Glen Hammack

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[Glen Hammack @hammack_glen]

@tastyliveshow @jam_croissant Link?

[Glen Hammack @hammack_glen]

@jam_croissant Truly inspiring… thanks for the reminder of what’s really important in life.
Kids + Family > Vanna + Charm

[Glen Hammack @hammack_glen]

@unusual_whales @josephwang @jam_croissant @MPelletierCIO @LastBearStandng @UrbanKaoboy Cem, do you think 10Y ~ 5% is still a likely probability for YE?

[Glen Hammack @hammack_glen]

@thekingkort @jam_croissant I knew this was coming 😁

[Glen Hammack @hammack_glen]

@dampedspring Andy, do you think the Fed is reducing QT in order to offset the $100B increase in TGA in order to avoid a liquidity issue? Seems Janet and Jay may have coordinated that.

[Glen Hammack @hammack_glen]

@dampedspring I see you grinning from ear-to-ear. Really quite epic.

[Glen Hammack @hammack_glen]

@dampedspring It’s liquidity driven… nothing to do with a bull case.

[Glen Hammack @hammack_glen]

@Beth_Kindig Beth, do you follow Wolfspeed? Thoughts on the future of silicone carbide?

[Glen Hammack @hammack_glen]

@dampedspring For a 14 year old… that’s tough… it has to grad their attention. I was thinking Market Wizards, but maybe something more foundational like The Millionaire Next Door… get into the why before the what.

[Glen Hammack @hammack_glen]

@dampedspring CPI Tuesday

[Glen Hammack @hammack_glen]

@dampedspring So, Andy, if I’m understanding correctly, it’s been widely reported that issuance was going down by 55B… are you saying that it’s actually going up by 170B?

[Glen Hammack @hammack_glen]

@CookieswMilken @jam_croissant I suspect Cem’s busy getting his vol on now that we’re past veta decay, mkts are blowing off AND with Treasury QRA is next week that no one seems to care about… not to mention the Fed. What an opportunity here.

[Glen Hammack @hammack_glen]

@CheddarFlow This feels squeezy blow off topish… essentially with vol up

[Glen Hammack @hammack_glen]

@EPBResearch Eric, stay strong my man! I’ll be praying for your recovery and your family. Beat this!

[Glen Hammack @hammack_glen]

@jam_croissant Palantir CEO Alex Karp on global geopolitical risks esp China/Taiwan perspective

[Glen Hammack @hammack_glen]

@jam_croissant Cem, I can’t imagine the loss that you must feel. I’m so sorry! I’m praying for you and your family. You don’t know me from Adam, but know that your work has helped my family and I thank you much for that. Keep hugging your kids!

[Glen Hammack @hammack_glen]

@42macro @42macroDDale How has liquidity increased since July 1?

[Glen Hammack @hammack_glen]

@dailydirtnap Wouldn’t it be 30 years since that the longest duration bond out there? In other words, we don’t need a surplus… just balance our budget for 30 years. Love your work Jared!