Tau Quill

#10-2Driving #BondreVersionFed.0 #InflatedInterest #HouseFire #QTpiesM2#StormyChopTilRateDrop #Blackswan #AugTulips#DDSpreadWow#NoClothes4T5+VIXen. #BareBounce

[Tau Quill @TauQuill]

"Consider the whole point of building, investing & marketing is to identify mass delusion psychology, profit from its foundations, while creating international keepsake of finance, freedoms, cultures & societies”

[𝓛𝓪𝓾𝓻𝓪 ˚.🎀༘⋆ @Laura_arma_ni]

Me at work with no idea what to prioritize because everything is "urgent"

[Hedgeye @Hedgeye]

U.S. money supply is growing at its fastest pace in 5 years.

[Hernan Cortes @CyberPunkCortes]

Eagle and Fox together in Dutch Harbor. They both agree something needs to be done.

[unusual_whales @unusual_whales]

BREAKING: Look at this.

The day before Trump paused tariffs, triggering a historic 10% market rally, his accounts purchased 327 stocks worth up to $12.8 million.

The trades were disclosed more than a year late, resulting in a $200 penalty.

Unusual.

[Financelot @FinanceLancelot]

The Japanese 10 year yield has begun breaking out and is about to go vertical.

This is the crisis phase where it could go from 2.7% to 4% in the next 60 days.

How will the Bank of Japan respond?
Selling U.S. Treasuries?

[zerohedge @zerohedge]

There it is: memory sliding while cheap, boring capacitors go vertical.

The next great fund rotation has arrived

[Charlie Bilello @charliebilello]

Semiconductor stocks were up 237% over the last 14 months, surpassing the 234% surge during the peak of the dot-com bubble.

The AI mania has taken semis to a place only seen once before.

History doesn’t repeat, but extremes tend to rhyme.

Video: https://t.co/LBXJJFkuG1

[Barchart @Barchart]

Momentum Stocks are outperforming the S&P 500 $SPX by the largest margin since the late 1990s 🚨 🚨 Probably Fine?

[Bilawal Sidhu @bilawalsidhu]

Gosh I love the OSINT community. This project throws every plane flying overhead onto your ceiling in near real time – decoded from a cheap radio, w/ live stars and the ISS behind it. Falling asleep under a live map of the sky. h/t @CameronPaczek

[Elon Musk @elonmusk]

Accurate

[All day Astronomy @forallcurious]

🚨: Research suggests that people who are slightly "delusional" about there future often achieve more and earn more than realists.

[Financelot @FinanceLancelot]

Federal Reserve's Liability Deposits are now accelerating upward. We're in the final innings now!

What's the crisis "narrative" this time?

[Jason Lewris @jasonlewris]

Very powerful - this was previously one of the most challenging data problems in housing.

When top AI is wired up to industry leading data, it's now a prompt away.

Things are moving fast - buckle up.

[Beardo @BeardoTrader]

$SPX has risen so much in the past five years that even a repeat of the 1929 crash (the worst in history) wouldn’t take it below the COVID lows.

[Edgar McGregor @edgarrmcgregor]

The snowpack in the Western U.S. is all but gone.

It is supposed to be at it's annual peak this week.

[For all Curious @fascinatingonX]

🚨JUST IN: MARS GARDEN- Scientists grow edible plants using fertilizer made from Martian Dust. 

A microbe-driven system could let astronauts grow food, oxygen and fuel on MARS using CO2 and dust.

[Financelot @FinanceLancelot]

What JP Morgan and Goldman Sachs are doing right now is exactly what they did with home loan CDOs in 2008.

They created the products, sold them to retirement funds & retail, then bet against them. 👇

[Paul J Powers @PaulJoeyPowers]

Excited to announce at Nvidia's GTC this week:

Reality Compiler by Physna. Rough smartphone scan → identified objects → matching CAD → scale-accurate digital twin in under 3 minutes.

All automated. Shown in Omniverse here.

This is where Physical AI gets real.

[Daily Chartbook @dailychartbook]

An updated Hendrik Bessembinder study of 29,081 firms over the 1926 to 2025 period shows:

just 2 firms accounted for 10% of net wealth creation
8 accounted for 25%
46 accounted for 50%
208 accounted for 75%
and 1,082 accounted for 100%

[Not Jerome Powell @alifarhat79]

This is not Apple, Tesla or even Nvidia. It’s the U.S. National Debt.