MacroTwits Transcript: Sunday Apr 12, 2009

StockTwits: Apr. 12 at 10:15 PM
Thanks Gregor and StockTwits peeps for sharing your takes with us tonight!some great quotes from the hour…
JackRyanBauer: Apr. 12 at 10:15 PM
$$ neither outcome palatable 1923 or 1932 ? http://ow.ly/2GSG
faustroll: Apr. 12 at 10:14 PM
@GregorMacdonald do check out Marty Mayer;I think u will enjoy him;as a writer and as a thinker;his 3 laws of derivs still apply $$
raddadd: Apr. 12 at 10:14 PM
@GregorMacdonald Very challenging tonight Gregor but important stuff. Thx. $$
bala_k: Apr. 12 at 10:13 PM
@balapitchandi Cld be fun if u r gtg back $s! :)
djacome: Apr. 12 at 10:13 PM
$MDF – under radar play on Medicare Advantage, NO sell side coverage, could get lift from $HUM seeing nice recovery
djacome: Apr. 12 at 10:12 PM
New Michael Mann movie – with Johnny Depp – due out July 1 – should be hot $$
G2Trading: Apr. 12 at 10:12 PM
Ray Steven’s “If 10% is good enough for Jesus – it ought to be enough for Uncle Sam http://bit.ly/3iTz3v $$
thebugges: Apr. 12 at 10:12 PM
Going long on $AUY – gold is going to again be the safety spot for some time http://tinyurl.com/dcwytz
GregorMacdonald: Apr. 12 at 10:12 PM
Thanks to all. See you during regular hours. $$
avcacio: Apr. 12 at 10:11 PM
@chartsandcoffee You’re right – $GM union concessions won’t help. No matter what the Gov Sachs does, the shareholders should bail. (IMV)
djacome: Apr. 12 at 10:11 PM
$AXP in Barrons cover story
djacome: Apr. 12 at 10:11 PM
Rising Circulation, at Papers Sold by Homeless – NYT$$
SinghTheTrader: Apr. 12 at 10:10 PM
$WFC barrons positive on it http://tinyurl.com/dx83pk
GregorMacdonald: Apr. 12 at 10:10 PM
@kushyma Thankyou. I have struggled a little to take the currency adjusted SPX/INDU back 20 yrs. Hard to find stable Lens. $$
MicrocapTwits: Apr. 12 at 10:10 PM
$SPF on watch
HedgeyeTech: Apr. 12 at 10:10 PM
$YHOO $MSFT Kara Swisher on YHOO/MSFT talks. http://bit.ly/vVmW6
faustroll: Apr. 12 at 10:10 PM
@GregorMacdonald I do like your emphasis on the behavioral response re the money printing; I’m “getting it” more the more I ponder it $$
djacome: Apr. 12 at 10:09 PM
‘Surgical’ Bankruptcy Possible for G.M. – NYT $GM
djacome: Apr. 12 at 10:09 PM
Ángel Cabrera became the first Argentine to win the Masters,$$
FeedTheBull: Apr. 12 at 10:09 PM
I haven’t changed the poll in awhile on FeedTheBull, any thoughts (stock market related)? $$
pjackson: Apr. 12 at 10:09 PM
Earnings week gets into swing this week. $JPM and $C report Thurs. and Fri., respectively. Watch @housingwire for news, analysis, tweeps.
GregorMacdonald: Apr. 12 at 10:09 PM
RT @howardlindzon: another toppy stock indicator, butagain…just one indicator http://bit.ly/RHbS $$
cmaye35: Apr. 12 at 10:09 PM
just need $ALGT to base here
faustroll: Apr. 12 at 10:08 PM
@GregorMacdonald Martin Mayer is wrth reading; a gifted, witty and urbane writer on Banking, with a broad literacy; an pleasure $$
djacome: Apr. 12 at 10:08 PM
Are you kidding me, East coast educates the west coast!!! C’mon man, wake up. $$
jamie_gp: Apr. 12 at 10:08 PM
$INTC is good move! I bought SPIL last week!
IRON100: Apr. 12 at 10:08 PM
Pooped this evening, but I will try to make some short comments on $VIX, $USO, $GLD in early AM . $$
TraderStudent: Apr. 12 at 10:06 PM
Planning on buying $INTC tomorrow before their earnings release on Tuesday….anyone think i’m crazy?

GregorMacdonald: Apr. 12 at 10:06 PM
I’d like to thank all for coming tonight. Obviously the money printing is having both a mechanistic, and a behavioral response. For now. $$
howardlindzon: Apr. 12 at 10:06 PM
another toppy stock indicator, butagain…just one indicator http://bit.ly/RHbS $$
StockMarktMagic: Apr. 12 at 10:06 PM
S&P500 futures negative for now, so it looks like the $FAZ buy at the close may work out. $$
djacome: Apr. 12 at 10:03 PM
Jones Soda-JSDA board member resigns,concerned with direction of company $JSDA
GregorMacdonald: Apr. 12 at 10:02 PM
@jmclarty Can you post link to article on Analysis of PowerGen costs? $$
djacome: Apr. 12 at 10:02 PM
Barron’s — shares of Sherwin Williams are down only 1% over the past 12 months – even as the housing market collapsed. $SHW
kushyma: Apr. 12 at 10:01 PM
I agree with all who think that the market should go down. BUT, the market will continue in the path of max pain and frustration $$
daytrader_anna: Apr. 12 at 10:01 PM
Desk traders trade against you. I useMB Trading forfutures/forex. They are ecn, don’t trade against you $$
abnormalreturns: Apr. 12 at 10:01 PM
The Sunday linkfest is up.There exists an “air of exodus” on Wall Street. http://bit.ly/3EAflu$$
GregorMacdonald: Apr. 12 at 10:01 PM
I see the $AUD has people’s attention. I love it fundamentally and own some (disclosure) but maybe a tad strong right now? $$
djacome: Apr. 12 at 10:01 PM
Nikkei inches higher out of weekend $$
djacome: Apr. 12 at 10:00 PM
who is doing the $RST IPO – I want shares
plasm0Stocks: Apr. 12 at 10:00 PM
Wow that was a long 3 days off… Ready for a good week ahead $$
faustroll: Apr. 12 at 10:00 PM
@GregorMacdonald a good point again re Agencies; and of course they also must support that mrkt now that China has dropped it like a rock $$
JackRyanBauer: Apr. 12 at 10:00 PM
$$ Thomas Paine “Destined Repeat?” http://ow.ly/2GSl
GregorMacdonald: Apr. 12 at 10:00 PM
It’s very important that Americans “see” the penny for penny results of new petrol taxes. Slush=feel bad. New Rail = feel good @rcline_jr $$
WPThatcher: Apr. 12 at 10:00 PM
$TECD looks like a good net-net.Lots of cash.Low P/B and P/S
daytrader_anna: Apr. 12 at 9:59 PM
Brokers, if you’re trading thefuturesor forex, important to know if they have desk traders,not good, u lose$$
Ferrari321: Apr. 12 at 9:58 PM
@donahchoo ya completely agree – $GM is a disaster waiting to happen. They should go BK – only way to get rid of pension liabilities
CTGFutures: Apr. 12 at 9:58 PM
Day Charts of AUDUSD Some resistanceto overcome but if so trade will be big http://tinyurl.com/cwvgdt $$
GregorMacdonald: Apr. 12 at 9:58 PM
@faustroll Well, the FED does QE on the Agencies and perhaps that is more classically a Credit Easing operation. Thoughts? $$
faustroll: Apr. 12 at 9:58 PM
@GregorMacdonald one major problem with the Fed attempting to more directly create ersatz credit mrkts will surely be the unwind? $$
rcline_jr: Apr. 12 at 9:58 PM
@GregorMacdonald Agreed !!! It is not the general fund. $$
trader_mom: Apr. 12 at 9:58 PM
will use 30 m bars to look for a reversal in $SRS$FAZ Patterns rpiercing, all sorts of doji( dragonfly, long legged.etc) ,engulfing
HedgeyeTech: Apr. 12 at 9:57 PM
$EMC and $VMW Product cycles coming; worth paying attention to in the midst of earnings…. http://bit.ly/3mGrkv
rcline_jr: Apr. 12 at 9:57 PM

@wind4me IMHO we need a major part to be nuclear. $$
faustroll: Apr. 12 at 9:57 PM
@GregorMacdonald forgive the unfortunate phrasing. But there is perhaps more to the term “credit easing” than one might gather at first $$
GregorMacdonald: Apr. 12 at 9:57 PM
@rcline_jr IMO higher petrol taxes are only good if they are used Penny for Penny to build new PowerGen and Rail, etc. No slush. $$
djacome: Apr. 12 at 9:57 PM
‘Hannah’ Movie Debuts at No. 1 $$
rcline_jr: Apr. 12 at 9:57 PM
@nancefinance IMHO gov.always too slow to reaction and the amount too big. $$
wind4me: Apr. 12 at 9:57 PM
@jmclarty you thinking solar is the answer to our power needs going forward??? $TAN $$
GregorMacdonald: Apr. 12 at 9:56 PM
There are good technologies underway in smart grids and in efficient grids. There will indeed be huge Tech role in PowerGen @faustroll $$
@GregorMacdonald Should have put on the taxes when the price was falling. Less market reaction and would have kept demand down. $$
djacome: Apr. 12 at 9:55 PM
*** playing $CVH $HS $WLP $SXCI $NFLX $HUM
faustroll: Apr. 12 at 9:55 PM
@GregorMacdonald this groundhog day irrationalism re oil supply/production is indeed well documented by Yergin nd u. hard 2 break out of $$
djacome: Apr. 12 at 9:54 PM
rosetta stone IPO on the way – should be hot – sales +52% in 08, EPS up 5fold $RST $$
GregorMacdonald: Apr. 12 at 9:53 PM
We’ll be finishing up in about 10 minutes. $$
faustroll: Apr. 12 at 9:53 PM
@GregorMacdonald an interested aspect of future power will surely be less centralization and therefore less entropic, lossy systems? $$
Jessica_Anna: Apr. 12 at 9:50 PM
$FAS will be very interesting to watch tomorrow.
daytrader_anna: Apr. 12 at 9:49 PM
$SPX watch it thru the nite , if we breake out the hi on Fri , we could open higher
GregorMacdonald: Apr. 12 at 9:49 PM
@jmclarty There are new surprises last few years in PowerGen: consider now energy payback time of Nuclear if that is 8-10 years. $$
dvolatility: Apr. 12 at 9:49 PM
RT @WudIzThePoint: Complacency re QE/Fed debt monetization likely to continue until-in Fed speak-inflationary expecs less well anchored. $$
faustroll: Apr. 12 at 9:48 PM
@mikestiller try following @StockTwits in addition to having that user follow you. they revised the system to require the redundancy $$
chartsandcoffee: Apr. 12 at 9:48 PM
$DBB DBB looking solid – breakout and volume surge – http://tinyurl.com/cshxqz
Fullcarry: Apr. 12 at 9:48 PM
@nancefinance To mop up excess reserves might require much higher interest rates than the FED is willing to bear.$$
oktobernv: Apr. 12 at 9:48 PM
$FAS $XLF $BAC $GS $WFC feeling good about tomorrow’s open – I think we carry friday’s momo and run a bit more on monday ahead of $GS earns
daytrader_anna: Apr. 12 at 9:48 PM
@joetrader87 Great , we all will have fun. I think the mktwill be up due to $GS report.Then pullback, cause it’s getting too hi.
GregorMacdonald: Apr. 12 at 9:48 PM
RT @WudIzThePoint: Complacency re QE/Fed debt monetization likely to continue until-in Fed speak-inflationary expecs less well anchored. $$
AbsolutionCL: Apr. 12 at 9:48 PM
http://tinyurl.com/cc8t 9v things to consider before entering a trade $$
GregorMacdonald: Apr. 12 at 9:47 PM
Nota Bene: to participate in the MacroTwits stream (so that I can see you clearly) please add @Stocktwits to your follow list. Then use $$
faustroll: Apr. 12 at 9:47 PM
@GregorMacdonald I do take ur point, and I’m glad u emphasize it about the necessity of QE to even keep the game going $$
nancefinance: Apr. 12 at 9:46 PM
@GregorMacdonald @rcline_jr you don’t think fed will be able to mop up excess cash thru traditional operations? job too big? $$
jmclarty: Apr. 12 at 9:46 PM
@GregorMacdonald Any truth to that? It pushes solar way up the food chain…if the disconnect is true.Was about 20%. $$
wallstreet1929: Apr. 12 at 9:45 PM
$AM ZN fail is news buzz news.
GregorMacdonald: Apr. 12 at 9:45 PM
@sharishapiro That’s my view Shari. Hard to write in 140 characters, but, USD hegemony made many products cheap for yrs in USA. $$
faustroll: Apr. 12 at 9:45 PM
@AriCostello it worked! well done. I had the same problem until mr. pearlman helped me. $$
jmclarty: Apr. 12 at 9:45 PM
@GregorMacdonald I was reading today, that new power capacity from conventional sources costs more than avg current installed mix $$
zameez: Apr. 12 at 9:44 PM
RT @CTGFutures: @zameezIm with you on the AD – Its on the Trade plan for this week. PDF File http://tinyurl.com/dn69oq $$
faustroll: Apr. 12 at 9:44 PM
@GregorMacdonald ok, fair point, and point taken. in addition “credit easing” may be acknowledgement of how money supply is credit? $$
AriCostello: Apr. 12 at 9:44 PM
@faustroll I’ll test your theory. $$
bofabanker: Apr. 12 at 9:43 PM
@shaggieshapiro what 4G news? $AAPL
faustroll: Apr. 12 at 9:42 PM
@GregorMacdonald @mikestiller wanted to tell u earlier that you need to add @StockTwits as someone u follow 2 have ur tweets show up now $$
ETHOBULLION: Apr. 12 at 9:42 PM
$fas
GregorMacdonald: Apr. 12 at 9:42 PM @faustroll Not sure if this answers yr Q, but imo the whole “credit easing” is for Show. The real deal is USA operations now funded by QE $$
shaggieshapiro: Apr. 12 at 9:41 PM
$AAPL is going to soar on the 4g news
faustroll: Apr. 12 at 9:41 PM
@GregorMacdonald surely “credit easing” alphabet soup is both less visible, less shock the monkeys, and more difficult to unwind? $$
tim_obrien: Apr. 12 at 9:41 PM
RT @LibraryJournal: Amazon spokesperson says a glitch caused amazonfail, not a new policy http://bit.ly/q5d5E. Hmmmm. $amzn amazon
cmaye35: Apr. 12 at 9:40 PM
$NTES and $SNDA two peas in a pod!
BMR789: Apr. 12 at 9:37 PM
@GregorMacdonald Well true for most-here until Tuesday week. School Hols. watching oz dollar. kiwi following? Petrol Tax-USA has to have. $$
IRON100: Apr. 12 at 9:37 PM
@rcline_jr It does make you wonder if that will happen.If the trend toward protectionism rises it could spark tensions if foreigners buy. $$
Fullcarry: Apr. 12 at 9:37 PM
@GregorMacdonald COT still useful as it show speculative fervor. But lIke you waiting for the ROW to become price setter. $$
GregorMacdonald: Apr. 12 at 9:36 PM
I have always wondered if COT data on Currencies really is worth much. I mean, just one exchange in the US, you know? @mikestiller $$
rcline_jr: Apr. 12 at 9:35 PM
@IRON100 … and dom NG producers are getting killed in the market. Most will likely get bought up by big oils, or foreign INOCs. $$
GregorMacdonald: Apr. 12 at 9:34 PM
How is Twitter tonight? Been terrible all week. I see some people in my Replies that are not showing up on M-Twits. I see you though. $$
mojakus: Apr. 12 at 9:34 PM
@mikestiller TIC prob more switches from agencies to USTs, and a roll down the curve. $$
Jessica_Anna: Apr. 12 at 9:34 PM
$GOOG earnings on April 16
GregorMacdonald: Apr. 12 at 9:33 PM
RT @GregorMacdonald. Ephiphanys happen around FED meetings $$
GregorMacdonald: Apr. 12 at 9:31 PM
My call which is not novel is: Oil+Gas production will keep declining, right into next price rise. (Producer Behavior) Indeed @rcline_jr$$
Ferrari321: Apr. 12 at 9:30 PM
$$ more info on GM $newshttp://tinyurl.com/cffnkg
GregorMacdonald: Apr. 12 at 9:29 PM
@Jakewk Yes. We will see a Petrol Tax. A carbon tax on Coal fired electricity. And so on. But, virtually no new means of Public Transport $$
IRON100: Apr. 12 at 9:29 PM
@GregorMacdonald That should be our “Texas Tea” party rally…to be ready when it comes. No one seems to care currently :( $$
CTGFutures: Apr. 12 at 9:28 PM
Waiting on the 10 Tick chart to Buy AUDUSD – 150 Tick already Long. Here are the charts http://twitpic.com/38tah $$
IRON100: Apr. 12 at 9:28 PM
@rcline_jr It’s simply too bad that we dont have anyone with foresight to plan for the next energy crisis by shifting emphasis on dom. NG $$
mp7124: Apr. 12 at 9:28 PM
@GregorMacdonald. Ephiphanys happen around FED meetings $$
GregorMacdonald: Apr. 12 at 9:28 PM
@BMR789 Greetings to Aotearoa, where no doubt you are getting final Beach Days in, there on Easter Monday. Go Kiwi Dollar. $$
thestockbandit: Apr. 12 at 9:28 PM
Brand new trading week begins tomorrow, here’s tonight’s Free Video with a look at the major averages: http://is.gd/s5yS $$
GregorMacdonald: Apr. 12 at 9:27 PM
IRON100 As you may know, I am forecasting the next Oil Price crisis during the year leading up to the 2012 US elections. $$
Gacka: Apr. 12 at 9:27 PM
Oh Snap! I just remembered the market is open tomorrow.I’m looking at $C ahead of earnings – a loss is expected, but I’m feeling lucky :)
GregorMacdonald: Apr. 12 at 9:26 PM
We need to think about Ephiphany now. And the Recognition Phase coming wrt to Monetization and QE.@mp7124$$
rcline_jr: Apr. 12 at 9:26 PM
@GregorMacdonald O&G a major play in this deflate/inflate swing. Deflate cancels projects, which will drive up O&G value on inflate. $$
mojakus: Apr. 12 at 9:25 PM
I guess if US deals with monetization thru devaluation or default (ha!) rather than money supply, then yes, output gap less relevant $$
GregorMacdonald: Apr. 12 at 9:25 PM
21:24 futures: SPX down -4.50 at 848.00. $AUD at .7215. Oil down -.40 cents at 51.84. June 10 Yr Bond Futures firm. JPY near USD parity. $$
Jakewk: Apr. 12 at 9:25 PM
@GregorMacdonald Prediction: We will see a major tax on gasoline within 18 months to lower oil demand & raise money for stimpack. $$
UrbaneGorilla: Apr. 12 at 9:25 PM /@daytrader_anna Re: $GM bankruptcy : Jan 2.50 Calls0.47 Puts 1.90 …. Say s something ;-)
trader_mom: Apr. 12 at 9:24 PM
Trading Plan 4 next week$SRS $FAZ $GS $BAC $NOV $SGR $CRM $LEAP $PWR $ICE $BG $BIDU $FSLRhttp://twurl.nl/2r8hb4
louspringer: Apr. 12 at 9:24 PM
@inoutnow yep on $IBM stop, proly a good call, thx.
BMR789: Apr. 12 at 9:24 PM
at beach house trying to avoid lure of macrotwits with @GregorMacdonald … must try harder. $$
IRON100: Apr. 12 at 9:23 PM
@GregorMacdonald And sadly, if projects put on hold, US will be lulled to sleep again on energy issues until another crisis hits. $$
GregorMacdonald: Apr. 12 at 9:19 PM
@Fullcarry @mojakus As I listened to Hendry recite his Deflationary thesis (again) “Debt-Deflation” started sounding not so deflationary. $$
Fullcarry: Apr. 12 at 9:19 PM
@mojakus Output gap is not the right framework if we have a currency event or the monetary system need to get reworked. $$
KeithShepard: Apr. 12 at 9:18 PM
$SPX – The percent of stocks in the S&P 500 above their 50 Day Moving Average is cooked. Toasty… ttp://bit.ly/yU4Pa
mojakus: Apr. 12 at 9:17 PM
One important question to answer is what does inflation & output gap co-existence look like… rise in nominal but drop in real yields $$
GregorMacdonald: Apr. 12 at 9:17 PM
@AriCostello Those are good examples. I see dislocations in both asset prices and wages. Much of this already underway. $$
shaggieshapiro: Apr. 12 at 9:17 PM
@jamie_gp The bankruptcy rumor is just a way to drum up public support for $GM.If they go down they will take the market down, as well
zameez: Apr. 12 at 9:16 PM
Entries on $GBP/USD and $USD/CAD from last friday are still valid if price reaches the entry point we assigned.$$
avcacio: Apr. 12 at 9:16 PM
@zerohedge @shaggieshapiro – RT $GM told to prepare for “surgical bankruptcy” http://bit.ly/O4CQd (that burger is smelling good already) $$
GregorMacdonald: Apr. 12 at 9:16 PM
@milktrader Market Driven. I am moving to view of new price regimes for most assets. $$
zameez: Apr. 12 at 9:16 PM
Going to buy Australian Dollar ($AUD/USD) again.. @ 0.7255 – Stop @ 0.7225 – 1st Target @0.7285 – 2nd Target @ 0.7315 $$
raddadd: Apr. 12 at 9:15 PM
@GregorMacdonald I’m guessing that with so much already spent choice 3 may be hard to find. $$
milktrader: Apr. 12 at 9:15 PM
@GregorMacdonald in re Radical Repricing. Is that a government sponsored event, or market driven?$$
louspringer: Apr. 12 at 9:15 PM
To busy to watch the market tomorrow, wondering where should I put my stops on $IBM and $AAPL
GregorMacdonald: Apr. 12 at 9:15 PM
@rcline_jr That is one model, and a pretty good one to use. That a central bank cannot take back the money it printed as econ improves. $$
GregorMacdonald: Apr. 12 at 9:13 PM
@AriCostello @mikestiller My Next series of posts and essays will focus on what I am calling Radical Repricing. Inflation+Deflation stew. $$
zameez: Apr. 12 at 9:13 PM
Going to Sell Euro ($EUR/USD) @1.3080 – Stop @ 1.3110 – 1st target @ 1.3055 – Second Target @1.3030 $$
MicrocapTwits: Apr. 12 at 9:12 PM
excellent video on the thieves in the banking crisis: http://www.pbs.org/moyers/journal/04032009/watch.html $$
GregorMacdonald: Apr. 12 at 9:12 PM
@avcacio Hendry (the bid deflationary Govt bond bull) is saying he cannot fight the market and give back early ’09 profits. So he sold. $$
rcline_jr: Apr. 12 at 9:12 PM
@GregorMacdonald Isn’t itshort-term deflation followed by rampant inflation when the Fed/Gov can’t get money out as system improves? $$
iuubob: Apr. 12 at 9:11 PM
Pre-mkt down, but I worry about GS having big nos. on Tues $$
GregorMacdonald: Apr. 12 at 9:11 PM
@NJHounds 900B of QE because Crushed Tax Receipts and Dropped inward flows are meeting: Soaring UST supply. USA now Prints to Operate. $$
milktrader: Apr. 12 at 9:11 PM
@GregorMacdonald ah, I thought you were referring to the Queen of England (/joking)$$
Fullcarry: Apr. 12 at 9:10 PM
@GregorMacdonald I am willing to accept that premise. The issue is the intl monetary system is convulsing and will be reworked soon.$$
Ferrari321: Apr. 12 at 9:10 PM
@avcacio great thanks – this week likely to be pivotal for the bears. If $SPX takes out 870 – we are probably going higher.
GregorMacdonald: Apr. 12 at 9:10 PM
@raddadd QE is Quantitative Easing. Which is another term for Monetization. When a Central Bank literally prints $ to buy Govt Bonds. $$
milktrader: Apr. 12 at 9:10 PM
RT @GregorMacdonald What is QE? $$
Fullcarry: Apr. 12 at 9:09 PM
@AriCostello Yes Misean inflation is initially bond bullish and longer term very bearish.$$
NJHounds: Apr. 12 at 9:09 PM
@GregorMacdonald re: 900Bn – because of reflation or Chinese? $$
GregorMacdonald: Apr. 12 at 9:09 PM
I’m ready to dump the Monolithic Deflation vs Inflation decision tree. Only two choices on the Menu. Need a third, at minimum. $$
raddadd: Apr. 12 at 9:09 PM
@GregorMacdonald What is QE? $$
EbenEsterhuizen: Apr. 12 at 9:02 PM
RT @docking. ($FAZ) IMF may be increasing its estimate of global bank losses to $4 trillion – Roubini’s take. http://tinyurl.com/dmrekp
Fullcarry: Apr. 12 at 9:02 PM
@GregorMacdonald So is this reflation talk real or a head fake?$$
GregorMacdonald: Apr. 12 at 9:01 PM
This week we got an update on the budget deficit. It’s nearly a Trillion. And that’s just for half the year. 300 B of QE is just a start! $$
bradrcsn: Apr. 12 at 9:01 PM
@ppearlman @arienh4 I just can’t figure how to do it with Tweetie any tutorial to recommand $$
GregorMacdonald: Apr. 12 at 9:00 PM
It’s 9 PM in New York. Welcome to MacroTwits. Remember to use double dollars ” $$ ” at the end or start of each tweet, to be seen. $$
StockTwits: Apr. 12 at 8:58 PM
Welcome @GregorMacdonald and everyone to MacroTwits Hour on @StockTwits.Bring it G…

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