Hedge funds and institutional investors are holding a record net short position against US Treasuries (CFTC data)
by Infamous_Sympathy_91 Traders are betting yields will go higher with future rate hikes and hawkishness. They don’t expect a pivot.
by Infamous_Sympathy_91 Traders are betting yields will go higher with future rate hikes and hawkishness. They don’t expect a pivot.
“The S&P 500 has seemingly gone ‘all in’ on the soft landing playbook. Yet, this is incompatible with a chronically inverted Treasury curve, historically weak money growth, and sustained weakness in other leading indicators…We would hedge long equity exposure here:” MKM’s Darda — Lisa Abramowicz (@lisaabramowicz1) January 31, 2023 BREAKING: JOLTS comes in at 11M … Read more
1) Homebuyer Demand for Builders (measured by Buyer Traffic) is hovering near the lowest levels EVER right now. Comparable to 2007-12 Housing Crash. And April 2020 when lockdowns meant no one could tour building sites. pic.twitter.com/HJzx91Akzx — Nick Gerli (@nickgerli1) January 31, 2023 3) Yet, amazingly, PulteGroup's stock price SURGED today by almost +9%. The … Read more
The “Crazy Train” has made its final stop. Legendary rocker Ozzy Osbourne has announced his retirement from touring. The Black Sabbath frontman, 74, pulled the plug on all of his upcoming shows in the UK and Europe this year as he continues to recover from spinal surgery. The Black Sabbath frontman, 74, pulled the plug … Read more
So now we’re beyond proving they’re doing it and on the cart of proving why it’s wrong? Always moving the goal post when it suites them. h/t Jasonictron
9.Hamilton 68 was the source for stories claiming Russian bots pushed terms like “deep state” or hashtags like #FireMcMaster, #SchumerShutdown, #WalkAway, #ReleaseTheMemo, #AlabamaSenateRace, and #ParklandShooting, among many others. pic.twitter.com/d9uM8bYWVe — Matt Taibbi (@mtaibbi) January 27, 2023 This appears to be a conspiracy by the dashboard makers to influence journalists. This dashboard supposedly showed what “russian … Read more
SUNAK AND MODERNA I'm a dog with a bone on this. I will NOT give in until we all have a satisfactory answer Sunak called in a partner from his hedge fund Theleme as his adviser while he was Chancellor 2020Theleme bought £1 BILLION in ModernaSunak won't say if he owns shares https://t.co/nHfkAT1tEq — Carol … Read more
A Panicked Empire Tries to Make Russia an 'offer It Can’t Refuse'https://t.co/Xatzg4WnE8#Russia #UkraineRussiaWar — The Unz Review (@UnzReview) January 31, 2023 https://twitter.com/_/status/1619294077522157569 AC
🚨 Doctors & Nurses Turned Whistleblowers Expose What Was Really Happening at Houston Methodist Hospital "The patients who were vaccinated & testing positive were just as sick, if not sicker, than the ones that weren't [vaccinated]"@MdBreathe @SharylAttkisson @MethodistHosp pic.twitter.com/UpkkuB0CSc — Chief Nerd (@TheChiefNerd) January 30, 2023
Supposedly, they hit 8 stations so far. Seattle knows.https://t.co/p1TJdytZWn — John N (@universalmind91) January 31, 2023 https://twitter.com/_/status/1617241461791100929 h/t BFD