OrdinalMac

[OrdinalMac @OrdinalMac]

🚨 **The Shadow Accord Explained** 🚨

The Fed & Treasury are ending their 70-year "divorce" to institute **Fiscal Dominance**—rigging the game to suppress yields and ensure US solvency [1], [2].

**The Playbook:**
🔹 **Supply Squeeze:** Treasury Secretary Bessent "starves" the long end by issuing T-Bills instead of Bonds ("Billization"), creating artificial scarcity [3], [4].
🔹 **Shadow QE:** Incoming Fed Chair Warsh exempts Treasuries from bank leverage ratios (SLR), forcing banks to absorb the debt [5], [6].
🔹 **The Narrative:** Rate cuts are justified by an "AI Productivity Boom" rather than inflation data, allowing easing despite sticky prices [7], [8].

**The Goal:** Manage the $10T debt wall, neutralize "Bond Vigilantes," and engineer a massive structural rally in long-duration bonds $tlt

[OrdinalMac @OrdinalMac]

@sleeper76ers He’s not a backup that will be clear soon

[OrdinalMac @OrdinalMac]

@balldontstop Not so sure..Go watch some 2018 Nova offense

[OrdinalMac @OrdinalMac]

@sleeper76ers No Collin Gillespie should be top target do not fuck this up

[OrdinalMac @OrdinalMac]

@BookitWithTrent

[OrdinalMac @OrdinalMac]

@GoodTexture Wow someone else actually positioned this way..my biggest position is $TLT 2028 leaps but also have $zec and $cyph

[OrdinalMac @OrdinalMac]

@soberecon @Malone_Wealth Its all relative they didn’t have discipline back then relative to prior decades

[OrdinalMac @OrdinalMac]

@AlexFinn As someone deeply involved in AI this is a brutal take

[OrdinalMac @OrdinalMac]

@donaldjdean Donald lets party

[OrdinalMac @OrdinalMac]

@notgaetti What about his playoff homer ranking, pretty wild

[OrdinalMac @OrdinalMac]

@washghost1 Not the move

[OrdinalMac @OrdinalMac]

@michaelluchies Yes

[OrdinalMac @OrdinalMac]

@shivsakhuja @ycombinator Goose

[OrdinalMac @OrdinalMac]

@tathvamasi6 Inflation goes from 2-8 in a week haha?

[OrdinalMac @OrdinalMac]

@zerohedge @SmedleyButlerUS

[OrdinalMac @OrdinalMac]

@investinguab Unless theres a deflationary recession

[OrdinalMac @OrdinalMac]

@ratlpolicy @toly Wars also!

[OrdinalMac @OrdinalMac]

@RepThomasMassie Demand the unredcated CIA files as well or else what are we doing

[OrdinalMac @OrdinalMac]

@0xpension @negligible_cap Wow exact quote from CBRE CEO-"If there are less office workers in the long run as a result of AI, there will be less demand for office space”

[OrdinalMac @OrdinalMac]

@Josue_IEspinoza @commonsenseplay 15% of my portfolio is $tlt 92 jan 21 2028