ex sniper squad 🦅 SOFR/SERFF Link in Bio
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Joined September 2020
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Art of the deal or not, thats just pathetic.
We all had Guys around us, seen people shot, getting ambushed and died. So if you never to deal with this - dont say bullshit like Trump does. Pics are 2009, 2010 and 2012.
Trump on NATO:
We have never needed them. We have never needed asked anything of them.
You know they say they sent troops to Afghanistan, and they did.
They stayed a little back, little off the frontlines.
Readers added context they thought people might want to know
Actually there were 44 danish military personal dead while fighting alongside US troops in Afganistan. There we also other nationalities that lost military personal. The US is actually the only country which benefited from article 5 and NATO members were quick to suport the US
pbs.org/newshour/polit….
gamma_exposure🇩🇪🇬🇧 retweeted
The world awakes to a Blue Tsunami.
A cross-asset rundown of the midterm election market moves and what we expect next.
alphapicks.co.uk/p/blue-tsun…
gamma_exposure🇩🇪🇬🇧 retweeted
we're close to the 500 seat cap for tonight.
7pm ET, live on Zoom with Matt: the last three midterms, the hedges going into tomorrow, and the longer-term outlook we usually keep for members.
grab one of the last seats, free, and you get the recording too:
events.zoom.us/ev/At8EiJ5jc6…
not financial advice
he never leaves the basement so we can get smarter
new plumbing post just dropped
a primer on the cross-currency (XCCY) basis market conks.plumbing/p/primer-the-…
gamma_exposure🇩🇪🇬🇧 retweeted
3 part story for curve today:
1. Started the day as bear flattener AGAIN (4-day streak): 2y +5, 10y +4, 2v10 -1 to new 1m low
2. Then Warsh flipped it to twist steepener: 2y -6 to low of day, 10y +2 to high of day, curve +9 to high of day
3. Then Vance/Iran story had brief bull flatten that faded: 2y -1, 10y -3
Full day: 2y -2, 10y +3, 2v10 +5
Have to trust the highest magnitude move which was the twist steepener in part 2. I hate twist steepener because you got 2y down but 10y up and therefore no clue on overall duration. But high magnitude steepening (+9!) off 1m lows tells me steepening is likely the next trade and you get good value here coming off 1m lows on 2v10.
Could be bull steepener (weak data, more AI slowdown, Iran deal) or bear steepener (no QRA change, gov and corp bond supply accelerates). Both are reasonable guesses. Bull flattener for the past 2 weeks probably out of steam but could keep going. Bear flattener just got murdered by Warsh.
So my odds point to steepener for curve with good size because entry levels are decent at 1m flats. But no size for overall duration (am small short 10y) until more clarity on price action, data, events.
Box trade of steeper US curve against flatter CA curve is an interesting variation too. IMO the BOC is looking committed to more hikes.
gamma_exposure🇩🇪🇬🇧 retweeted
I think there is some really important trading days upcoming so I elected to make my research for tomorrow's trading session for ZN, CL and ES for free. If you like it, subscribe. If you dont, didn't ask and dont care.
marketmath.substack.com/p/to…
people in market making be like
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still in 2026, people follow the ''unusual activity'' slop aka. Cheddarflow out there.
only thing unusual is your brain anon.
