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@BickerinBrattle "@burgesschats 1) indicates earnings are curated and not reflective of reality which is like a cavity festering under a capped tooth. 2) as it was in dotcom 3) no seller every one long can become a seller - as stupid as saying "more buyers than sellers" "Dont cry for me Argentina""
@BickerinBrattle on X 2025-07-25 13:10:21 UTC 18.1K followers, XXX engagements

"a lot will depend where it lands. this is monthly annualized. XXX billion if carries one. look at column to left - last year - is a raise of XXX bil if carries on. however there is an obvious increase so let us say it lands at XXX bil or X% of NGDP. Lutnick is well I dont know what he is"
@BickerinBrattle on X 2025-07-27 21:42:57 UTC 18.1K followers, 1499 engagements

"This Epstein crisis will blow up. Blanche spent X hours with Maxwell and her legal and she has already received limited immunity. This is a crime as was to gain input from her to affirm Trump innocence. If Trump pardons her this is a "high crime" and he will be impeached"
@BickerinBrattle on X 2025-07-26 15:12:05 UTC 18.1K followers, XXX engagements

"@fomos_cousin who cares. i assume all is lies and so I watch this:"
@BickerinBrattle on X 2025-07-27 17:57:59 UTC 18.1K followers, XXX engagements

"I am now down XX% in the amount I allow risk taking (rest is cash) and have in 5x what I consider norm in risk. Short JPM and SPX via short dated (under X months) OTM puts. I see that profit potential 5X the norm. A massive fat downside tail has developed with Trump. All Trump"
@BickerinBrattle on X 2025-07-24 05:46:43 UTC 18.1K followers, 6226 engagements

"For the love of God. To call this a a haul is like claiming you scored huge with real estate taxes as they doubled the assessment of the value of your house. reap i have never observed media or punditry to be so stupid and wrong. it is amazing what is causing this mass delusion"
@BickerinBrattle on X 2025-07-28 16:39:00 UTC 18.2K followers, 2379 engagements

"@SnipingTrends fuck off. but. if we do get a slowdown and market goes to hell will you grovel at my feet and big forgiveness now if I am wrong - well I am often wrong just havent been so for last few years"
@BickerinBrattle on X 2025-07-27 18:20:35 UTC 18.1K followers, XXX engagements

"loved it when Satan (Stan) starts to complain to Trump that a previous lover took advantage of him and used him badly (Saddam)"
@BickerinBrattle on X 2025-07-28 16:26:32 UTC 18.2K followers, 1285 engagements

"the Fed is now managing to M2. started to do this in 2023 QIV . this is good as given was useless had to use Fed system bank loans. was understated but figure error most consistent. felt exposed with private sector non system bank credit impulse - with M2 not so"
@BickerinBrattle on X 2025-07-27 20:19:39 UTC 18.2K followers, 2486 engagements

"I figure the deadline was three weeks ago. And that was without the brazen Maxwell criminal abuse of power. With Maxwell you have a couple of days to get out of the way"
@BickerinBrattle on X 2025-07-26 15:28:30 UTC 18.1K followers, 2417 engagements

"the Trump Recession commenced in QII 2025 - the shortest time for a newly inaugurated POTUS to lead the nation during a recession. todays suite of PCE DSPI show this. NGDP Q over Q is now negative - this is not real. the big picture and then the immediate"
@BickerinBrattle on X 2025-07-25 12:56:31 UTC 18.1K followers, 4717 engagements

"@SteveMiran @POTUS and what are the benefits from a tariff US imposes against a foreign export to US surely you do not see it as revenue - or do you"
@BickerinBrattle on X 2025-07-27 21:38:25 UTC 18.1K followers, 1337 engagements

"at least it is getting folks to start asking the question. Trump has tabled the most terrible macro economic policy since FDR agreed to tighten fiscal policy in partnership with the Fed in 1936"
@BickerinBrattle on X 2025-07-29 00:22:50 UTC 18.1K followers, 2727 engagements

"if earnings have anything to do with the national corporate profits and if earnings have anything to do with SP500 level this is about richest SP500 have experienced"
@BickerinBrattle on X 2025-07-14 18:55:45 UTC 18.2K followers, 2155 engagements

"@TonyNashNerd first better move the Fed as system bank regulator into FDIC then redo Treas Fed Accord then rewrite Fed Act to do this and eliminate "mandates""
@BickerinBrattle on X 2025-07-21 15:17:09 UTC 18.1K followers, XXX engagements

"Ask @grok What is the current balance trade with Ireland and what is the Irish trade in goods. What causes that status. What is the "Double Irish Dutch" How large is it per annum and growth rate"
@BickerinBrattle on X 2025-07-28 14:42:15 UTC 18.1K followers, 1600 engagements

"By today or maybe tomorrow the focus will shift from Trump part of Epstein crimes to the massive crime committed brazenly in public eye when he started to deal with Maxwell. He has already granted her limited immunity for what A deal. This is an abuse of power crime"
@BickerinBrattle on X 2025-07-26 15:19:25 UTC 18.1K followers, 2318 engagements

"We all know if we have an IQ over XXX that there really are no trade deals. We all know it is lies and dissembling. That Trump is at best erratic if not nuts. How does this end"
@BickerinBrattle on X 2025-07-28 14:39:50 UTC 18.2K followers, 2192 engagements

"He has already likely insisted on impeachment given the limited immunity given Maxwell. If he provides a pardon then a quid pro quo has been transacted which only requires discovery to disclose the abuse of presidential lowers"
@BickerinBrattle on X 2025-07-26 15:12:06 UTC 18.1K followers, XXX engagements

"@jam_croissant @Stocktwits you might find this of value. cheers. tariffs - the real. Friday the large tariff came in on schedule. tariffs are a tax upon US corporates"
@BickerinBrattle on X 2025-07-25 12:33:00 UTC 18.1K followers, 1045 engagements

"be afraid be very afraid you dont see a white moose every day"
@BickerinBrattle on X 2025-07-14 19:37:30 UTC 18.1K followers, 2889 engagements

"He has unlike Nixon committed this crime clearly and without guise not a cover up with Woodward Bernstein digging away. He is brazen and ignorant confused by arrogance"
@BickerinBrattle on X 2025-07-26 15:12:06 UTC 18.1K followers, XXX engagements

"@DannyDayan5 Trump has no or very little macro economic knowledge. He feels everyone in equity shares his sensibilities and this as vulnerable to persuasion. That household net worth is always with us. Trump has no policy but for ratings and polls. None"
@BickerinBrattle on X 2025-07-28 15:05:15 UTC 18.1K followers, XXX engagements

"This is not priced in the SP500. And this does not deal with the impact of the tariffs which if continue will put US into a recession. It is simple math and tracking input output from the US Treasury DTS. It is a surprise this is not already part of sentiment"
@BickerinBrattle on X 2025-07-26 15:12:08 UTC 18.1K followers, XXX engagements

"@BenKizemchuk @fejau_inc or.just realize when your are "right" will be a jump a tail move. dont think there is a "greater edge" is what it is. Citadel loves the current makeup of the market as just chew up the one std turf"
@BickerinBrattle on X 2025-07-28 17:04:50 UTC 18.1K followers, XXX engagements

"@HenYeahMan Watch what. And what am I learning Serious question"
@BickerinBrattle on X 2025-07-30 02:27:21 UTC 18.2K followers, XX engagements

"the subcomponents of Personal Consumption Expenditure due to change in Disposable Personal Income"
@BickerinBrattle on X 2025-07-25 12:56:32 UTC 18.1K followers, XXX engagements

"Likely Trump seeks salacious info of actual crime committed by Clinton or others to deflect a d protect him but this will not cover or deflect the actual crime"
@BickerinBrattle on X 2025-07-26 15:12:07 UTC 18.1K followers, XXX engagements

"In 2012 the risk of sequestration dropped SP500 about X% or so. And that didn't happen"
@BickerinBrattle on X 2025-07-26 15:21:53 UTC 18.1K followers, 3076 engagements

"Small issue of Federal law specificallyRule 6(e)of the Federal Rules of Criminal Procedure. The disgusting attack on law and thereby the US Constitution continues. This in itself is impeachable"
@BickerinBrattle on X 2025-07-18 10:24:03 UTC 18.1K followers, 3258 engagements

"@BidOnCapital Until the leptokurtotic down side fat tail is realized in only a few days or so. Then"
@BickerinBrattle on X 2025-07-23 02:12:21 UTC 18.1K followers, XXX engagements

"if he pardons Maxwell - no he has done enough just discussing it with Maxwell - deserves a special prosecutor and then no matter what party or partisan leanings an indictment of impeachment and then a trial by Senate. full clear scrutiny with Congressional powers required now"
@BickerinBrattle on X 2025-07-25 19:06:53 UTC 18.1K followers, 1826 engagements

"the US entered a recession end of QII 2025 due to heightened risk from Trump Chaos and then tightening of fiscal flows with largest contributor tariffs. US equity not pricing for this but for continued growth. When equity does price to this drops XX% to XX% Starting to show in labor"
@BickerinBrattle on X 2025-07-29 12:19:11 UTC 18.2K followers, 6679 engagements

"One thought is this lunacy isn't resolved until Trump tests out what coercive force he has against his "enemies". A current day version of Kent State 1970. Something to make all realize there are consequences a cost"
@BickerinBrattle on X 2025-07-23 12:23:58 UTC 18.1K followers, 1499 engagements

"want to end homelessness well at least the crisis aspect make dealing any amount of meth and opiates and along any point of the chain of production a capital crime. lower folks plea bargain out to stay alive. would end homelessness in about X months"
@BickerinBrattle on X 2025-07-28 16:46:09 UTC 18.2K followers, 2582 engagements

"the start of the recession has occurred. will very soon show up in labor. slowdown is from two causes: risk increase from Trump Chaos tariffs that are on ramp to triple existing already tightened econ by XX bil additional since liberation. equity is not pricing either Trump Chaos nor the developing slowdown"
@BickerinBrattle on X 2025-07-27 16:55:16 UTC 18.2K followers, 10.3K engagements

"Stock market requires ongoing good news just to hold levels. The most amazing trade deal with EU has only added .2% - what is next. The bear thesis is confirmed starts and requires only one event to e near immediate down 10%"
@BickerinBrattle on X 2025-07-28 14:34:56 UTC 18.2K followers, 3142 engagements

"Like Nixon Trump oblivious when he crossed the line given his righteous belief in innocence. But Trump has bizarrely incompetent staff as he looks only to loyalty and his legal staff are especially incompetent such he basically has none"
@BickerinBrattle on X 2025-07-26 15:12:04 UTC 18.1K followers, XXX engagements

"Amazing. A convicted pimp of kids. The white house stoops lower and lower"
@BickerinBrattle on X 2025-07-24 16:35:10 UTC 18.1K followers, 3209 engagements

"people seem to think the main reason to not examine Trump closely is because he is not as bad as Biden. That confuse me"
@BickerinBrattle on X 2025-07-26 18:56:36 UTC 18.1K followers, 2559 engagements

"i am very confidant that the market crash resulting from Trump malfeasance chaos and tariffs commence in the afternoon July 11th. hah"
@BickerinBrattle on X 2025-07-27 15:44:28 UTC 18.2K followers, 4475 engagements

"@DmitriBraverman XX delta. Reasonable term structure (drift) and seeing Parkison OHLC vol below CC vol"
@BickerinBrattle on X 2025-07-24 16:25:15 UTC 18.1K followers, XXX engagements

"this is the strangest financial environment I have ever experienced. but its strangeness gives me more confidence that this market is going to crash"
@BickerinBrattle on X 2025-07-26 21:32:41 UTC 18.1K followers, 12.7K engagements

"which means that Trump is an annoying yappy toy poodle as far as China is concerned. they have more serious issues"
@BickerinBrattle on X 2025-07-29 12:07:53 UTC 18.2K followers, 1953 engagements

"As the Trump circus becomes ever more fantastic BTC is setting the equity market level and direction"
@BickerinBrattle on X 2025-07-07 12:02:00 UTC 18.1K followers, 2984 engagements

"@BobEUnlimited @AbsUnitCapital Hah. XX 2H. As far as SP500 goes - never"
@BickerinBrattle on X 2025-07-26 15:25:30 UTC 18.1K followers, XXX engagements

"Hearing Monaco promises $ XXXX gillion investment in USA"
@BickerinBrattle on X 2025-07-24 17:30:01 UTC 18.1K followers, 1877 engagements

"just posted The Monetary Frontier the equity report in pdf form - just download"
@BickerinBrattle on X 2025-07-21 15:54:14 UTC 18.1K followers, 2310 engagements

"@Johncomiskey77 @BankUnlimited So how is tariff paid and incorporated into importers balance sheet Prices rise equal to tariff or importers take hit to earnings. It is happening now"
@BickerinBrattle on X 2025-07-30 01:24:02 UTC 18.2K followers, 1509 engagements

"spread is (y) the spread is an option premium to own corporates versus equity - I arbitrarily but reasonably use the SP500 as the equity to the credit of AA. this says you are not being adequately rewarded to own credit unless SP500 were to rally XX% and drop risk pricing. now risk price indicates SP XXX to drop XX% or so"
@BickerinBrattle on X 2025-07-20 20:52:48 UTC 18.1K followers, XXX engagements

"about only thoughtful comment have come across today nails it. this is a most dangerous time. something awesome is afoot of ramifications never experienced in last XX years. since it is all new beats me what it is and all sorts come out with run away. am blown in terms of risk taking but still have potent optionality - short"
@BickerinBrattle on X 2025-07-26 21:20:39 UTC 18.1K followers, 21.8K engagements

"ok all you BTC experts. thought experiment what happens such as BTC ends at around 50000 whats the scenario made for TV fiction of course starring Matt Damon say"
@BickerinBrattle on X 2025-07-11 14:55:14 UTC 18.1K followers, 2877 engagements

"@fejau_inc @MktHitchhiker @jnordvig @ForwardGuidance and I should co-host with you to tell you the truth daily"
@BickerinBrattle on X 2025-07-25 14:08:04 UTC 18.1K followers, XXX engagements

"Tariffs have initiated a recession in QII 2025 - or will be a recession if tariffs continue for another X months (100 days). This is not surmise but hard data presents this without much room for debate. The level year over year rolling year over year annual change in % and"
@BickerinBrattle on X 2025-07-17 12:30:29 UTC 18.1K followers, 42.6K engagements

"@arbcon in many ways Mulheren was a great bullshitter and would fake through things. lucky he was mad and a XXX or so IQ. if I know anything about trading got it from him. from Izzy got what I do know about risk management"
@BickerinBrattle on X 2025-07-22 13:15:22 UTC 18.1K followers, XXX engagements

"in terms of risk qualified (use Merton "distance to default " D2D - credit spreads tight such that indicates a large regime jump in D2D given rise in SP500 ( about rise of XX% in SP500 to 8000 or so. seems unlikely. or. credit spreads will rise to X 1/2% triple spread and SP500 down about 10%. This market internal structure is fragile and will make very large sudden moves so as to "clear". I think SP500 drops and credit spreads 3X - in short a severe and sudden adverse event"
@BickerinBrattle on X 2025-07-27 17:33:59 UTC 18.1K followers, 2025 engagements

"the industry is sales based and it is not my line of but dogma built on the last XXX years. QE was a marker and the largest leveraged dynamically managed financial institution in the world and history the Federal Reserve dumped spot and moved XXX% into expectations space and being so large it destroyed feedback and made the above dogma useless for what the street now does - sell. So bonafides baed on senior positions in trading means you will not get anything useful in terms of reality. you will get profitable input though as get state of the art sales craft. what this means is significant"
@BickerinBrattle on X 2025-07-26 21:47:10 UTC 18.1K followers, XXX engagements

"@grok ask @grok what are the US balance of payments with Ireland to date this year and anticipated"
@BickerinBrattle on X 2025-07-28 16:03:07 UTC 18.1K followers, XXX engagements

"@graystokev2 Be his end as loses perception of immunity and crashes to earth (or hell) Stunning how little attention on Maxwell legal/constitutional aspects. Think impeachment is done deal. A partial risk pricing is 4000 SP500"
@BickerinBrattle on X 2025-07-26 11:12:37 UTC 18.1K followers, XX engagements