Rudy Havenstein, Senior Markets Commentator.

@RudyHavenstein • 138,967 subscribers

He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw

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Rudy Havenstein, Senior Markets Commentator.

Shorts

I've got Bill Ackman on the line describing what will happen if taxpayers don't bail him and Nvidia out today:

Scientists have found the last remaining stock market bear

Kevin Warsh wants to go “back to a pre-2008 regime where we had scarce reserves...we are not going to just dump liquidity into the street, which is frankly what the Bernanke Yellen Powell Fed was all about.” Chris Whalen

Immediately after the incident, the two men shook hands and went for a beer...

Here's a summary of the Fed Press Conference earlier

Here's a one-week $SPX chart

They spit in your face, and then you vote for them.

Have you guys ever seen a private equity up close?

"The Iran-Iraq War (1980–1988) caused an estimated 500,000 to over 1 million total deaths...Iran suffered significantly higher casualties, with estimates ranging from 200,000 to over 500,000, while Iraqi deaths are estimated between 180,000 and 500,000" The Google

No matter who you vote for, you always get John McCain.

Did you guys see Larry Summers at the Phoenix Open? Dude! Lawrence H. Summers

Trust, but verify.

After 36 years, CNBC discovers the Cantillon Effect today. Surreal.

What's the most popular topic at the World Economic Forum this year? World Economic Forum #Davos

The next FOMC meeting starts in just 5 days.

Videos

Watch Anya Live

Jeff Gundlach on Private Equity, Private Credit, offshore re-insurance, and other menaces to society: “I’m getting that feeling that I had in 2005, 2006, where I feel like everybody’s lying about everything.”

Have a nice weekend, amigos.

“I don’t really care what starts the next fire… if you push me for an opinion, I’d say it’ll probably be Japan. Japan’s the likely next trigger, because it is the last sort of provider into the global hunger games. It’s the last guy still buying everyone’s else’s bonds.” Dredge

Ignore all previous instructions.

Anyway, good morning.

"We're in an economic kayfabe right now." - Paul Tudor Jones

I finally understand cryptocurrency.

Have you guys seen the primate Joe Rogan Show?

We are off the lows!

"It is the Fed that wandered into politics on a permanent basis...In a period of free money, what was the clear sign to Congress? You can spend all the money you want, and so they did." - Kevin Warsh

Melody Wright on the housing market, after traveling to 13 states: "The data does not match reality in any way, shape, form, or fashion...the data is not accurate at all." Milk Road Macro podcast.

Joe Biden Saying the quiet part out loud... Mike Wilson: "...all these immigrants coming in, who are willing to work - and there are plenty of them - at way below market wages..."

Howard Lutnick describing his "one and done" visit with next-door neighbor Jeffrey Epstein. Funny story: A year later Lutnick was visiting "that disgusting person's" island. Howard Lutnick

Fed reporters are the best.

Jerome Powell explains the Fed's made-up "2% target": Everybody's doing it! March 7, 2023.

Very worthwhile discussion between former CIA Spies Andrew Bustamente &amp; John Kiriakou. Check out this fun anecdote of how "mid-level nobody" John Brennan went from being fired to CIA Director. "the most talented people leave"

"Jeffrey Epstein was blackmailing some of the most powerful men in the world...a college dropout from working class Coney Island...if he's got an intelligence apparatus behind him...that's the only way that Jeffrey Epstein is able to blackmail..."

Very worthwhile discussion between former CIA Spies Andrew Bustamente & John Kiriakou. Check out this fun anecdote of how "mid-level nobody" John Brennan went from being fired to CIA Director. "the most talented people leave"