@macrodelics Profile picture

Macrodelics

@macrodelics

Geriatric millennial. Macro, value and technical observer. I like fast dividends and high total returns. Distressed and Volatile.

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Macrodelics Reposted

“Hey you wanna see some shit, hold my beer”


Macrodelics Reposted

I knew there were a lot of fake accounts on this platform, but they are usually obvious. I had no idea how intricate and complex the ruse could be. Get a load of this story. 1/


Macrodelics Reposted

Who else could be opposed? The advertising companies who make up jingles like, "Jardiance is really swell..."

Other than Pharma companies and mainstream media, who could be opposed to this agenda?



Macrodelics Reposted

wow, odds of a December rate cut are down to just 55%

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yikes

GM laid off roughly 1,000 employees today as the automaker attempts to cut costs and realign priorities amid changing market conditions #MacroEdge



A lot of uncertainty out there


Macrodelics Reposted

$ZIONL -4% on news it will be called at par. Soooo many overvalued prefs out there with horrible YTC. prnewswire.com/news-releases/…

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Macrodelics Reposted

Traders celebrated Reagan's 1980 win in a big way, thinking that they were getting reforms they wanted. 1981, though, turned out to be an ugly year, and the ugliness lasted all the way to the great 1982 bottom before the post-election hopes and dreams were finally fulfilled. Read…

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My latest Chart In Focus article, "Post-Election Celebrations We Have Seen Before", is posted at mcoscillator.com/learning_cente…. It looks at how traders celebrated after the 1964 and 1980 elections, although what happened after the initial celebration was very different.

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Macrodelics Reposted

A theory no one is discussing - what if Trump is deflationary (or disinflationary)? I wrote about 3 reasons why Trump could surprise us all with a policy agenda that ends up being disinflationary. disciplinefunds.com/2024/11/13/cou…


Macrodelics Reposted

🚨#BREAKING: More than 800 Utah Homes Lost Power After Woman Climbs on a High Voltage Transformer Inside Substation 📌#SaltLakeCity | #Utah Authorities and electric crews responded to a call in Salt Lake City, Utah, after a woman damaged power equipment and climbed a…


Macrodelics Reposted

We never knew how social and playful turtles were until we have them a skateboard.


Macrodelics Reposted

I'm just going to leave this here for posterity.

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Nice black swan event scenario

If the Gaetz nomination doesn't generate enough quits, and layoffs on the scale Trump has promised from Elon/Vivek begin in earnest the DC/Va/Md real estate markets--CRE and SF--will simply implode, likely taking FNMA/FRE, the regional banks and mtg insurers with it.



Macrodelics Reposted

Lavrov's pre-emptive rejection of the potential suggestion to freeze the current frontline further indicates that Russia is not interested in softening its approach or demands in negotiations & maintains its objective of total Ukrainian capitulation, which Putin explicitly…

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3/ FM Lavrov also claimed on Nov. 13 that the start of Trump's presidency would not fundamentally change the US position on Ukraine & that any proposals to freeze the frontline are "even worse" than the Russia-favorable Minsk Agreements that followed Russia's invasion in 2014.

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Macrodelics Reposted

Super Micro Computer, $SMCI, has said it would delay the filing of its financial report for the September quarter, as the AI server-maker seeks a new auditor amid a delisting threat following its failure to submit its annual report.


Macrodelics Reposted

B. Riley delays Q3 report, warns of loss from Franchise bankruptcy reut.rs/3CsNXY5

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Macrodelics Reposted

FBI seizes Polymarket CEO’s phone, electronics after betting platform predicts Trump win: source trib.al/ec8mX9c

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what!

US 30s > SOFR for the first time in ~2 years. 🔥

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Macrodelics Reposted

in fairness to $EARN , $OXLC Q2 NAV was $4.91 and Q3 was $4.76 or a 3% decline so $EARN down < 1% even issuing a ton of shares is decent performance . $SPMC also had a 2% NAV decline in Q3 but $EARN issuing all these shares under NAV is terrible why doesn't $EARN do a pfd ?

$EARN piglet reports a bit late. ADE of 28c. bvps of 6.85 (vs 6.91 prior).. Lets see how many shares they sold 😃



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