iiinova — where your digital self keeps evolving

@GordonJohnson19 @gordonjohnson19.bsky.social · 20/02/2025

This is the WOMAN WHO SHOULD LEAD THE DEM party. @hakeem-jeffries.bsky.social is literally WORSE than the 70-80yr olds who appointed him. We need FIGHTERS!

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@GordonJohnson19 @gordonjohnson19.bsky.social · 14/01/2025

JPMorgan CEO Jamie Dimon on Bitcoin: "Bitcoin has no intrinsic value. It's used heavily by sex traffickers, money launderers, ransomware." This is why GLJ calls it 🐀 poison, and it is. It's a ponzi/fraud, pulling $ away from actual productive assets. x.com/DocumentingB...

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@GordonJohnson19 @gordonjohnson19.bsky.social · 10/01/2025

1/4 US Treasury yields are likely headed WAY, WAY higher. Why? Well, three reasons, namely: (1) the two largest historical buyers of US Treasury debt are net sellers currently, and Europe's holdings are also now falling too, (2) Trump's Treasury Secretary...

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@GordonJohnson19 @gordonjohnson19.bsky.social · 07/01/2025

ISM Prices Paid exploded higher in Dec., beating ests. by a mile. Hey @federalreserve.bsky.social... you think the 100bps of rate cuts you've done since 9/18/24, w/ fincl conditions looser than before you began hiking rates (looser fincl conditions = inflationary), may have something to do w/ this?

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@GordonJohnson19 @gordonjohnson19.bsky.social · 23/12/2024

Question. #Bitcoin seems to simply be a proxy for global M2, but on a ~10 week lag. So, given global M2 is falling, it seems #Bitcoin is headed to $70-$80K/coin, no? If that happens, what happens to companies running ponzis based on raising debt to buy more #Bitcoin?

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@GordonJohnson19 @gordonjohnson19.bsky.social · 19/12/2024

1/3 The first thing I see when I pull up @bloomberg.com "Tesla's Sales Crash..."; yet, the stock is trading at 180x '24 earnings (meaning investors expect $TSLA to pay them 100% of its 2024E earnings every yr for the next 180yrs), meaning it's sales should be growing EXPONENTIALLY...

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@GordonJohnson19 @gordonjohnson19.bsky.social · 18/12/2024

1/4 Why even w/ today's 25bps cut from the @federalreserve.bsky.social (a 100% probability given the mkt has priced in a 98.6% chance of it happening), which is a mistake in the face of rising inflation/record stock-crypto-home prices, the dot plot will likely disappoint equity bulls a 🧵.

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@GordonJohnson19 @gordonjohnson19.bsky.social · 16/12/2024

1/2 The US economy is likely already in, or on the brink of, recession. The U.S. stock market's strength is masking this reality; but, the jobs data shows the reality of it all. This will likely become clear to the masses 3-to-4 months into Trump's term. Trump's...

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@GordonJohnson19 @gordonjohnson19.bsky.social · 13/12/2024

1/2 CPI inflation is now +11.7% above the Fed's stated arbitrary target of 2%/yr since Mar. 2020 when QE-infinity began. BTW... in NO TEXTBOOK does it state the Fed should target 2%/yr inflation (meaning your purchasing power is cut in half every 35yrs).

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@GordonJohnson19 @gordonjohnson19.bsky.social · 13/12/2024

Inflation is about to take back off in a big way, as @GLJ_Research has been warning for months. The @federalreserve does not care, and neither does the media (@steveliesman.bsky.social/@nicktimiraos.bsky.social) tasked w/ holding them to account - they will call it "transitory"/a "bump in the road".

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@GordonJohnson19 @gordonjohnson19.bsky.social · 13/12/2024

1/2 We find it funny that ANYONE thinks the @federalreserve.bsky.social will NOT cut next week due to inflation that is CLEARLY now resurging higher. Why? Simple. They do what the market tells them to do, NOT WHAT the data suggests... and here's what the market is telling them to do.

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@GordonJohnson19 @gordonjohnson19.bsky.social · 13/12/2024

1/2 Soon, the bond vigilantes will rise in the USA. The @federalreserve.bsky.social's recklessness will not be solved by Congress, or the media figures tasked with holding them to account. It will be solved by UST bond investors demanding higher yields to take on the risk of owning USTs.

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@GordonJohnson19 @gordonjohnson19.bsky.social · 13/12/2024

I gave away toys at a local church to underprivileged children last night with my family. The happiest (and most joy) I’ve felt all year (by far). I suggest everyone do the same. Bring joy to someone in your community this x-mas season .

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@GordonJohnson19 @gordonjohnson19.bsky.social · 12/12/2024

No matter how high $TSLA's stock is bid higher on the "corruption creates alpha" thesis, the below is (very) bad for $TSLA's underlying fundamental business (i.e., it's cars just got $7.5K more expensive), which is currently being valued for exponential growth. #makeitmakesense

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@GordonJohnson19 @gordonjohnson19.bsky.social · 12/12/2024

GREAT! Amazing team. Jordan Shipp is among the best freshman wide-receivers in college football. Just needs a coach who believes in him!

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@GordonJohnson19 @gordonjohnson19.bsky.social · 11/12/2024

1/4 So inflation is now moving higher when looking at: (a) YoY, (b) MoM, (c) 6-month annualized, & (d) 12-month annualized, w/ stocks + bonds + crypto + etc. at all-time highs. This means the @federalreserve.bsky.social should hike rates next week on Wed. Yet, instead, they will...

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@GordonJohnson19 @gordonjohnson19.bsky.social · 11/12/2024

Janet Yellen: “I am concerned about fiscal sustainability and I am sorry we haven’t made more progress. I believe the deficit needs to be brought down” US debt rose by $8.2 trillion while Yellen was Fed Chair or Vice Chair, and by $8.5 trillion while she was Treasury Secretary

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@GordonJohnson19 @gordonjohnson19.bsky.social · 10/12/2024

1/2 China can’t stimulate. Anyone saying otherwise, is simply aloof. Why? Simply put, as the chart below shows, unlike the period of the GFC, where USD was flowing into China (China can't transact in RMB, so when they are selling to the USA, they have to be net buyers of UST bonds; right now,…

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@GordonJohnson19 @gordonjohnson19.bsky.social · 09/12/2024

Handing out money will push inflation HIGHER.

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@GordonJohnson19 @gordonjohnson19.bsky.social · 06/12/2024

Boy is this website a breath of fresh air over Twitter. I don’t get the constant thoughts of the owner, or called the “N” word constantly.

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@GordonJohnson19 @gordonjohnson19.bsky.social · 06/12/2024

So Nov. nonfarm payrolls rose by +227K vs. +36K in Sep. (due to Hurricane), yet the actual #r of people employed fell by -355K from 161.5mn to 161.1mn (i.e., less people are actually employed). This suggests (even more) people are having to work 2-to-3 jobs to make ends meet.

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@GordonJohnson19 @gordonjohnson19.bsky.social · 05/12/2024

1/4 The @federalreserve, under Powell, is unapologetically NOT data dependent. Instead, their focus is on pumping risk assets ever higher w/ intervention after intervention, helping make their bank masters (& themselves) richer, while the masses pay for it via higher inflation.

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@GordonJohnson19 @gordonjohnson19.bsky.social · 05/12/2024

Since April 2022, small biz equity is down -$1.109tn, a fall of which we have NEVER seen, outside of the global financial crisis - keep in mind that small businesses represent ~44% of the US economy. Yet, somehow, w/ US housing also in free-fall, the economy is booming? GTFOH!

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@GordonJohnson19 @gordonjohnson19.bsky.social · 19/11/2024

See here for @GLJ_Research's take on the @federalreserve 💲 & their #'r 1 goal of pumping risk assets higher 📈 to benefit the rich minority 🤑 at the expense of the poor majority 😢 (w/ no consequences when they hurt the poor), what we see as a uranium bull mkt ⛑️, & $TSLA🔌. x.com/wealthion/st...

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