ex sniper squad 🦅 SOFR/SERFF Link in Bio

MTL
Art of the deal or not, thats just pathetic. We all had Guys around us, seen people shot, getting ambushed and died. So if you never to deal with this - dont say bullshit like Trump does. Pics are 2009, 2010 and 2012.
Trump on NATO: We have never needed them. We have never needed asked anything of them. You know they say they sent troops to Afghanistan, and they did. They stayed a little back, little off the frontlines.
Community note
Actually there were 44 danish military personal dead while fighting alongside US troops in Afganistan. There we also other nationalities that lost military personal. The US is actually the only country which benefited from article 5 and NATO members were quick to suport the US pbs.org/newshour/polit…
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TREASURY'S BESSENT: BONDS ARE A GLOBAL PHENOMENON me when makt rekts me
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guess it was too juicy not to ape in, aftermath of this is the whole SOFR curve getting bought but lacks in trend compared to Treasury Futures today.
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like always, ending wars never existed and ending conflicts Obamer had begun years ago.
STRAIT OF HORMUZ NO LONGER US PRIORITY AFTER IRAN LOST CONTROL
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Book covers are off, but thats my stash
since everyone's doing their own version... :)
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what mental ape is giga bid ZTZ26?
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Dollar gud War end Obamer no american
Trump: Strong dollar gives you no inflation.
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1.) you have no idea what u talking about 2.) you have no idea what u talking about 3.) you have no idea what u talking about 4.) you have no idea what u talking about
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all the TLT otm call enjoyoor needed was PIMCO this morning
again rally in bonds very unimpressive
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“Babe, apparently the Repo Desk is emitting noises, concerning”
This doesn’t happen unless there is noise coming from the repo desks. There’s a major financial institution at the threshold of not being able to fund itself in The Street. First check for NY Fed is to identify which other institution(s) have material counterparty exposure. Not good.
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2 weeks ago it was a “something will break” situation now its zoom out. slop poster at all time highs
New 24-year high for the 10Y Note Yield and the S&P 500 is up another +50 points today. This puts the S&P 500 less 0.5% away from a new record high. Meanwhile, the most common question right now is: "How is the S&P 500 nearing record highs with surging yields?" When you zoom out and look at the real drivers behind this market, it all makes sense and it all adds up. Assets are repricing accordingly.
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vol across ALL maturities high = ''peak is in'' last thing you see before the TLT calls getting theta burned
Contentious thesis. Peak in rates is in. Move Index 👇
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yield postings will not stop until we hit 10%
Stocks and bond yields now perfectly correlated. The tighter financial conditions, the better.
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the lab technican
BREAKING: 5 hospitals have been closed for quarantines in Siberia due to a possible plague outbreak. The 28-year-old lab technician Darya Shipilova, died yesterday after breaking a test tube with live Yersinia pestis the Irkutsk Anti-Plague Institute on September 25th while handling samples. A mask mandate has now been introduced at the huge aluminum plant in Irkutsk. Some U.S. politicians are now calling for commercial air travel to and from Russia to be stopped until the situation is clarified. This first symptoms of pneumonic plague typically start about 4 to 7 days after exposure. 200 people are under observation.
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september was like
How this year feels in macro...
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“Babe are you sure you wanna be secured overnight finance with me?”
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dip buying, but its ZQX6F7 (dec fomc)
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'' i should tweet that bond yields erased the NFP drop''
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i know 99% on here is shit posting. BUT
they leaked the NFP so Barron can sell ZQX6F7
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thank god, fewer payrolls have been manufactured
thank god, fewer jobs were created than expected
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its not like you can buy those options by your self. but hey someone collect fees has to eat too
The Roundhill S&P 500 Target 10,000 2030 ETF $XX is launching today, which buys long dated call options targeting a strike price for SPX of 10,000 in Jan 2030. The idea being a way to provide long-term leverage to SPX without the vol drag from daily resetting.
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