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@GordonJohnson19

@gordonjohnson19.bsky.social
258 followers 98 following 80 posts

"Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”- W Buffett; posts are not fincl advice

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@GordonJohnson19 @gordonjohnson19.bsky.social · 30/04/2025
I’m loving this new Ross G. Making a ton of sense.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 30/04/2025

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@GordonJohnson19 @gordonjohnson19.bsky.social · 17/04/2025
Treason no longer exists in the USA.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 21/02/2025
In other news… water is wet.
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@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 · 17/02/2025
You turned a blind eye to Musk’s many atrocities for yrs (funding secured + paint it black video + alleged overt racism at CA pant + forcing folks back to work at height of COVID + etc.). It wasn’t until he switched sides politically did your views shift. This calls into question your motives.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 14/02/2025
Wow. This is great color. Social media can be a HORRIBLE place to get information.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 13/02/2025
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@GordonJohnson19 @gordonjohnson19.bsky.social · 06/02/2025
The answer to all of these questions has been no for a LONG time. It didn’t start w/ Trump - remember when the Dems were telling voters how great their economies were as inflation raged and how sharp Biden was, and also called massive govt deficit spending the “inflation reduction act”?
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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...
x.com
x.com
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@GordonJohnson19 @gordonjohnson19.bsky.social · 10/01/2025
4/4... US Treasury has some ~$7tn of debt to refinance in 2025E, vs. ~$2.3tn in 2024E, WHICH IS ABSOLUTELY massive (in general, more debt issuance = higher yields). This is a "perfect storm" for WAY, WAY higher yields. Is @GLJ_Research the only ones who see what's likely fated?
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@GordonJohnson19 @gordonjohnson19.bsky.social · 10/01/2025
3/4... is a risky strategy, and it comes with significant costs. In addition to a higher interest expense, concentrating issuance in short tenors exposes the Treasury to greater volatility via refinancing risks and creates the potential for a financial accident.”, and (3) the...
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@GordonJohnson19 @gordonjohnson19.bsky.social · 10/01/2025
2/4... elect S. Bessent is unlikely to follow @secyellen.bsky.social's focus on short-term debt issuance, writing for his fund, Key Square Capital Management in January of this year, where he warned: “Over a medium-term horizon, we believe [high bill issuance]...
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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
#facts
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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
You do amazing (balanced) work on $TSLA. Bravo! Don’t be discouraged. GLJ Research is a fan of yours.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 19/12/2024
3/3 This bubble, which pulls in a lot of retail money, meaning moms/pops will LOOSE EVERYTHING, is being enabled by a reckless Fed, and a @cftc-ae.bsky.social who has turned a BLIND EYE to 0DTE and weekly options, pushing stocks inorganically higher. This ends in tears, and possibly worse.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 19/12/2024
2/3... IN EVERY MARKET IT COMPETES - b/c if its sales are not growing (which they aren't), it cannot pay investors 100% of its 2024E earnings for the next 180yrs. While it's easy to say valuations don't matter, history has shown that they ABSOLUTELY do, EVERY TIME.
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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 · 19/12/2024
media.tenor.com
a young man is sitting in a chair and saying it do be facts tho
ALT: a young man is sitting in a chair and saying it do be facts tho
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@GordonJohnson19 @gordonjohnson19.bsky.social · 18/12/2024
4/4 At risk of stating the obvious, this does not seem to be Consensus at present (i.e., a hawkish move in the dot plot).
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@GordonJohnson19 @gordonjohnson19.bsky.social · 18/12/2024
3/4 However, Wall Street, currently, ests. the Fed Funds Rate at 3.625% in 2025E & 3.125% in 2026E. So what? Well, given the @federalreserve.bsky.social usually prices its dot plot close to "the market" (i.e., Fed Funds Futures), it seems their dots are about to move higher.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 18/12/2024
2/4 So, right now, the market (i.e., Fed Funds Futures) is pricing in a Fed Funds Rate of 3.837% in 2025E, and 3.808% in 2026E.
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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 · 18/12/2024
Can you point out where, in what I said, was I wrong? Having opinions, backed by facts, is not a political statement.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 17/12/2024
He did nothing to rein in E Musk, and support every Biden initiative that brought massive inflation to us poors. How in the heck is he “for the people”? The rich/billionaire class? Is that the people you speak of?
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@GordonJohnson19 @gordonjohnson19.bsky.social · 17/12/2024
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@GordonJohnson19 @gordonjohnson19.bsky.social · 16/12/2024
And it will keep happening. It’s so sad.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 16/12/2024
Above chart labeled wrong.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 16/12/2024
That @cnn.com all seemed scripted/fake. Turns out, it was actually worse than that - assuming reporting from the @nypost.com is accurate. nypost.com/2024/12/16/w...
nypost.com
Prisoner CNN helped free from Syrian prison was actually notorious Assad-regime torturer: report
“We have subsequently been investigating his background and are aware that he may have given a false identity,” CNN said.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 16/12/2024
2/2... landslide win shows Americans are in dire need of change/someone who looks out for their interests. Yet, as prices continue to rise and the rich get (much) richer, the despair that the masses saw under Biden will likely re-emerge. #thestockmarketisnottheeconomy
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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
2/2 The 2%/yr tgt was created in the US by B. Bernanke, & weaponized by @secyellen.bsky.social, then J. Powell after her. That is, by having a target, they can justify inflation above the said target when it has run low (avg. inflation targeting), then ignore that rule when it runs too hot.
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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
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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
2/2 By contrast, here's what the data is telling them - i.e., THEY SHOULD BE HIKING RATES. But, they don't care about the data (in fact, they "goal-seek" data to support their asymmetric policy of ALWAYS inflating rates higher).
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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
@GLJ_Research has said for years... $TSLA and E. Musk are above all US securities and roadway laws. It's that simple. The law does not apply to him.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 13/12/2024
2/2 That is, w/: (a) massive new issuance set for 2025, (b) the 2 largest historic buyers of USTs (China + Japan) currently net sellers, & (c) the free-flow of liquidity set to be MUCH worse in 2025, yields are about to SPIKE higher regardless of what the reckless Fed does.
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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
I hear you Mrs. Vicki… but how will the MAGA voters in Mississippi feel in ~1yr when prices are still rising and they’ve lost their jobs? The beautiful thing about America is we’re still a democracy. They will turn on him if he doesn’t deliver.
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@GordonJohnson19 @gordonjohnson19.bsky.social · 12/12/2024
None of this will happen. Why? Well… read this (i.e., DOGE will accomplish nothing - for DOGE to succeed, the stock market would have to fall a lot… and Trump won’t allow that willingly) - www.cnn.com/2024/12/06/b...
cnn.com
There’s a rude awakening in store for the DOGE bros | CNN Business
Once upon a time, a brash outsider entered the Oval Office with a promise to “drain the swamp.” He brought in a posse of businesspeople, led by a leading industrialist, to work like “tireless bloodhou...
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@GordonJohnson19 @gordonjohnson19.bsky.social · 12/12/2024
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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
Would love to take this to DM. Let me know.
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