An Internet Enigma | Partner & Chief Economist @macroedgeres | Oil & Gas Executive | Questioning the Status Quo | Inspiring Daily | Common Sense Advocate
Joined February 2021
- Tweets 95,397
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- Followers 45,523
- Likes 579,286
21,859 Photos and videos
Pinned Tweet
Jun 11
Trump's crown jewel and last pillar he has to stand on is his stock market performance - that's how he interprets economic success - so I continue to expect him to spend all efforts defending it, even at the cost of admitting he loves inflation
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Don Johnson retweeted
There will be a great premium on *real* things for a long period of time ahead
The digital world is in a race to the bottom
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Don Johnson retweeted
As I continue to say…cleanest shirt in a dirty laundry.
We're at the stage now where we're going into a sovereign debt crisis. A lot of people keep talking about, "Oh, the dollar is going to crash." We have the biggest economy, and to service the debt is less of a crisis here than it is in Japan, Europe or even China, for that matter.
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Don Johnson retweeted
It’s actually pretty insane how far the CPI index has diverged from its 40yr trend
The total price level is the only thing that matters is to Americans
And it’s absolutely vertical
The U.S. Dollar has lost 30% of its purchasing power over the last six years, per NYT
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There will be a great premium on *real* things for a long period of time ahead
The digital world is in a race to the bottom
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It’s created such a false perception of abundance in just about everything
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AI is making it worse, half or more conversations spent with things that aren’t even real
Bizarre bizarre times
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The GOP is running a larger federal deficit than the pandemic year when we printed $7 trillion
It’s no surprise that stocks are up
The currency is fake
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Don Johnson retweeted
The cracks are showing. This is a pretty big deal.
A partner in Andreessen Horowitz has tapped out.
"I believe this is a huge mistake." trib.al/ZkHXYP6
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$3.6 trillion annualized
Jun 12
The U.S. government ran a budget deficit in May of $293 billion, well above estimates and up 32% from a year earlier. The government also paid a record $133 billion in interest, a 44% YoY jump. Annualized, that's $1.6 trillion in interest, 30% of tax receipts! Disaster awaits!
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The ad spend these companies are pouring out indicates that we’re closing to the end of lifecycle in terms of developed world adoption then the beginning.
Curvilinear adoption curve
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If we give the government another 10 trillion, I’m sure they’ll spend it responsibly!
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Don Johnson retweeted
“We have amassed 39 trillion in debt, give us more money because it’s the responsible thing to do”
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20h
Iran waited. Iran won.
They knew they were facing a weak president and the second they harassed the Strait it was over for the US.
May 28
Iran has to do nothing but wait for Trump to surrender.
The longer they wait, the more the SPR is drained.
Iran has 100% of the leverage and anyone who can't see that needs to get their head off of Trump's lap.
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Don Johnson retweeted
Canadian crude inventories continue to remain exceptionally tight and at seasonal record-lows despite higher 🇨🇦 oil production!
Operational tank bottoms are being hit worldwide with every physical barrel in high demand = very tight WCS differentials now and going forward! 🛢💰
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Don Johnson retweeted
Jun 13
“One of the greatest bubbles of all time.” Jim Grant 🎩 #AI
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Unless you do it this way?
Jun 12
It is analytical malpractice to show the birth rate from the 1990s onward. I cannot take this study seriously
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Jun 13
It’s so obvious when someone writes with AI… and it sucks
Jun 11
All you weak, spineless, pathetic, sneering little digital cowards that ghosted creatives like me because we immediately saw the power of gen-AI for independent storytellers… How’s your summer going?
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Jun 13
Jun 13
US forces shoot down multiple Iranian one-way attack drones targeting Strait of Hormuz, source says
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