FEW.

@krugermacro @donnelly_brent All this tariff nonsense is pure Kabuki theatre. Market sees through it and doesn’t give a f@&k.

@SpencerHakimian Really aggressive tariffs (to the point where they sink global growth) might actually be the only thing that can save the Bond market.

@SpencerHakimian Over two decades and counting of short-termism and printing/stimulusing our way out of any pain. At some point the piper will have to be paid one way or the other. 🍿

RT @BoringBiz_: Three levels of wealth > No LinkedIn > LinkedIn > No LinkedIn

@SpencerHakimian And Fed is still talking about MOAR rate cuts. Fucking insane. Buy Gold!

Inflation expectations 4.3%. UNANCHORED. Fed rate cuts were a HUGE mistake.

Fucking toast. Duration longs going to have their heads handed to them… Soon!

@SpencerHakimian

@biancoresearch @MrBlonde_macro DOGE LOL!

RT @MrBlonde_macro: @biancoresearch or CTAs which were near max short, covering, and as we moved to/below 50d avg the pace quickened. pro…

@biancoresearch Absolute nonsense.

@dmunjal @SpencerHakimian Guns & Butter fiscal is evidently here to stay.

@SpencerHakimian You have to admire the level of derangement of the people who were bidding up Treasuries today.

@SpencerHakimian Trapping mode shorts to squeeze.

This bond rally is a massive Fade. Might be the best and last gift for trapped longs.

@SpencerHakimian Short Bonds with both fists.

RT @SpencerHakimian: Senior PM of the U.S. SWF

Bonds are TOAST.