Chief Market Strategist, Corpay by day. Nerd by night.
Opinions expressed are solely my own and do not express the views or opinions of my employer.
Karl Schamotta
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"He won't have any choice," Trump told the FT in a telephone interview. "I call the shots. I call all the shots. He [Netanyahu] doesn't call the shots.
Narrator: He [Netanyahu] did, in fact, call the shots.
Korean won plummeting toward 1997 Asian Financial Crisis levels:
1. Are people selling bitcoin to buy SpaceX?
2. If so, does that mean—despite abundant evidence to the contrary—the total addressable market of greater fools actually has limits?
Arguably the biggest paradox in markets right now: uncertainty over the Trump administration’s policy direction is suppressing—not raising—volatility expectations: www.wsj.com/economy/when...
US economic surprise index showing clear signs of accelerating beyond seasonal norms—even ahead of today's blockbuster non-farm payrolls report:
At this rate, he’ll be president in ‘29.
“…tokenized deposits retain the same credit risk profile, regulatory expectations and accounting treatments, making it easier for banks to offer blockchain-based payments within an existing regulatory framework”
WSJ: www.wsj.com/finance/bank...
"It’s not great to wake up and realize that you’re at the bottom of the capital stack. That’s part of what’s happening to government bondholders in the US and around the world right now" @hannolustig.bsky.social
The United States Capital Structure: open.substack.com/pub/thetwoce...
