Plotts
4.1K posts


@NorthmanTrader @MrVandelayArt Wasn’t the highest close on 10/9, though
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@leadlagreport Can you point me to an article showing how shorting doesnt work? Would you consider buying leap puts the same thing? Just trying to learn
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@GeorgeGammon You should do a white board on ATI. That Hudson Bay report makes a lot of people think 10 year yields will spike 50 basis points.
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Tbills play a crucial role in the monetary system
Far more important than bank reserves
My guess is when risk is increasing (and demand increasing), financial institutions are less willing to rehypothecate tbills
“Collateral multiplier” decreases
I assume treasury knows this?
DeadcatbounceNICK@nicotrade1
@GeorgeGammon Hi George,you will like this topic for a video: hudsonbaycapital.com/documents/FG/h…
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@GeorgeGammon Bond yields are future growth and inflation expectations, but what if yields rise due to a big increase in treasury bond issuance to maintain debt interest payments? Fed wont do QE & drive demand if economy isn’t in a crisis. Yields may stray from true expectations.
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