David Blotto

[David Blotto @DavidBlotto]

@great_martis @HCTrader13 No YoY because govt was shutdown last October! 😂

[David Blotto @DavidBlotto]

@great_martis If equities roll over as your other charts predict, why would yields rise at the same time? Why isn't there a flight to safety bid to the only market large enough to absorb those flows? And why did all G7 yields peak 2 weeks ago with UST/Bund term premia falling = safety bid?

[David Blotto @DavidBlotto]

@DowdEdward Aye Aye Captain! Been loading up on TLT and other long duration for the next phase.

[David Blotto @DavidBlotto]

@MarketMike In your experience have you ever seen it trade beyond the 68% weekly consistently? Where would next weekly level be?

[David Blotto @DavidBlotto]

@RealCraigSawyer Where can I find the link to the full video? Thanks.

[David Blotto @DavidBlotto]

@MarketMike Good call as usual - mkt has bounced from 750 to 755 overnight.

[David Blotto @DavidBlotto]

@David47203456 @sleafordmods @MrJoeGooch 🤣🤣����🤣🤣🤣

[David Blotto @DavidBlotto]

@RIFT_589 That's why CB's the world over have been frontrunning this trade by stacking gold - waiting for the US to pull the revaluation trigger and set it in motion. Probably also why vaulted gold was made Tier 1 capital by BIS last year and the Chinese have been buying like mad.

[David Blotto @DavidBlotto]

@MarketMike Mikey boy knows his stuff that's why I follow him. Check out his YT channel - he provides info for free others don't.

[David Blotto @DavidBlotto]

@LukeGromen Luke, love your work, been following you for a few years. Question : do yo think long duration bonds will rally as AI pops but then wider deficit will cause yields to back up rapidly so Fed has to monetise and if so how long for each phase? Thanks.

[David Blotto @DavidBlotto]

@BankerWeimar Anything else -swap spreads, xccy basis swaps etc?

[David Blotto @DavidBlotto]

@NickDixon This govt is a one trick pony of borrowing and importing people to fund consumption hoping somehow the multiplier effect will allow it to pay for itself. But the ones that actually contribute see the game and are giving up so this gravy train will end soon.

[David Blotto @DavidBlotto]

@TotemMacro Credit gave me a year's heads up in 2007 after Bear Stearns. Same thing happening today, Coreweave trading at distressed and CDS 1100 bps being the canary in the coalmine.

[David Blotto @DavidBlotto]

@MarketMike What's the daily expected move for SPX today? Think we get a bounce here or another leg down?

[David Blotto @DavidBlotto]

@BskiMike22802 @JohnFugelsang An excellent response, thank you!

[David Blotto @DavidBlotto]

@TXMCtrades Famous last words - reminds me of Gordon Brown boasting about 'no more boom and bust' just before the GFC.

[David Blotto @DavidBlotto]

@DefiyantlyFree What penalty did the US pay when it invaded Iraq on false pretences? Oh we'll just forget that shall we as it's most inconvenient for you isn't it as it exposes your hypocrisy. How about Iran, that was only 6 months ago - forgot about that too? History didn't start in 2022.

[David Blotto @DavidBlotto]

@MaajidNawaz Nice find Maajid.

[David Blotto @DavidBlotto]

@DrRadchenko Inconvenient truths.
https://t.co/BZLEvK18d9