will inflation go? www.reuters.com/world/middle...
I will repeat what I said 4 days ago. The Straight of Hormuz will be closed indefinitely... until Trump is removed or Iran gets its toll.
Reuters reports that markets are currently assigning roughly a 44% probability of a September rate hike, with next week's CPI potentially being a major catalyst. CPI, 10-year treasury, high yield spreads to watch. www.reuters.com/business/wal...
Musk is dictating valuation, investments, etc. Don't expect it to be profitable anytime soon, but that doesn't mean the stock won't move from fanatics. www.reuters.com/legal/transa...
If you forego the unethical reasons and corruption, this is as close as you can get for a sure thing portfolio to follow. unusualwhales.com/politics/pro...
I agree with most of his theories. Be prepared for what's to come. www.youtube.com/watch?v=BTJG...
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Oh man, the hit at Ras Laffan has taken almost 20% of output (i.e. roughly 3% of global LNG volumes) offline for *3-5 years*.
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the president has no idea what he has set in motion. none. www.wsj.com/livecoverage...
There's not enough munitions or even raw earth materials to make it. If China delayed anything right now, US is in deep deep...hole.
President Donald Trump is set to host executives from top Pentagon contractors, amid worries around depleting stockpiles as the war on Iran approaches the one-week mark with no clear end in sight.
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Replying to @peark.es
Okay my read: since the court struck down the tariffs as unlawful from the start, it's refund time. Jurisdiction will be US Court of International Trade, they'll have to unpack it. But there should be refunds coming. Looks like a complete repudiation of IEEPA-based tariffs and total loss for Trump.
The Stockologist reposted