DeeV01 (@macro_sizzle) header
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Shawty was a cop

Your mom’s house
Joined June 2016
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INDON is rich AF, but MSFT is also not AAA. Having said that I can see Indonesia credit getting downgraded to HY by at least 1 ratings agency in 2027 and trade wider to MSFT.
Microsoft AAA rated 30yr bond IPG @ T+135-140bps Or Indonesia BBB rated 30yr bond @ T+104bps At some point this is going to matter... We are just a slow moving market...
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This chart from JP doesn't include the Sept meeting, but MonPol relevance of Q&A's under Warsh collapsed. Don't expect this to ever recover.
I thought Warsh had a really good run between Jackson Hole and the September meeting, even his IMF fireside chat pre the blackout, but this presser is weird.
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This from GS in early August sums it up.
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INACREDITÁVEL: Flávio Bolsonaro teria cruzado a fronteira de peruca e vestido de mulher para não ser reconhecido. Dois sites argentinos dizem que o senador (que ainda tem mandato até janeiro) identificou-se como Roberta na imigração, e seguiu para aeroporto de voos particulares.
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First thing Dem president should do is to ship these bums back to homeland.
This is quite the story. Flavio Bolsonaro may have put his name on a decoy flight manifest from Brazil to the US, while in reality he was slipping into Argentina, from where he may now be en route to the US www1.folha.uol.com.br/poder/…
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Did Lula win in Argentina, too? Or Milei Cinderella story over?
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This guy is stupid as f*** LMAO
Lula managed to rig the election and pulled out the W
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Now they will say “Akshually Lula won because he adopted Latam center right’s policies” 😭
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LULA!!!!!!!!!
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LMAO
BREAKING: Brazil ETF $⁠EWZ crashes -12% as Lula takes the lead in the presidential runoff.
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BRL futs down 9%. BRAZIL IS NOT FOR BEGINNERS.
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This will be remembered as the “Nine Finger” debate forever if Lula wins this.
Lula: “Yo era menor de edad y trabajaba de noche cuando perdí mi dedo, todo por culpa de la irresponsabilidad de los patrones que tenía. Yo no voy a aceptar que un terrorista paramilitar que es un inútil y que nunca trabajó en su vida, me llame 9 dedos”. Lula liquidó a Flavio Bolsonaro.
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People with more experience produce higher alphas/sharpe ratios? Are older traders wiser than young peers? Like how many real bear markets have we had in credit in the past 30 years?
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DAX in $ barely up ytd, SX7E broke below 200dma u better watch out.
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They should get rid of challenges in the NBA. I’m sick of waiting for challenges four times a game. They take 4-ever. Also, Cavs are a bunch of chokers.
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The comments 💀💀
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OATs are even cheaper now and even better generational buying opportunity according to people trading with funny money from sidelines.
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My sample size is 2 when it comes to NBA commissioners, but don’t ever use Adam Silver and David Stern names in the same sentence. AS doesn’t love the game. Not even close.
Adam Silver looked at the unemployment rate and said fuck it start the season at 3pm
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