
Bearmageddon 2.0 - Nigger Capital
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चैनल निर्माण की तिथिЖовт 26, 2021
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Трав 31, 2024समूह "Bearmageddon 2.0 - Nigger Capital" में नवीनतम पोस्ट
15.05.202522:23
Imagine they've got you loaded with ativan and morphine and in a lucid moment, you see this




15.05.202521:12


15.05.202500:43
से पुनः पोस्ट किया:
𝐙𝖔𝖔𝖒𝖊𝖗𝐖𝖆𝖋𝖋𝖊𝖓

14.05.202523:41
“Don’t fall for the jewish trick of racial separatism” - non-Whites
lol
lol


14.05.202522:40
14.05.202522:36
14.05.202521:01
से पुनः पोस्ट किया:
Market News Feed

14.05.202521:01
TRUMP: I SUPPORT IRAN, I WANT THEM TO GENERATE SUBSTANTIAL REVENUE ...
से पुनः पोस्ट किया:
/CIG/ Telegram | Counter Intelligence Global

14.05.202520:53
🇺🇸✡️ Multiple Trump White House officials have ties to “antisemitic extremists”
President Trump campaigned on a pledge to fight antisemitism.
"Antisemitic bigotry has no place in a civilized society," Trump said at an event in 2024.
However, the president's critics question whether antisemitism may have found a place within his administration.
NPR has identified three Trump officials with close ties to antisemitic extremists, including a man described by federal prosecutors as a "Nazi sympathizer," and a prominent Holocaust denier.
https://www.npr.org/2025/05/14/nx-s1-5387299/trump-white-house-antisemitism
President Trump campaigned on a pledge to fight antisemitism.
"Antisemitic bigotry has no place in a civilized society," Trump said at an event in 2024.
However, the president's critics question whether antisemitism may have found a place within his administration.
NPR has identified three Trump officials with close ties to antisemitic extremists, including a man described by federal prosecutors as a "Nazi sympathizer," and a prominent Holocaust denier.
https://www.npr.org/2025/05/14/nx-s1-5387299/trump-white-house-antisemitism
14.05.202520:50
Ubersoy's chat is filled with jews. You can recognize the israeli scum when they start to use "dog" ("kelev" in hebrew) as an insult.
Which is curious since dogs are better than these israelis. These shasniks go in any chat to spam their retarded shit and call everyone who doesn't try to fuck the kotel an "erev rav".
Fun fact: every great jew in history is an erev rav. Nobody cares about what a retarded rabbi with 20 mental conditions said in the talmud except other retards.
Everyone knows about Jesus, Bobby Fischer or Spinoza. Nobody knows about Rabbi Schmuley von Bagelstein the Third from the yeshiva of Infinite Cope.
Which is curious since dogs are better than these israelis. These shasniks go in any chat to spam their retarded shit and call everyone who doesn't try to fuck the kotel an "erev rav".
Fun fact: every great jew in history is an erev rav. Nobody cares about what a retarded rabbi with 20 mental conditions said in the talmud except other retards.
Everyone knows about Jesus, Bobby Fischer or Spinoza. Nobody knows about Rabbi Schmuley von Bagelstein the Third from the yeshiva of Infinite Cope.
14.05.202520:18
US 10Y yield is consolidating around 4.5%. Fed Funds Futures are now pricing in two cuts by December.
The UST curve remains bullishly steepening in early sessions, consistent with a Goldilocks narrative: inflation cooling without growth capitulation.
I maintain tactical steepeners on 2s10s via payers on the short leg, as recession risks are overstated and labor markets remain resilient FOR NOW. Yesterday NFIB small business survey is interesting though.
The index declined by 1.6 points in April to 95.8, the second consecutive month below the 51-year average of 98.
The Uncertainty Index decreased 4 points from March to 92 but remained far above the historical average of 68. Seasonally adjusted, 34% of business owners reported job openings they could not fill in April, down 6 points from March.
The last time job openings were below this level was in January 2021.
The 90-day tariff détente between the U.S. and China represents less a structural de-escalation and more a tactical pause.
My China desk remains skeptical of re-leveraging in Q2; PMI data last week confirmed persistent private sector credit lethargy despite PBoC trying to fueling moral hazard.
Like Beethoven's late string quartets, the current macro landscape is one of apparent disorder masking underlying structure. Beneath the noise of geopolitical friction and policy ambiguity, markets are engaging in a complex repricing of duration, risk, and liquidity.
I remain neutral on global equities, favoring barbell positioning: long IG bonds and US+UK anticyclicals vs underweight Eurozone cyclicals.
In fixed income, I reiterate my preference for duration over credit at current spreads.
In my opinion those who are buying the index NOW will be disappointed later this year.
The UST curve remains bullishly steepening in early sessions, consistent with a Goldilocks narrative: inflation cooling without growth capitulation.
I maintain tactical steepeners on 2s10s via payers on the short leg, as recession risks are overstated and labor markets remain resilient FOR NOW. Yesterday NFIB small business survey is interesting though.
The index declined by 1.6 points in April to 95.8, the second consecutive month below the 51-year average of 98.
The Uncertainty Index decreased 4 points from March to 92 but remained far above the historical average of 68. Seasonally adjusted, 34% of business owners reported job openings they could not fill in April, down 6 points from March.
The last time job openings were below this level was in January 2021.
The 90-day tariff détente between the U.S. and China represents less a structural de-escalation and more a tactical pause.
My China desk remains skeptical of re-leveraging in Q2; PMI data last week confirmed persistent private sector credit lethargy despite PBoC trying to fueling moral hazard.
Like Beethoven's late string quartets, the current macro landscape is one of apparent disorder masking underlying structure. Beneath the noise of geopolitical friction and policy ambiguity, markets are engaging in a complex repricing of duration, risk, and liquidity.
I remain neutral on global equities, favoring barbell positioning: long IG bonds and US+UK anticyclicals vs underweight Eurozone cyclicals.
In fixed income, I reiterate my preference for duration over credit at current spreads.
In my opinion those who are buying the index NOW will be disappointed later this year.
रिकॉर्ड
13.05.202523:59
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50.00%ER20.03.202514:15
48.11%ERRअधिक कार्यक्षमता अनलॉक करने के लिए लॉगिन करें।