dax
2.3K posts
@arcticinstincts my waifu and i went on an "easy" hike in hawaii which was easy, so the next day we went on a "medium" hike which was very difficult. there was a japanese family there and the mom was dressed as a ninja, carrying her kids up the mountain
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Bryan Johnson rediscovered Asian Aunties from first principles
Jack@Jackkk
Bryan Johnson reveals why he uses an umbrella even when it’s not raining and UV levels are low “90% of physical skin aging is from the sun, so this is a UV umbrella protecting me”
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Turkey, alongside other emerging markets, are selling liquid assets like bonds and gold.
Selling pressure on gold can be seen via our free TradingView indicator (buying/selling proxy - bottom panel).
Need buyers to regain control before gold can move higher.
zerohedge@zerohedge
*TURKEY LIQUIDATED ALMOST ALL ITS US TREASURY HOLDINGS IN MARCH Turkey dumped their gold AND their treaesuries
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dax retweetledi
🗣️ MCELLIGOTT: “But the most important observation here is that increasingly, we’re seeing an unwillingness from market makers to price some of this most ‘toxic’ stuff, as it’s becoming increasingly intuitive that the market is heading toward a negative convexity event into an inevitable ‘crash’ day.”
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@geoffreykarren @VolSignals @WallStJesus just stuff that MM's could provide liquidity too and won't because it's way more vulnerable if a downside event begins..
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@VolSignals @WallStJesus I get the negative convexity part, but what’s he referring to that is toxic and MM’s won’t price today?
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dax retweetledi
Everything you need to know about the US economy as it pertains to Treasury markets.
Free.
Prometheus Research@prometheusmacro
Into A Hiking Cycle? The surge in global energy prices, coupled with resilient US nominal activity, is likely to put material pressure on the Fed to begin a monetary policy hiking cycle. Our latest Month In Macro, over the course of 28 pages of research, explains why.
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dax retweetledi
Too many are missing the point that all of this pain across assets has been caused by real rates. It has been the driver of repricing in the last week - nominal bonds, stocks, gold, etc.
Not only that, breakevens have been declining due to the size of the move in reals.
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bonds are not safe-haven, persistent high inflation triggers you to spend your cash in assets, assets inflate with high volatility due to bonds volatility too... can't stay 100% in cash waiting for the burst, but also can't size too big in this environment... good luck everyone
Opulent Vocation@OpulentVocation
Thoughts from Michael Hartnett, BofA | Door To Doom Has Opened Markets are entering a dangerous late-cycle “melt-up” phase similar to 1999 (dot-com bubble) and 2009, driven by a combination of: •rapidly rising US Treasury yields (10Y and 30Y above key resistance levels) •persistent inflation risk (US CPI potentially moving back above 5%) •extreme concentration and valuation in AI/semiconductor stocks •a widening disconnect between stocks and bond markets. •Once long-term yields break higher decisively, a bond market shock could trigger a sharp correction in equities. •Semiconductor stocks are behaving similarly to historical bubbles, with the SOX index trading far above long-term averages. •Current market behavior resembles prior speculative peaks where both stocks and yields surged together before instability followed. •US household wealth has been massively inflated by equities, reinforcing a self-sustaining “boom loop.” •Political backlash from inflation and inequality could eventually shift capital away from AI/chips toward more consumer-focused sectors. The market is not necessarily at immediate collapse, but the combination of high yields, sticky inflation, AI euphoria, and stretched valuations creates conditions historically associated with bubbles and elevated systemic risk.
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persistent high inflation was (and is) the biggest worry in the market and not something the fed was up to solving as it increased - explaining the run to stocks&commodities that generate value / are essential to society and current economy as the oil supply crisis was unfolding
dax@zeroxrrrr
honestly never been so curious for seeing how the next 3-6 months develop, and looking back since this mar-apr season and reflect on how and why market prices reacted in such a way to the current situation..
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dax retweetledi
Two takeaways from May’s BofA fund manager survey: first, equity allocations surged by a record amount on the month, and second, 40% of respondents see a second wave of inflation as the biggest tail risk. The two ideas are connected: stocks are increasingly seen as an inflation hedge
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dax retweetledi
Good morning! Just doing my duty with a daily reminder that the internet in Iran has been shut down for 80 days. I’ve been to both China and Russia, and bypassing internet restrictions there is way easier compared to what’s happening in Iran right now. it's just sad.
NetBlocks@netblocks
😶 Metrics show that #Iran's internet blackout is ongoing into its 79th day in its twelfth week. The mass-censorship measure has reshaped the nature of civic participation with information controls being used to relegate the general public to mere observers in their own country.
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dax retweetledi
Federal Reserve@federalreserve
As Chair Jerome H. Powell's term as chair concludes, and with the swearing in of Kevin M. Warsh as his successor pending, the Federal Reserve Board on Friday named Powell as chair pro tempore. This temporary action to name the incumbent as chair pro tempore is consistent with past practice during similar transitions between chairs. Powell will serve as chair pro tempore until Warsh is sworn in as the new chair. federalreserve.gov/newsevents/pre…
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@bestcryptotoken @KeewayGlobal @FlashVisionPT @mory_elrond @Mkay_vic97 @CryptoCPriest @cryptotrader85 @CryptoGems100YT @my_mad89 @MariusBC78 @hatterscrypto @MasjoefelS kind of dangerous to ride a silent motorbike 😂
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@zeroxrrrr @KeewayGlobal @FlashVisionPT @mory_elrond @Mkay_vic97 @CryptoCPriest @cryptotrader85 @CryptoGems100YT @my_mad89 @MariusBC78 @hatterscrypto @MasjoefelS Just a little bro!
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Good morning legends
I just bought a brand new @KeewayGlobal 125cc and I'll be using it a lot to buy bread and go to the beach without having to worry about parking.
My new house is only 2 km from the beach, so investing in a motorcycle made perfect sense.
Do you guys like it?
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@bestcryptotoken @Havochl_ @HYPEconomist @The_Jedi_DeFi @Hydraze420 @FlashVisionPT @hatterscrypto @mory_elrond @Nupezes8 @Mkay_vic97 @CryptoCPriest bullish hype trading on binance, ngmi
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I think $HYPE will go to $60+ very soon ⏳
Position yourself accordingly.
H Y P E R L I Q U I D!
CryptogemsX 🇵🇹@bestcryptotoken
$HYPE is one of the most undervalued coins on the market right now! Fade @HyperliquidX at your own risk 🧠
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