Konstantin Y.

All Fin Markets , career in FX.
15y+ from trading to multistrategy investing.
Opinions are my own. Nothing I post on X should be construed as investment advice.

[Not Jerome Powell @alifarhat79]

Who did this?

[Konstantin Y. @KSY_Markets]

how many trillions do you see in the picture?

[DogeDesigner @cb_doge]

Elon Musk with President Trump and NVIDIA CEO Jensen Huang at the White House Super Intelligence luncheon.

[Konstantin Y. @KSY_Markets]

$$$ $USD

[Elon Musk @elonmusk]

Super Intelligence

[Konstantin Y. @KSY_Markets]

Is the real threat to $uber being $tsla driverless or actually AI agents like Muse $META ?

[Stock Talk @stocktalkweekly]

Bessent: "I am the house now"

Bond vigilantes: "Do you feel like the house?"

[Ben Carlson @awealthofcs]

7% mortgage rates
4% unemployment
5% bond yields
4% cash yields
$100 oil
$5 gas prices
3.4% inflation
Basically all-time highs in the stock market
Basically all-time lows in consumer sentiment

Something for everyone right now

Strange times

[Konstantin Y. @KSY_Markets]

Does Scott Bessent has a license to #yield?
#US10Y

Will be very interesting market in the next few months.

[Leyla @LeylaKuni]

Bessent buying $6B of Treasuries to bring down the yield curve

[Michael Sikand @michaelsikand]

The stock market vs. $100 oil, rate hikes, and 10% chance AI kills us.

[stu 🥪🥞 @stutxo]

its perfect

[Short the vix @shortthevix2]

“We get influencers to sell bonds”

[Konstantin Y. @KSY_Markets]

$TSLA, why not just buy $VWA.NE ?
But instead building cars, you go all in on humanoid robots. :)

[Mark Wallace @wallaceme]

That’s got to sting.

[Barchart @Barchart]

JP Morgan's Trading Gameplan for tomorrow's rate decision 🚨 🚨

[Konstantin Y. @KSY_Markets]

beautiful

[Sunchartist @sunchartist]

Looks like the UK is on a fast track for

2 year @ 5%
10-year @ 5.50%
30 year at 6%

[Konstantin Y. @KSY_Markets]

@Geiger_Capital @grok what movie is this?

[Not Jerome Powell @alifarhat79]

Recruiter: Where do you see yourself in 5 years?

Me:

[The Kobeissi Letter @KobeissiLetter]

Talk about a turn of events.

Oil prices are back above $100, PPI inflation is up to +5.4%, and President Trump is preparing potential $5,000 "dividends."

Now, US long-term borrowing costs are up to their highest since June 2007.

What comes next? Let us explain.

(a thread)

[Nobody Special @JG_Nuke]

Scott Bessent is not the house.
The bond market is the house.
Scott Bessent owes the house $40 trillion.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he will issue a $5,000 "dividend" to every adult citizen in the US if the Republicans win the midterm elections.

There are currently ~245 million US citizens age 18+, meaning this dividend would cost ~$1.2 trillion.

This would mark the biggest economic stimulus payment since the pandemic.