Gm nostriches, a few quiet moments before the plane lands in Manchester and the carnage begins, will be taxi issues, before they even arrive with us, so #coffeechain and #dogstr to start the day, after a properly shit night’s sleep, waking to the thought of “what happens if they call and my phone is downstairs” then bing 😳 I’m awake.

Anyway, so general news related radio silence regarding the Japanese rate hike, squeezing the carry trade out of existence pretty much and beginning to reorder quite a few things international finance related. Got self custodial alloydal assets?

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Oh, while mainstream media may not be “allowed” to spread any news, articles are out there on the “unwinding”, this tweet sums things up nicely. If only some beautiful Black and Tan had been able to explore such stuff (with his associated lack of full consistent macro knowledge and maybe an over focus on the uk, after all, while of Kiwi ancestry, we was UK born)

Buckle up my friends.

https://primal.net/Dug/Could-the-world-be-on-the-brink-of-GFC2-x25576

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Good luck GM!