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They keep doing the same things hoping for a different result. Interesting how these big numbers keep showing up right when things look frothy. This pattern feels familiar, wonder how long it can go. The Federal Reserve is still buying …
It smells like the start of something bigger in 2026. Small caps and banks are getting crushed today. Tech stocks used to be risk plays but since 2021 they are treated as "safe havens" from slowing economic growth. Even energy …
The Trump-Bessent Treasury is not calling it yield curve control, but the structure is already in motion. No formal announcement. No coordination with the Fed. Just a sequence of moves that point in one direction. The long end of the …
T-Bills are warning about troubles again ⚠️ Is the BOJ selling USD in the market again to buy back JPY after printing too many of them to once again save the sinking JPY carry trade ship or is Norinchukin in …
The Nikkei is down over 2%, and an 80-basis-point spike in 2-month T-bills is no accident. That doesn’t just happen for no reason. This is the kind of spike that can only come from someone dumping billions of dollars, fast. …
T-bills are paying 5.5% risk free, meanwhile, stocks are yielding 1.5% with end of cycle risk. Let's draw a picture to help bulls understand: pic.twitter.com/aqDLJiOEl2 — Mac10 (@SuburbanDrone) October 4, 2023 Yield Curve flattening – after inversions – is textbook …
