ex sniper squad 🦅 SOFR/SERFF Link in Bio
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Joined September 2020
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Art of the deal or not, thats just pathetic.
We all had Guys around us, seen people shot, getting ambushed and died. So if you never to deal with this - dont say bullshit like Trump does. Pics are 2009, 2010 and 2012.
Trump on NATO:
We have never needed them. We have never needed asked anything of them.
You know they say they sent troops to Afghanistan, and they did.
They stayed a little back, little off the frontlines.
Readers added context they thought people might want to know
Actually there were 44 danish military personal dead while fighting alongside US troops in Afganistan. There we also other nationalities that lost military personal. The US is actually the only country which benefited from article 5 and NATO members were quick to suport the US
pbs.org/newshour/polit….
gamma_exposure🇩🇪🇬🇧 retweeted
we're close to the 500 seat cap for tonight.
7pm ET, live on Zoom with Matt: the last three midterms, the hedges going into tomorrow, and the longer-term outlook we usually keep for members.
grab one of the last seats, free, and you get the recording too:
events.zoom.us/ev/At8EiJ5jc6…
not financial advice
he never leaves the basement so we can get smarter
new plumbing post just dropped
a primer on the cross-currency (XCCY) basis market conks.plumbing/p/primer-the-…
gamma_exposure🇩🇪🇬🇧 retweeted
3 part story for curve today:
1. Started the day as bear flattener AGAIN (4-day streak): 2y +5, 10y +4, 2v10 -1 to new 1m low
2. Then Warsh flipped it to twist steepener: 2y -6 to low of day, 10y +2 to high of day, curve +9 to high of day
3. Then Vance/Iran story had brief bull flatten that faded: 2y -1, 10y -3
Full day: 2y -2, 10y +3, 2v10 +5
Have to trust the highest magnitude move which was the twist steepener in part 2. I hate twist steepener because you got 2y down but 10y up and therefore no clue on overall duration. But high magnitude steepening (+9!) off 1m lows tells me steepening is likely the next trade and you get good value here coming off 1m lows on 2v10.
Could be bull steepener (weak data, more AI slowdown, Iran deal) or bear steepener (no QRA change, gov and corp bond supply accelerates). Both are reasonable guesses. Bull flattener for the past 2 weeks probably out of steam but could keep going. Bear flattener just got murdered by Warsh.
So my odds point to steepener for curve with good size because entry levels are decent at 1m flats. But no size for overall duration (am small short 10y) until more clarity on price action, data, events.
Box trade of steeper US curve against flatter CA curve is an interesting variation too. IMO the BOC is looking committed to more hikes.
gamma_exposure🇩🇪🇬🇧 retweeted
I think there is some really important trading days upcoming so I elected to make my research for tomorrow's trading session for ZN, CL and ES for free. If you like it, subscribe. If you dont, didn't ask and dont care.
marketmath.substack.com/p/to…
people in market making be like
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still in 2026, people follow the ''unusual activity'' slop aka. Cheddarflow out there.
only thing unusual is your brain anon.
would. its not a MG42 tho, but still for this price absolute bargain
A Yemeni gun shop is selling this beautiful MG42, locally known as the “Hitler machine gun.”
The asking price? 800,000 Yemeni riyals, or roughly $3,387.
Imagine the collector’s market in the U.S. if something like this could legally be imported. The potential value of a piece of WWII history like this is on a completely different level.
bro was platoon leader and later yeted into civil affairs. sure u saw “a lot” of things you cunt.
Hegseth on Afghanistan:
I was a captain in Afghanistan, and we would go to the headquarters in Kabul, and there would be 50 flags at the headquarters.
It was a beautiful thing to see 50 different countries contributing to the NATO alliance and the ISAF mission there.
Except there were like maybe five that contributed. It was actually closer to one or two that, by the end, were actually involved in kinetic operations.
In fact, the ISAF patch, we would joke that it meant "I Saw Americans Fighting."
Readers added context they thought people might want to know
Over 1100 non-American soldiers from 31 US-allied countries were killed fighting in Afghanistan, approximately 1/3 of the total combat deaths.
t.co/x4tGhxJiFG