Twesha

...

[The_Real_Fly @The_Real_Fly]

Druckenmiller on Bessent's bullshit

"I have spent five decades trading on a simple premise: Markets aggregate information no committee possesses, and prices are how that information reaches decision makers. The long-term Treasury yield is the most important price in the world. It is also the only fiscal disciplinarian the U.S. has left."

"Every basis point of artificial yield suppression is a subsidy to procrastination." "Return buybacks to their stated purpose: small, scheduled, off-the-run liquidity operations announced at quarterly refundings, never off-cycle responses to yield levels. Term out the debt honestly and pay the price the market sets."

"If the 30-year must trade at 5.5% to clear, that isn’t a crisis. It is an invoice. Then do the only thing that durably lowers long-term yields: address the primary deficit."

[*Walter Bloomberg @DeItaone]

BESSENT COULD TAP NEAR $1 TRILLION TREASURY GENERAL ACCOUNT TO FUND BOND BUYBACKS, SOURCES SAID

[Jeffrey Currie 🆔++ @CommodMkt]

Another great discussion with @MarioNawfal. Thanks again to Mario and team for inviting me on.

[Not Jerome Powell @alifarhat79]

Scott Bessent trying to help the Treasury market

[Aksel Kibar, CMT @TechCharts]

And let me add this, financial history is full of cases where governments tried to fight an existing trend. Government or CB is just another player in the market. They have size but not unlimited ammunition. They are limited by their mandate and the implications that will have on administrations.

[Twesha @TweshaSA]

@Spencerxau1 Bro. Thats me. Lmao.

[Twesha @TweshaSA]

@IAmSteveHarvey Pray

[Twesha @TweshaSA]

@BeSaintly @grok What is the name of this painting again?

[MRUI. @katululu_]

a lot is happening but the boy is not a story teller

[Lloyd Blankfein @lloydblankfein]

Risk management 101—every exposure should have a limit, even when you’re sure nothing could go wrong. After all, the Titanic sank and AAA mortgage bonds went to zero. I worry about the market’s (and the economy’s) unlimited appetite for exposure to the positive AI revenue story.

[Words & Wisdom @WordsnWisdom26]

“The mouth should have three gatekeepers. Is it true? Is it kind? And is it necessary.”

— Arabic Proverb

[Naval @naval]

Immortality, meaning, and love are readily available - they’re just running around disguised as children.

[Alessio @AlessioTMAD]

someone should give a hint to bessent, send global economy in recession and you will lower rates without printing money

[Massimo @Rainmaker1973]

A newborn melts hearts by kissing his mother right after birth.

[Robin Wigglesworth @RobinWigg]

Live footage of Scott Bessent intervening in the Treasury market again. https://t.co/pz5krMi3c3

[Twesha @TweshaSA]

Lol. Are these people running a country or the financial markets?

[The Hormuz Letter @HormuzLetter]

BREAKING: US Treasury Secretary Bessent acts surprised as to why Trump's "Economic D-Day" announcement didn't crash oil prices as he hoped for.

"We have a spike in oil prices that I don't really understand"

[Willem Middelkoop @wmiddelkoop]

Wake up ..

[Nostra, House of Gold @Nostre_damus]

Bessent buying back $4B of the $40 trillion U.S. debt visualized

[Twesha @TweshaSA]

@airlovsky Lmao

[Twesha @TweshaSA]

@_Hybreed_ @FTMO_com