Approaching $SPX "too many bears" trigger? Next swing short when we get back to .75 ish.

What Boylston Street used to look like...

Hi Joe! Ask Jay Clayton who might report the shorting activity in the KRE and SVB stock during the critical decline days? Asking for a friend! x.com/joesquawk?s=11…

Is civil about to break out? Texas National Guard kicks out Biden's Agents. Homeland Security files suit in Supreme Court x.com/i/broadcasts/1…

Do you remember when you joined X? I do! #MyXAnniversary

Mt Katahdin Aurora time-lapse May 27-28, 2017 youtu.be/kFCTWpYs5Nk?si… via YouTube

The selloff in US bonds has sparked a global dump of developed world sovereign debt. Since US yields started rising after the Fed meeting in Sept, global bond yields are higher, while the dollar and gold are surging, reflecting an increasingly global debt contagion. Thread.

While many in the US are laser focused on the US yield rise in recent weeks, what is notable is how it looks to be flowing through to global bond markets in a way that is pretty disconnected from their own underlying domestic conditions. US yields up nearly 70bps since mid-Sept

While nearly all bond markets have sold off during this period, what makes the contagion particularly stark is that these bond markets have sold off while the currencies have also sold off. The yen being the most notable of course, moving 13pts since Sept 16th.

But so too the euro is down vs. the dollar.

Apollo's role in new private credit ETF poses conflicts of interest pionline.com/exchange-trade… via Pensions & Investments

“Issuers are no longer just throwing spaghetti onto the wall to see what sticks, but lasagna & pizza, too.” -ETF Hearsay by Henry Jim ETF quote of year so far. New launches becoming wilder than ever. Good thing is ETFs = meritocracy. Investors vote w/ their $$$ to determine what sticks.

unusual_whales Don’t care.

Cam Hui, CFA binkus300 There is a huge lag on that chart. How do you reconcile old Fed data with mark to market prices?

Today SP 500 reached ATH. lnkd.in/p/ewVDp-V5

Everyone panic-sold because Japan finally hiked rates by 0.25%. Big mistake. The narrative was that the "Carry Trade" would blow up the world. The reality? The Fed quietly managed the repo market to absorb the shock. While you were doom-scrolling about the Yen, the US Treasury

10-Year Treasury Yield hits 4.24%, its highest level since August 🚨 Uh Oh 👀

🔵 PTG Trading Room RECAP — April 1, 2026 polaristradinggroup.com/%f0%9f%94%b5-p…

PTGDavid:[11:09:56 AM]:Today PTG Morning Trading Room Video has been uploaded to the website >>> polaristradinggroup.com/videos/

Saturday At The 90th Masters, by @geoffshac.bsky.social open.substack.com/pub/quadrilate…