david

[david @davidpt15]

@brivael Forgot… Step 2… which is when fighting breaks out…. War is one of the oldest human instincts

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Demand for the Fed's Standing Repo Facility (SRF) surged to +$30.5 billion on Tuesday, the 4th-largest operation since the 2020 pandemic.

The SRF allows banks to borrow cash from the Fed using government bonds as collateral, acting as a key source of liquidity support for the financial system.

The operation was split between +$18.5 billion in Treasuries and +$12.0 billion in Mortgage-Backed Securities.

The likely cause was a calendar squeeze, as large Treasury settlements coincided on the same day due to the Presidents' Day holiday.

A similar episode occurred on Columbus Day and during the year-end period in December 2025.

However, if repo usage keeps rising outside of calendar squeezes, it would signal deepening stress in short-term lending markets and may force the Fed to inject even more liquidity.

Are liquidity pressures quietly building beneath the surface?

[david @davidpt15]

@ngslider lol

[david @davidpt15]

@MavsMuse

[david @davidpt15]

@dallasmavs @Chime Fire Nico

[david @davidpt15]

@KobeissiLetter And we all know that the government is grrrreat at extrapolating data

[david @davidpt15]

@nate_x @Mavs_FFL @BannedMacMahon actively put Luka into trade talks

[david @davidpt15]

@TimCowlishaw Well said, I do wish you would’ve gotten on the same page with us earlier

[david @davidpt15]

@KobeissiLetter @grok explain. Base case, best case and worst case

[david @davidpt15]

@flatland_sports At least 1 tortilla

[david @davidpt15]

@McclainBaxley lol

[david @davidpt15]

@KobeissiLetter Wish I could like this x100

[ESPN @espn]

Breaking: Oklahoma State has fired coach Mike Gundy, sources told @PeteThamel. He was in his 21st season coaching at his alma mater.

Get breaking news alerts from Pete Thamel through the ESPN App: https://t.co/huu2E9vdNL

[david @davidpt15]

@readswithravi Your tweet

[Panda Hank (Nico survivor & Masai believer) @pandahank41]

Summer League Dirk

[Doge Norway @DogecoinNorway]

@elonmusk Well well

[david @davidpt15]

@RGIII At least we’re all on the same page…. NBA is rigged

[david @davidpt15]

@Rachel__Nichols Both!

[david @davidpt15]

@anammostarac @chamath @stats_feed lol

[david @davidpt15]

@KobeissiLetter Trump has successfully turned the 24 hr news cycle into a 24 min news cycle