Kalani o Māui
@mauiboymacro.bsky.social
Kamaʻāina | Entrepreneur | Investor | Wall St Alum | Former Financial Services Executive
Pinned
The White House is currently in lockdown status. 👇🏼
JUST IN: Two National Guard members have been shot in Washington, D.C, near the White House, story still developing
November 26, 2025 at 8:03 PM
The White House is currently in lockdown status. 👇🏼
Tether just saw S&P cut its assessment rating from 4 to 5, the lowest rating possible citing persistent gaps in disclosure and high risk assets being held in its reserves. 👇🏼
November 26, 2025 at 4:56 PM
Tether just saw S&P cut its assessment rating from 4 to 5, the lowest rating possible citing persistent gaps in disclosure and high risk assets being held in its reserves. 👇🏼
A new season has begun. 👇🏼
Season of Truth™️
Season of Truth™️
November 25, 2025 at 6:06 PM
A new season has begun. 👇🏼
Season of Truth™️
Season of Truth™️
If banks aren’t lending, the economy isn’t growing, it’s shrinking. 👇🏼
NY FED: The rejection rate for all types of credit (auto loan, credit card, credit card limit increase, mortgage, mortgage refinance) over past 12 months rose to a series high of 24.8% in October.
(via Liz Ann Sonders)
(via Liz Ann Sonders)
November 25, 2025 at 5:54 PM
If banks aren’t lending, the economy isn’t growing, it’s shrinking. 👇🏼
Burry is blowing the bullshit narratives up and I’m here for it. 👇🏼
November 20, 2025 at 1:04 AM
Burry is blowing the bullshit narratives up and I’m here for it. 👇🏼
Anyone notice $NVDA inventory has doubled in the last nine months? 👇🏼
Also, the interest on cash is a big factor on earnings.
Also, the interest on cash is a big factor on earnings.
November 19, 2025 at 10:26 PM
Anyone notice $NVDA inventory has doubled in the last nine months? 👇🏼
Also, the interest on cash is a big factor on earnings.
Also, the interest on cash is a big factor on earnings.
The irony of AI is that if we funded education (you know, actual intelligence) as much as we’ve funded artificial intelligence in just the last few months, nothing would be more long term bullish for our country and economy.
November 18, 2025 at 4:29 PM
The irony of AI is that if we funded education (you know, actual intelligence) as much as we’ve funded artificial intelligence in just the last few months, nothing would be more long term bullish for our country and economy.
Two different images of the same thing:
November 18, 2025 at 4:21 PM
Two different images of the same thing:
Tariff dividend? I’m still waiting for my DOGE dividend. 🤷🏼♂️
BREAKING: Trump has announced a $2,000 payment to most Americans, funded by U.S. tariff revenues.
November 9, 2025 at 3:24 PM
Tariff dividend? I’m still waiting for my DOGE dividend. 🤷🏼♂️
New Rule: You will die before your house is ever paid off. 👇🏼
JUST IN: US President Donald Trump has insinuated that he may recommend 50 year mortgages to the Americsn public on TruthSocial
November 8, 2025 at 10:08 PM
New Rule: You will die before your house is ever paid off. 👇🏼
So OpenAI wants a Federal backstop for data center investments so they can continue to spend ridiculous amounts of money which benefits Nvidia while Jensen tries to scare the Trump administration by saying China is tracking to win the AI race.
None of us have enough disdain for these people.
None of us have enough disdain for these people.
NVIDIA’S JENSEN HUANG SAYS CHINA ‘WILL WIN’ AI RACE WITH US: FT
November 6, 2025 at 2:07 AM
So OpenAI wants a Federal backstop for data center investments so they can continue to spend ridiculous amounts of money which benefits Nvidia while Jensen tries to scare the Trump administration by saying China is tracking to win the AI race.
None of us have enough disdain for these people.
None of us have enough disdain for these people.
Fuck off.
We’re in the “OpenAI-CFO-thinks-the-government-should-backstop-AI-financing” part of the cycle. 🤡
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
November 6, 2025 at 2:04 AM
Fuck off.
South Korea KOSPI 200 😳
November 5, 2025 at 1:59 AM
South Korea KOSPI 200 😳
Nikkei 225 Index 😳
November 5, 2025 at 1:58 AM
Nikkei 225 Index 😳
Reposted by Kalani o Māui
... preloading - "what's a phase transition?"
November 1, 2025 at 6:10 PM
... preloading - "what's a phase transition?"
Reposted by Kalani o Māui
On the subject of "alternative" valuation measures, note that this "valuation" measure matched current levels at the *beginning of the 2000-2002, and 2007-2009 market collapses, surging to higher, presumably "overvalued" levels at 2002, 2009, 2020 recession lows, and after the 2023 market plunge.
November 1, 2025 at 5:53 PM
On the subject of "alternative" valuation measures, note that this "valuation" measure matched current levels at the *beginning of the 2000-2002, and 2007-2009 market collapses, surging to higher, presumably "overvalued" levels at 2002, 2009, 2020 recession lows, and after the 2023 market plunge.
Job cuts hit a fresh high in October as private-sector related cuts surge, highlighting weakening demand for labor and continued labor shedding by firms.
@macroedgeres.bsky.social
@macroedgeres.bsky.social
October 31, 2025 at 7:10 PM
Job cuts hit a fresh high in October as private-sector related cuts surge, highlighting weakening demand for labor and continued labor shedding by firms.
@macroedgeres.bsky.social
@macroedgeres.bsky.social
Reposted by Kalani o Māui
Among the fresh "motherlode" of warning syndromes this week
October 30, 2025 at 8:29 PM
Among the fresh "motherlode" of warning syndromes this week
Back to back Hindenburg Omens. 👇🏼
October 31, 2025 at 4:23 AM
Back to back Hindenburg Omens. 👇🏼
For the millionth time…
The "market" is just total shares outstanding. If you put cash "into" the market, you hand your cash to a seller. In return, they hand their shares of stock to you. Someone has to hold the pieces of paper and digital entries called "cash" until the Fed retires them.
There's no bucket in the middle
There's no bucket in the middle
October 30, 2025 at 4:28 PM
For the millionth time…
We recorded a Hindenburg Omen yesterday. 👇🏼
October 30, 2025 at 2:51 PM
We recorded a Hindenburg Omen yesterday. 👇🏼
Reposted by Kalani o Māui
3.92
Now look at 0.97 where historical data implies a 10% return
Now look at 1.75, the highest level ever followed by 10% - only because that 12-year period ended at the Q1 2020 peak
Now notice that matching the largest outlier in history would still get you to only 5.5%😬
Now look at 0.97 where historical data implies a 10% return
Now look at 1.75, the highest level ever followed by 10% - only because that 12-year period ended at the Q1 2020 peak
Now notice that matching the largest outlier in history would still get you to only 5.5%😬
October 29, 2025 at 3:22 PM
3.92
Now look at 0.97 where historical data implies a 10% return
Now look at 1.75, the highest level ever followed by 10% - only because that 12-year period ended at the Q1 2020 peak
Now notice that matching the largest outlier in history would still get you to only 5.5%😬
Now look at 0.97 where historical data implies a 10% return
Now look at 1.75, the highest level ever followed by 10% - only because that 12-year period ended at the Q1 2020 peak
Now notice that matching the largest outlier in history would still get you to only 5.5%😬
There’s nothing that circular vendor financing and accounting fraud can’t accomplish. 👇🏼
JUST IN 🚨: Nvidia $NVDA becomes the first company in history to be worth $5 Trillion
October 29, 2025 at 2:58 AM
There’s nothing that circular vendor financing and accounting fraud can’t accomplish. 👇🏼