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ivan-cheddar.bsky.social
Father. Husband. Dog dad. MAGA must die. Follow me if you believe Nazi Terrorists belong in Guantanamo Bay
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China has offloaded $50 Billion in US Treasury bonds & limited further purchase of Dollars. Meanwhile, an anonymous buyer is purchasing European Bonds.

American Nazism is just as bad if not worse

Yup. I’m sad for America. But I’m happy that my son will speak Mandarin Chinese and be more competitive in the world.

civicscience.com/rising-tarif...

If everyone knows there’s a recession coming, why would I put money to work now? What if I told you that stocks bottom an average of 9 months before earnings do? www.downtownjoshbrown.com/p/why-would-...

Trumps fault. Trump recession. Trump inflation. Trump induced stagflation

Any day that goes by with the administration without planes falling out of the sky is a good day. Oh wait. So glad it wasn’t my plane 😩

Kid Rock makes music for dudes who are only allowed to see their kids on weekends, but don’t ! 😂😂😂

Oh good, we have troops deployed to take “back” the Panama Canal from the Chinese who don’t actually control the Panama Canal. Because the Panamanians do. Just another day of “winning” in the upside-fucking-down.

All the windowlickers praising Trump’s move yesterday…

I heart @brooke — telling a suicide bomber who blew up the economy due for no reason that he is brilliant is peak beta chode for Ackman.

The bond market won today. Trump has a weakness and we finally found it

“.. the real credit, Mr. Trump’s advisers admit privately, should go to the bond markets. Mr. Trump’s decision was driven by fear that his tariffs gamble could quickly turn into a financial crisis .. directly attributable to only one man.” @nytimes.com www.nytimes.com/2025/04/09/u...

This all points to confidence in US treasury bonds rapidly degrading, and the consequences of that go well beyond a simple recession. The US bond market imploding would make 2008 look like child's play.

The unwinding of the basis trade and the jump in treasury yields this morning is scary. Not even pension funds and insurance companies are buying Treasuries. Are Japan and China selling treasuries too? Say goodbye to 6% mortgage rates if this plays out. We’ll be looking at 10% mortgage rates soon

Insider trading much? Didn’t Martha Stewart go to prison for that? Just curious 🤔 Good morning all!