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@shlonjay "@TMTLongShort Not so sure. They arent running it hotyet. They NEED to attack inflation before the midterms because they are polling awfully on that most critical issue. So rates down oil down and yes stocks down is actually good for them (assuming Trump can stomach the stocks part)"
X Link @shlonjay 2025-10-13T12:37Z XXX followers, 1529 engagements

"@DonMiami3 Thankfully there are elections. And this admin is polling just terribly on inflation. Sure seems deflating the bubble gently is their only chance of not getting trounced in the midterms pumping assets will do the opposite"
X Link @shlonjay 2025-10-13T18:36Z XXX followers, XXX engagements

"@levenson_david $xlu IS the ai trade. $xlp $xlv $iyr non-ai defensives getting trounced by semis tech"
X Link @shlonjay 2025-10-15T16:55Z XXX followers, XXX engagements

"@DannyDayan5 Good point. And all the debasement trade yada yada not really confirmed by bonds or fx or really even stocks that much. I think its just lots of rotating bubbles and gold is the du jour"
X Link @shlonjay 2025-10-16T21:39Z XXX followers, XX engagements

"@levenson_david @davevermilion @GeorgeGammon @profplum99 @deerpointmacro @GrantCardone $xlu tracking semis because it's a power proxy for the ai trade. $xlp $xlv $iyr non-ai defensives getting trounced by semis tech high beta"
X Link @shlonjay 2025-10-15T20:01Z XXX followers, XX engagements