PollYourThoughts

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@KevRGordon @LizAnnSonders @ah_shapiro @sffed It will be interesting to see how long does it stay so. For the first time it held for 2.5 years till it bounced upwards and after that it used to jump immediately up after touching the zero.

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@FinanceLancelot @KimDotcom

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Delinquency rate on credit card loans and #vix

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@VPatelFX Twin Tower

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@INArteCarloDoss How big is the current sample size?

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@RudyHavenstein @agnostoxxx Here is another one

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@RyanDetrick @sonusvarghese That is great, but there are still 33% of items that are running above 4%. It would be interesting to see data prior to 2019 to see how many items were running above 4% then. In 2019 there were only 10% and now there are 33%. That is still big difference.

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@byHeatherLong https://t.co/FNNRRGzHaX

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@kakashiii111 Do you have a list of the client companies and how much they purchase? Maybe there we can find more clues.

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@NorthmanTrader Print more

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#spx and us #m2

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@KobeissiLetter He is short

[Geiger Capital @Geiger_Capital]

MUST WATCH:

Stan Druckenmiller on “Bidenomics” and the current government deficit.

“If I was a professor, I’d give him an F. Treasury is still spending like we’re in a depression. We have 7% budget deficits at full employment… it’s unheard of.”

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@FinanceLancelot @NotChaseColeman

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@KobeissiLetter Look at this move from ust 10y just prior to blowout of yen

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@FinanceLancelot So they can buy back outstanding debt cheap or seize assets if debt cannot be payed back?

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@FinanceLancelot What gives you a clue if they started or do it at all? Other than the yield movement and the assumption that it comes from japan selling of course.

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@KingKong9888 Do you think that the magnitude of japan selling us bonds could impact and lead the us to start defending their bond market and to an eventual dump of us stocks?

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@KingKong9888 @SantiagoAuFund

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@KingKong9888 @ces921 So they are getting crushed if they cut rates bc that would push inflation higher and also the long end. And if they do not cut, fiscal spending will amount to inflation and also to higher yields? Thus making a pull the rug or higher inflation the only two viable options?