Sean Nicolas

[Sean Nicolas @sean_nicolas]

Despite the widespread persistent calls for lower interest rates, rates continue to hit new highs. The tax receipts don’t exist to finance these deficits and the balance sheet capacity doesn’t exist worldwide to finance the deficits currently $2T (interest payment death spiral)

[Sean Nicolas @sean_nicolas]

The 10Y Treasury just hit 4.46%, yields +4.4% on the night Trump gets elected. Bond traders understand a Trump presidency means more astronomical budget deficits, big government spending and higher inflation. Nobody can stop the runaway national debt & runaway inflation

[Sean Nicolas @sean_nicolas]

@Jon_Anik @WillHarrisAOAF Jon thanks for always keeping it real bro, why so many of us look up to you and respect you the way we do. Totally uncalled for, unprofessional, how about some self awareness dude ? A cornerman who was there until the end like family would’ve better prepared her

[Luke Gromen @LukeGromen]

Gold (blue, RS) v. inverted US real rates (TIP ETF, red, LS).

There's nothing more bullish for gold than rising real rates in a nation that is...

-in fiscal dominance;

-with debt/GDP >120% & deficit/GDP at 6% (& moving higher);

...b/c rising reals accelerates a debt spiral.

[Otavio (Tavi) Costa @TaviCosta]

You know something is fundamentally broken when yields surge and your currency can’t rally.

This is one of the defining macro signals of our time:

America’s debt burden is turning higher yields into evidence of fiscal stress.

None of us own enough hard assets.

https://t.co/L55287lL3Q

[Sean Nicolas @sean_nicolas]

Long #gold futures 4152

[Sean Nicolas @sean_nicolas]

@hayjivepicks That was the worst stoppage I’ve ever seen. Taira was just getting obliterated and came back to win the 4th. Surely you let the fight for the title actually reach its conclusion

[Sean Nicolas @sean_nicolas]

$NQ Nasdaq 100 +3.5%… didn’t take very long for this one to play out

[Sean Nicolas @sean_nicolas]

$NQ Nasdaq 100 - The advancing phase 🔥🔥

[Dan Bilzerian @DanBilzerian]

READ this if you’d like to know the truth about this war, it’s from the president of Iran.

[Sean Nicolas @sean_nicolas]

@hayjivepicks Something about seeing a woman stoppage like that hits completely different than a man

[Luke Gromen @LukeGromen]

As long as Hormuz stays closed (which is highly likely near term), 10y UST yields will likely keep rising until either Fed or Treasury are forced to inject USD liquidity (into an oil spike & increasingly fracturing global supply chains) in order to cap rising yields

#Yugeflation

[Sean Nicolas @sean_nicolas]

Insane track @Cristophmusic 🚨🚨🚀🚀

https://t.co/UTi4H89mM8

[Sean Nicolas @sean_nicolas]

@arielhelwani Ariel clearly there was a 10-8 in there. That cut & first takedown in RD3, bullshit point deduction which shouldn’t decide who fights for title, and a 10-8 in either 4 or 5, which would be warranted considering he almost stopped him multiple times.

[Sean Nicolas @sean_nicolas]

@gobamabraves16 @ufc @MovsarUFC @paramountplus That cut was opened at the end of RD3 and that was his first takedown. Movsar caused more damage with that flurry at the end of the third than murphy’s best exchange. Must’ve been a 10-8 in the final 2, warranted considering he almost stopped him. Point deduction was bullshit

[Ilia Topuria @Topuriailia]

Once again Islam comes up with an excuse. This time it’s an injury.
I always knew I would be part of the White House event. Even when the UFC told me at one point that they wouldn’t count on me for the event, I knew it was part of the negotiation.
When they finally told me I would be on the White House card, they mentioned Islam and I didn’t hesitate for a second to accept the fight.
Even though the fight hadn’t been officially confirmed yet, the White House card was going to be announced the next day. And when I woke, I found out that Islam had gotten injured.
And then Justin Gaethje appeared.
Once again, someone else who will pay for Islam’s escape.
Both of their manager is a bitch and also ugly as hell.
Justin, see you at the White House. I’m not someone who humiliates people.
It will be quick. When you wake up, everything will already be over.

[Navroop Singh @TheNavroopSingh]

BlackRock CEO Larry Fink says:

"Interest on the US debt is ultimately what's predicted to destroy the US economy. That debt payments will eventually grow out of control, and the dollar will be abandoned because it essentially turns into monopoly money. A fair amount of folks believe the US debt is already out of control, which is why they're swapping to actual long-term assets like precious metals, nuclear goods, or refinement."

[Luke Gromen @LukeGromen]

THIS is the "gold rebalancing" I'm watching: SPX/Gold👇.

Down 50% to get back to 2011 levels...

Down 88% to get back to 1980 and 1930s levels...

...and SPX cannot be allowed to fall much b/c SPX backs the UST market de facto (via consumer spending & Federal receipt impacts.)

[Hedgeye @Hedgeye]

🚨 Gold has now surpassed the US Dollar as the largest Global Reserve Asset

[Hedgeye @Hedgeye]

BREAKING: Silver in Shanghai hits a $7.88 premium to New York.

[Luke Gromen @LukeGromen]

We can maintain post-1971 structure of USD reserve status or have enough silver to build things in US again. We cannot have both.

If we want to build, then gold must replace USTs as primary global reserve asset; gold is saying "we choose building."

"What...do...you...WANT?"

[Elon Musk @elonmusk]

@JessePeltan This is not good. Silver is needed in many industrial processes.