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@convexity
Convexity Life Mod Acolyte
@convexity
Mod Acolyte
TLT
30-year yields are at 20-year highs. Mortgage rates are rising. Credit card debt is at record levels. Inflation is picking up again.
It increasingly looks like the Fed is following the market, not leading it.
Could the OpenAI and SpaceX IPOs end up marking the top of this cycle? In hindsight, that might look obvious.
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May 20, 2026 · 08:58 PM · 111 views
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@schizo
SchizoMoneyApe
@schizo · May 20, 2026 · 10:36 PM
TLT
we are cooked, like ants beneath the boots of two titans battling (musk VS altman). the AI needs more oil and copper to be fed.
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