z uᴉʌǝʞ

Multi-asset PM. Not investment advice. opinions are mine alone.

[z uᴉʌǝʞ @kmz78]

@rev_cap Why is DOT tweeting this and not DOE?

[z uᴉʌǝʞ @kmz78]

@nickgiva1 But what if Yen is down?!?!

[z uᴉʌǝʞ @kmz78]

@DsrPrivate I’d do EURJPY not USDJPY but that’s just me :)

[z uᴉʌǝʞ @kmz78]

@BamaTrader Now do Fox News

[z uᴉʌǝʞ @kmz78]

@donnelly_brent

[z uᴉʌǝʞ @kmz78]

@TheStalwart House, but Trump’s casino (sad trombone)

[Jake @EconomPic]

2024: I’ll cut $2T from the budget, end involvement in the Middle East, drain the swamp of politicians getting rich off grift, reduce the deficit, release the Epstein files, and cut inflation so rates fall and people can afford homes

2026: I’ll give you $5000

[z uᴉʌǝʞ @kmz78]

@DsrPrivate What if bank capital / liquidity requirements are loosened and more permissive of long treasury holdings?

[z uᴉʌǝʞ @kmz78]

@LongShortTrader Was wondering that myself!

[z uᴉʌǝʞ @kmz78]

@TommyThornton https://t.co/fAwW1XLne7

[z uᴉʌǝʞ @kmz78]

@DsrPrivate *dosregard saw other post

[z uᴉʌǝʞ @kmz78]

@DsrPrivate Hot core not a needle mover?

[z uᴉʌǝʞ @kmz78]

@cirrusdriver Anecdotally my whole feed is people reposting garbage accounts saying the “sell bonds” trade is too crowded so I’d say mine is balanced 😂

[z uᴉʌǝʞ @kmz78]

@EconomPic @sidprabhu Isn’t a lot of that aid just debt?

[Joe Weisenthal @TheStalwart]

So when Kevin Warsh says he wants markets to "play the ball, not the referee" what are investors supposed to do when the Treasury is unexpectedly buying back long-term Treasuries? We still playing the ball here?

[z uᴉʌǝʞ @kmz78]

@BobEUnlimited Unless Global Savings Dearth™️ forces real yields higher

[Howard Lindzon @howardlindzon]

The bond market confirms we are all Leopold’s

I’d be careful right now

[z uᴉʌǝʞ @kmz78]

@RenMacLLC Depends on real rates vs IE?