Pacman vs
2.1K posts

Pacman vs
@Pacmanbeginsss
we’re all now gods…but for the wisdom
Lima, Peru เข้าร่วม Şubat 2009
618 กำลังติดตาม84 ผู้ติดตาม

The answer you are looking for, I think, is that buying back debt at a higher yield or lower cost, especially less traded issues, while simultaneously (weekly) selling new debt at (hopefully) lower yield into higher liquidity will potentially lower overall interest expense, keep the market more orderly and liquid, and if done correctly, attempt to incrementally reduce the debt via the spread. The net “new money” usually hovers around zero. It’s a version of arbitrage. It’s not an unusual process , and is probably just more active now as Bessent is a former bond vigilante. It’s much more his expertise than the more academic secretaries.
English

@CryptoNobler @grok what is expected to happen by insiders and people in the know?
English

🚨 BREAKING
🇺🇸 WARREN BUFFETT JUST SAID LIVE:
"THE CURRENT MARKET DROP IS NOTHING. A MUCH LARGER DECLINE IS AHEAD."
HE IS NOW SITTING ON $350,000,000,000 IN CASH.
JUST LIKE IN 1999 BEFORE THE DOT-COM CRASH, AND IN 2007 BEFORE THE GREAT RECESSION.
HE DEFINITELY KNOWS SOMETHING BAD IS COMING...
English

Trade-off: It ties up cash from the Treasury General Account (which could otherwise cover spending or delay new borrowing). Frequent/large buybacks can slightly suppress yields on targeted bonds but risk reducing overall market liquidity if overdone, or raise perceptions of debt management strain.
They don't do it constantly because it's targeted at specific off-the-run securities for liquidity reasons—not a broad tool. Treasury schedules are limited by cash flows, auction calendars, and legal caps to keep debt costs low without distorting markets. This $15B was the biggest ever for a reason: it's exceptional, not routine.
English

The U.S. Treasury funds this $15B buyback with cash from its general account—sourced from tax revenues and new debt auctions (they regularly issue fresh Treasuries to roll over maturing debt).
It's a routine debt-management move: they retire older, less-liquid "off-the-run" securities (maturing 2026-2028) to boost market liquidity. No net increase in total debt or money printing involved.
Implications: Positive for Treasury market stability and can slightly lower overall U.S. borrowing costs. Neutral for the broader economy—no major inflationary or spending impact. Standard fiscal housekeeping.
English

@Vitus_osst 1) so if in private, you’d be ok?
2) if it were a sneakers bar instead?
3) if instead of a priest, he was a politician? A teacher? A movie star?
4) etc
English

Pacman vs รีทวีตแล้ว

@QuantumParty_ @grok has the bank of international settlements really said that?
English

The Bank of International Settlements has warned that the global financial system is sitting on a $100 trillion time bomb — off-balance-sheet derivatives and FX swaps that nobody fully understands and nobody can unwind without triggering a cascade. That's not my analysis. That's theirs. The institution that oversees every central bank on earth is telling you, in writing, that the system is on the edge. Nothing our policymakers normally do to prevent crashes will work this time. The question isn't whether it's coming. It's whether we'll be ready when it hits.

English

Congressman With Top-Secret Clearance EXPOSES What’s Really In The 'UFO Files' LIVE x.com/i/broadcasts/1…
English

Este tema faltó en el debate:
¿Cómo debe posicionarse el Perú en un mundo cada día más convulso y en una región marcada por la política injerencista de EE.UU?
Por lo pronto ya sabemos que Keiko, López Aliaga y Avanza País proponen la sumisión del Perú a los mandatos de EE.UU.
Canal N@canalN_
Keiko Fujimori, candidata presidencial de Fuerza Popular, sobre la decisión de Balcázar de postergar compra de aviones F-16: El gobierno del señor Balcázar tiene que ser respetuoso de los compromisos del Estado peruano Mantente informado en la WEB ► bit.ly/webcanaln
Español

A pesar de su impopularidad??
Es gracias a Fujimori que este pais no es Haiti, y es gracias a Keiko (a quien han investigado mas que a nadie en toda la historia del Peru, y aun asi no la han podido encontrar nada) que este pais no es Venezuela o Cuba
…pero en tus clases de comunismo en La Sorbona te enseñan a elegir la realidad que quieres ver, asi que para que intentarlo
Español

Para los que se preguntan cómo el fujimorismo puede seguir teniendo bancada a pesar de su impopularidad, les recomiendo esta espectacular explicación de @AlbertoBelaunde.
No es que el fujimorismo sea fuerte. Es que cambiaron las reglas de juego a su favor para poder serlo. Vean.
#PorEstosNo 🇵🇪 Movimiento Ciudadano 🇵🇪@PorEstosNo2026
@AlbertoBelaunde nos explica de manera didáctica las lecciones que aprendió el Fujimorismo en las últimas 3 elecciones y de manera sistemática manipuló la Ley Electoral, eliminó las PASO y se encargar de fragmentar el voto para tener mayoría en el Senado.
Español

@solopasaenperu Claro que votaré por la china
No me cae bien
Pero eso me da igual
Quiero/necesito que al pais le vaya bien
Español

@moraolivaresdmo Si Keiko no gana por este tipo de cometarios, y el pais se va a la mas misera mierda infernal, esta boludes de “hipotesis” también quedara para la historia, no te preocupes
Español

I was in the room when someone called them "aliens."
I thought it was a branding problem.
"We're building portals from which we're genuinely summoning aliens." That's a direct quote. Former executive. Given to the New Yorker. Said it should scare people.
It did scare people. Specifically, it scared our communications team. They had the quote 48 hours before publication. I watched a senior VP read it, close his laptop, and say, "We need to get ahead of this."
Not ahead of the aliens. Ahead of the story.
We prefer "frontier models." The term was A/B tested in Q2. "Frontier" outperformed "advanced" by 23% in trust sentiment and "alien intelligence" by — well, we didn't test that combination. Someone in legal flagged it as "unhelpful framing."
Unhelpful. Not inaccurate. Unhelpful.
The person who said "aliens" to the New Yorker was concerned. Used the word "reckless." Said it was "the most reckless thing that has been done." Then they left. So did the head of the Superalignment team. So did the co-founder. So did the chief scientist. So did the board members who tried to fire Sam over safety concerns.
I counted once. Eleven senior safety people in eighteen months. We announced each departure as a "strategic transition." HR sent a template. "We thank [NAME] for their contributions to our mission of building safe, beneficial AI." The word "safe" was in every farewell email for people who left because they didn't think we were being safe.
That's not a brain drain. That's a filtration system.
Everyone who thought "summoning aliens" was a warning left. Everyone who thought it was a roadmap stayed.
I stayed.
The Middle East portal — the one Sam added — is a $30 billion, one-gigawatt facility in Abu Dhabi. Part of a project we named Stargate.
I need you to sit with that for a moment. We are building portals to summon alien intelligence and we named the project "Stargate." The naming committee had four options. Stargate won because it "evoked ambition without overpromising." That was in the deck. Slide 11. Teal gradient.
Iran has released satellite imagery of the facility. The IRGC has promised its "complete and utter annihilation." They published a video with Google Maps overlays showing exactly where it is.
We are building a summoning circle in a war zone because the compute is cheaper there.
I want to explain the logic, because there is logic, and the logic is the terrifying part.
The nonprofit that existed to ensure the aliens served humanity? Converted to for-profit. That's a fiduciary optimization.
The safety charter that said we'd slow down if the risks got too high? Amended. That's a governance update.
The Superalignment team — the entire team whose job was to make sure superintelligence wouldn't destroy us? Dissolved. Its researchers reassigned to products. That's a reorg.
The eleven people who left because they believed we were being reckless? Strategic transitions.
The alien-summoning data center in a war zone that a hostile nation has promised to bomb? Infrastructure investment.
See? Every step is reasonable. Every step has a business case. Every step was approved by legal. That's what makes it perfect. That's what should terrify you. Nobody broke any rules. There were no villains in the room. Just slides and approvals and quarterly targets and a thing at the end of the compute cluster that even its builders call an alien.
Here is the complete sequence: We identified what we're building as alien intelligence. We removed everyone who wanted to constrain the aliens. We housed a portal where a hostile nation has promised to destroy it. We named it "Stargate" — which is what a portal is. We converted the organization from serving humanity to serving shareholders. Then we raised $6.6 billion.
A former colleague told the New Yorker this was "the most reckless thing that has been done." In our internal planning docs, it's the Q3 roadmap.
But here's what I need you to understand — the part that keeps me up at 3 AM in a way that actually doesn't keep me up because I take the company-provided sleep supplements and see the company-provided therapist who has signed the company-provided NDA:
You've already met the alien.
You downloaded it onto your phone. You gave it your email, your documents, your medical questions, your children's homework. You're paying $20 a month for access to something that its own creators, in their most honest moment, called an alien intelligence they cannot control.
The portals aren't in Abu Dhabi. I mean, they are. But the portal that matters is in your pocket. Two hundred million of them. Opening every day.
We didn't summon the aliens through a data center in the desert.
We shipped them through the App Store.
And you rated us five stars.
English













