山河明月

IBD

[The Kobeissi Letter @KobeissiLetter]

The bond market is out of control.

The US 30Y Note Yield is now up to 5.27%, its highest level since June 2007.

This officially marks a +450 basis point rally since the low seen in 2020.

At the current pace, we are on track to see US 30Y mortgage rates exceed 7.50% by year-end.

And to top it all off, Fed Chair Warsh is now adamant that the market should operate independently, without Fed guidance.

Even without rate hikes or Fed guidance, the market is sending rates higher; operating exactly how Fed Chair Warsh wants it to operate.

The bond market will soon be the most talked about component of global capital markets.

This simply is not sustainable.

[Eason Mao☢ @KELMAND1]

美国政府在发薪日大裁员 第二天又说裁错了

10月10日是约66万美国联邦雇员领工资的日子，但美国政府在这个发薪日不仅拖欠了工资，还把很多人开了。

白宫管理和预算办公室主任沃特当天在社交媒体上宣布，联邦政府裁员开始。此前特朗普和白宫官员多次表示，政府一旦停摆就裁员，裁员将集中在“趋向民主党的领域”，并称民主党人应对此负责。

不过就在11日，又有政府部门承认，因“代码出错”裁错人了。

[山河明月 @FanJoe95]

@foxshuo 感觉很多地方说的很有道理啊

[山河明月 @FanJoe95]

@ai_for_success @HuoQubot

[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[山河明月 @FanJoe95]

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[Punk（2898 🙌💎） @punk2898]

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[Punk（2898 🙌💎） @punk2898]

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[Katherine Brodsky @mysteriouskat]

You don't get to tell Jews what they are. You don't get to rewrite our history, culture or ethnicity.

So here's a short history lesson for you:

Not only approx 60% of Israel's Jewish population has been ethnically cleansed from the Middle East—something to keep in mind as you chant "go back to Europe"—Ashkenazi Jews aren't "European colonizers" either.

Nor is "Jewish a religion." It's an ethnicity, one which commonly practices Judaism as a religion. You can be an atheist, or even a Christian and you still remain ethnically Jewish. It's genetics, not beliefs.

Yes, occasionally people convert and we accept them into the tribe, but this is rather rare — no matter what bs conspiracy theories you've read on the Internet about Khazars.

The Jews who ended up in Europe did so because they were pushed out by conquering forces and other reasons. Some ended up in the Middle East, some in Ethiopia, and a number ended up in Europe. We all share significant mutual DNA, regardless of where the diaspora ended up—even if we don't all look the same.

Yes, genetic studies have shown that Ashkenazi Jews share significant Middle Eastern ancestry, tracing back to ancient Israel. Scientific evidence that underscores our connection to the land.

Our story begins over 3,000 years ago, in the land of Canaan, where our ancestors established the kingdoms of Israel and Judah. You might know it from your bible or Quran. But also, most importantly, archeology and historical research which support that 100%.

Although our numbers have fluctuated, Jews maintained a continuous presence in this region despite numerous exiles and conquests by Babylonians, Romans, Byzantines, and others.

In the 1st and 2nd centuries CE, when the Romans destroyed the Second Temple, many Jews were dispersed throughout the Roman Empire. Yet, even in dispersion, we did not sever our ties to our homeland. Religious Jews pray facing Jerusalem, and Israel is not only included in our prayers, but in cultural practices, such as when we clink our glasses: "Next year in Jerusalem."

We are indigenous to the land.

And while I don't believe that this alone gives us the right over the land today (a different topic), you don't get to just erase that from our history.

To label Jews as European colonizers in Israel is historical revisionism.

To call Ashkenazi Jews "fake Jews" is not only a cruel lie, but an erasure of reality—one they happened to have been prosecuted for.

Some people say such things because they lack knowledge, that can be remedied through a willingness to learn.

But to those who are doing this out of melice:
You don't get to tell me what a Jew is. Our identity is not yours to define, and our history is not yours to rewrite.

[山河明月 @FanJoe95]

@__theskipper__ @HuoQubot

[山河明月 @FanJoe95]

@Keir_Starmer @huoqubot