Playback speed×Share postShare post at current timeShare from 0:000:00/0:001US China April Summit Only those who risk going too far can possibly find out how far they can go 1-13-2026All things financial...Jan 13, 20261ShareDiscussion about this videoCommentsRestacksDaniel’s SubstackSubscribeAuthorsAll things financial...Recent PostsCrowded carry is liquidity, until it isn't. Repo is the oxygen; when it is cut all choke at once 1/-19-2026Jan 19 • All things financial...State socialism nationalizes arms to socialize security, state capitalism nationalizes risk 1-18-2026Jan 18 • All things financial...Stressed silver looking at backwardation backwards 1-17-2026Jan 17 • All things financial...The US prepares to meet Xi by trying to align allies in a REM strategy 1-15-2026Jan 15 • All things financial...When the Yen Carry trade meets the Cash Basis trade in an unwind, everything liquid gets sold 1-14-2026Jan 14 • All things financial...An inherent trait of a Balkanized society is that the parts tend to fight each other, not the enemy 1-12-2026Jan 12 • All things financial..."MOASS" Mother of All Short Squeezes. GME elegant solution to end the squeeze 1-11-2026Jan 11 • All things financial...
