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TexDevilDog
8.2K posts


@Barchart UK yield is now five percent. Means loans are costly. Economy will feel pressure. People may face more money problems if this continues.
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@hegdedarsh @KobeissiLetter What if Iran keeps launching drone into the straights?
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Trump’s message frames the wind-down not as a ceasefire, but as a completion of a mission. He listed five specific achievements he believes have been met:
Degraded Capabilities: The complete degradation of Iranian missile launchers and infrastructure.
Industrial Collapse: The destruction of Iran's defense industrial base.
Naval/Air Dominance: The elimination of the Iranian Navy and Air Force.
Nuclear Deterrence: Ensuring Iran never achieves nuclear capability.
Ally Protection: Securing regional partners like Israel, Saudi Arabia, and the UAE.
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@jeffthedunker @KobeissiLetter What if Iran doesn't wind down but keep launching drone?
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@KobeissiLetter he already won the war, no need to do anything further
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@dgsommersmkts We don't have unlimited ammunition. We don't even have a supply chain that keep up with current level of missile expenditure.
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And we have a currency that will turn into toilet paper soon if we keep spending like this...

*Walter Bloomberg@DeItaone
Trump: We have unlimited ammunition, and a lot of troops
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@numbness33 @FirstSquawk I am using that phrase on my bills this month.
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@ACXtrades @Gemini The time to raid it is at ATH, don't wait for the crash to lose half and then raid it.
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@ScienceBlog3 @yieldsearcher @grok OK, keep thinking equities can stay at stratospheric levels with the bond market collapsing.
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@tex_devil_dog @yieldsearcher The market would adjust, but just to show you I am not making this up let me ask grok.
@Grok, is it true that there can be no risk asset market without a bond market?
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Waiting for rates to drop? Don't. You can always refinance later. It's cyclical. "Marry the house, date the rate" is panning out for those who bought at 8% and can now refinance. #MortgageTips #Refinance
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“You can always refinance later”
Or not.
Nearly HALF of mortgage refinance applicants were rejected in October!!!
E.J. Antoni, Ph.D.@RealEJAntoni
Want to refinance your mortgage at a lower interest rate? Good luck! Rejection rate on these credit applications exploded in Oct to nearly 46% - almost half of those wanting to refinance were rejected, likely b/c they overpaid and have no equity...
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@RealPNavarro The two-year yield is above the effective funds rates, it is signaling, raise rates.
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@ScienceBlog3 @yieldsearcher The saying is, "The bond market gets paid first, the equity market get what is left over".
Consider, if the bond yields go to 10% or even 15% to get money, why would anyone put money into stocks?
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No, it is not true that there can be no risk asset market (e.g., equities or stocks) without a bond market. While bond markets (especially government bonds) play a crucial role in modern financial systems—providing a benchmark "risk-free" rate, enabling risk pricing, and offering diversification—risk asset markets can and have existed independently or with minimal bond market development.
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@AnnaBower She could have stop at "Your honor, I am not aware", meaning not aware of anything.
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The federal debt from 09/30/25 to 03/19/26 increased $1,364.71 Billion, over 170 days. That is $8.03 Billion each day and it is an annualized rate of $2.93 Trillion a year, or about 9.38% of GDP.
TexDevilDog@tex_devil_dog
The federal debt from 09/30/25 to 03/18/26 increased $1,339.27 Billion, over 169 days. That is $7.92 Billion each day and it is an annualized rate of $2.89 Trillion a year, or about 9.26% of GDP.
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@zerohedge Just 1.6% of the economy. Why not that big in just one state ?
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@james_oluborode @FoxNews What if Iran doesn't wind down but keep sending out drones?
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@FoxNews Finally someone drawing a line and actually finishing the job instead of endless red lines. Get it done and come home.
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@tex_devil_dog @dgsommersmkts @KobeissiLetter Their drone making capability gets bombed to hell and back.
You act like 70 million Iranians don’t want to be free.
They do
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@baltostar @TaviCosta When did the FED become competent and cautious ?
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@TaviCosta I thought you owned gold because Fed is incompetent and reckless ?
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