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Many are baffled about the reason behind the weak demand on US bond auctions. How about the fact that nobody wants to fund the "Big Bully"? The hegemony, sanctions, proxy wars, and destruction around the world? It's a new regime of higher rates to come. Get used to it!

We need to donate more diapers to Scott Bessent. Rumor has it Treasury is running out

Only a rate hike or repressive tariffs can cool off bond yields right now. In other words, recession is the remedy.

Addiction to wars

For the holdouts on the disastrous budget bill, don't budge. Bond yields will explode higher and crash the stock market back to the April lows. Trump will fold, capitulate and change it to the "Small Pretty Bill".

A popular trade given the bond market situation has been long $BIL short $TLT

That's how you know Elon Musk is fraud

The Big, Beautiful Bill contains 1,116 pages, yet not a single page reduces future deficits. In fact, they make them larger. Only two House Republicans had the courage to vote against this monstrosity, Thomas Massie and Rep. Warren Davidson. The bill is a total fraud and a betrayal.

To the sheep celebrating the passage of the "Big Beautiful Bill", soon enough you'll feel the pain. Interest rates will soar and the value of your investment will get crushed.

From the Flash PMI

Hypocrite Speaker Mike Johnson back when he was fiscally conservative last year

In the old days when the US Dollar value dropped, stocks moved up to compensate for the loss in Dollar value for investors. Now, we are heading to an era where both the US Dollar and stocks head down together. Double whammy for investors.

🤡

Money might migrate toward UK stocks now that EU under tariff threats $EWU

Why are they rising?

Tim Cook realizing he should have bought Trump a plane $AAPL

Disagree when it comes to EU Trump always had a hard on against Europe for some reason and they will likely trigger him to get more aggressive by retaliating. Not to mention he needs tariffs revenue to reduce the budget deficit

If you criticized Biden and his family for profiting from exploiting his office for personal gain, but don't criticize Trump and his family for taking Biden's corruption to a higher level, then you're not just a hypocrite, but you suffer from Reverse Trump Derangement Syndrome.

Nasdaq Futures Critical weeks ahead

youtu.be/Jwm8wapahOI