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fejau
Shitposts, macro, crypto. Host of podcast & newsletter @forwardguidance
Give Shaunda a follow. One of the best new analysts we've hired at Blockworks recently. Great piece!
8.8. klo 00.48
.@blockworksres is making the 0xResearch newsletter better than ever before.
@Kunallegendd and I covered ETF flows, treasury firms testing mNAV limits, and @heavendex's $27M raise
Plus recommended reading from @payy_link and @angstromxyz
12,72K
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ICYMI: Markets Haven’t Priced In The End of Fiscal Tailwinds
We Discuss:
🔶 Entering a contractionary fiscal impulse
🔶 Why QRA threw cold water, not gasoline
🔶 Fed leadership vacuum & September pivot odds
🔶 Why long bonds still can’t catch a bid
🔶 Stablecoin myths & marginal buyers of T-bills
@dampedspring @fejau_inc
Timestamps:
00:00 Introduction
01:59 Fed Takeaways
09:42 VanEck AD
10:28 What Happens When Powell Leaves?
16:49 Treasury QRA Breakdown
22:24 Impact of Treasury Buybacks
26:27 TGA Rebuild & Liquidity
29:19 Fed Balance Sheet & Reinvestment Policy
30:23 VanEck Ad
31:03 Fed Balance Sheet & Reinvestment Policy
44:19 Tracking the Economic Data
51:03 Financial Conditions vs Growth
52:28 Making Sense of Market Pricing
57:06 Short vs Long Rates
59:09 Net Impact of Stablecoins
1:10:47 Final Thoughts
Links Below ↓
21,85K
Out now! Thanks again for joining @dampedspring
6.8. klo 22.02
🎙️NEW POD: Markets Haven’t Priced In The End of Fiscal Tailwinds
We Discuss:
🔶 Entering a contractionary fiscal impulse
🔶 Why QRA threw cold water, not gasoline
🔶 Fed leadership vacuum & September pivot odds
🔶 Why long bonds still can’t catch a bid
🔶 Stablecoin myths & marginal buyers of T-bills
@dampedspring @fejau_inc
Links Below ↓
56,65K
Perhaps making macro mainstream was a mistake
5.8. klo 00.45
Hung out with a friend yesterday who is looking to buy right now.
Said once Powell is out and Fed lowers rates to zero, mortgage rates will be ~3% again and home prices will go up 20% or more.
Wants to buy not one but multiple properties to ride this expected wave.
38,19K
????
3.8. klo 23.42
NEW @GwartyGwart: Hypergamble Your Way To Wealth w/ @fejau_inc
"We've lost price discovery. Nothing really is true anymore. That's why hyper gambling has become almost rational."
• Fiscal dominance replacing monetary policy
• Bitcoin at ATH despite 5% interest rates
• US running 7% GDP deficit during full employment
48,69K
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NEW @GwartyGwart: Hypergamble Your Way To Wealth w/ @fejau_inc
"We've lost price discovery. Nothing really is true anymore. That's why hyper gambling has become almost rational."
• Fiscal dominance replacing monetary policy
• Bitcoin at ATH despite 5% interest rates
• US running 7% GDP deficit during full employment
71K
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