https://preview.redd.it/mc8xfyhkpi6g1.jpeg?width=1001&format=pjpg&auto=webp&s=6228e2641d1b2861ed1da28f9ede13d01674f884 Side note

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This is game over here. It’s unwinding and these are signs to take note of.

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What do you think QE is dumbass? Rates don't control yields, Treasury activist issuance, liquidity and balance sheet duration does you retard. Who cares about tomorrow or one day (note Tues-Thurs happens to also be busiest SOMA day which is why Wed / Thurs are even more irrelevant)? Important thing is 2026.

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Note the Fed is the same as the US government, just not the same part. One thing this does it save on interest - any interest paid by Treasury to the Fed is considered profit and deposited right back into the Treasury General Account.

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On a serious note tho, I dont understand how Palantir's stocks keep going up. Everything about this company tells me they shouldn't be valued at what they are and everyday I'm left dumbstuck.

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QE bros we're so back. also anyone hear him say the quiet part out loud. "demand for our liabilities like currency...". so that's what federal reserve note means? it's a debt liability? what do I get for this note?

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Only 1 cut in 2026, but treasury note buying starts this month. That's the kicker here! Edit - Bills and notes both probably

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I like to think that Powell has at the top of his note card written out "good afternoon"

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Yeah it’s like I get every other weekend at work and it’s double time on weekends. It’s not mandatory, but if I don’t take the work I won’t get it until my next turn in the cycle. And financially I am relying on that currently. So maybe that’s not so much fun to talk about but I’m not shy about sharing that info. Yeah I’m the same way and my whole family knows that from me growing up. But now I’m a grown man and will do whatever I need to do regardless if I want to or not. But I feel like maybe they think I’m making excuse to just not go and that’s what gives me anxiety about it all because it isn’t like that but idk how else to get that message across. Side note thanks for the good conversation on this it’s helped

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Right like I don’t think they are aware or trying to make me feel guilty, I know they just want to see me and my family. Yeah for real I live in an incredibly expensive location (PNW) and it’s like I’m not living luxury over here. It’s like I’m screwing myself financially and with family time all because I want my kids to be raised by my wife and not the daycare or my mother. Crazy how difficult that is to accomplish nowadays I do truly make incredibly good money for my education level. This gathering is actually the weekend before, I will still be able to see my parents and sister/brother and their kids on Christmas Eve and probably day too. So it’s like.. not that my extended family isn’t a priority if they all gathered on Christmas Eve or day id see them because I’m able to take that time off. Side note I really appreciate these conversations with strangers even if some end up being AI HAHA 😂

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