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Galois Kevin
Galois Kevin|Aug 12, 2025 06:57
Part 1 Addendum: Turns out populist far right political density does exist on the internet. Mystery solved I guess. @NickJFuentes carries with him the anger and grievances of a large segment of the polarized youth. He has oratorical skills not seen since Hitler. I would say that he should be brought under the big tent but it’s too late for that for many reasons. 1) He has been so badly treated by both the left and the right that he doesn’t trust anyone. 2) There’s the topic of Israel. 3) His casual remarks are too incendiary so it will be bad optics as the left would leverage that to their advantage. Still, in the current state, I would say that his existence as an outsider, on balance, is better for the right than the left as it shifts the Overton window wholesale to the right. Polarization continues in the short term until rates are cut. Polarization continues in the long term until debt is handled. Yet, the Fed still has not cut. JPow is this what you want? In fact, you and the 8 others were too late. Now grab some popcorn and watch the spectacle. 🍿(Galois Kevin)
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Timeline

Sep 11, 04:38The implied volatility in the options market is relatively stable.
Sep 11, 04:30Implied volatility in the options market remains stable, and the market is optimistic about the fourth-quarter trend.
Sep 10, 21:30Kalshi traders believe there is a 43% probability of the Federal Reserve cutting interest rates in 2025.
Sep 10, 18:45JPMorgan's Outlook on Federal Reserve Rate Cuts
Sep 10, 16:55Standard Chartered Bank predicts that the Federal Reserve will cut interest rates by 50 basis points
Sep 10, 14:00The market expects the Federal Reserve to cut interest rates three times.
Sep 10, 13:22The Federal Reserve cannot solve the Medicare tax issue
Sep 10, 13:08PPI is far below expectations
Sep 10, 12:46El-Erian advocates for a 50 basis point rate cut
Sep 10, 12:36Traders increase bets on Federal Reserve rate cuts

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