CCDragonfly @CcDragonfly
Investing, cooking, reading, the beach Joined March 2021-
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The @BBGIntelligence Treasury refunding primer is out. We don't expect changes to coupons this quarter, so focus will be on expected cash balance (we think $850bn) and final details on Treasury buybacks. full report from @whoffman732 & I @TheTerminal : lnkd.in/eNGA_MDT
HGTV Presents: House Squatters
MCELLIGOTT ON NEXT WEEK’S #QRA: “Regarding the QRA, I expect a modestly bullish Bond reaction, anticipating a significantly lower overall financing estimate to be announced 4/29 (a lumpy reduction downwards to $125B-$150B, vs their prior borrowing estimate being $202B for…
Kristi Noem is trash. Decades with hunting- and bird-dogs, and the number I've killed because they were chicken-sharp or had too much prey drive is ZERO. Puppies need slow exposure to birds, and bird-scent. She killed a puppy because she was lazy at training bird dogs, not…
To clear the palate after learning Kristi Noem kills dogs, I’m posting pictures of our GSP’s, Jane and Jilly. Feel free to do the same.
$SPY and when all was said and done - bulls could NOT (yet) reclaim my DTL - constructive with 55MA reclaimed but guilty & dead cat only still the current call....make sure you're following for weekend's chartstorm!
$SPY and when all was said and done - bulls could NOT (yet) reclaim my DTL - constructive with 55MA reclaimed but guilty & dead cat only still the current call....make sure you're following for weekend's chartstorm! https://t.co/4RG8Zwk02T
One candidate wants to implement race based confiscatory tax policy and the other wants to take over monetary policy...
Positioning after QRA will be considerably different than it is currently. Even if the QRA itself is neutral, real money will make allocation jumps from some and into other asset classes, as a result of higher confidence in direction of policy. Critical week coming up, which…
A Detailed look at US q1 GDP reveals strong domestic demand rather than any hint of stagflation. The Q1 GDP growth rate of 1.6% undershot a median estimate of 2.5%, but it was dragged lower by a surge in imports and slower inventory accumulation. Importantly, final sales to…
$spy not clear PCE will be enough for us to resolve directionally. So far $googl $msft earnings are not... wait for the definitive break before gloating imo. GL and Good Morning!
$spy not clear PCE will be enough for us to resolve directionally. So far $googl $msft earnings are not... wait for the definitive break before gloating imo. GL and Good Morning! https://t.co/KZURQ17rus
Sitting at Eden Rock conceiving of the most outrageous outcomes It's hard to conceive of a US slowdown presently We're no way near through the end of fiscal spend I keep saying 2 for 2... We won't see 2% inflation for 2 years The fiscal transformed the US into the economic…
Sitting at Eden Rock conceiving of the most outrageous outcomes It's hard to conceive of a US slowdown presently We're no way near through the end of fiscal spend I keep saying 2 for 2... We won't see 2% inflation for 2 years The fiscal transformed the US into the economic…
It is my concern/expectation that we are being set up for a major bearish asymmetrical response to the EXPECTED bullish QRA. As such, I will be going into the anncmnt with bear steepener trades in place.
lan McMillan, CMT @the_chart_life7
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$SPY majority of my setups have been failing over past month - and equally important -scans are turning up very few new setups as well....until this changes indexes likely continue to work lower (THE lows not in as stated earlier)
Environment > Setup In good environment most setups work In bad environment good setups fail I have done very little past two days, been observing and sharing thoughts with Pivotal Team.
mmmm…. you guys sure you want to do that?
BREAKING: CBS News reports the Biden Administration is 'considering bringing certain Palestinians to the U.S. as refugees'
I don't think the Fed minds a robust market sell off here whatsoever.
Rather than banning the boy from girls sports, they ban the girls from girls sports. You can't make this stuff up. Sue them into oblivion.
JUST IN: The 5 girls from Lincoln Middle School in West Virginia who protested a trans student participating in shot put by refusing to participate, have been banned from school sports. Harrison County Board of Education made the decision, and now they’re being sued by the…
Narrator: No, she's not.
YELLEN: CONCERNED ABOUT 'WHERE WE'RE GOING' WITH US DEFICIT
@thequalifiedcaptain on IG was sent this conversation between some of the teens. Actions, meet consequences 🤝
@DsrPrivate And the *core* measure private workers ex incentive up 1.3% (almost 1.4%)
Winner of $1.3 billion Powerball jackpot identified as an immigrant from Laos who is fighting cancer and undergoing chemotherapy
Final update …. Grace’s Hemoglobin went from 9.5 to 11.5 today. SHE IS OFFICIALLY BETTER! Grace asked me to thank everyone again on her behalf for all your prayers and support! 🙏🏻 THANK YOU FROM THE BOTTOM OF OUR HEARTS!
Very pessimistic figure. What about 100 Trillion? 💩
Robotaxis will generate 8-10 Trillion in revenues in 2030, half of which will go to platforms like Tesla $TSLA says Cathie Wood
Yes it's a real sanctioned fight with @jakepaul #PaulTyson
A tradesman with no debt should never be required to incur the financial obligations of a 20 year old art history major who spends their time shouting “Death to America.”
First time ever. Been in the business since 1988 and on a Bond desk mid 1990 7 was a portfolio manager from 1994 to 2001 @ a few mutual find companies. I asked myself why would I own a long term bond currently? I can't answer that question with a reason why to.
Now that we have official confirmation that Jake Paul vs. Mike Tyson will be an officially sanctioned professional fight, please join me in prayer that Mike knocks this motherfucker to Jupiter.
@DsrPrivate This is not the first time we have seen a counterintuitive squeeze off the early stages of an issuance report, these are sophisticated concepts that behave like slow moving train wrecks. This is a patience trade