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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Wednesday, 09-Apr-2025 14:36:06 JST Chinese man ? #nobot
After market close? your banks are already gone, take a siesta, eat some sushi, kys
RT: https://poa.st/objects/c4bcb2c7-aa11-4cc0-babc-914fd09c5205-
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???? (praxisofevil@poa.st)'s status on Wednesday, 09-Apr-2025 15:55:29 JST ????
@IAMAL_PHARIUS I thought the Japanese markets recovered 6%?
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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Wednesday, 09-Apr-2025 15:56:17 JST Chinese man ? #nobot
@PraxisOfEvil this isnt about markets, its yen, their goverment trying to keep cheap loans to the usa alive and their own banks "printing and buying yen bonds" -
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Password Man (mac_ack@hidamari.apartments)'s status on Wednesday, 09-Apr-2025 18:18:24 JST Password Man
@IAMAL_PHARIUS Are you ready for what comes next? Do you get it/ -
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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Wednesday, 09-Apr-2025 18:18:24 JST Chinese man ? #nobot
@mac_ack no i dont get it. tell me -
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???? (praxisofevil@poa.st)'s status on Wednesday, 09-Apr-2025 18:18:29 JST ????
@IAMAL_PHARIUS Do you think they're going to start selling treasuries? They hold the most American debt don't they?
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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Wednesday, 09-Apr-2025 18:19:12 JST Chinese man ? #nobot
@PraxisOfEvil no they wont. they will continue to take and betary their own people.
its written on the elder scrolls. -
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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Wednesday, 09-Apr-2025 18:20:49 JST Chinese man ? #nobot
@PraxisOfEvil right now neither jap or china is dumping dollar. its some machine script at a bank doing margins. -
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???? (praxisofevil@poa.st)'s status on Thursday, 10-Apr-2025 00:21:49 JST ????
@IAMAL_PHARIUS Does that explain why yields are up 5%?
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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Thursday, 10-Apr-2025 00:29:36 JST Chinese man ? #nobot
@PraxisOfEvil yes "hedge" funds
https://www.afr.com/markets/debt-markets/the-us800b-hedge-fund-bond-trade-is-unwinding-with-devastating-effect-20250409-p5lqc8
>But another more intriguing and potentially worrying explanation is that the spike in yields was driven by a mass liquidation of highly leveraged hedge fund trades that threatens to destabilise the bond market.
Hedge funds have been engaging in what is known as a basis trade that seeks to take advantage of a modest difference in prices between liquid and easy-to-trade bond futures contracts and the clunkier actual physical bonds that the contracts are tied to.
The traders sell the futures contracts and use an enormous amount of leverage to buy the bonds and amplify the return so it’s worthwhile.
Apollo chief economist Torsten Slok estimates the size of the basis trade to be about $US800 billion ($1.3trn, accounting for a large slice of the $US2 trillion of prime brokerage balances, or loans extended by brokers to hedge funds.
“In the basis trade, hedge funds put on leveraged bets, sometimes up to 100 times, with the goal of profiting from the convergence between the futures price and the bond price, as the futures contract approaches expiry.” -
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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Thursday, 10-Apr-2025 00:31:20 JST Chinese man ? #nobot
@white_male @PraxisOfEvil In conversation permalink Attachments
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???? (praxisofevil@poa.st)'s status on Thursday, 10-Apr-2025 00:31:21 JST ????
@white_male @IAMAL_PHARIUS I'm just waiting to be reassured by Scott Bessent, I find his presence very calming
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white_male (white_male@poa.st)'s status on Thursday, 10-Apr-2025 00:31:21 JST white_male
@PraxisOfEvil @IAMAL_PHARIUS Indeed. In conversation permalink Attachments
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???? (praxisofevil@poa.st)'s status on Thursday, 10-Apr-2025 00:31:22 JST ????
@white_male @IAMAL_PHARIUS Makes sense I guess, things are so unpredictable
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white_male (white_male@poa.st)'s status on Thursday, 10-Apr-2025 00:31:22 JST white_male
@PraxisOfEvil Yeah, i repeat myself, interested in @IAMAL_PHARIUS opinion. In conversation permalink Chinese man ? #nobot likes this. -
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white_male (white_male@poa.st)'s status on Thursday, 10-Apr-2025 00:31:23 JST white_male
@PraxisOfEvil @IAMAL_PHARIUS Theory got disjointed from practice. People continue flocking from risky derivatives to govt backed securities. In conversation permalink Chinese man ? #nobot likes this. -
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???? (praxisofevil@poa.st)'s status on Thursday, 10-Apr-2025 01:01:12 JST ????
@IAMAL_PHARIUS So the hedge funds are basically piling up short bets on the market
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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Thursday, 10-Apr-2025 01:07:18 JST Chinese man ? #nobot
@PraxisOfEvil theres no one at those computers. this kind of stuff they leave it to something like a big fucking excel sheet running a formula. theres no active over the counter contracts being done. this is those trades becoming unprofitable and getting liquidated. In conversation permalink -
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???? (praxisofevil@poa.st)'s status on Thursday, 10-Apr-2025 01:43:26 JST ????
@IAMAL_PHARIUS I'm scared Chineseman, I might cry and piss my pants, maybe even shit and cum
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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Thursday, 10-Apr-2025 01:50:11 JST Chinese man ? #nobot
@PraxisOfEvil its ok man this just bad joo joo and evil vibes.
the global economy will whipsaw itself till it decides having united states involved in it isnt worth the effort.
then america will get to produce in america, and everyone else will get on with whatever they do (disown wto or something)In conversation permalink Attachments
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???? (praxisofevil@poa.st)'s status on Thursday, 10-Apr-2025 01:56:43 JST ????
@IAMAL_PHARIUS I was already fucked and now I'm even more fucked so whatever
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Tiberius J. Nougat (lord_nougat@nicecrew.digital)'s status on Thursday, 10-Apr-2025 03:38:34 JST Tiberius J. Nougat
Hey, that's more than many kitties have!
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But it should have (badoptniks@poa.st)'s status on Thursday, 10-Apr-2025 03:43:34 JST But it should have
@IAMAL_PHARIUS @PraxisOfEvil The market is basically a reply all hellthread of bots In conversation permalink Chinese man ? #nobot likes this. -
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Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Thursday, 10-Apr-2025 03:44:18 JST Chinese man ? #nobot
@BadOptniks @PraxisOfEvil i mean yeah, thats what aladdin is at blackrock. they literally have its bet against itself to generate gdp. In conversation permalink
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