I fear everyone has it wrong on treasuries. The FED has lowered rates but treasury rates are spiking.  Why?  I believe this is likely NOT about inflation.  The era of low interest rates may be over. The markets are demanding that big government be replaced with right sized… https://t.co/GKrcUIO3pH

Liquidity and interest rates...

Now that the 30 yr is pushing 5% it's time to ring alarm bells. With nearly $10 trillion awaiting refinancing the US can afford these interest rates even less than homebuyers can afford 9% mortgages.

The Fed has few tools left in the shed. The…

Bill Barhydt

QE Melt Up

Hopium or our future?

https://x.com/billbarx/status/1877390974877671469?s=46&t=TVy9rDl3UkuxmVj4e18bOA

💡 The Fed is nearing its “lowest comfortable level of reserves.”

James Seyffart explains why QT is about to end, how it could calm volatility, and why this is a green light for risk assets.

https://unchainedcrypto.com/bits-bips/bits-bips-trump-will-soon-be-president-where-will-bitcoin-and-crypto-prices-go/

https://warpcast.com/laurashin/0xe421a074

Same vibes…

Growing veggies for the fine folks of Southeastern Massachusetts, w/ a focus on nutrient quality. Always interested in the evolution of digital payments.  🎩 