Brian K
1K posts


US bond markets are under serious pressure. The 10Y Note Yield is back at 4.40% and the average 30Y Mortgage is up to 6.38%, up for 4-straight weeks. Just days prior to the Iran War, mortgages fell to the 5%'s for the first time since 2022. The bond market needs serious help.

🚨🚨🚨 An epidemic of suspicious trading has emerged around President Trump's most consequential decisions — each time, just minutes or hours before he rattles global markets, according to exchange data. axios.com/2026/03/25/tru…

It's three times harder for blue states to get disaster funding under Trump dlvr.it/TRfVrW

BREAKING: Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market. In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold. These orders were 4–6x larger than anything else at the time. The trader seemingly made huge gains. Unusual.

‘PROJECT HAIL MARY’ opened with $141M worldwide. It cost $190M to produce.

Investors are now betting overall US inflation over the next 12 months will surge above 5%. Implied inflation rate from 1 year breakeven, per Bloomberg @business @TheTerminal


From @SohrabAhmari: “Trump…has now fully given way to his liberal caricature: venal, erratic, childish, a chaos agent…The scale of [his] failures...return[s us] to the character problem that first gave rise to the Never Trump movement” unherd.com/2026/03/trump-… via @UnHerd



JD Vance offers some cold comfort: "As much as we've gotta focus on gas prices down, the reality is overseas they're feeling it far worse than we do"

Trump on Joe Kent: "I always thought he was weak on security. Very weak on security. It's a good thing that he's out."


this is what actual national suicide looks like btw












