Send us a text What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in the...
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Send us a text What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in the...
Send us a text PTJ brings signal, Takaichi tilts pro growth and the tape points higher Acid Breath is the market show that slaps you awake. Government went dark; price turned the lights on. Paul Tudor Jones walked on TV and the noise shut up. Trend over tale. Above the one year or out. Never average down. Tokyo just told you what it believes: weak yen, loud profits. Ceilings become trampolines. If your plan bends to a decimal, you never had a plan. You’ll get hooks you...
The ACID Capitalist Podcast
Send us a text What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in the...
