6. Misconception: The basis trade played a big role in Treasury movements in early April.

Read this, read it again, and thank Jay! Summarize the misconception of the most liquid and misconceived market out there! Mostly because of how low visibility was and proving theories right or wrong was a theoretical debate just a couple of years ago! Thanks, OFR! F* Big

This will be fire!

[Exposing what no economist will tell you: odds that matter] Real odds that move money—not the 40% “maybe” forecasts you get from the sell side. No hype, no hand-waving, no reputation risk—just the raw, monetizable wisdom of the crowd from Polymarket, visualized in OpenBB.

the guy is trying to create causality, but we all know a TACO when we see one ...

I'm not going to bother trying to explain this one, if you've read this far you probably get it, but notable pick-up in the U->E channel, one month but that's an encouraging data point. /6

👀

There we go, this is awesome!

One more banger from jay! As always listen 👂 and read closely.

if you're measuring bond market liquidity using Bloomberg's index, you're ngmi

Went to touch some grass

The Tariffs

A classic