Héctor Valdés

International Finance Bachelor’s Degree // Financial Markets Master’s Degree

[Héctor Valdés @HectorValdesR]

@BujokMr @RemindMe_OfThis in 3 months

[Héctor Valdés @HectorValdesR]

@HenrikZeberg @RemindMe_OfThis in 4 months

[Héctor Valdés @HectorValdesR]

@DrJStrategy Printing supports short dated bonds, not the long end of the curve.

[Naval @naval]

Capitalism is PvE. The alternatives all degenerate to PvP.

[Héctor Valdés @HectorValdesR]

@NickTimiraos Rate cuts alone haven’t been enough to pull down the long end of the curve. To get meaningful moves there, they’d need to do it synthetically, that’s a much harder vote.

[Nick Timiraos @NickTimiraos]

SF Fed study examines 150 years of U.S. tariffs and find that they lead to lower inflation and weaker aggregate demand (which raises unemployment) https://t.co/d7d9WmIHHJ

[Héctor Valdés @HectorValdesR]

@mdotjacks25 @unusual_whales Do you even know what SPHY is? That’s not a flight to safety, lol.

[Finding Compounders @F_Compounders]

Goldman Sachs Recommended reading list

I’ve seen some great books in this list

[mitsuri @0xmitsurii]

Jimmy Carr: It's not the pursuit of happiness, it's the happiness of the pursuit.

[Héctor Valdés @HectorValdesR]

Interesting. But yields should fall in the short term if deflation hits, flight to safety and collapsing inflation expectations always drive that move first. The Fed would also almost certainly step in with QE to soak up the supply, which fixes the liquidity issue but blows out the deficit even more and risks stoking inflation later. Good post.

[Enjoy Wild Moments @EnjoyWildMoment]

20 Pictures with Deep meaning:

1.

[Rep. Chip Roy Press Office @RepChipRoy]

Rep. Roy: "The truth is, our whole budget has grown from about 3.6 trillion a decade ago to 7.2 trillion.

Now it's doubled and everybody wants to applaud themselves for $160 billion of reductions and increases? I'm sorry, I don't think that's good enough."

[Wall Street Apes @WallStreetApes]

Elon Musk opposing the “Big Beautiful Bill” shouldn’t be a shock to anyone. He literally sat next to Donald Trump and explained we need to cut spending, not pass more spending

Elon Musk explains how to end inflation and drop interest payments forever

“Provided the economy grows faster than the money supply, which means you stop the government overspending and the waste and the output of real useful goods and services exceeds the increase in money supply. You have no inflation and you also drop the interest payments that people pay

The reason the interest payments are so high is because the national debt keeps increasing. So the government is competing to sell debt with the private citizens. This drives up the interest rate.

If you cut back on the deficit, you actually have an amazing situation for people because you get rid of inflation and you drop the interest rates.

That means people's mortgage payments go down, the credit card payments go down, their car payments go down, their student loans go down. Their life becomes more affordable and their standard of living improves.”

[Héctor Valdés @HectorValdesR]

@DrJStrategy In 2020 and 2009, rates were going to 0 and we had QE. Right now, the 10-year yield is at 4.4%.

[Héctor Valdés @HectorValdesR]

@arkham Lol

[Héctor Valdés @HectorValdesR]

@dotkrueger You have no idea what you’re talking about. Yields at 9.2%? Lol. Even 6% yields would trigger a systemic collapse—they would never let yields spike that high. There’s already panic from the government with yields at just 5%.

[Héctor Valdés @HectorValdesR]

@KobeissiLetter How long until the government intervenes? This can’t go on much longer

[Héctor Valdés @HectorValdesR]

@unusual_whales It seems that Fed’s Kashkari doesn’t knows what a basis trade is

[Héctor Valdés @HectorValdesR]

@JesseCohenInv 😂😂

[Héctor Valdés @HectorValdesR]

@DonDurrett @blindpig_1966 Why would people sell bonds during a recession? Your thesis makes no sense.