r/WallStreetbetsELITE 4d ago

Loss That just Crazy BRO

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4.1k Upvotes

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u/Mobile-Mess-2840 4d ago

What declares bankruptcy first, $DJT or The United States Treasury?

3

u/LightMission4937 4d ago

All

6

u/Mobile-Mess-2840 4d ago

Can't wait for 30 year Treasury bonds with 20% yields!!!

1

u/Hot-You-7366 4d ago

this is 100% about the tax cuts, the tariffs are set so he can inflate trade numbers for the next ten years for tax math. After GOP gets tax cuts done, Trump will say deals were done and tariffs will be repealed.

The real concern is what will credit ratings agencies do to our debt...

We are gonna see a Volker ish jump in yields.

Hyper inflation engaged.

1

u/Mobile-Mess-2840 4d ago

My thesis is that bond markets will react aggressively, tax cuts or not...I do expect Volker Yields too

1

u/Hot-You-7366 4d ago

this could FUCK the private credit BOOM

1

u/Mobile-Mess-2840 4d ago

I get LTCM vibes from Private Credit....this could be the black swan event for them....don't know if contagion is restricted to Private Equity firms or not

1

u/Hot-You-7366 4d ago

ive been posting on what will crack it.. it was obvious the boom was too good and wallstreet always over does everything and "the market always always extracts maximum pain". this def is it. Volker days would value their loans as nothing

1

u/Mobile-Mess-2840 4d ago

You too watch GoodWork 😂

I missed the boat on Zyn and PM when they covered that story....months later CNBC is talking about Zyn and how it made PM a growth stock lol

1

u/tob14232 4d ago

Also kind of think fivvr and upwork are dead from ai. Long term puts for me unless they change business model

1

u/-boatsNhoes 4d ago

My wife recently wanted to make some money on the side and tried Fiverr. So many fake job postings with so many desperate people trying to fulfill them in a Dutch auction

1

u/ValuableStreet9507 3d ago

Even if both did, he would still grin and pretend like it was all part of the plan.

It's a shame the timeline couldn't have shifted just a bit so he was the one on stage when that Cybertruck window broke. I would have enjoyed watching him pretend it was designed that way.