Apr 02, 2026 15:27 UTC · research · Twitter
No tickers
Apr 01, 2026 20:19 UTC · trade_alert · Twitter
open short — Taking a short position based on recession chances in Europe
Apr 01, 2026 20:17 UTC · research · Twitter
No tickers
Apr 01, 2026 20:16 UTC · research · Twitter
No tickers
Apr 01, 2026 20:11 UTC · research · Twitter
No tickers
Apr 01, 2026 19:11 UTC · research · Twitter
Apr 01, 2026 18:59 UTC · research · Twitter
Apr 01, 2026 17:09 UTC · research · Twitter
No tickers
Apr 01, 2026 12:48 UTC · research · Twitter
No tickers
Apr 01, 2026 12:34 UTC · research · Twitter
No tickers
Apr 01, 2026 12:20 UTC · research · Twitter
No tickers
Apr 01, 2026 12:19 UTC · research · Twitter
No tickers
Apr 01, 2026 12:19 UTC · research · Twitter
No tickers
Petrodollar system damage, higher crude, and financing difficulties with higher real rates
Mar 30, 2026 23:19 UTC · research · Twitter
No tickers
Mar 30, 2026 23:07 UTC · research · Twitter
No tickers
Mar 30, 2026 23:04 UTC · research · Twitter
No tickers
Mar 30, 2026 22:55 UTC · research · Twitter
No tickers
@Wild_Randomness @fejau_inc Think about it, right? Why would you diversify out of the financial system into something a corrupt administration and Saylor hav...
Mar 30, 2026 22:52 UTC · research · Twitter
No tickers
@fejau_inc Yeah there is no way a currency claiming to be “sound, untainted, ungovernable money” can be totally compromised by a presidency an an over levera...
Mar 30, 2026 22:17 UTC · research · Twitter
No tickers
@GavinSBaker I mean this in earnest as someone with a lot of respect for your work How do you reconcile this with the pressure on the balance sheets *and* ca...
Mar 30, 2026 19:17 UTC · research · Twitter
No tickers
Now for an unbiased report on the rates market here’s Rick Rieder of Blackrock who *checks notes* says the Fed should cut rates as WTI trades through $100