Top Tweets for #repomadness
Merri's back on that Repo grind and NOTHING is sacred.
I just crash-landed a van into someone's living room, screamed about interest rates, and left with their goldfish.
Is this legal? Probably not.
Is it fun? Absolutely.
https://t.co/sgSur2dEfo
#RepoGame #RepoMadness
TOMORROW I debut my most cursed model yetโmade exclusively for our chaotic Repo stream. ๐คก๐ฅ Itโs completely unhinged, absolutely unnecessary, and I regret nothing. See you there for the chaos! ๐ดโโ ๏ธโจ https://t.co/5SqYHc5ecB
#TwitchStreamer #RepoMadness #CursedModel #WhyAmILikeThis #StreamerShenanigans
"Treasury Rally Cools as Fed Signals Thereโs No Rush to Cut Rates" @markets | Like we said. Now watch tea leaves on prompt end of #QT. That is your rate cut my children. Recall that JP has #zero #tolerance for more ST market #kerfuffle..... #repoMadness https://t.co/nn75nVZ5Fy
The book smart professors bought a lot of #TLT 12 months ago. Some leveraged up the trade. Many overleveraged risk parity players and people also overleveraged with basis trade on US Treasuries also blew up in 2019 #RepoMadness crisis and were secretly bailed out. @InvResDynamics
You know what's funny is the older you get, the longer you're in the market, the more you realize one thing really is true: the bond guys definitely are smarter
If his trade blows up, like how many overleveraged risk parity players blew up during the 2019 #RepoMadness crisis, he will ask for rules changes and bailouts from Congress and the Federal Reserve Bank
Investing rule #1 Billionaires become billionaires because they are masterful liars.
Maybe he is short bonds, or maybe he is trying to push bond yields a little higher so he can accumulate more bonds...
He got a bailout during the 2019 #RepoMadness crisis when many risk parity players blew up. His net worth still trending upwards w the Cantillon Effect @LawrenceLepard
I just searched for articles on #StockMarket #BullMarket and #invertedyieldcurve. People were writing articles on an inverted yield curve being bullish for stocks in early to mid 2019 right before the #RepoMadness crisis.
Friendly reminder: #VIX was last this low right before the 2019 #RepoMadness crisis. An ultra low VIX w relatively strong Dollar Index & high interest rates is the calm before the next storm...
During the 2019 #RepoMadness crisis, the liquidity draws ebbed and flowed too. Large problems with US #regionalbanks & #commercialrealestate still there. Loan books of regional banks are full of bad loans still ๐
*FED EMERGENCY LENDING FALLS TO $139.5B FROM $148.7B LAST WEEK
Fed loaned $67.6 billion from the discount window and $71.8 billion from BTFP.
Emergency loan demand from U.S. banks is declining.
The Fed's emergency measures are stabilizing financial markets.
Crisis abating โ
@jameslavish Read Jerome Powell's speeches from back during 2019 #RepoMadness crisis. Very similar to now. Claimed not QE too. Initial liquidity provided as loans against collateral too. Then the loans were extended. Fed's official balance sheet grew by $1 trillion: https://t.co/P3PpzwrtVt
๐ฝ๐ค๐ค๐ ๐ฝ๐ก๐๐ฉ๐ฏ
โโ.เนโขโขเน.โโ
๐ฅ๐ฒ๐ฝ๐ผ ๐ ๐ฎ๐ฑ๐ป๐ฒ๐๐ by M.E. Tuthill โ Nonfiction
Amazon:ย https://t.co/AKFIdKxLth
@RABTBookTours #RABTBookTours #RepoMadness #METuthill #Nonfictionย @MKWebsiteandSEO
And the cash leaving banks goes into #moneymarket funds seeking higher income. And many of the money market funds have hidden risks with their higher risk loans to repo, etc. This helped exacerbate the 2019 #RepoMadness crisis. Or the US Treasuries were hypothecated
The recent bank run in one visual
Deposits in the banking sector have declined by almost $600bn since the Fed began to raise interest rates
The biggest banking sector deposit outflow on record
@1MarkMoss Back then, I called the Fed's official balance sheet spiking "Not QE" QE and was making part educational, part comedy videos about this. I actually invented the phrase "#RepoMadness" to describe what was happening in 2019 before everyone, including Bloomberg News, ripped it off.
Market is signaling they have hidden risks on their balance sheet or money market funds. Probably #moneymarket funds given what happened during the 2019 #RepoMadness crisis w money market funds needing to be bailed out @OccupytheFeds #CharlesSchwab
10-year chart for Charles Schwab $SCHW really puts into perspective how historically bad March has been
The Fed also had to step in & bailout the #moneymarket funds in 2008-2009, the 2019 #RepoMadness crisis & then again in 2020. Looks like we have similar problems again. Large banks, OTC derivatives, Euro Dollar, repo & money market funds taking on too much risk. #CharlesSchwab
You can call it not QE (like during the 2019 #RepoMadness crisis), but the Fed's official balance sheet is probably done declining as the next round of major problems that need bailouts is here. Fed's balance sheet has done a 180ยฐ
Time for more currency swap lines to the #ECB or the ECB draws from the relatively new permanent repo facility for foreign central banks that the Fed setup in early 2020... #RepoMadness
Is Deutsche Bank $DB going the way of Credit Suisse $CS?
For those of you who haven't been following along and don't read https://t.co/NKDrybUaku, here's a good overview of #RepoMadness stateside (which mainstream media has refused to cover to this day).
And yes everything still went to hell in a handbasket...
https://t.co/Aqq6dbP5xN
Repo Madness: Foreign Central Bank Bailout Edition
Yes, the Fed erased 60% of the "QT" on its balance sheet in 2 weeks. It also just pumped out $60BN in cash loans to bailout foreign central banks!
Without a single vote by Congress. What if it doesn't get paid back? Who cares!
A large bank or hedge fund (doubtful they tell us the truth after the 2019 #RepoMadness bailout size) caught on the wrong side of multiple trades with way too much leverage will need another bailout soon! ๐คฆ๐คฆ
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