Zane Highlander
Blue pixel on a red screen. Outraged by how the powerful & wealthy are moving us; thankful for you who fight against our new authoritarian test drive. Fascinated by the "hard problem" of consciousness: we still don't know what it is. Dogs and cats.💙🌊🎸🇺🇲🇨🇦
- Yep, I saw a dozen eggs selling for 39 cents at the convenience store where I bought gas for $1.98.
- I feel like these words of Benjamin Franklin need to be reposted daily. 👇👇👇
- What the Walmart CEO didn't say publicly: "We'll be using the 'tariff excuse' to raise prices on EVERYTHING, including US-made and non-tariff products, so we can maximize our stock price and executive bonuses."
- This is the most important metric to watch. If the 10-yr yield rises above 4.70-4.80% look out. Trump's One Big Beautiful Bill, with its $4-5 Trillion expected future deficits, could trigger a bond market meltdown, tie the Fed's hands and usher in Stagflation.
- 10-yr yield hits high of 4.550% the highest level since Apr 11th @cnbc.com
- Wonder who he's referring to? Maybe Melania and her family? 🤔
- Been thinking about this: The War Against the Weak - Our New Era of "Soft" Eugenics. "The idea that if you take away life-saving healthcare and services from the vulnerable, then you can let nature take its course and only the strong will survive. www.theguardian.com/us-news/ng-i...
- 10-Yr yields today at 4.53% surpassed the April 11 pop after "Liberation Day." This is the metric to watch. Above 4.70-4.80% would take out Dec and Feb peaks and would not be good. The Bond Market will "vote" on the OBBB if it passes, with its $5 Trillion minimum of future deficits.
- "Last Stone Standing." High tide at sunset along the Union River Bay in Maine, one of my favorite photographs taken on a 2018 visit. Tides move 10-12 feet, at low tide this view is strewn with boulders and rocks of all sizes.
- As a reminder, 238 years ago Benjamin Franklin closed out the Constitutional Convention with this prescient observation (and prediction).
- Yes, the ghosts of Arthur Laffer and David Stockman. (And yes, I know both are still alive, but their evil spirits yet roam the earth.)
