CEO COMEX Floor Trader '80s Lehman & Prudential Securities '90s PM Moore Capital CNBC Regular 1990-2015 Series 3 CTA Podcast: Money, Markets & New Age Investing

Bathing in Sunshine & Freedom
Joined October 2013
Get the FULL 40-page dissection of the MIND-BLOWING PPI data released last week and the reaction in expectations for FOMC policy, the Yield Curve, US-EU Bond Yield Spreads, the USD, the CNY, GOLD and Gold priced in CNY EMAIL me FREE (one time) copy > [email protected]
1
1
1
380
UNREAL WIN ... ... the #5 car @KyleLarsonRacin goes from FIRST to ELEVENTH and back to FIRST, ALL on the LAST LAP and a half ... to WIN at the famed @TALLADEGA Super Speedway, one of the very few NASCAR tracks still on the list for me and my Son to visit, we've been nearly every other major track ... Larson came out of NOWHERE on the FINAL TURN, after dropping out of the draft ... INCREDIBLE tenacity !!!
KYLE LARSON WINS AT TALLADEGA IN THRILLING FASHION!!
129
YES ... well done ... on the field, and OFF !!!! I said it immediately, HARBAUGH was THE BEST possible hire, hands down, and now JJ McCarthy is winning FANS too !!! ... including me !!!
🗣️ PLAY RESILIENT
184
THIS is frigging cool ... ... TEAM baby, this team is about THE TEAM !!! THIS is John Harbaugh's TEAM, and JJ McCarthy's play got him the "game ball", while he speech was INSPIRING !!! @Giants @camskattebo5 @AdamSchefter
this is so wholesome 💙 @Giants
169
I feel for my buddy @PeterGrandich as a we are both lifelong Giants AND Jets fans ... I too have rooted for both teams since I was a kid, cause they NEVER played one another back in the day, and I spent two summers in the @RealJoeNamath football camp as a teenager, QB and WR ... Joe personally coached me, and I was there at the Yale Bowl as season ticket holder of BOTH teams at one point, when Joe bootlegged around the Giants defense to win a preseason game in the most unlikely way ... I was at the Meadowlands when Ken O'Brien led us to the playoffs, and @joe_klecko was a DOMINANT FORCE in football !!! I feel MOST for both Joe and Joe, along with Peter ... and the Klecko Watch Party in NJ yesterday, organized by the original Wall Street Whiz Kid, to benefit local charities. The Giants have hope with Jim Harbaugh, the best possible hire for the G-Men, who now have a core team, especially on offense, while the Jets have little ... and though I really did love the hiring of Aaron Glen, the clock started ticking on his tenure, which is now, suddenly, at risk already, after yesterday's EMBARRASSING HOME FIELD LOSS to the WINLESS and HAPLESS Dolphins (whom I'd love to see as a winning team, as it would benefit Sunday Funday across all of South Florida, my now hometown team) @nyjets @MiamiDolphins J-E-T-S ... JETS JETS JETS !!!! Even Fireman Ed left the building !!!
Replying to @PeterGrandich
Here's Dave yesterday leaving the game. He aged 50 years since they last made the playoffs.
1
752
HAHA ... priceless !!!!!!
fucking insane hot mic
1
594
Medication Time Gentlemen, Medication Time !! Acceleration Time Gentlemen, Acceleration Time !!! Get my IN-DEPTH data-dissection (CPI). At +3.7% inflation lowers the "real" FF Rate to a level that is NEUTRAL, if not overtly INFLATION FRIENDLY EMAIL: [email protected]
2
310
Seemed to be appropriate 2am wake-up call MUSIC, and MORE pertinent NOW as the US election approaches, and I sit here writing the text that will come with a DEEP DIVE into the innards of the CPI report, which revealed broadening and ACCELERATING inflation, especially when combined with Import data with rising Prices for Finished Goods, which was ALSO see in the PPI data, showing a +7.4% yr-yr inflation in Consumer Goods for Final Demand !! Sio the simple math using R-Star (plus 50bp added to Powell's 2018 creation, for the pandemic effect) when we compare the 4% top-end FF Target Range, and 3.7% All-Items CPI inflation rate ... FOMC rate policy is, at best, NEUTRAL ... in fact, the "real" FF Rate using the bottom of the FOMC's target range is a whopping ... ... 0.05% Moreover, when you throw in "stealth QE", buying SHORT-TERM T-Bills from the Treasury, as Bessent moves to shorten duration ... Fed's Balance Sheet expanding again, NOTABLY SO ... as Warsh has talked-the-talk but is failing to walk-the-walk ... IF ... IF ... IF .. he is serious when he invokes Paul Volcker, the guy who jacked rates to as high as 20%, and KILLED inflation AND ... M-2 Money Supply is running HOT, at +5.7% year-year, with a med-term acceleration to +7.5% annualized !!!! MMMmmmm, a 4% FF rate is virtually NOTHING, compared to ANY other macro-monetary data point. NOTE, importantly note ... Paul Volcker had a Treasury with virtually ZERO "real" PUBLIC DEBT, now over $40 trillion. THEY KNOW what's coming next, it permeates their own data and surveys ... NEGATIVE "real" Wages, (-) 2.4% year-year for those at the lowest income levels, who are getting CRUSHED already, by inflation ... no real income gains (outside of stock, which is why they are doing this, to keep demand for credit from sending Bond yields and Credit Spreads (a 2008 "ghost") sky-rocketing. Credit Card debt MORE than "covers" Personal Savings, which sits at low levels, historically, versus Personal Disposable Income, which just posted DEFLATION when excluding "Transfer Payments", again revealing the rise in the number of people receiving entitlements (SS, Medicare) ... or ... who are increasingly "living off of the government (AKA the US taxpayer) "They" KNOW that they are facing what I have termed "The Ultimate Policy Conundrum" ... and will, in my view, be FORCED to acquiesce to higher general rates of inflation to protect Consumer final demand, lest we have sub-par growth rates that fail to allow DEBT SERVICING ... yes, the rat wheel is ALREADY SPINNING, and the Fed-Treasury appear to be giving us clear-cut "tells" that Warsh will talk-the-talk, but cannot walk-the-walk when it comes to DEFEATING INFLATION with Fed policy. #FOMC #FederalReserve #Inflation #Bonds #Debt #Savings #kevinwarsh #scottbessent @RATMofficial @BloombergTV @SullyCNBC @LizClaman @ClamanCountdown @PowerLunch @HalftimeReport @TheJudgeCNBC @lisaabramowicz1 @RomaineBostick @GuyJohnsonTV
1
1
364
Medication Time Gentlemen, Medication Time !! Acceleration Time Gentlemen, Acceleration Time !!! Get my IN-DEPTH data-dissection (CPI). At +3.7% inflation lowers the "real" FF Rate to a level that is NEUTRAL, if not overtly INFLATION FRIENDLY EMAIL: [email protected]
111
SCOOP, there it is ... ... SPRINKLES !!!! #NAILEDit <mic-drop>
This quoted post is unavailable.
1
2
336
One more ... @HARDWELL at one time he was my favorite EDM artist, especially when "Spaceman" was released. Indeed, he still ranks among the best at what he does, He remains a top shelf offering ... with CLASSICS like this (hard, hard, hard to believe this was 12-years ago) ... We're a million lonely people altogether on this needle in the sky afraid of heights, but not tonight it's not too late I dare you to love I dare you to cry I dare you to run I dare you to try I dare you to fall and lay on the ground I dare you to feel I dare you to heal I dare you to be real I dare you to be --- Hardwell #EVERYBODYfriggingJUMP youtu.be/clRjbYa4UWQ?si=gtgN…
332
I have NO marketing-sales team, outside of my fabulous Chief Operating Officer, my top shelf assistants on the brokerage, accounting, and legal "teams" ... I am a ONE MANY SHOW, from top to bottom, and I even take the garbage out at night. I am a very humble person, but I also KNOW that my MIND is among the cream of the crop in this industry, while knowing I am NOT smarter than other people, per-se ... because we all, as human beings, are IGNORANT as to so many things. It comes down to passion, ethics, honesty-transparency, experience, perseverance and tenacity ... and for sure I will OUTWORK most everyone out there. I dig DEEPER than most, into the FACTS, DATA, MATH, PSYCHOLOGY, SCIENCE and I throw the economic-academic textbook types OUT OF THE WINDOW, as EVOLVING is the most important thing, staying AHEAD OF THE CURVE, always. So it makes me wonder sometimes, why do I no longer receive invitations to appear on CNBC, Bloomberg, or FOX Business ??? ... suddenly, after 25 years of regular appearances on ALL the major "shows", including the most watched @SquawkCNBC @PowerLunch @CNBCFastMoney @HalftimeReport with Mark Haines, Liz Claman, Conseulo Mack, Ted David, Bill Griffeth, Ron Insana (great story if you see me in person, HAHA) Sue Herrera, and even Joe Kernen. Maybe I'm no longer approached because I DO in fact tell the truth, expose the faulty narratives, and can be BEARISH on the stock market, in a medium focused SOLELY on perma-bullish opinion that blends with the RATINGS GAME !!! Those for whom I do grant interviews will attest, I am among the "favorite" guests of their audience, and I have often heard that sentiment following my public speaking engagements, OFTEN ... ... this is NOT ME being full of myself, if anything I am overtly sincere, empathetic, and HUMBLE ... this is MY PASSION to HELP the MOST PEOPLE POSSIBLE, and this is WHAT my strategic media-biz partners repeatedly tell me ... this is not something I tell myself. But I will come right out and say this, with ALL humility ASIDE and since I have NO PR team (LOL) ... make it known, I am available to those media personalities for whom I DO have great respect ... LOL Thank you for listening, this tape will self-destruct in ten seconds !!! 🤣🤣🤣😎😎😎🤓🤓🤓 @lisaabramowicz1 @lisaabromowicz @RomaineBostick @GuyJohnsonTV @kaileyleinz @JMathieuReports @daniburgz @FerroTV @BloombergTV @bsurveillance @SullyCNBC @MelissaLeeCNBC @TheJudgeCNBC @LizClaman @ClamanCountdown @flacqua @Varneyco
I screamed "THIS" loudly, clearly, repeatedly, since early 2025 when Cheng Li-wun (highly educated in the West, a total rock-star in her own right with blood lines back to pre-1949 and the Communist revolution) was elected the new leader of the Kuomintang, Taiwan's opposition party. She then spearheaded the campaign in Taiwanese Parliament to BLOCK Trump's $14 billion military aid package. Then she made statements OPENING THE DOOR FOR "THIS" (as I reported MONTHS AGO in my GMSR). Her comments were SPECIFIC, stating that Taiwan and China share the same bloodlines, worship the same deity, "speak" the same language, and share a long singular history. She went on to meet Xi in Shanghai, after which I said it was a DONE DEAL, over time reunification will commence, and the US will stand down. "THIS" tied DIRECTLY to something else I said repeatedly LAST YEAR, also written in my GMSR, wherein I envisioned an unspoken DEAL between Xi and Trump, that the US "gets" Venezuela with no push-back from Xi, and Taiwan goes to China, with little push-back from Trump. Few people wanted to hear it, most people shrugged it off as noise ... except a few key colleagues, people like me who think outside the box and envision possible future events without personal bias, I am also on the record saying all of this, through the plethora of "guest spots/interviews" I do with bloggers, podcasters, the media). My goal, at this point in my time here in this dimension, is to HELP as MANY people as I can, with the truth, with the facts, the data, math, numbers that often refutes the broadly and blindly "accepted" macro, monetary, fundamental, economic, market-driven, socio-economic, and geo-political "narratives" My claims are well-documented ... @PeterGrandich joined the chorus and has often shared my work, and carried the torch, as have many of the others with whom I publicly share my insights, such as --- Mike Maharrey and the Gleason brothers who run @MoneyMetals --- @ASchectman (one of the most knowledgeable in and well-spoken people in this industry) via @MilesFranklinCo ) @FinancialSense_ and the man himself, @JamesJPuplava via the Financial Sense Newshour. Of course RealVision @maggielake @AshBennington The @stocktradernet Stock Trader Network with the incomparable team of @Spus @TripleDTrader and Brent Slava @moneytalkstweet , formerly "Money Talks" aired on the Corus radio network, once THE MOST listened to non-sports talk radio show in all of Canada, and the man himself, Michael Campbell (host of the World Outlook Conference every year in Vancouver, from which have come some of my most prescient market calls). Of course MY CLIENTS KNOW, except they don't want YOU to KNOW, as I have found that competition trumps sharing in this industry ... having an "edge" that others don't is virtually PRICELESS, which is why Citadel and JP Morgan are two of my biggest clients, along with others with whom I have signed non-disclosure agreements. THIS is why @RaoulGMI bestowed upon me the moniker of ... "The Best Kept Secret on Wall Street" ... and is the reason he was gracious enough to support me with my own "show" on Real Vision TV, "Weldon Uncensored" for four years (2016-2019) THIS is why the legendary James Grant testified on the cover of my 2006 book "Gold Trading Boot Camp" ... ... "if you speculate, you MUST read Weldon FIRST" THIS is why YOU might consider reading Weldon ... email me to receive the GMSR for the REST of October, on a COMPLIMENTARY "trial" basis. NO, I do NOT ask for any credit-card numbers (not until you decide to subscribe, LOL). Nor do I have ANY marketing/PR people, never have ... I don't have time to make futile sales (phone) calls, and we will never bomb you with endless post-trial emails, Homey don't play that game !!! Come with me, let me help you think outside the box, and get on board with the RESEARCH THAT PAYS FOR ITSELF, with specific recommendations in Stock Indexes, Fixed-Income, Precious and Industrial Metals, Petroleum and Alternative Energy, Agricultural and Industrial Commodities, replete with SPECIFIC risk-management overlay and stop-loss order suggestions. EMAIL > [email protected] Licensed-Registered CTA money-manager Producer of daily research "Global Macro Strategy Report" Host of Money, Markets & New Age Investing, podcast @money_podcast Media Guest, Interviews and Conference Presentations
1
3
857