Rellim D. Yelnats

I like putting all my eggs in one basket and then watching the basket very carefully

[Rellim D. Yelnats @RellimYelnats]

@RobRosenthalish only follows one 1 person, @ethanlin_crypto Unsure if this has always been the case but either way who is this and why is that his only follow?
What caused the split? Will the $RVP token continue with what's left of the original team?
@squatchtaco @BigCalSzok

[Rellim D. Yelnats @RellimYelnats]

I hope @r_squaredlabs is legit and the wait for mainnet is over but I have some concerns. The LLC used to apply for the trademarks all filed in the last 2 months are linked to a random warehouse in Miami (382 NE 191st St #406834 Miami FL 33179). (https://t.co/xLs5fWkVfj)

[FDIC @FDICgov]

We observed that some FDIC-insured banks are not reporting estimated uninsured deposits as outlined in the Consolidated Reports of Condition and Income (Call Reports). Today, we’re reminding banks of the importance of reporting accurate data.

https://t.co/jJd5rU3cJV

[Kantro @MichaelKantro]

Recessions surprise investors every time. It always looks like a soft landing, until it doesn’t, and that’s when minds are changed. Too soon to declare it’s different this time - as so many have done so before. Behavioral patterns repeat across history. #hopE

[John P. Hussman, Ph.D. @hussmanjp]

give it a minute

[Rellim D. Yelnats @RellimYelnats]

RT @hussmanjp: Ooof. Our estimate of S&P 500 "equity risk premium": -7.2%

Projected 10yr SPX total return over and above Treasury returns.…

[Scott @VolatilityWiz]

$VIX it's going to be a smooth summer I'm sure:

[Brian Feroldi @BrianFeroldi]

500 years of interest rates, visualized:

[Samantha LaDuc @SamanthaLaDuc]

The Nasdaq-100 Index Special Rebalance July 24th … right before FOMC 😬

Craig ⁦@ces921⁩ and I were discussing earlier today to be on the lookout for LARGE option positioning, front-running and careful of re-weightings lower in $AAPL $MSFT $GOOGL https://t.co/KbmViTARSl

[John P. Hussman, Ph.D. @hussmanjp]

You are not mistaken. Meanwhile, partly fueled by that economic optimism and strong corporate profits, the S&P 500 enjoyed a bear market rally into October 1973, recovering much of its initial bear market loss. It then went on to lose about half its value.

[Rellim D. Yelnats @RellimYelnats]

@WifeyAlpha If you define a bull market by “20% advance from the low”, the Dow made 5 separate bull markets from 1929-1932, 4 separate bull markets for the S&P during 2000-2002 and 6 separate bull markets for the NASDAQ during the 83% plunge that followed the tech bubble. @hussmanjp

[Conks @conksresearch]

The liquidity drain has begun, with hundreds of billions in reserves set to leave the system. But this reduction could not only fail to subdue risk assets. A squeeze in a covert market will allow the Fed to ease, again without a pivot. The Repo Market Put™ awaits us... 1/

[Ross Hendricks @Ross__Hendricks]

Don’t look now, but the St Louis Fed just forecasted a negative GDP print for Q2

Anyone remember the last time a new bull market started with this trend in GDP growth?

[John P. Hussman, Ph.D. @hussmanjp]

Yep - multiple sessions with S&P 500 and VIX both rising are definitely toppy when bullishness is high and participation is tepid. Suggests speculation is over its skis. May not be "the" top but the only other instance in data outside of this chart was the March 2000 bubble peak.

[Rellim D. Yelnats @RellimYelnats]

@ApeDurden Barnacle boy

[db @tier10k]

[DB] SEC Sues Binance and CEO Zhao of Breaking US Securities Rules: Bloomberg

[Financelot @FinanceLancelot]

File this under "Things you read at the beginning of a new bull market"

[Buyside of Wall Street Leonard, CFA holder, MBA @buyside4life]

Buy Coinbase because it has audited financials & SAYS it does not lend out customer funds so crypto will exit "risker" platforms" (Binance that you?) same logic as liking Elizabeth Holmes because she stole less $ than SBF. #criminals @ParrotCapital @AlderLaneEggs @Cryptadamist

[Rellim D. Yelnats @RellimYelnats]

If you're lucky, the banking crisis will happen before the currency devaluation. That gives you enough time to get out...

[Rellim D. Yelnats @RellimYelnats]

Warning Signs of a Currency Crisis:
1. Terms of Trade Deteriorating
2. Foreign Exchange Reserves Dramatically Decline
3. Currency Value has Risen Above Historical Mean
4. Inflation Increases
5. Money Supply Increasing Relative to Bank Reserves
6. Banking Crisis

[Rellim D. Yelnats @RellimYelnats]

US M1 Money Supply / Total Reserves of Depository Institutions
-Also near decade highs