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 What Is Acid Breath? A nightly macro riff that turns the day’s markets and data into signal. Quirky, erudite, fast. We entertain, then arm you to trade like an adult. Fly Blind, See Clear Shutdown day three, payrolls locked in a drawer, yet stocks print records. The tape speaks when the oracle is silent. Read price and weekly closes before you read headlines. Process Beats Prophecy Bill Lipschutz once dreamed a perfect number and still passed on the trade. The lesson. Define ex...
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...
