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@BlacklionCTA
"This is a sensational but IMO not incorrect take on the current state of equity markets. This is the logical result of leaving financial conditions too loose for too long and there is no advocate for tightening them"
X Link @BlacklionCTA 2025-10-21T11:42Z 25.9K followers, 7484 engagements
"One thing I remember from the Enron et al days is those who traded that situation and others best were serious analysts reconciling the X financial statements specifically the discrepancy between revenue recognition on the income statement and the statement of cash flows"
X Link @BlacklionCTA 2025-10-21T11:51Z 25.9K followers, 1394 engagements
"@dampedspring Me on the Tahiti dock waving at you Boss"
X Link @BlacklionCTA 2025-10-23T16:18Z 25.9K followers, 1182 engagements
"This is the key part of the Implementation Note IMO. Fed moving its balance sheet toward Bills. cc @DerivativesDon"
X Link @BlacklionCTA 2025-10-29T18:11Z 25.9K followers, 7878 engagements
"CBOE Gold Volatility Index post COVID high this morning"
X Link @BlacklionCTA 2025-10-17T11:32Z 25.9K followers, 2996 engagements
"SRF tapped for $3B this morning. Becoming a more regular occurrence and in line with the Fed's desires. Stopping measly $5B QT isn't going to change this much"
X Link @BlacklionCTA 2025-10-23T13:24Z 25.9K followers, 6855 engagements
"@stonksguy Maybe not for a while as long as the good trade news keeps flowing"
X Link @BlacklionCTA 2025-10-27T13:41Z 25.9K followers, XX engagements
"I still think the Fed cuts next meeting and if Trump prevails against L. Cook at SCOTUS we can't be long enough this stuff"
X Link @BlacklionCTA 2025-10-30T11:09Z 25.9K followers, 1361 engagements
"Monday Note: đ˘Schabel x2 LEI đ˝Export Inspect 3M TBills $77B 6M TBills $86B đ˘Nagel Vujcic USDA Crop Progress"
X Link @BlacklionCTA 2025-10-20T09:43Z 25.9K followers, 1764 engagements
"Treasury issuance schedule is modified next week for FOMC. Monday is big: 6M TBills $77B 2Yr Notes $69B 3M Bills $86B 5Yr Notes $70B"
X Link @BlacklionCTA 2025-10-24T17:58Z 25.9K followers, 9213 engagements
"@NickTimiraos I dont understand take the balance sheet down and redeploy the money to main street Balance sheet reduction removes reserves"
X Link @BlacklionCTA 2025-10-25T12:23Z 25.9K followers, 2734 engagements
"@Ariston_Macro @JonoBayes @PauloMacro @BobEUnlimited @DannyDayan5 @ces921 Makes me think about what else is driving the SPX also the substance of the sentiment surveys"
X Link @BlacklionCTA 2025-10-28T09:57Z 25.9K followers, XXX engagements
"@leximeier @lisaabramowicz1 Interesting why"
X Link @BlacklionCTA 2025-10-28T11:01Z 25.9K followers, XXX engagements
"Gird your loins for chart violence. SPX in the top BofA MOVE Index (bond market vol based on OTC options on interest rate swaps) in the bottom YTD. Bessent knows this chart and IMO will not risk it"
X Link @BlacklionCTA 2025-10-28T11:14Z 25.9K followers, 6310 engagements
"Interesting notes yesterday about IndexVIX. This is the curve now comp'd to Monday"
X Link @BlacklionCTA 2025-10-29T11:06Z 25.9K followers, 1431 engagements
"@lord_fed Every time. Bessent must have wet his pants after the cash close"
X Link @BlacklionCTA 2025-10-10T22:10Z 25.9K followers, 1735 engagements
"Monday Note: ECB CPI Expect Durable Goods XXX% Dallas Fed Mfg. đ˝Export Inspect 6M TBills $77B 2Yr Notes $69B 3M Bills $86B 5Yr Notes $70B USDA Crop Progress"
X Link @BlacklionCTA 2025-10-27T09:42Z 25.9K followers, 1800 engagements
"@PelicanTrading I've cherry picked a specific time frame for X important things that outside of this time frame don't have a durable inverse relationship. I think this is VERY relevant to our current macro regime and hence important. I shared this later in the thread"
X Link @BlacklionCTA 2025-10-28T11:56Z 25.9K followers, XXX engagements
"@macropotamus I postulated months ago the ultimate merger could occur where Bessent fills both seats and was rightly criticized for it. I still contend somewhere in the White House is being seriously discussed"
X Link @BlacklionCTA 2025-10-28T15:37Z 25.9K followers, XXX engagements
"@macropotamus If deficit:GDP GDP growth isn't it positive impulse"
X Link @BlacklionCTA 2025-10-28T15:56Z 25.9K followers, XXX engagements
"It's amazing what a central bank can do when they forsake their price stability mandate"
X Link @BlacklionCTA 2025-10-29T11:45Z 25.9K followers, 3514 engagements
"This week's FOMC and Fed activities are more important than the 25bps rate cut. My preview:"
X Link @BlacklionCTA 2025-10-25T16:30Z 25.9K followers, 18.6K engagements
"@CapitalMktGuy @BankingNewsGuy The big difference this time is the Fed will rush in with extraordinary liquidity before it resembles GFC"
X Link @BlacklionCTA 2025-10-29T12:27Z 25.9K followers, XXX engagements
"J. Powell seemed intent on cooling the market's expectations for future cuts and he adeptly leveraged Jeff Schmid's dissent. This morning SOFR is responding"
X Link @BlacklionCTA 2025-10-30T11:06Z 25.9K followers, 5369 engagements
"@fejau_inc @LynAldenContact They absolutely will not hint at it being QE. It is reserve expansion. IMO it matters how it relates to GDP growth and Treasury issuance for intermediate/long term impact. In the short term it will be received bullish/QE bro"
X Link @BlacklionCTA 2025-10-30T12:10Z 25.9K followers, XXX engagements
"Looking forward to this years conference. Timely. Good to know this will be an annual event"
X Link @BlacklionCTA 2025-10-30T18:05Z 25.9K followers, 3575 engagements
"Initial panel delving into myriad of differences between FHLB and DW. Learning a lot about FHLB"
X Link @BlacklionCTA 2025-10-30T18:51Z 25.9K followers, 1405 engagements
"@GagnonMacro @DavidBeckworth Who is proposing $10B in reserves and what was so bad about pre GFC reserve balances"
X Link @BlacklionCTA 2025-10-28T16:24Z 25.9K followers, XX engagements
"@DBillKaplan They believe they are restrictive and are committed to maintaining inflation 2%. They are a growth focused central bank"
X Link @BlacklionCTA 2025-10-29T18:53Z 25.9K followers, XX engagements
"Thursday Note: BOJ fallout UI Claims 229K/1.931M GDP X% đ¨Deposit Rate XXXX% unch. đ˘Lagarde Presser đ˘Bowman (recorded) EIA #natgas +74Bcf 4W TBills $110B 8W TBills $95B đ˘Logan at Dallas conf. (attending)"
X Link @BlacklionCTA 2025-10-30T09:36Z 25.9K followers, 1919 engagements
"@JaredKubin If the Fed equally weighted its mandates I agree. I think they are still a pro-growth/labor bank and price stability a distant concern other than maintaining inflation. Powell is not a shock and awe guy. He wanted some optionality for December and Jeff Schmid gave it to him"
X Link @BlacklionCTA 2025-10-30T11:24Z 25.9K followers, XXX engagements
"@TomcatJunkie @TexSandlin @boomers_ass Sir we stan the Tomcat on this thread. Kick plenty of see without tanker gas on 1+15 cycles. Also that is an old pic with the glove vanes out. Tex knows better than me but probably pre 1990"
X Link @BlacklionCTA 2025-10-30T17:58Z 25.9K followers, XX engagements
"@judahrhodie @jbulltard1 Recall it was started by McDonalds"
X Link @BlacklionCTA 2025-10-30T19:12Z 25.9K followers, XXX engagements