Macrodelics

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[Macrodelics @macrodelics]

@TodayInSportsCo Ha

[Macrodelics @macrodelics]

I’m no longer posting here. Follow @dvolatility

[Macrodelics @macrodelics]

I’m no longer posting here. Follow @dvolatility

[Jeffrey Gundlach @TruthGundlach]

Bloomberg: “Blackrock Inc. slashed the value of a private loan to zero just three months after assessing it at 100 cents on the dollar, marking the second sudden wipeout to recently hit its private-credit division.”

Maybe it’s a trend.

[Macrodelics @macrodelics]

Follow me @Dvolatility. No longer posting here. 👍

[Anna Wong @AnnaEconomist]

My latest favorite forward looking indicator in inflation is showing renewed disinflation in the next 6 months, with core cpi goods trending back down by mid-2026.

Yeah, I am surprised as well. But that is the data speaking.

The Fed can cut next year. And if this is true, markets pricing in too little rate cuts in 2026.

[Macrodelics @macrodelics]

Follow me over at @Dvolatility

[Jim Bianco @biancoresearch]

The US 10-year yield has been in a downtrend since May (highlighted).

Now it looks more like a breakout.

[Mauro Gilli @Mauro_Gilli]

This is the article you should read today. Money quote

[Jim Bianco @biancoresearch]

2/5

The last time CPI had a similar rise to now (right arrow) was 1965 to 1973 (left arrow). The red part followed.

Two things to note.

* 1965 to 1973 is 8 years. The similar rise today took 5 years.

* January 1973, the stock market was also at an all-time high.

[Macrodelics @macrodelics]

Hoooosiers

[Macrodelics @macrodelics]

$208 million wiped out: Yieldstreet investors rack up more losses as firm rebrands to Willow Wealth https://t.co/cuVW23Qu2b

[Mark Ungewitter @mark_ungewitter]

TLT is not the picture of health.

[Macrodelics @macrodelics]

@michaeljburry Sell stonks now?

[Joe Weisenthal @TheStalwart]

We're back! https://t.co/GNiv16ddpi

[Macrodelics @macrodelics]

@junkbondinvest Nothing matters because there will be bailouts if something should happen.

[Cinema Tweets @CinemaTweets1]

Terminator 2 is James Cameron’s best film. It’s not Titanic, it’s not Avatar, and it’s not Aliens- although all amazing films. Oscars be damned, I’m not sure how Cameron could’ve made a better film. Every inch of this movie is perfect- I wouldn’t change a thing. Love to Big Jim.

[Macrodelics @macrodelics]

@UnicusResearch Uh oh

[Macrodelics @macrodelics]

I want to buy and hold preferreds, not CEFs.