Maretus

@maretus

3389 Following

16003 Followers

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Here’s how I think things are going to go over the next year or so. Uncertainty brought on by the new tariff policy is going to plunge the U.S. into a recession or put us on the path to one. Markets will bleed the whole time this is happening. Later this year, economic data will push the FED to reduce interest rates, end QT, and maybe start QE. This would give risk assets a huge pump. For awhile. However, I think inflation will remain high and ultimately the FED will have acted too hastily, forcing them to reverse course in 2026. At which point, I expect a prolonged recession or worse. So, in my very retarded opinion - there will be a good opportunity to make money later in the year when the fed pivots. But make your money quick and take profits cause it won’t last for long.

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These mfers cannot get yields down to save their lives.

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Come on @coinbase - list $BNKR already. It’s been at the top of mindshare for months now. It’s past time. LFG.

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The bachelor pad is complete.

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So the “comprehensive trade deal” with the UK is essentially going back to pre liberation day?

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💯 https://thedispatch.com/article/trump-macys-socialism-nationalism/?signup=success

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Goldman Sachs and the Federal Reserve are predicting stagflation.

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Stay safe in Memphis tonight. Might be some craziness. https://x.com/yashar/status/1920198493806751936?s=46

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How tf did the world let Pakistan of all places have nuclear weapons?

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Front running Christmas shopping.

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“Well, maybe the children will have two dolls instead of 30 dolls. So maybe the two dolls will cost a couple bucks more than they would normally.”

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Back when republicans weren’t wannabe dictators.

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At this point, I just don’t even know what to say. The guy makes idiots look good.

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Ok. Who’s got the tea?

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“Why do you care about a couple of small businesses?”

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This is the guy telling us we can make do with less. 😂

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Time to start hoarding toys and school supplies to price gouge MAGA folks later this year. They will learn economics one way or another. 😂

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Trump just said “the kids don’t need 250 pencils. They can have 5.” 😂😂😂 This guys understanding of the economy is fucking scary.

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