[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Capital Misallocation [@BenBrey](/creator/twitter/BenBrey) on x 8819 followers Created: 2025-07-19 01:12:46 UTC Might as well share this now. There is absolutely ZERO off the run 10yr paper coming down the pipeline in the next X years due to the impact of Clinton creating a budget surplus in the late 90s and subsequently Paul O’Neill ending the issuance off the 30yr bond in 2002. The non-linear implications of this are probably the most important thing to understand if you are trading duration or fronting like you know what’s going to happen to long rates on here or in paid newsletters or to your LPs. #makebondsgreatagain XXXXXX engagements  **Related Topics** [government spending](/topic/government-spending) [budgeting](/topic/budgeting) [Post Link](https://x.com/BenBrey/status/1946377643722678438)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Capital Misallocation @BenBrey on x 8819 followers
Created: 2025-07-19 01:12:46 UTC
Might as well share this now.
There is absolutely ZERO off the run 10yr paper coming down the pipeline in the next X years due to the impact of Clinton creating a budget surplus in the late 90s and subsequently Paul O’Neill ending the issuance off the 30yr bond in 2002.
The non-linear implications of this are probably the most important thing to understand if you are trading duration or fronting like you know what’s going to happen to long rates on here or in paid newsletters or to your LPs.
#makebondsgreatagain
XXXXXX engagements
Related Topics government spending budgeting