The retail sector is where the pain is that he’s referring to pic.twitter.com/04gIC0uWkj
— Travis Rothell (@TRothell62855) April 28, 2026
Jamie Dimon today: "The way it's going now, there will be some kind of bond crisis."
He added that when a credit recession hits across all lending, it will be "worse than people think. It might be terrible."
This is the CEO of the world's largest bank.
Nothing to see here…
— Nic (@nicrypto) April 28, 2026
BREAKING: Hedge fund repo borrowing is now up to a record $3.4 trillion.
Repo borrowing is a form of short-term financing where hedge funds pledge Treasuries as collateral to borrow cash, allowing them to make levered bets.
Repo borrowing has more than TRIPLED since 2019.… pic.twitter.com/YCWTcEDHcp
— The Kobeissi Letter (@KobeissiLetter) April 29, 2026
Oops. Look what's reversed and headed higher again. That's right, the Fed has added ~$200B of US Treasuries back onto its balance sheet in the last few months. So much for tightening the money supply. QT is officially over. QE-light is in the house. pic.twitter.com/htQhWNb2bG
— James Lavish (@jameslavish) April 28, 2026
‘The best opportunities hide where attention doesn’t.’
Healthcare. Consumer Staples. Utilities.
The boring sectors. The "safe" ones.
Right now they trade at a -35% discount to the S&P 500.
That's the deepest discount in 45 years.
Deeper than the dot-com bubble.
Deeper than 2008.Everyone is crowded into tech.
Nobody wants… pic.twitter.com/ZpRHTQa3Fg— Thierry from arvy 🇨🇭 (@ThierryBorgeat) April 28, 2026