Enjoy and good nightmares.Farewell II Flesh - Ice Nine Kills (Candyman Music Video) https://t.co/rtXrYRiOHD via @YouTube ...

The post has been free. I have made the decision to put it back behind the paywall.There are a number of reasons for this. ...

This is a very interesting chart, as household stock wealth being higher than real estate wealth has only happened in the late 60s and late 90s, the last two times the ensuing bear market lasted years.Beary Burry https://t.co/OqD3B7qGIl ...

Free article to everyone. The $GME Big Short Squeeze Prequel, play-by-play with the emails, filings. If one takes the time to read everything in here, including all the attachments, one will see it again through Beary Burry’s eyes. Enjoy! Again, my apologies for the delay, I hope it is worth the wait.https://t.co/wCipDlLbYD ...

People wonder why I do this, but if there is one thing I wish I could have done, it was to have effectively warned or spoken about what was happening 2005-2007.https://t.co/gwCfONcaojhttps://t.co/ZELWmpZT57 https://t.co/Wp2FwEyIzf ...

My apologies, there is just too much info to organize. Cannot make the Sunday deadline. ...

Will drop my #GME post Sunday late evening. ...

The Supply-Side Gluttony Recurrence: Queries and Quibbles has been published.I took questions from the comment section of The Cardinal Sign of A Bubble: Supply-Side Gluttony and did my best to answer them long form. I cover $NVDA of course, defend my chart, and expand on misconceptions re: the demand/revenue side for generative AI, among other topics.https://t.co/IzdYBdtpS3 ...

More excerpts from my piece on Fannie Mae and Freddie Mac. I did provide my unlocked Excel models for full user customization. These are at the end of the article. $FNMA $FMCC https://t.co/QWD5WZrAO3 ...

So the Fed is now buying Treasuries again. $40 billion of bills a month...@FTAlphaville covers it well. And with a sense of humor - Sure John LOL. And we have a "new" acronym to learn RMPs - Reserve Management Purchases. The last line of the article is notable.“However, given the stubbornness of the recent repo market volatility, Alphaville would be surprised if the Fed doesn’t unveil a dose of “temporary open market operations” before then — just to make sure Christmas isn’t ruined by an end of year fundin ...