Soft data breaking out higher 👀

Imagine being a VC investor in pumpfun listening to this interview rn

Has there been a bigger L taker than Tether truthers?

another day another IQ test for the timeline in the era of AI slop

I’m old enough to remember when Bessent said many times he wouldn’t comment on ongoing monetary policy Good times, good times

I don’t know who needs to hear this but Powell is only 1 of 12 votes on short term interest rates Fed chairs moving [short term] rates lower doesn’t mean 10-30yr rates will fall by the same amount

Last few days of July will set the stage for markets for the rest of the year imo. FOMC meeting where dovish dissents are looking very likely QRA meeting where we will get a look into how willing Bessent is going to be to try to weaponize treasury issuance for the first time since being Tsy chair Tarriff letter deadlines Supreme court will begin deliberating on whether tariffs via executive order are legal or not No big edge on either side right now personally, will just react once we get clarity. Stay frosty

Why do people quote the mtm value of bonds for discerning whether they are selling and not the # of CUSIPs owned? Imputes a third variable (price change) that makes the whole analysis way noisier. I don't get it

All in podcast listeners this morning trying to get ISDA's so they can borrow at SOFR (4.3%) to make 2% on a basis trade

Excited now that we’re talking about NFTs again to get the updated roadmap on Hentai Avenger’s project 🙏