dax

here because there is no way out

[Danny Dayan @DannyDayan5]

Prior to war, real GDP 2%, CPI 3%. Nominal ~5%.
Now real GDP 2.7%, CPI 4.2%. Nominal 6.9%

If headline CPI falls (core will rise), but it lifts real by same amount, nominal GDP is still in an acceleration and you need rate hikes.

All that matters is nominal GDP for rates.

[dax @zeroxrrrr]

@Wild_Randomness eh

[dax @zeroxrrrr]

@thedefistoic @crypto_condom nice zoo of financial advisors you got there

[willo2 @willo2_Poly]

I was just scammed for $500K by Polymarket.

I am "willo2", the top holder of YES on "MicroStrategy sells Bitcoin by May 31st".

Here's what happened:

[dax @zeroxrrrr]

@lowstrife @saylor sell mstr to pay for strc

[dax @zeroxrrrr]

💦 -> 🫧

[Shay Boloor @StockSavvyShay]

$HOOD introduced Trump Accounts which is a new investment account for children born between 2025 and 2028.

Eligible kids receive a $1,000 Treasury-funded contribution with up to $5,000 in annual contributions allowed thereafter.

[dax @zeroxrrrr]

@pedma7 same but philosophy while I learn a different language, two in one, I discuss with claude what I don't understand, he noticed my flaws in that language and gives me exercises directly to address those things I am missing at

[dax @zeroxrrrr]

@sasuke___420 @arcticinstincts 😂

[dax @zeroxrrrr]

there's this thing in trading in which you will always feel bad for what you didn't make in the upside... but it is because you restrict yourself from some upside that you also restrain yourself from blowing up
part of the game

[dax @zeroxrrrr]

@marketklutch @TiltFolio yeaaa… good luck

[Barchart @Barchart]

Hedging Downside Risk is nearly at its cheapest level in more than 20 years 🚨🚨

[WALL ST JESUS @WallStJesus]

🗣️ MCELLIGOTT: “But the most important observation here is that increasingly, we’re seeing an unwillingness from market makers to price some of this most ‘toxic’ stuff, as it’s becoming increasingly intuitive that the market is heading toward a negative convexity event into an inevitable ‘crash’ day.”

[dax @zeroxrrrr]

@geoffreykarren @VolSignals @WallStJesus just stuff that MM's could provide liquidity too and won't because it's way more vulnerable if a downside event begins..

[Prometheus Research @prometheusmacro]

Everything you need to know about the US economy as it pertains to Treasury markets.

Free.

[𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞 @EffMktHype]

Too many are missing the point that all of this pain across assets has been caused by real rates. It has been the driver of repricing in the last week - nominal bonds, stocks, gold, etc.
Not only that, breakevens have been declining due to the size of the move in reals.

[dax @zeroxrrrr]

what is crazier about an economic bubble like this is that the bigger it gets the more expensive and scarier it gets to hold cash long-term... increasingly pulling more money to the bubble until it bursts in the face of those scared to lose money to inflation...

[dax @zeroxrrrr]

bonds are not safe-haven, persistent high inflation triggers you to spend your cash in assets, assets inflate with high volatility due to bonds volatility too... can't stay 100% in cash waiting for the burst, but also can't size too big in this environment... good luck everyone

[Opulent Vocation @OpulentVocation]

Thoughts from Michael Hartnett, BofA | Door To Doom Has Opened

Markets are entering a dangerous late-cycle “melt-up” phase similar to 1999 (dot-com bubble) and 2009, driven by a combination of:

•rapidly rising US Treasury yields (10Y and 30Y above key resistance levels)
•persistent inflation risk (US CPI potentially moving back above 5%)
•extreme concentration and valuation in AI/semiconductor stocks
•a widening disconnect between stocks and bond markets.
•Once long-term yields break higher decisively, a bond market shock could trigger a sharp correction in equities.
•Semiconductor stocks are behaving similarly to historical bubbles, with the SOX index trading far above long-term averages.
•Current market behavior resembles prior speculative peaks where both stocks and yields surged together before instability followed.
•US household wealth has been massively inflated by equities, reinforcing a self-sustaining “boom loop.”
•Political backlash from inflation and inequality could eventually shift capital away from AI/chips toward more consumer-focused sectors.

The market is not necessarily at immediate collapse, but the combination of high yields, sticky inflation, AI euphoria, and stretched valuations creates conditions historically associated with bubbles and elevated systemic risk.

[dax @zeroxrrrr]

@stonXBT i disagree.. if a company is able to use commodities to produce something and get value from it the company appreciates, and thus is a safe place.
why do you disagree with this?

[dax @zeroxrrrr]

@chumbawamba22 its like unemployment down but these dont pay taxes :(

[dax @zeroxrrrr]

@chumbawamba22