🚨🕯We have recently published the Q2 2026 Financial Report.🆕
This is a 9,000 word report, 39 pages long, including breakdowns for catalysts in Q2 and beyond into 2026.
As these reports are published we aim on narrowing down our framework to understanding the market in a unique and unconventional manner monitoring liquidity flows, watching overnight repo plumbing and looking at central banks with emphasis on the Fed and PBOC.
The topics we detail in the report:
- Global Liquidity Update / Backdrop
- Financial System Mechanics
- Breakdown of the plumbing in overnight markets: Primer on all overnight rates, importance of watching GCF rate and how it shows stress prior to SOFR - EFFR.
- The Fed's New RMP's + Effect On Balance Sheet
- What we expect from the Fed this year
- Brief touch on what to expect from new Fed Chair Warsh
- Transition in 2026 to "Treasury led stimulus" from Fed QE
- Why We Expect a "Real" Economy Priority over Financialised Markets
- Burdening Debt Maturity Wall
- China PBOC Liquidity Update
- Huge breakdown of Strait of Hormuz situation and our expectations for inflation
- Economic Data That Matters To The Fed: How They Would Interpret The Data
- US Equities Expectations
- Commodities Expectations
- Crypto Expectations 🪙
- Where To Position Yourself For Q2.
This report is for the investor, student, economist who wishes to understand the backdrop more in depth.
We also went into detail how we are at the end stages of the current market cycle and why defensive positioning is prudent. If you want to learn how we perceive the market, this report will help you.
☄️Get the Q2 report here: https://t.co/ULdGpV3dKH
Incredible work truly. To save $350bn (knowing the welfare budget is around $350bn this includes pensions, UC and disability checks) that means you believe foreign nationals are consuming the ENTIRETY of the UK's social security bracket.
Most of the UKs welfare is consumed by pensioners who are blood natives.
The $350bn you made up can't pay off the national debt because it doesn't exist to begin with.
You're financially illiterate.
Iran never printed 40% of all dollars in existence, impoverishing the American people
Iran didn’t repeatedly vote for policies that created the highest suicide rate since the Great Depression
Iran never spent twice as much on healthcare, just to create the lowest life expectancy and highest infant mortality in the OECD
Iran never locked me in my house over a cold with a 99.9% survival rate
Iran never allowed deaths of despair to increase over 100% in the past 20yrs, now double the rate during the Great Depression
Iran never flooded the labor supply with tens of millions of low-skill migrants to boost corporate profit margins and drive down American wages
Iran never indebted the American people into trillions of dollars of debt, just to repeatedly bail out Wall Street
Iran never allowed 90,000 Americans to die each year from drug overdoses
Iran never prioritized stock market gains over the economic security of the average American family
Iran never allowed for Americans’ real wages to decline by 80% over the past two decades alone
Iran never allowed half of Americans to develop chronic health conditions
Iran never forced me to take experimental drugs or lose my job
Iran never voted for policies that caused 45 million adults to be illiterate, or 70% of children to be incapable of reading at grade-level
Iran never voted to offshore 5 million high-paying manufacturing jobs to our enemies, just to enrich Wall Street
Iran never created an environment where for the first time in history, American children are worse off than their parents
Iran never bought $2 trillion in mortgage backed securities, pricing out millions of young people from home ownership
Iran never ignored crumbling infrastructure while funneling trillions into endless overseas military campaigns
Iran never sold out my country to foreigners, creating a net international investment position that's -100% of GDP
Iran never allowed corporate monopolies to dominate our economy
Iran didn’t oversee a healthcare system that bankrupts families for routine medical care while insurance companies rake in record profits
Iran never championed trade agreements that completely gutted our industrial capacity
Iran never indebted my country to the tune of $37 trillion
Iran never voted (repeatedly) for policies that created the worst wealth inequality since the Gilded Age
Iran never repeatedly voted for policies that created a precipitous decline in our birth rate
Iran didn’t indoctrinate scores of children to hate me based on the color of my skin or my gender
I don’t know, maybe our problem isn’t with Iran...
🚨⚠️NEW ARTICLE LIVE⚠️🚨
"The Central Bank Pivot"
After last weeks central bank lineup, markets have now made one thing clear; a rate hike cycle is back on the cards.
In this article we explore the Fed, ECB, BoE, BoJ RBA and BoC 's monetary policy stance to keep you up to date with each central bank.
See below🔽🔽
https://t.co/G1Ib4HlvAh
Prime example of how broken the current system is. Further proof that we no longer live in a capital raising world but instead a debt refinancing one.
Lloyd's are already the most exposed UK bank to high and v high LTV borrowers (60-70℅). Yet they are now introducing a new scheme to expand its pool of eligible borrowers taking on riskier debtors.
Under the modern refinancing model banks like Lloyd's can afford to introduce riskier products such as 98℅ LTV mortgages because they recognise post 2008, the BoE will backstop them if need be.
Broken money.
Lloyds Banking Group cuts minimum deposit to £5,000 for first-time buyers
Lender is launching a near-98% LTV product for buyers of homes up to £300,000
I take back what I said, this isn’t a gambling credit card. It’s worse.
It’s a debit card where Tuyo has SOLE DISCRETION over the purchases that are “pay maybe” aka free for the user.
Zero odds. Zero stats. Slot machines are more predictable. This one’s going to result in a whole lot of overdraft fees for Tuyo because inevitably people will get addicted and spend more than they should “because this one might be free!”
Def a way to build smart spending habits!
Is this leaving the next generations better off?
America's national debt grew $1.5T in 2025 with debt to GDP expected to reach 125% by eoy. On average the debt is growing at a rate of +$1.8T.
Horseshit propaganda. America is a reflection of the culmination of fraud, war crimes and hedonism. The tenants of modernity.
Also a reminder that Gary is an egregious liar who pretended to be the top-earning trader at Citigroup in 2011 when not a single person from the firm could really even remember him.
🚨🕯We have recently published the Q2 2026 Financial Report.🆕
This is a 9,000 word report, 39 pages long, including breakdowns for catalysts in Q2 and beyond into 2026.
As these reports are published we aim on narrowing down our framework to understanding the market in a unique and unconventional manner monitoring liquidity flows, watching overnight repo plumbing and looking at central banks with emphasis on the Fed and PBOC.
The topics we detail in the report:
- Global Liquidity Update / Backdrop
- Financial System Mechanics
- Breakdown of the plumbing in overnight markets: Primer on all overnight rates, importance of watching GCF rate and how it shows stress prior to SOFR - EFFR.
- The Fed's New RMP's + Effect On Balance Sheet
- What we expect from the Fed this year
- Brief touch on what to expect from new Fed Chair Warsh
- Transition in 2026 to "Treasury led stimulus" from Fed QE
- Why We Expect a "Real" Economy Priority over Financialised Markets
- Burdening Debt Maturity Wall
- China PBOC Liquidity Update
- Huge breakdown of Strait of Hormuz situation and our expectations for inflation
- Economic Data That Matters To The Fed: How They Would Interpret The Data
- US Equities Expectations
- Commodities Expectations
- Crypto Expectations 🪙
- Where To Position Yourself For Q2.
This report is for the investor, student, economist who wishes to understand the backdrop more in depth.
We also went into detail how we are at the end stages of the current market cycle and why defensive positioning is prudent. If you want to learn how we perceive the market, this report will help you.
☄️Get the Q2 report here: https://t.co/ULdGpV3dKH