HedgedIn

Updated Sectors: 23Q3

Barring a yuuuuge rally into the close, the S&P 500 will have risen only 3 of the first 12 weeks of the year. That's tied for the worst ever.

Were they laughing?

Again?

If this keeps up, @RampCapitalLLC will be part of the Jobless Claims report next Thursday.

The view from Apollo chief economist Torsten Slok: “Markets are overreacting to what will likely be a 4- to 6-week period of volatility, which will ultimately result in 50 years of stability in oil markets, supply chains and geopolitics.”

@ZH_Crown @DowdEdward

@DowdEdward Two weeks away from nuclear vests

Nuclear vests are just not a thing.

sure would be interesting if some good news came out after close......

if this war is going to expand why is $XAR down?

@AnalyticaCoeus DEO?

@spotgamma google.com/search?q=barks… Quite a few articles

is this real? ffs

Just wait

I'm checking out $/CL[K26] #thinkorswim Illl be damned if that isn’t following the same chart as silver and gold. Get ready for 65 crude faster than you think

By publishing this explicitly false story, the @FT has officially become tabloid trash for market participants. Despite my direct, on-the-record denial of ever having advocated, explored, or espoused the idea that Chancellor-Bank of England statute serving as a prototype for a Treasury-Federal Reserve relationship, FT journalists manufactured a story with the headline, “Scott Bessent praised Bank of England as model for tighter oversight of the Federal Reserve.” These pathetic journalists have clearly fabricated a story to give the impression that both I and the Trump Administration are setting “about restructuring the relationship… at a time when President Donald Trump has launched an unprecedented assault on the world’s most important central bank.” Their mendacious assertion is based on vague statements from unnamed “financial industry executives familiar with the matter.” In short, FT has literally manufactured an entirely fake policy position for me and the Administration. Other than furthering a maliciously false narrative of dysfunction and divisiveness, it baffles the mind as to why they would shred their already diminished journalistic credibility. Over the past 10 years, I have written more than 20,000 words opining on the Federal Reserve decisions, personnel, structure, and modifications. Nowhere have I ever mentioned this ridiculous notion. The Governor’s letters to the Chancellor have proven to be a useless and perfunctory device. There is much to be said about the storied Bank of England, but any recreation of its operating framework on this side of the Atlantic has never been contemplated. The shameful journalists and editors at the FT are shocking in their meretriciousness, lack of standards, and general intellectual libertinism. It is the worst tradition of Fleet Street to manufacture news rather than report on it. They have brought irredeemable shame to their parent organization, Nikkei Inc., with whom I had previously held excellent relations. In 2025, I laid out a comprehensive 6,000+ word review of each and every policy reform that I believe should be adopted by the Federal Reserve. Read my actual, real thoughts on and proposals for Federal Reserve reform at the International Economy: international-economy.com/TIE_Sp25_Besse…

YARDENI RESEARCH CHART OF THE DAY (March 26, 2026) We've been betting on the productivity-led Roaring 2020s. That's still our 60% base case. So far, this scenario has been on the money. However, the war has increased the risks of a replay of the stagflationary 1970s (chart). What do you think?

Afghanistan 2.0, nice job asshole @realDonaldTrump

A little weather seeding to slip our troops in under cover?