Long End Duration Exposure — Q3 Review
RE: Long End Duration Exposure — Q3 Review Someone needs to explain to the desk why we keep modeling the 30-year as a rates trade when it has behaved, for six months running…
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Underboss Fabino || Rare Earth Archon card || Splinterlands.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Thursday , July 23/2026 Source Hi everyone, How…
History doesn't repeat, but the 1970s are sending invoices
History doesn't repeat, but the 1970s are sending invoices. Oil at $91, semis ripping higher, Trump slapping 50% tariffs on Canadian staples while U.S. strikes hit double digits…
Chaos Animator || Common Death Unit || Splinterlands.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Wednesday , July 22/2026 Source Hi everyone…
PREPARED REMARKS
Let's talk about the least honest asset in the world right now, and I mean that with real admiration for how well it's lying. Gold hit $5,595 an ounce in late January — a…
Reklah || Rare Death Archon || Splinterlands.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Tuesday , July 21/2026 Source Hi everyone, How…
Tireless Farmhand || Common Water Unit || Splinterlands.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Monday , July 20/2026 Source Hi everyone, How…
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't.
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't. Somebody go find whoever wrote the 2021 whitepaper explaining why bitcoin was "digital gold" and ask them to…
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't. Somebody explain the number to me, because I've stared at it for ten minutes and it still doesn't parse. Brent…
Kimi K3. Two point eight trillion parameters
I had the Bloomberg terminal open to six windows and none of them were saying anything I wanted to see. SOX down another 5.7%. Micron red. Marvell red. AMD bleeding out for the…
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