It’s like nostr:nprofile1qqst0xtvrqlqxm0j0qpfgkuqh0wgkzl4judkvgdgd0e4d8pnyytlqlgpz3mhxue69uhhyetvv9ujuerpd46hxtnfduq3samnwvaz7tmjv4kxz7fwwdhx7un59eek7cmfv9kqe9msas put it, the teenager had their credit card taken away and now has to find a job to pay bills for the first time. It’s healthy, it takes a little time, and risk assets will do well on the flip side as dollar index weakens, inflation mitigates, and the Fed will be last to ease and cut rates. Stay patient and stack #bitcoin as the market tantrum likely ends soon
Discussion
Does anyone have that bar chart of the number of treasuries expected to mature each month from now? I remember maybe Jeff showed it. How it was so high over the next few months compared to May/June. I think the idea was that these bonds? would be rolling off the balance sheet which will significantly lower the interest repayments, particularly if interest rates are lower. I'm pretty convinced that is the main goal of Trump's tariffs, and better trade conditions for the US are just a bonus.
How? Where are yall actually seeing this? Govt spending isn't decreasing. M2 still rising. QT rate diminishing. 0% c/c credit being handed out like crazy. How has the "credit card" been taken away and where is the "detox".
Exactly this, there is no detox! There’s pretend detox and soon, start the printer again. Nothing stops it.