@kairosone.bsky.social
Reposted
"One of the saddest lessons of history is this: If we’ve been bamboozled long enough, we tend to reject any evidence of the bamboozle. We’re no longer interested in finding out the truth... Once you give a charlatan power over you, you almost never get it back."
-Caral Sagan
-Caral Sagan
May 27, 2025 at 11:51 PM
"One of the saddest lessons of history is this: If we’ve been bamboozled long enough, we tend to reject any evidence of the bamboozle. We’re no longer interested in finding out the truth... Once you give a charlatan power over you, you almost never get it back."
-Caral Sagan
-Caral Sagan
"I used to think that if there was reincarnation, I wanted to come back as the President or the Pope or a .400 baseball hitter. But now I want to come back as the bond market. You can intimidate everybody." - James Carville
May 21, 2025 at 5:22 PM
"I used to think that if there was reincarnation, I wanted to come back as the President or the Pope or a .400 baseball hitter. But now I want to come back as the bond market. You can intimidate everybody." - James Carville
Reposted
APOLLO CEO SAYS FOREIGN INVESTORS WILL REDUCE ALLOCATIONS TO US MARKETS IF CURRENT TRENDS CONTINUE
May 2, 2025 at 1:27 PM
APOLLO CEO SAYS FOREIGN INVESTORS WILL REDUCE ALLOCATIONS TO US MARKETS IF CURRENT TRENDS CONTINUE
Reposted
U.S. Treasury will now need to borrow $514 Billion this quarter, an increase of 320% from its previous estimate, per Bloomberg.
April 29, 2025 at 9:59 PM
U.S. Treasury will now need to borrow $514 Billion this quarter, an increase of 320% from its previous estimate, per Bloomberg.
Signpost
*CHIPOTLE: TRANSACTION SLOWDOWN TREND HAS PERSISTED INTO APRIL
*CHIPOTLE: SPENDING SLOWDOWN BROAD ACROSS INCOME, GEOGRAPHY
*CHIPOTLE: SPENDING SLOWDOWN BROAD ACROSS INCOME, GEOGRAPHY
April 24, 2025 at 3:54 AM
Signpost
Signpost
April 23, 2025 at 8:56 PM
Signpost
In may 2000 the fed hiked 50bps when the Nasdaq was down 28% because of "inflationary imbalances that would undermine the economy's outstanding performance.".
April 21, 2025 at 6:14 PM
In may 2000 the fed hiked 50bps when the Nasdaq was down 28% because of "inflationary imbalances that would undermine the economy's outstanding performance.".
Reposted
When a tyrant starts to stutter and sends signals that his outlandish demands were sent without his authority, you know he’s a paper tiger. That’s when you’ve gotta double down on your resistance!
www.nytimes.com/2025/04/18/b...
www.nytimes.com/2025/04/18/b...
Trump Officials Blame Mistake for Setting Off Confrontation With Harvard
An official on the administration’s antisemitism task force told the university that a letter of demands had been sent without authorization.
www.nytimes.com
April 19, 2025 at 10:49 AM
When a tyrant starts to stutter and sends signals that his outlandish demands were sent without his authority, you know he’s a paper tiger. That’s when you’ve gotta double down on your resistance!
www.nytimes.com/2025/04/18/b...
www.nytimes.com/2025/04/18/b...
Coming soon from most other countries.
🇨🇳🇺🇸Deutsche Bank Sees More Chinese Clients Shifting Away from US Assets Chinese clients are reducing their US Treasury holdings and diversifying into European debt amid market uncertainty caused by US tariffs, according to Deutsche Bank. Lillian Tao, head of China macro and
April 18, 2025 at 5:42 AM
Coming soon from most other countries.
Signpost
While the admin & the Fed have a lot of power to create a bond put struck not too far from here, they have almost no ability to control dollar depreciation.
With 15 years of US exceptionalism bets built up, the unwind we've seen in recent days is just getting started.
Thread.
With 15 years of US exceptionalism bets built up, the unwind we've seen in recent days is just getting started.
Thread.
April 11, 2025 at 1:02 PM
Signpost
Signpost
April 11, 2025 at 4:14 AM
Signpost
Reposted
One Bank of Japan member: Downside risks from the United States are increasing quickly
March 27, 2025 at 11:53 PM
One Bank of Japan member: Downside risks from the United States are increasing quickly
All while retail is buying.
Foreigners keep selling U.S. stocks.
What, you Euro-types don't want to invest in a autocracy where the Dear Leader is picking fights with the entire world (except for Russia), that is embarking on an austerity program, and where the rules could change at any minute?
#EconSky
What, you Euro-types don't want to invest in a autocracy where the Dear Leader is picking fights with the entire world (except for Russia), that is embarking on an austerity program, and where the rules could change at any minute?
#EconSky
March 21, 2025 at 2:43 PM
All while retail is buying.
Reposted
Foreigners keep selling U.S. stocks.
What, you Euro-types don't want to invest in a autocracy where the Dear Leader is picking fights with the entire world (except for Russia), that is embarking on an austerity program, and where the rules could change at any minute?
#EconSky
What, you Euro-types don't want to invest in a autocracy where the Dear Leader is picking fights with the entire world (except for Russia), that is embarking on an austerity program, and where the rules could change at any minute?
#EconSky
March 21, 2025 at 12:35 PM
Foreigners keep selling U.S. stocks.
What, you Euro-types don't want to invest in a autocracy where the Dear Leader is picking fights with the entire world (except for Russia), that is embarking on an austerity program, and where the rules could change at any minute?
#EconSky
What, you Euro-types don't want to invest in a autocracy where the Dear Leader is picking fights with the entire world (except for Russia), that is embarking on an austerity program, and where the rules could change at any minute?
#EconSky
Perception vs Reality.
x.com/CDNEnergyCen...
x.com/CDNEnergyCen...
March 5, 2025 at 2:23 PM
Perception vs Reality.
x.com/CDNEnergyCen...
x.com/CDNEnergyCen...