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kylesantafe.bsky.social
Freedom lover. Adventurous fun haver. Santa Fe native. Texas Aggie. Trying things out in Austin. Musings.
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“Canceled sailings.” “Blank sailings.” The freight market is telling you everything you need to know about the coming wave of scarcity. @cnbc.com @loriannlarocco.bsky.social www.cnbc.com/2025/04/16/t...

🚨BREAKING: Judge finds flying migrants to El Salvador after orders not to "demonstrate a willful disregard for its Order, sufficient for the Court to conclude that probable cause exists to find the Government in criminal contempt." Visit www.democracydocket.com for full details and analysis.

I see it. I have lived it. 83 years ago, the U.S. government turned upon a group of its own citizens and residents and sent them to internment camps without due process. I was there among them. American fascism is back. It is here. It is now.

“.. judging only from price action, we are suddenly witnessing a comprehensive turn away from US assets (stocks, USTs, corporate credit and the dollar). this is the single most important theme to monitor over coming weeks. .. for the moment capital is flowing out of the US.” - GS Desk/Pasquariello

Statement from Trump on Putin’s Palm Sunday Massacre missile attack that killed at least 34, including several children, and injured another 117 people:

L - The official photo from the Kremlin of US Special Envoy @SteveWitkoff putting his hand over his heart as he greets his friend Vladimir Putin again this week. R - Putin’s latest missile attack killing at least 21 people, including 7 children, on Palm Sunday. Putin’s stooge.

WSJ Editorial page welcome to the resistance?

Donald Trump is dismantling the foundations of American science—and in turn jeopardizing the AI boom he purports to champion, writes Matteo Wong:

We have the most anti-free speech government in modern American history. (And yet, in true Orwellian fashion, they claim to be champions of free speech.)

The four law firms that it was announced are now Trump collaborators -- Kirkland & Ellis, Latham & Watkins, Simpson Thacher, and A&O Shearman Sterling -- ALSO agreed today to "Disavow DEI" as part of a settlement with EEOC. Why would any new associate join such a place? Why would any partner stay?

Once again, we fought a whole damn ass war against the British to prevent this kind of thing

The President’s unprecedented Executive Order yesterday targeting Messrs. Chris Krebs and Miles Taylor for nothing but the exercise of their First Amendment rights is the President’s most constitutionally corrupt Executive Order to date.

“They were careless people…they smashed up things and creatures and then retreated back into their money or their vast carelessness…and let other people clean up the mess they had made…” -- F. Scott Fitzgerald, The Great Gatsby (April 10, 1925).

like this post for good luck. retweet it to pay your outstanding E-Z Pass violation fee

JPMORGAN: “.. as of now we maintain our 60% US/Global recession call from last week. The 40% non-recession call includes the possibility of further backpedaling from Trump on China tariffs.”

Elections have consequences

(Columbus Dispatch) - Microsoft has abandoned its $1 billion data center project in Licking County, Ohio, citing a strategic investment review. @dispatch.com $MSFT www.dispatch.com/story/busine...

Rand Paul: "We have to start from talking about the truth. One of the things they say with Canada is, 'Oh, there's a 270% tariffs on dairy products going from the US into Canada.' Well you know what the real tariffs is? Zero. That's a big difference between what the truth is."

Wow, Tillis. 👀 @punchbowlnews.bsky.social

Someone nut up and sneeze/yell “Bullshit!” I swear.

GRIFFIN: “.. it’s going to cost you 20%, 30%, 40% more for your groceries, for your toaster, .. for a new car. .. Even if the dream of jobs coming back to America plays out, that’s a 20-year dream. It’s not 20 weeks. It’s not two years. It’s decades.” @bloomberg.com www.bloomberg.com/news/article...

WARNER: Can you explain how it helps natl security or our trade balance - I loved your fancy Greek formula which was bad math on steroids - how with a trade surplus Australia got hit with a 10% tariff as well? GREER: Australia has the lowest rate available WARNER: We have a trade surplus!

DUDLEY: “.. The president’s attack on free trade is truly extraordinary in scope .. The impact will be devastating. Over the next six months, annualized inflation will likely climb to nearly 5%.” 🇺🇸 @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

China tariffs are now 104%. Forget inflation for a moment—American owned companies are going to go out of business. This is bonkers!!!

youtube.com/shorts/WJYFK...

SKY NEWS: “.. bosses from lenders including Bank of America, Barclays, Citi and HSBC Holdings held a call on Sunday to discuss the ongoing chaos as plunging equity markets reflect fears of a worldwide recession.” $BAC $C news.sky.com/story/global...

Portnoy called today "Orange Monday" and honestly that's very good.

From the same article in the WSJ:

the market is cruising

MAGA is the enemy of the entire globe, except half a dozen brutal dictators and a dozen moronic billionaires. Outnumbered one hundred to one

flippers up

Market will keep eyes on this: $MSTR

Time to set up the list of hiring freezes. @bloomberg.com www.bloomberg.com/news/article...

Bill Ackman goes after Secretary of Commerce Howard Lutnick. See my timeline for Ackman’s other thoughts about Trump’s tariffs.