JtotheFnB @JtotheFnB

Joined February 2023

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JtotheFnB @JtotheFnB

3 weeks ago

As political instability looms over Japan following Prime Minister Shigeru Ishiba's potential removal, the global financial markets brace for impact. This turmoil could lead to yen volatility and unwinding of carry trades, posing a 50% chance of contagion to U.S. bond and equity…

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JtotheFnB @JtotheFnB

3 weeks ago

Bad annual job #'s Tuesday. PPI and CPI Wed and Friday. High unemployment+higher inflation=Stagflation. The bull circle jerk takes a long needed breather before the .50 basis point cut on the 17th. I see dead people. #Stagflation

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JtotheFnB @JtotheFnB

a month ago

Hot ppi, hot retail... F it. Let's hit the spy $650 gamma call wall until "Too Late" teeth stomps the markets from Jackson Hole. He needs to tame the bull circle jerk before his "transitory" & Burns animal spirit is released in September.

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JtotheFnB @JtotheFnB

a month ago

Rate cuts now! This is from the 2 participation award generations. I blame Gen X for raising such pussies. Here are the mortgage rates starting the year I graduated high school (1984): 1984: 13.88% 1985: 12.43% 1986: 10.19% 1987: 10.21% 1988: 10.34% 1989: 10.32%…

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JtotheFnB @JtotheFnB

a month ago

#Stagflation is coming. Keep buying the indexes, brah. See you on the other side (of the trade).

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JtotheFnB @JtotheFnB

2 months ago

Nothing to see here lemmings:

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JtotheFnB @JtotheFnB

3 months ago

ATH on the indexes. Congrats. Still not enough to make up the 12% loss in the dollar in 2025.

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JtotheFnB @JtotheFnB

4 months ago

10y auction shitshow about to begin.

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JtotheFnB @JtotheFnB

4 months ago

Tic... Toc... Tic... Tac

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JtotheFnB @JtotheFnB

4 months ago

Japan's 30-year bond yield is now at its highest level in history. The 2007-2008 yen carry trade unwind preceded a 20%+ drop in global equities. Let's see the degans by the dip in equities when foreigners fail to show up for the 20-year auction today @ 1pm #carrytradeisdead

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JtotheFnB @JtotheFnB

5 months ago

Stagflation Battle Royale: Trump vs. Powell! ISM Services numbers are in: 51.6 growth, but Prices Paid at 65.1 screams inflation, and Employment at 49.0 whispers job cuts. Trump’s tariffs are turning up the heat, while Powell’s playing it cool with rates. Who’ll blink first in…

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JtotheFnB @JtotheFnB

5 months ago

Bessent’s “revelations” at the JPMorgan event" U.S.-China tariffs at 145% & 125% are unsustainable, trade’s down 64%, and talks will be tough." Duh. Equities spiking on this is absurd. It's like cheering for the sun rising. #SwissFranc @ 14 yr high. Storm brewing.

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JtotheFnB @JtotheFnB

5 months ago

Trump's tariffs on allies like Japan & EU are about speed, forcing fast trade deals in 1 term. Tariffs yielded US-Japan deal & USMCA. Speed was key for quick wins. 1st allies Japan, S. Korea, then EU (hardest & slimiest). We all make up 85% of China's trade. China knows this

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JtotheFnB @JtotheFnB

5 months ago

Sept. 18th, 2024: Fed.s unemployment forecast 4.3%. GDP year-end forecast 2.0%. SPY 2.6% off ATH. April 18th, 2025: Fed.s unemployment forecast 4.4%. GDP year-end forecast 1.7%. SPY 14% off ATH. 10Y meme coin moves. #tarriffs Why not cut? Dah... Powell hates @realDonaldTrump

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JtotheFnB @JtotheFnB

6 months ago

Markets went nuts on 4/8/25 when a big firm crashed. Risky bond bets blew up, $9T in stocks vanished & bonds bailed. Man Group or Brevan Howard might be the culprits—both London-based and deep in leveraged trades. #dollarshortage Fed Fix? Doubtful. Global dramas too spicy.…

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JtotheFnB @JtotheFnB

6 months ago

China exports our vices: phones, pills, fentanyl, video games, vapes... be mindful of who wants us to keep kissing the dragon’s ass.

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JtotheFnB @JtotheFnB

6 months ago

Wall Street and mainstream media only pretend to care when their wallets start crying louder than a toddler denied a second juice box. The Federal Reserve’s purchase of mortgage-backed securities, inflating real estate prices, is a prime example of these same clowns zipping their…

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JtotheFnB @JtotheFnB

6 months ago

Valuations have been an illusion created by the Fed.'s digial alchemy. It's laughable to think the administration has anything to do with what's coming. The Yellen Yahtzee and Powell's politically driven rate cuts are about to knock your dick in the dirt. Bear's gotta eat.