dfux2

I am the official sentry of the Island of Misfit Toys.

[dfux2 @dfux22]

@YvesLamoureux :( notifications remain on.

[dfux2 @dfux22]

@YvesLamoureux Welcome back!

[dfux2 @dfux22]

@YvesLamoureux @theonlyEGGWARD I'd pay a subscription for your advice.. Would you consider a sub for us retail folks?

[dfux2 @dfux22]

@YvesLamoureux Thanks for keeping us tethered to reality!

[dfux2 @dfux22]

@YvesLamoureux haha!

[dfux2 @dfux22]

@YvesLamoureux Where we hunting next Legend?😎

[dfux2 @dfux22]

@saidmidegilmi @YvesLamoureux Same here brother! Long live the legend @YvesLamoureux . King of Whales

[dfux2 @dfux22]

@susanxkoxx

[dfux2 @dfux22]

@susanxkoxx 🥜💦

[dfux2 @dfux22]

@YvesLamoureux 💀💀👀👀

[dfux2 @dfux22]

@susanxkoxx None, gain a bit. 😘

[dfux2 @dfux22]

@YvesLamoureux expect new attempts

[dfux2 @dfux22]

@YvesLamoureux @jguvlekjian if you'd like more followers, un-protect your tweets.
People will find you, but so will the bots... either way, more engagement

[dfux2 @dfux22]

@VL777333 @YvesLamoureux 10-yr Treasury yields may climb past 5% by mid-2026 after hitting 3.9% low, if they stay above 3.5%. Higher yields could hit bonds & growth stocks, boost USD.

[🐧 @Pentosh1]

While this isn’t trading advice it applies so thought I’d share as it’d just a good mindset to have

You have to take the good with the bad and just keep going so we can enjoy the times like this

[hinata @HinataMotivates]

Steve Jobs predicted ChatGPT in 1985.

[dfux2 @dfux22]

Run lighter duration,
Own convexity preemptively,
Rotate into tangible assets, and
Keep liquidity ready to buy when forced deleveraging clears the field.

[dfux2 @dfux22]

The next systemic event is not a slow credit cycle,it is a sovereign collateral shock amplified by AI herding. In this regime, the winners will be those who:

[dfux2 @dfux22]

Investors who maintain duration flexibility, own convexity, and build exposure to hard assets will survive and compound through the reset.

[dfux2 @dfux22]

Markets today are pricing permanence in liquidity and infinite sovereign capacity. Both assumptions are false. Hidden leverage and AI herding guarantee the next drawdown will be faster, deeper, and sovereign-centered.