capconstrained @capconstrained

My name is Rennie Scinto. I am a member of the Church of Total Factor Productivity. Real Rates and Real Wages are my Spiritual Guides. [email protected] Joined April 2012

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capconstrained @capconstrained

4 months ago

So much coverage of Shein.

Financial Times @FT

4 months ago

So much coverage of Shein.

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Financial Times @FT

4 months ago

The fast-fashion company is searching for workarounds as Trump’s trade war endangers operations in its most important market ft.trib.al/1ftiyKh

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Jennifer Ablan @jennablan

4 months ago

Goldman’s Solomon Says Markets Will ‘Settle Down’ After Disorder via ⁦@business⁩ bloomberg.com/news/articles/…

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capconstrained @capconstrained

4 months ago

Very positive Mopane comments during the $Galp.ls call. Farmout by 4Q25. Reiterated 10bn barrels ooip.

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capconstrained @capconstrained

5 months ago

Those who have advocated for MMT and/or Vol Suppression should be expunged from anything to do with the financial markets, the US Economy and the US Government.

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China is the only country that the US has an Economic Statecraft goal to economically hobble, because of China’s own Unrestricted Warfare on the US over the last several decades. I believe these Tariffs are designed to force RoW to pick sides and that Trump 2.0 is banking on the…

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capconstrained @capconstrained

5 months ago

Suppressing US Consumption is a feature not a bug of current policy

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capconstrained @capconstrained

6 months ago

Asset Inflation, particularly housing, robs future generations of their standard of living. Total Factor Productivity induced deflation is the best safeguard for future generations standard of living.

Fugitive Caesar @ThomBrady5

6 months ago

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capconstrained @capconstrained

6 months ago

I'll refrain from commenting on my favorite stock because every time I do, it goes down. I'm King of the Mushes.

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capconstrained @capconstrained

7 months ago

No better target than $APA

zerohedge @zerohedge

7 months ago

No better target than $APA

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capconstrained @capconstrained

7 months ago

So sad. Cutting the government workforce is a great macro tool when labor mkt continues to be ‘tight’. Also will raise labor force productivity.

Peter Baker @peterbakernyt

7 months ago

So sad. Cutting the government workforce is a great macro tool when labor mkt continues to be ‘tight’. Also will raise labor force productivity.

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capconstrained @capconstrained

7 months ago

Affordable New Home Construction is very valuable to first-time homebuyers. Public Builders have the product mix to meet this demand. $MHO

Lance Lambert @NewsLambert

7 months ago

Affordable New Home Construction is very valuable to first-time homebuyers. Public Builders have the product mix to meet this demand. $MHO

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capconstrained @capconstrained

7 months ago

Seller in $SEUSF is relentless. Buyers need to chop a lot of wood. $SEI.v

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capconstrained @capconstrained

8 months ago

Hillbilly? Paisan, I prefer to call myself an Italian Redneck.

Charlie Spiering @charliespiering

8 months ago

Hillbilly? Paisan, I prefer to call myself an Italian Redneck.

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capconstrained @capconstrained

8 months ago

Just 10 years ago we had a fair amount of barge traffic on the Hudson carrying oil b/c no pipelines. If there is an arb, Americans will figure it out. If Midwest Refiners pay up for heavy oil, it will get there. No matter how devious the plans, America will muddle along and…

capconstrained @capconstrained

8 months ago

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capconstrained @capconstrained

8 months ago

If you really want to get crazy, just barge heavy oil down the St. Lawrence River Seaway and offload in Cleveland. I think it be insanely expensive but workarounds...

capconstrained @capconstrained

8 months ago

If you really want to get crazy, just barge heavy oil down the St. Lawrence River Seaway and offload in Cleveland. I think it be insanely expensive but workarounds...