The most awaited China Kitty Monthly thread is out a tad late but out it is! Grab a free copy while they last!

You can’t dictate a 10s level based on your own believes and models. Rather the 10s dictate what the exact recessionary odds are. All these calculations are spurious and a Casio won’t perform them. From Gucci Bill to Billy Boy and their cheap X grifter acolytes, what pundits

Badly and urgently needed. Never liked Trump’s policies (tariffs, ill conceived tax cuts,…) but he is starting to make sense and I actually trust Elon Musk ability to cut costs and streamline. I mean the Federal government is not unlike old Twitter. You can sack a large chunk of

Great question. For now 10s have done nothing other than price 1 for 1 the realized progress in disinflation and the drop in breakeven inflation and inflation expectations. That’s why the 3.8% is such an important level and why it has been a magnate for many months now. If

hahahaha… Rita does it again…

These repeated vol shocks are sapping the very foundation of the market structure that supported the equity rally from oct 2022

To all the wise asses commenting cynically on this, homies your debt is growing by $ 300 billion / MONTH. Per fucking month. And that’s while you are AT full employment. I am sorry to break it to you but someone will have to dismantle this waste factory, and failure is not an

homies am gonna say this in no ambiguous terms. Churchill is my fucking red line. I don’t care what sort of Nazi fascist pill this place is high on right now, the man is my personal legend. No one touches the legacy of a man who started his day with a dram, downed a few Pol

lol some of you are just too funny… 😂😂

hello, month of sep is now, Fed speakers go quiet this weekend, FOMC is around the corner. 50 bp vs 25 bp debate gets settled today either by data or by Waller. Suspense is soon over.

Ok let’s break this down. Payroll got revised down almost 90 K over 2 months. 3m average went down from 170 K to 117 K in a month. That’s below breakeven. Private payroll 3m average went down from 146 K to 96 K over the month. Full-time payrolls down by almost 440 K in

Reminiscence of a Litter Box I have my title ready

what stage?

Not sure there is much that can stop this train at this stage…

great chart

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Equities are now begging for an emergency rate cut… where’s Jeremy Siegel ??

The Oracle had spoken! All you need to do is listen to the signs!