Jolyon@jolyon

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Ghalibaf Bessent stress formula

🇺🇸🇮🇷 Ghalibaf is back with the finance memes... He quote-tweeted Bessent’s “Iran has nothing left to trade in two weeks” line with his own answer: a formula predicting growing financial stress on “the House.” And “the House” is Bessent himself. On Sept. 8, he told traders: “I am the house now.” In plain English, Ghalibaf thinks more U.S. debt, higher yields, less Fed room, and Iranian pressure through energy and bonds will keep making things worse. His forecast: Ω(now) < Ω(November) < Ω(2027) Basically, stress only goes UP from here. Then came the Coyote collage: FOLLOW THE WATCH, hypnotized Coyote, Road Runner saying WALK, cliff. So yeah, in other words: beep beep, America. Source: mb_ghalibaf / Writer: Daniyal #ScottBessent #LooneyTunes

1mo

Jolyon@jolyon

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Ghalibaf Bessent stress formula

🇺🇸🇮🇷 Ghalibaf is back with the finance memes... He quote-tweeted Bessent’s “Iran has nothing left to trade in two weeks” line with his own answer: a formula predicting growing financial stress on “the House.” And “the House” is Bessent himself. On Sept. 8, he told traders: “I am the house now.” In plain English, Ghalibaf thinks more U.S. debt, higher yields, less Fed room, and Iranian pressure through energy and bonds will keep making things worse. His forecast: Ω(now) < Ω(November) < Ω(2027) Basically, stress only goes UP from here. Then came the Coyote collage: FOLLOW THE WATCH, hypnotized Coyote, Road Runner saying WALK, cliff. So yeah, in other words: beep beep, America. Source: mb_ghalibaf / Writer: Daniyal #ScottBessent #LooneyTunes

1mo