yassa

at the end of the storm, there’s a golden sky

[yassa @yassa_13]

Apologies to Credence Clearwater Survival, inspired by some far better efforts from @5thrule and @PolemicTMM over the years:

[RedboxGlobal @RedboxWire]

Singapore Central Bank Tightens Again in Surprise Move - WSJ

[yassa @yassa_13]

@Bunny_ngl Edwina

[yassa @yassa_13]

@Bunny_ngl Imogen

[LiveSquawk @LiveSquawk]

Brent Crude Futures Settle At $92.69/Bbl, Up $7.28, 8.52 Pct

[yassa @yassa_13]

@choffstein Clients compare stock allocations to the S&P, and bonds to the AGG, but would not forgive negative performance for bonds when bills yield 4%. That is all there is to it.

[yassa @yassa_13]

@nope_its_lily Apparently China is open to talking. It is big news, and totally unexpected, evidently…

[yassa @yassa_13]

@nope_its_lily The current move in Spooz might be the most bizarre yet

[yassa @yassa_13]

@brandonjcarl Am I dumb for being confused as to why they need to take this as a charge? I thought demand was massively outstripping supply… is this because it’s H20 not Blackwell etc? (Otherwise confused as to why they can’t shift the inventory anyway…?) maybe naive…

[yassa @yassa_13]

@conorsen Real “people’s front of judea” vibes in that letter

[yassa @yassa_13]

@TheStalwart He’s so fucking pissed

[yassa @yassa_13]

@TheStalwart Incredible

[yassa @yassa_13]

@conorsen Good reminder on BS. Threads isn’t quite it. Just registered, as time to move on from this place after tonight I think…

[yassa @yassa_13]

@TheStalwart Starting to cover his Trump trade

[yassa @yassa_13]

@JeffMacke In California and can’t believe I’m already awake. Gonna be a long day

[yassa @yassa_13]

@conorsen USDMXN too

[yassa @yassa_13]

@MagnusMacro @EconomPic Will be interesting to see how/if this changes after this week… I really want to replace this with Threads but it’s not quite clicking there either, for different reasons

[yassa @yassa_13]

@followtheh Trying to force myself to go to Threads, or maybe check out another alternative.

[yassa @yassa_13]

@Fullcarry Matches the oil move…

[yassa @yassa_13]

@rev_cap He’s not my cup of tea and I won’t be voting for him but don’t think him winning is necessarily bearish stocks… I think people are hedging the risk of a messy outcome, which I do think could be bearish stocks, at least through yearend (if it were to happen).