KKGB Kitty
Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
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As expected this tweet launches the last and final round of admittance into Kittysquiddy, my locked account. I am writing this to explain what exactly is the purpose of the account...
Am gonna be more specific and point to Katie’s ill informed and pretty clueless parallel between small sub-prime lenders defaulting in clusters back in 07-08 and small regional US...
Time for a take-down. Believe many have paid attention to this hysterical tweet. Let’s break it down and see if DB is actually as sick as our friend here is claiming it to be. 1/4...
You’ve all seen this low lifer chime in with his usual indecency begging for a handout. Am sure everyone is interested in understanding his lowly motives. Here they are. 1/4 https...
Getting a ton of panicked DMs about risk of contagions given large drops in banks yesterday. Here are some thoughts. Every hiking cycle ends-up creating some banking stress. This o...
Surprised no one asked the most obvious question: how did the #bigflip epiphany come to be? I mean before the data started to make it pretty obvious to me. Well, here’s how. I star...
Can I have everyone’s attention? What’s happening in Turkey is a humanitarian disaster of large proportions. We can’t sit here in our comfort and be indifferent. Death toll passed...
Current macro landscape is a landmine to read correctly, even for the most prescient. Big issue is that an unusually large sequence of exogenous and policy shocks and shifts in the...
Frens, I would like to tell you a tale that might teach us all a lesson or two about what’s coming. As many of you know 70s were characterized by deeply negative real interest rate...
Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understa...
$MSTR the end game - a thread Before we start remember that I am just an amateur cook typing some random numbers on a Casio calculator. This is clearly not investment advise to a...