“Don’t Buy Government Bonds”

by Antonius Aquinas As another farcical “debt-ceiling raising” saga unfolds, conducted by the two indistinguishable political parties hell-bent on driving America into economic ruin, it would be instructive to look at how some earlier conservative/libertarian thinkers viewed public debt.  Unlike …

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Hindenburg is now shorting IEP bonds. Carl Icahn owns 85% of the stock and is using 65% as collateral for his margin loans.

by chrislink73 Source: https://www.reuters.com/business/finance/hindenburg-says-icahn-enterprises-failed-address-concerns-shorts-its-bonds-2023-05-11/ ​ What are Carl’s options to fight this? With the Feds investigating IEP and shorts continuing to pile on, he will need to do more to directly address the concerns of shareholders and right the ship. Carl’s …

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60/40 portofolios will close the year with the worst YTD return in 100 years… next year even worse. they hold bonds… the government may create a perfect storm.

60/40 portofolios will close the year with the worst YTD return in 100 years.. next year even worse. they hold bonds.. pic.twitter.com/gZbsL2kn2d — Alessio (@AlessioTMAD) December 30, 2022 https://twitter.com/WallStreetSilv/status/1608911837965475840 There it is a record in REVERES REPO ACTIVITY pic.twitter.com/V196xp0Dir — …

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Bank of England Bought No Bonds Today, after Buying only £22 Million on Monday, instead of £5 Billion per Day

by Boo_Randy How long can the Keynesian fraudsters at the BoE stave off the inevitable financial reckoning day by buying up their own debt with created-out-of-thin-air “money”? https://wolfstreet.com/2022/10/04/bank-of-england-bought-no-bonds-today-after-buying-only-22-million-on-monday-instead-of-5-billion-per-day/ Carefully communicating this isn’t a Pivot to QE but a temporary “backstop” …

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JP Morgan is worried who will buy all the bonds… with Fed, China, and Japan selling… and the Treasury running trillion dollar deficits… and bond yields still well below current rate of inflation… who will buy all the bonds…?

“Who Will Buy?” is the exuberant ensemble number from the 1962 musical hit Oliver! It is also the rallying cry of a number of investors and analysts who are worried about who exactly will be purchasing trillions of dollars worth …

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Bonds of Bed Bath & Beyond Collapse on Bankruptcy Fears as Suppliers with Unpaid Bills Halt Shipments

by Boo_Randy Hey meme stock baggies: tell me again how you’re fighting the hedgies by giving them all of your money. https://wolfstreet.com/2022/08/22/bonds-of-bed-bath-beyond-collapse-on-bankruptcy-fears-as-suppliers-with-unpaid-bills-halt-shipments/ Meme-stock crowd got crushed, shares collapsed 69% in four days. Their billionaire hedge-fund hero, who might have known …

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Hedge funds are betting against bonds and stocks, net insider selling is higher than it’s been since January. Blackrock CEO selling shares like they are pennies. The 08 parallels are freaky

Net insider selling is higher than it's been since jan22. Are they telling us something? 🤔 pic.twitter.com/EDeVqGu6ld — Rosanna Prestia, MBA (@RosannaInvests) August 7, 2022 Sell everything Hedge funds are betting against bonds and stocks pic.twitter.com/iecVZHxuYC — Alessio (@AlessioTMAD) August …

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