Monomerics

@acllc2 @EffMktHype Curious as to the logic behind 5-day lookback? Great post.

2s10s Yield Curve regimes. Consistent bear flattening like in November, but longer in continuity. (Augur Infinity, designed by @EffMktHype)

@Trader_Bran You think they defend it? Could be a huge move if they don’t, no?

@Monometrics weak currency and buying expensive oil with weak yen - stagflation . Central bank won’t hike despite being behind the curve. Currency will only weaker further with ongoing conflict

You take out their gas and you cripple the economy . It’s like switching off the electricity . This is a major escalation that will see retaliation

@Trader_Bran Any of this related to defending currency in your view?

Any central bank that chooses to hike into an oil price spike will create its own stagflation. Hence why initially they treat it as transitory. Expect to see ‘it’s too early for policy response ‘ type commentary and ‘watching closely ‘

Marginal compression in real interest rates this week as inflation swaps rally. That is why the fwd curve is pricing out cuts - growth risk.

One chart to rule them all! 1y Inflation swaps. Crude showed us this week that the Inflation impulse > labor market weakness. I want to fade this.

@nickgiva1 @calvinfroedge Didn’t think you could get any cooler tbh

@calvinfroedge You really as stupid as that? Your moronic reply gets shot down by Trump within 20 minutes, I retired 26 years ago and trade hundreds of millions....of my own money, which countless people know. But you know best. What a wanker.

JPM fgt got ratioed and blocked me Institutional guys live in fantasy land But he doesn't trade his own capital and will be homeless soon enough Another regime simping idiot

Interesting oil science behind the events of this past weekend in Venezuela. The more you know... Just sharing - I did not write this, and it is free. open.substack.com/pub/endtropy/p…

We are running out of gas here without more QE & Fiscal spice running thru the system. We need the vol controllers to kick the ponzi into extra gear here;) Zero returns for the next decade on a forward looking basis- come on guys- You gotta pump those numbers up. Those are rookie numbers in this racket! From Torsten Slok: "The historical relationship between the S&P 500 forward P/E ratio and subsequent 10-year annualized returns shows that investors should expect to get zero in return in the S&P 500 over the coming decade"

I’ll gift 5 free monthly subs to people who like + RT this post. You’ve got until I hit 50k. Will tag winners once I hit the mark. If you’re already a sub and win, I’ll extend your access.

@Citrini7 @conksresearch Is this available for students/recent grads?

we’re hiring if you are adept at identifying trends, communicating complex ideas to a broad audience and have a passion for markets then submit your resume and an example of your work (exercise linked) to careers@citrini.com applicant.citrini.com

unfortunately i believe it is time to short the moos

@EconstratPB @raefcoke Careful…now I want 30m of your time.

@raefcoke I charge 36 cents a minute 😂 Happy to chat with you on the phone. DMs open. I’m on a working holiday rn.

Although I haven’t left the hotel lobby all day 😂 Looking fwd to stepping out after this round of beers.

@TylerHardt @junkbondinvest Interested in your thoughts on this @Globalflows

@junkbondinvest Or hear me out. Credits spreads are shrinking because Treasuries are un-anchoring from their risk-free status and investors are pushing those yields up to the yields associated with investment grade corporates, which is why Microsoft (AAA) yields less than the Uncle Sam.

Credit market “humming”…yet companies imploding. Wall Street confused. Everything’s fine.

@TylerHardt @junkbondinvest Interesting thought! Thanks for sharing.

Memecoins as a Liquidity Mirror: Tracing the Flow from Global Capital to Cultural Tokens

@Globalflows So clean👏👏

The current administration is addressing the actual imbalances that exist from the dollar's reserve currency status @SteveMiran is now in a position of influence on the political side and the monetary side This has implications for politics, markets, the Fed, and midterms🧵

“Bubble” is just bear-speak for I missed it

If only there was a hype dat with 1.5m hype tokens (enough for HIP3) worth 80m trading at 35m on the Nasdaq $hypd