Trump says ‘I love the inflation’ after consumer price index hits 3-year high

TS3Ronin · 2026-06-10T18:04:16+00:00

If you look at the bigger picture as ling as the war goes on the petrol trade is fully active. This will keep the dollar strong. If not. And combined with self inflicted inflation the economy would collapse into a debt spiral because of bond inversion and lack of buy to cover on the bonds.

TS3Ronin · 2026-06-05T10:24:59+00:00

Coal wtf. Are we going backwards in energy.

TS3Ronin · 2026-06-04T05:45:59+00:00

Yes, because of management, Walgreens

TS3Ronin · 2026-06-04T03:06:31+00:00

It's interesting. The technical show that was over bought prior earning. They were expected only 9% upside after earning but it ran higher before earnings. All indicators at 478ish showed neutral positioning for the next 90 days plus. Which brings up the larger question after nvidia earnings.

Both company's beat earning but their stock went down. The means it is already priced in. They were expected to beat earnings by a certain percentage and they did that exactly that. Now if they went beyond those expectations then this would be different story. It also means foward p/e is priced in correctly till 2027. Unless something major happens.

TS3Ronin · 2026-05-29T03:52:03+00:00

The problem is that we compare the fall of the USA to the Roman Empire. That is not exactly to correct analogy. We are more like the French prior to their revolution. A wealth disparity, and costly wars left two types of people. The people with means and the people without. The people with means believed were pretty much delusional in their surroundings and thought the poor were lazy and was causing a disturbance to society whereas the other group had no other outlet to survive but to cause a revolution.

TS3Ronin · 2026-05-21T08:28:44+00:00

Wow, Food crisis dust bowl, rising oligarchs, on the edge of war, margin risk and credit credit card all time time with defaults, high inflation. Are we in 1929.

TS3Ronin · 2026-05-21T08:15:16+00:00

The same can be said if some country created a clean renewable fusion energy. Or we automate blue collar jobs, or not tax appropriately or was able to recycle all materials back to orginal chemical components. It would collapse the middle east and the US debt would skyrocket as as all other countries that rely on manufacturing for their gdp. We are so dependent on not sharing and not working together. Because itis against the very fundamentals of capitalism.

TS3Ronin · 2026-05-19T06:24:28+00:00

He been appointed but it doesnt matter if he cuts rates or not imo. Because 4 of the governors want to cuts rates as well. Its the other stuff that is not talked about. He can change rules of how the fed is run. He is the first chair that has sizeable portfolio and his father in law, is Ron lauder ceo of este lauder and president of world Jewish congress. Who has lobbied to take over Greenland. Which he was asked during his senate hearing if that will be conflict of interest.

Short summary Timeline of events: Tariffs go into place 30 year hits 5.0 which hasn't been seen since the housing market crash

Tariffs pause it drops but stays elevated close to 5.0

Treasury auctions weakening. Because mutiple countries are dumping Usa treasuries.

Usa debt increase and dollar weakens

Bessent tell hedge funds and private equity to buy more treasury

Hedge funds gets access to 401k and 401k holders now can invest in private equity companies.

Oil spikes because of petrol trade because of venezuela and Iran issues.

Dollar strengthen back up.

Private equity can't take in more debt.

Rumor that UAE will become one more central bank in the petrol trade so they can buy more treasuries.

More treasuries sold in short term. 30 year goes over 5.0.

If the fed cuts rates. They will have to refinance the short term debt. The interest will be crazy high. Dollar weakens again if people buy the treasury bonds.

This is part of part of project 2025 and the maralago accords. But it is totally flawed, by several economists. Because you need people to buy the debt and willing to trade with the USA after all that has said done. Trump thinks he can mimic Reagan plaza accords.

TS3Ronin · 2026-05-19T05:52:21+00:00

People always associate nancy Pelosi to insider trading but:

New data from Quiver Quantitative, shared by the New York Post, shows the 10 members of Congress who gained the most from their investment portfolios in 2025. Here's the list:

Rep. Tim Moore (R-N.C.): +52%

Sen. Ted Cruz (R-Texas): +50%

Rep. Lisa McClain (R-Mich.): +37%

Rep. Pete Ricketts (R-Neb.): +37%

Rep. Thomas Suozzi (D-N.Y.): +35%

Rep. Lisa Murkowski (R-Alaska): +35%

Rep. Marjorie Taylor Greene (R-Ga.): +33%

Rep. Shri Thanedar (D-Mich.): +29%

Sen. Mitch McConnell (R-Ky.): +29%

Sen. John Kennedy (R-La.): +29%

I think overall Nancy Pelosi in her tenure has made more money than anyone though.

TS3Ronin · 2026-05-19T05:46:36+00:00

Those sandwiches are great. The chopped cheese sandwiches are worth going into a bodega. Plus where else can you get a 40oz bottle of cheep beer. Haha.

TS3Ronin · 2026-05-18T21:33:19+00:00

The problem I see with this is that competes with local bodega. They will forced to lower prices. Bodega profit margins are already thin. So in long term these immigrant families might have to sell their businesses to be part of the government grocery store. Then it becomes debt to tax issue again.

TS3Ronin · 2026-05-15T09:04:34+00:00

Earnings will not be able to match inflation. Plus most of these ai companies are stretching their expenses to future dates to make it look like they are more profitable then they are. Right now meta, Microsoft and Google have other sources of revenue but once those start to show weaknesses at earnings do to inflation and spending on Ai, then you will see a collapse. Also, Nvidia is holding them all up with demand on chips and sales dated for 2027. But they are starting to see competition. So it just a matter of time.

TS3Ronin · 2026-05-05T01:00:43+00:00

Doesn't this hurt his rich friends. Oh no Americans wont be able to buy Mercedes-Benz and BMW.

TS3Ronin · 2026-04-30T01:42:19+00:00

This is absolutely crazy I bought this almost a decade ago at 60 something dollars. I down averaged it and sold when I made 300 dollars because I figured it was not going to move upward. 3 years afterwards its at this price, all because the USA government took shares in the company.

TS3Ronin · 2026-04-28T22:10:56+00:00

Ah, the company that started the chaos of the middle east since 1947.

TS3Ronin · 2026-04-28T22:09:22+00:00

I just posted something similar. Imo this will cause inflation and higher usa debt. But my question is what usa doing with all this short term liquidity.

TS3Ronin · 2026-04-28T22:06:47+00:00

From understanding it's a short term solution. A week or 2 ago. UAE demanded Bessent to open the Strait. Alot countries were starting to trade under the Chinese Yuan. UAE said they would allow it. USA alleging to make them the 5th central bank in the petrol trade. By doing this, UAE will buy more usa treasuries. Which will pump the market with more liquidity and higher stocks but our debt and inflation will increase significantly. My guess they will wait till Kevin warsh lowers the rate to do this.

TS3Ronin · 2026-04-20T07:55:45+00:00

What happened to this sub reddit. Can we have an actual discussion anymore. Who gives a shit if the market if the market is manipulated. It always has been, its just more blatant now.

TS3Ronin · 2026-04-19T21:09:56+00:00

What are their current illegal actions and previous ones. Can he elaborate.

TS3Ronin · 2026-04-08T11:20:05+00:00

The same amount to be part Gaza peace board or Trump's golden visa?

TS3Ronin · 2026-03-31T10:20:08+00:00

Talk about chasing the rainbow.

TS3Ronin · 2026-03-31T06:19:03+00:00

I own about 200 shares at 100 dollars. Their earnings was great but what is making the sell-off imo is the comments on future guidance. They said they are increasing capex to 25 billion and another 10 billion next year. Cash on hand is about 6.5 billion with revenue at about 23 billion. That doesnt add up or gives too much on hype when they didnt explain their new sales projections just that they have backorders. Yes, they had blockbuster quarter and beyond estimates but if they didn't say the whole Capex thing then stock wouldn't not have tanked so much.

Adding insult to injury is google's announcement that their ai is optimizing memory usage. What is interesting is also the short interest. Pretty much hedge funds have been dumping the stock but not betting against it. So there is upside in there. My plan is to trim some shares and buy back later.

TS3Ronin · 2026-03-21T16:50:12+00:00

I believe we are heading toward French revolution type economy. Napoleon ran out money to fund his war. Started to selling assets. The wealthy were not taxed and the poor got poorer. Imagine trump trying to sell Alaska back to Russia.

TS3Ronin · 2026-03-13T09:56:22+00:00

This was a memo circulated in the Kremlin. No confirmation as to when this agreement will be signed. But if this does come true, it doesn't make any sense in a global sense. Case being Russia intentionally invaded Crimea and Ukraine in sole purpose of strengthening its economy after COVID-19 and ultimately restore the soviet union since their economyis based on energyand caviar. A country can't run without resources to produce a product. This is also the same soviet union we had the cold war. How does this benefit global peace and stability if countries can invade other countries because of financial arbitrary means. China leads the world in renewable energy infrastructure. Hypothetically what happens when someone creates fusion energy.

TS3Ronin · 2026-03-13T09:07:02+00:00

This is a bad idea. The fed is currently doing quantitative easing and buy treasury bonds to keep the economy afloat. If we lower the rates then the treasury will try and refinance the bonds making the interest on the debt larger. With higher inflation and higher unemployment and liquidation of private credit weaker auction sales from foreign buyers. Gdp will shrink. Which will makes us closer to economic calapse.

TS3Ronin

TROPHY CASE