Rev Cap

Rev Cap

3,594 Twitter followers

Follow

L/S cyclicals investor.

Posts

The entire timeline rn twitter.com/rev_cap/status/203...

“Winding down the war” just yesterday Most of what Trump is saying on weekdays is just to buy time and convince the market it’s about to end But the weekend is for bombs and real talk twitter.com/rev_cap/status/203...

It’s insane the treasury may have actually shorted oil futures How far are we from the treasury just buying stocks?

Business leaders move to Miami for better quality of life and lower taxes, keep their HQ in NYC where mid level people are still in the office and commuting How much longer is that going to be the status quo? Eventually just move the whole thing

Richard Florida: The wealthy have long threatened to leave when battling local governments over taxes. They rarely did. But their threats have teeth this time—not because they are abandoning great cities but because they figured out they don’t have to. https://wsj.com/real-estate/miami-property-taxes-billionaires-future-cities-a9bdda45?st=CQHJjG&reflink=desktopwebshare_permalink…

This was a good take. The free market deeply wants deflation right now Home prices want to go down. Goods need to deflate. Wages need to go lower so hiring will pick up. The dollar wants to go lower And the fiscal agenda is just fighting that gravity

Telling you for the umpteenth time: All these “run it hot” Trump policies are not fuel for inflation, but brakes on a much larger deflationary wave. x.com/tmtlongshort/s…

My wife has me watching this show Love is Blind and Im snowed in There's a character on it whose "career" is day trading. He does crypto but mostly trades the USDAUD Currency Cross. He's in his 30s. Former pro soccer player Robinhood & JPow. Cooking so many young dudes

Most expensive ever on FCF Least expensive ever on earnings All trying to kill each other

@TradingThomas3

Most of Mag 7 hasnt been this cheap since Covid crash.

This is really an incredible exchange Trump says rapidly expanding supply would hurt existing owners too much to pursue it & it’s more important to keep prices high for boomers This guy is going to end his term with the lowest approval rating ever

@onechancefreedm

President Trump Says He’s Looking At Emergency Action On Housing President Trump says he is considering declaring a national housing emergency to tackle affordability while trying not to undercut existing homeowners’ wealth. He frames housing as a core store of net worth

They can cut rates all they want But the 10 year is staying above 4%

Loading..