Sublime

Jerome Powell: "I stay as overexposed as your mother, employ the same risk tolerance as the Lehman brothers, and I use the margin call notification as my daily wake-up alarm" https://t.co/Vggua4gMzN

Something I've been asking myself lately: We've had wars, assassination attempts, CT forced to walk the plank at the hands of the Duck, yen blowup Yet Wif still holding this 1.3-1.5 range Gotta ask yourself: who's buying Wif to this degree here?... See more

Les États-Unis, c’est vraiment un autre monde. L’université la plus prestigieuse du monde (l’une des du moins) a un portefeuille boursier full Tech et une poche Bitcoin à 116 millions $. Même quand on croit connaître ce pays, il y a toujours quelque chose pour nous surprendre.

After consistently fading the recession trade by betting on higher interest rates, Andy Constan @dampedspring has now left "higher for longer" island because it is too crowded. Known for his view in 2023 that the bond market was over-estimating the odds of a recession, Andy now thinks a 2-Year Treasury yield of 4.8%... See more