Huntsville Capital

Ex Institutional Bond Sales @ RBC. Macro Investor. Bill Hwang Is My Hero. Not Investment Advice.

[Huntsville Capital @Huntsvillecap]

@BlacklionCTA Thats Benn

[Huntsville Capital @Huntsvillecap]

@HighyieldHarry @SMB_Attorney You are also a fag why dont you share that bit

[Huntsville Capital @Huntsvillecap]

I got an Expert Call saying Iran-US peace deal is cancelled yet again, I couldn't even take Sunday off

[Jukan @jukan05]

I got an Expert Call saying NVIDIA’s Rubin has been delayed yet again, so I couldn’t even take Saturday off.

[Huntsville Capital @Huntsvillecap]

I'm going to say the quiet part out loud. I can't wait for Donald Trump to fuck Iran up.

[Huntsville Capital @Huntsvillecap]

@conksresearch most = 90%
everything = 100%

90% * 100% = 5

[Huntsville Capital @Huntsvillecap]

I think if you zoom out, regardless of policy, Fed has always been data depedent from even before Volcker. My point is it doesn't matter if we are shifting away from MMT at most we will get another 25bps unless data further deteroiates.

[Huntsville Capital @Huntsvillecap]

If you were late to the Takaichi trade, you can use today's covering to short $JPY. They will intervene but not at these levels.

[高市早苗 @takaichi_sanae]

本日、総合経済対策の裏付けとなる令和７年度補正予算が、参議院で可決・成立しました。
成立に向け汗をかいて下さった自民党と日本維新の会の議員の皆様、国民民主党と公明党はじめ賛成票を投じて下さった議員の皆様に対し、心から感謝申し上げます。

本補正予算は、「生活の安全保障・物価高への対応」「危機管理投資・成長投資による強い経済の実現」「防衛力と外交力の強化」を３本柱として、緊要性のある事業を積み上げつつ、財政の持続可能性にも配慮したものとなっています。

最優先の物価高への対応については、今回の補正予算で、夫婦と子供２人の４人家族の場合、１世帯当たり、標準的には年間８万円を超える支援額となることが見込まれます。
また、医療機関・介護施設等の経営基盤強化や処遇改善、中小企業・小規模事業者の賃上げ環境整備に対しても、大胆な措置を講じました。

こうした施策の効果を一日も早く実感いただけるよう、迅速な執行に努めてまいります。

[Huntsville Capital @Huntsvillecap]

@Dcpcooks Yeh? name all de basements then

[James E. Thorne @DrJStrategy]

A New Axis of Power: Warsh, Druckenmiller, Bessent and the Next Fed Chair

The centre of gravity in US economic policy is shifting from isolated personalities to a tightly connected network: Kevin Warsh, Stanley Druckenmiller and Scott Bessent, now aligned under Donald Trump. They are attempting to end a 15‑year experiment in Keynesian demand management and replace it with a supply‑side regime built on productive capital rather than financial engineering. With the next Fed chair decision front and centre, that network suddenly matters a great deal. Read the room.

For years, the playbook was simple: fiscal stimulus plus ultra‑easy money to prop up demand, producing an “asset‑rich, income‑poor” economy of soaring markets but weak productivity and uneven wages. Warsh and Druckenmiller were early insiders to declare this model exhausted, arguing that QE and financial repression distorted markets and discouraged real investment. Their critique was not anti‑market; it was a warning that valuations cannot permanently substitute for capital formation.

Bessent now provides the fiscal and industrial counterpart. Drawing on a Hamiltonian tradition, his strategy emphasises deregulation, investment‑friendly tax rules and targeted tariffs to pull production and capex back onshore, allowing private capital to profit from building in energy, manufacturing and technology instead of riding policy‑driven multiple expansion. Government sets the rules; the private sector carries the baton.
The personal links make the Fed race especially intriguing. Warsh and Druckenmiller have worked closely together, blending the vantage point of a former Fed governor with one of the most successful macro investors of the era. Bessent comes from the same global‑macro lineage, so Warsh’s and Bessent’s views are joined not just by ideology but by shared mentors, methods and market experience, with Druckenmiller as the junction between them.

In this context, Warsh’s potential role as Fed chair is pivotal. He is one of the few candidates whose record already fits Bessent’s project: sceptical of balance‑sheet activism and mandate creep, but realistic about managing a high‑debt, dollar‑centric system without shock therapy. A Warsh Fed could narrow the mandate, normalise the balance sheet over time and still cut rates in a way that supports a supply‑side agenda rather than another round of financial engineering. Trump provides the political cover; Bessent runs fiscal and industrial levers; Warsh anchors a more focused, market‑attuned Fed; and Druckenmiller bridges central bank and markets. Now can you see why Warsh would make a good Fed chairman, why he would read and work well with Bessent, and why the Druckenmiller link makes the structure so compelling? Read the room.

[Huntsville Capital @Huntsvillecap]

@eliweisss Bro, it doesn't matter how many times you were told you are the next Elon by your mother you need to check your ego.

People don't need to research about you before trying to befriends with you. Please calm the FUCK down.

[Huntsville Capital @Huntsvillecap]

Here are some good levels to short $JPY

[Huntsville Capital @Huntsvillecap]

@ottiliaford this is a normal torso, you just have a fatso

[Huntsville Capital @Huntsvillecap]

@__paleologo They say you are the memes you make and this one is giving me predator vibes

[由仁アリン Arin Yuni @Arin_Yumi]

While I was away for personal reasons over the past few days, the LDP and Ishin successfully concluded their coalition negotiations. A formal coalition agreement is scheduled to be announced tomorrow.

Here's a thread explaining how it all happened:

[Guy LeBas @lebas_janney]

Head of Macro getting his fund liquidated and closed is about the best thing that could happen today.

[Huntsville Capital @Huntsvillecap]

@trader1sz i didnt know x supports 2 hours video now

[Huntsville Capital @Huntsvillecap]

Here are some good levels to short $JPY

[Huntsville Capital @Huntsvillecap]

If you were late to the Takaichi trade, you can use today's covering to short $JPY. They will intervene but not at these levels.

[Huntsville Capital @Huntsvillecap]

@Dcpcooks Lottery ticket?

[Huntsville Capital @Huntsvillecap]

@spooky_JL Imagine working at a regional bank's compliance department