K Beesmer @KBeesmer
Lehigh Football Alum. Proud father of three. Kingston, NY Joined March 2012-
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Following338
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Have you compared silver to gold lately? Trading Signals clients knew why I was favoring the white metal several weeks ago, over gold... youtu.be/jG_VyA32xFw
I’ve seen the brain damage contact sports can cause – we all need to take concussion and #CTE more seriously. Great article from Alan Pearce, PhD. theconversation.com/ive-seen-the-b…
Nothing ever happens because liquidity fills every void.
No one yet understands but AI is a deflationary nuclear bomb. The largest deflationary event of all time, dwarfing China's entry to the WTO, as intelligence and experience becomes as cheap as water and not a scarce good.... True scarce goods however get more costly
81 years ago today, the Allied forces stormed Normandy to liberate Europe. The bravery and sacrifice of these heroes inspired the founding of Anduril. 8 years ago today, Anduril was created to transform defense capabilities through advanced technology. To deter war through…
“Seize the Grey WON’T GO AWAY!” 🔥 Last year’s Preakness Stakes brought ALL the drama at Pimlico. #Preakness150
This is exactly what I was referring to when I said the structural bid needed to sustain a true bull market just isn’t there right now. This goes far beyond tariffs. Yes, a tariff resolution will eventually come, equities will rip higher on the headline—but then they’ll get…
This is exactly what I was referring to when I said the structural bid needed to sustain a true bull market just isn’t there right now. This goes far beyond tariffs. Yes, a tariff resolution will eventually come, equities will rip higher on the headline—but then they’ll get…
For the folks still trying to short $VIX because it’s “up too much”. It may go down a little bit throughout the next few weeks. But large drawdowns usually end with bigger moves in implied over realized. That is usually a good sign of someone blowing out, and usually begins a…
For the folks still trying to short $VIX because it’s “up too much”. It may go down a little bit throughout the next few weeks. But large drawdowns usually end with bigger moves in implied over realized. That is usually a good sign of someone blowing out, and usually begins a…
Really interesting dynamic unfolding here. Vol changed hands quite a bit yesterday—we saw corporate hedgers monetizing protection while short vol programs added to existing positions. That activity helped keep a lid on the vol as the market slid lower. It also explains why…
If you didn’t already understand the current White House’s approach from their budget, Bessent is telling you 🔊 loud & clear, if you care to listen👂. This is what he is saying in plain English: - They want to slow demand in the real economy & hence slow inflation, by…
If you didn’t already understand the current White House’s approach from their budget, Bessent is telling you 🔊 loud & clear, if you care to listen👂. This is what he is saying in plain English: - They want to slow demand in the real economy & hence slow inflation, by…
Helmets drive the headlines but reducing the number of lifetime collisions to reduce #CTE is the conversation we are avoiding. @annmckeemd of @bu_cte explains to @CBSNews. cbsnews.com/news/football-…
The Rock's UFL Expansion Signals Spring Football's Biggest Media Push forbes.com/sites/korihale…. Spring Football just keeps getting stronger!
THIS LEAGUE IS DISGUSTING!!!! @nflcommish
“Volatility is coming… Prepare yourself…” 🥐
“Volatility is coming… Prepare yourself…” 🥐 https://t.co/svbyE7lAeu
Eventually, maybe by 2030, everyone finally will realise the bubble isnt in asset prices but in liquidity (used to service the global government debts). Global Liquidity lowers the denominator (debasement). Crypto is the life raft because the asset class outperforms massively.
Feels like a big fight over the debt ceiling is brewing. That means the TGA is going to be drawn down (and the Reverse Repo too). QT probably ends with the RRP drain. That's a very positive liquidity story for Q1. Next we need a weaker dollar...
The Preakness winner Seize The Grey arrived at Parx Racing to run in Saturday’s Gr 1 $1 million dollar PA Derby for legendary trainer D. Wayne Lukas with jockey @jaimetorresjcky riding for owners @MyRacehorse #ParxRacing #PADerby
8th grader Cohen Craddock of Boone County WV died after taking a hard hit to the head in practice on Friday. It is the second death in football from a traumatic brain injury this weekend. This is a sad start to the football season. wboy.com/news/west-virg…

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