iykyk

i repeat my earlier message…this is a must follow account for macro credit and then some

nice data-driven myth busting thread by Ed Clissold

telling you now...follow my man The Spread Thread for credit macro insight. he's new here, but won't be unknown for long. please welcome him and give a follow

SPX (and broad risk markets) running into resistance...who could have known. hint: see comment from 11/1 post

a chart shared in substack post a few days ago...CTAs have become big post '08 and punch above their weight when futures trading liquidity is low like today. long oil unwound this summer, $ hit recently, rate shorts being unwound now?

when you think about what gisele has done to EUR and FTX/bitcoin it makes tom brady’s success all the more impressive

please block and report this loser . MrBlonde

and note…i don’t DM anyone…unless they reach out first

a few different flavors of recent 'leadership' are failing at falling 200d mavg...another sign the bear bounce has run its course

CRB Raw Industrial Materials is one of the best real time gauges of cyclical growth activity. its now running -15% y/y which is one of the lowest readings of the last 40yrs