DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

BearlySane88 said:

---

DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

---

Im not on X.

But I do have nearly $10 million in my brokerage account. Im in the Top 1%.

Go Bears!

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

---

Im not on X.

But I do have nearly $10 million in my brokerage account. Im in the Top 1%.

Go Bears!

---

Uh cool? What does that have to do with you talking about Amuse?

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

---

Im not on X.

But I do have nearly $10 million in my brokerage account. Im in the Top 1%.

Go Bears!

---

Uh cool? What does that have to do with you talking about Amuse?

---

I think it's funny that there are Trump fans who actually find credibility in him.

His tweets about the economy have been proven to be bogus and clearly show that he has no idea what he's talking about. I just find it funny that he's been held in such high regard here by a number of posters.

As you know, he is a college drop out.

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

---

Im not on X.

But I do have nearly $10 million in my brokerage account. Im in the Top 1%.

Go Bears!

---

Uh cool? What does that have to do with you talking about Amuse?

---

I think it's funny that there are Trump fans who actually find credibility in him.

His tweets about the economy have been proven to be bogus and clearly show that he has no idea what he's talking about. I just find it funny that he's been held in such high regard here by a number of posters.

---

Nobody has posted about him here lately except you. Your fixation is what's funny.

Yes we know he's a college dropout and that means absolutely nothing to me. You can define yourself by your degree but most people in the real world don't.

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

---

Im not on X.

But I do have nearly $10 million in my brokerage account. Im in the Top 1%.

Go Bears!

---

Uh cool? What does that have to do with you talking about Amuse?

---

I think it's funny that there are Trump fans who actually find credibility in him.

His tweets about the economy have been proven to be bogus and clearly show that he has no idea what he's talking about. I just find it funny that he's been held in such high regard here by a number of posters.

---

Nobody has posted about him here lately except you. Your fixation is what's funny.

Yes we know he's a college dropout and that means absolutely nothing to me. You can define yourself by your degree but most people in the real world don't.

---

What do you find in his background gives him credibility when it comes to discussing economic principles?

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

---

Im not on X.

But I do have nearly $10 million in my brokerage account. Im in the Top 1%.

Go Bears!

---

Uh cool? What does that have to do with you talking about Amuse?

---

I think it's funny that there are Trump fans who actually find credibility in him.

His tweets about the economy have been proven to be bogus and clearly show that he has no idea what he's talking about. I just find it funny that he's been held in such high regard here by a number of posters.

---

Nobody has posted about him here lately except you. Your fixation is what's funny.

Yes we know he's a college dropout and that means absolutely nothing to me. You can define yourself by your degree but most people in the real world don't.

---

What in his background gives him credibility when it comes to discussing economic principles?

---

You seem to spend way more time thinking and getting to know his backstory than anyone else so I have faith you can answer that yourself.

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

---

Im not on X.

But I do have nearly $10 million in my brokerage account. Im in the Top 1%.

Go Bears!

---

Uh cool? What does that have to do with you talking about Amuse?

---

I think it's funny that there are Trump fans who actually find credibility in him.

His tweets about the economy have been proven to be bogus and clearly show that he has no idea what he's talking about. I just find it funny that he's been held in such high regard here by a number of posters.

---

Nobody has posted about him here lately except you. Your fixation is what's funny.

Yes we know he's a college dropout and that means absolutely nothing to me. You can define yourself by your degree but most people in the real world don't.

---

What in his background gives him credibility when it comes to discussing economic principles?

---

You seem to spend way more time thinking and getting to know his backstory than anyone else so I have faith you can answer that yourself.

---

I asked you a simple question.
Please show some good faith and offer a genuine reply instead of deflecting.

Thanks.

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

---

Im not on X.

But I do have nearly $10 million in my brokerage account. Im in the Top 1%.

Go Bears!

---

Uh cool? What does that have to do with you talking about Amuse?

---

I think it's funny that there are Trump fans who actually find credibility in him.

His tweets about the economy have been proven to be bogus and clearly show that he has no idea what he's talking about. I just find it funny that he's been held in such high regard here by a number of posters.

---

Nobody has posted about him here lately except you. Your fixation is what's funny.

Yes we know he's a college dropout and that means absolutely nothing to me. You can define yourself by your degree but most people in the real world don't.

---

What in his background gives him credibility when it comes to discussing economic principles?

---

You seem to spend way more time thinking and getting to know his backstory than anyone else so I have faith you can answer that yourself.

---

I asked you a simple question.
Please show some good faith and offer a genuine reply instead of deflecting.

Thanks.

---

No deflection and 100% good faith on my part. I don't know Amuse's backstory because I don't care nor do I spend time thinking about him. You do which is why I assumed you know more about the subject than me. You're the one bringing him up repeatedly out of nowhere, not me.

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

I miss the Amusing tweets from a conservative University of Texas drop-out about how great the economy is under Trump.

---

You sure do talk about this guy a lot but you can find him on X. Enjoy

---

Im not on X.

But I do have nearly $10 million in my brokerage account. Im in the Top 1%.

Go Bears!

---

Uh cool? What does that have to do with you talking about Amuse?

---

I think it's funny that there are Trump fans who actually find credibility in him.

His tweets about the economy have been proven to be bogus and clearly show that he has no idea what he's talking about. I just find it funny that he's been held in such high regard here by a number of posters.

---

Nobody has posted about him here lately except you. Your fixation is what's funny.

Yes we know he's a college dropout and that means absolutely nothing to me. You can define yourself by your degree but most people in the real world don't.

---

What in his background gives him credibility when it comes to discussing economic principles?

---

You seem to spend way more time thinking and getting to know his backstory than anyone else so I have faith you can answer that yourself.

---

I asked you a simple question.
Please show some good faith and offer a genuine reply instead of deflecting.

Thanks.

---

No deflection and 100% good faith on my part. I don't know Amuse's backstory because I don't care nor do I spend time thinking about him. You do which is why I assumed you know more about the subject than me. You're the one bringing him up repeatedly out of nowhere, not me.

---

Oh, ok.

I was just curious why you also seem to keep replying about him.
I thought you might actually know something about his background that I don't know and wanted to inform me.

Thanks.

Getting close to that $40 TRILLION MARK.

Debt/GDP Ratio: 123%

MAGA!

I don't know, amuse was a big contributor to this discussion. His "musings" , while oftentimes misguided, did spur further analysis. I know he got lots of likes on the regular. We miss him. Maybe he's reinventing himself given new facts?

cal83dls79 said:

---

I don't know, amuse was a big contributor to this discussion. His "musings" , while oftentimes misguided, did spur further analysis. I know he got lots of likes on the regular. We miss him. Maybe he's reinventing himself given new facts?

---

As already said, he can be found on X. You amuse lovers can enjoy!

MAGA!

Retail Sales Drop Most in a Year in July

We are definitely the "hottest country in the world" right now. Just ask the delusional clown in the White House.

- 0.6%

https://www.pbs.org/newshour/economy/u-s-retail-sales-unexpectedly-post-largest-drop-in-more-than-a-year

Hottest country in the world always

I would say that we are the dumbest country in the world.

"We" voted a moron into the White House who has cost the American consumer a great deal with his tariffs, inflation, lack of fiscal restraint, and a war of choice.

He is without a doubt, the dumbest U.S. president in my lifetime.

DiabloWags said:

---

I would say that we are the dumbest country in the world.

"We" voted a moron into the White House who has cost the American consumer a great deal with his tariffs, inflation, lack of fiscal restraint, and a war of choice.

He is without a doubt, the dumbest U.S. president in my lifetime.

---

Two time U.S. president. Hottest country in the world. Secured our borders and is removing those who don't legally don't belong here. TRUMP 2028!

BearlySane88 said:

---

DiabloWags said:

---

I would say that we are the dumbest country in the world.

"We" voted a moron into the White House who has cost the American consumer a great deal with his tariffs, inflation, lack of fiscal restraint, and a war of choice.

He is without a doubt, the dumbest U.S. president in my lifetime.

---

Two time U.S. president. Hottest country in the world. Secured our borders and is removing those who don't legally don't belong here. TRUMP 2028!

---

Yup, we're running so hot that bond yields are going to the MOON.

30 year at 5.23%

10 year at 4.74%

MAGA!

10 year yield sure looks like it's in a BULL market!

Bit of a reversal intra-day after getting as high as 4.746

A massive move up from 3.95

Clearly not good for mortgage rates and the housing market.

MAGA !!!

The Fed has been quietly engaged in QE to help Trump's flaccid econony since the beginning of this year. Of course, QE has a tarnished name so the Fed has renamed it "Reserve Management Purchases". The corporate media dutifully follows along and the Fed balance sheet (which was reduced from $9 trillion to $6.75 trillion during Biden's strong economy) has increased from $6.5 trillion $6.75 trillion this year.

The hedge fund community has clearly taken advantage of the Fed's Repo Facility and leaned heavily on it to finance their leveraged positions.

The Fed has essentially "backstopped" these market participants and in a most convoluted way, encouraged even more leverage with a facility that was supposed to be solely used during "events" of market stress.

The increase in Treasury exposure since 2023 has been MASSIVE.
It has literally doubled since 2023.

Largely financed by hedge funds repo cash borrowing.

Massive positions trying to eke out small gains.

Stunning!



The top panels of Figure 1 show that hedge funds' gross U.S. Treasury exposures reached $4.0 trillion as of September 2025, comprising $2.4 trillion in long exposure and $1.6 trillion in short exposure. To finance these positions and source securities for shorting, hedge funds rely heavily on repo markets.

Hedge funds' repo cash borrowing has grown to $3.0 trillion as of September 2025. The scale of this expansion is striking: since the beginning of 2023, hedge funds' gross Treasury exposures, repo borrowing levels, and monthly turnover in Treasury markets have all more than doubled. Moreover, their Treasury activities have become increasingly concentrated, with the 50 largest funds by gross Treasury exposures accounting for approximately 90 percent of the total, up from 84 percent at the beginning of 2023.

DiabloWags said:

---

The hedge fund community has clearly taken advantage of the Fed's Repo Facility and leaned heavily on it to finance their leveraged positions.

The Fed has essentially "backstopped" these market participants and in a most convoluted way, encouraged even more leverage with a facility that was supposed to be solely used during "events" of market stress.

The increase in Treasury exposure since 2023 has been MASSIVE.
It has literally doubled since 2023.

Largely financed by hedge funds repo cash borrowing.

Massive positions trying to eke out small gains.

Stunning!



The top panels of Figure 1 show that hedge funds' gross U.S. Treasury exposures reached $4.0 trillion as of September 2025, comprising $2.4 trillion in long exposure and $1.6 trillion in short exposure. To finance these positions and source securities for shorting, hedge funds rely heavily on repo markets.

Hedge funds' repo cash borrowing has grown to $3.0 trillion as of September 2025. The scale of this expansion is striking: since the beginning of 2023, hedge funds' gross Treasury exposures, repo borrowing levels, and monthly turnover in Treasury markets have all more than doubled. Moreover, their Treasury activities have become increasingly concentrated, with the 50 largest funds by gross Treasury exposures accounting for approximately 90 percent of the total, up from 84 percent at the beginning of 2023.

---

If I understand this correctly, the Fed is providing the leverage for a small number of market participants to buy up massive amounts of U.S. debt?

Wouldn't our economy be far more stable if we just taxed these parasites and reduced our debt and reduced the financial instability they are creating? But the fiscal conservatives would never support it.

Trump and the fiscal conservatives are bringing us closer to MMT. The Treasury is intervening in the long term Treasury market, buying up long term Treasuries to stop the rate spike they created from fiscal conservatives giving us endless debt over 45 years. Presumably this is done from borrowing at the short term though their press release didn't mention this. The next step fiscal conservative policy will force us into is just printing money and buying the debt, which is MMT.

https://www.google.com/amp/s/www.cnbc.com/amp/2026/08/19/treasury-announces-upscaled-buyback-operation-for-longer-term-debt-sending-yields-lower.html

In fact, the WSJ had an article about this just yesterday about how Central Banks like the FED have become market makers of last resort and (accidentally) subsidizing government borrowing.

I'm curious to see what others think of this "activity".
Especially Trump fans who are knowledgeable about the FED and the Treasury market.






FREE LINK for all of my Cal Bear friends who don't want to pay $1100 a year for a subcription.

https://www.wsj.com/economy/central-banking/central-banks-are-stuck-in-a-rinse-and-repeat-cycle-of-crises-47da47e9?st=DVfcTM&reflink=desktopwebshare_permalink

DiabloWags said:

---

In fact, the WSJ had an article about this just yesterday about how Central Banks like the FED have become market makers of last resort and (accidentally) subsidizing government borrowing.

I'm curious to see what others think of this "activity".
Especially Trump fans who are knowledgeable about the FED and the Treasury market.






FREE LINK for all of my Cal Bear friends who don't want to pay $1100 a year for a subcription.

https://www.wsj.com/economy/central-banking/central-banks-are-stuck-in-a-rinse-and-repeat-cycle-of-crises-47da47e9?st=DVfcTM&reflink=desktopwebshare_permalink

---

Now that MAGA has ended waste, fraud, and abuse maybe we can discuss what should be done, with specifics.

dajo9 said:

---

DiabloWags said:

---

In fact, the WSJ had an article about this just yesterday about how Central Banks like the FED have become market makers of last resort and (accidentally) subsidizing government borrowing.

I'm curious to see what others think of this "activity".
Especially Trump fans who are knowledgeable about the FED and the Treasury market.






FREE LINK for all of my Cal Bear friends who don't want to pay $1100 a year for a subcription.

https://www.wsj.com/economy/central-banking/central-banks-are-stuck-in-a-rinse-and-repeat-cycle-of-crises-47da47e9?st=DVfcTM&reflink=desktopwebshare_permalink

---

Now that MAGA has ended waste, fraud, and abuse maybe we can discuss what should be done, with specifics.

---

I would suggest that most MAGA types have no clue about what the Fed does, let alone the current backstopping and subsidizing of massive Treasury positions held by the hedge fund community.

Never mind what the Treasury Dept announced today.

https://www.yahoo.com/finance/economy/policy/articles/alarmed-bond-market-gets-trump-183011457.html

I wonder what that AMuse fellow would say?

DiabloWags said:

---

dajo9 said:

---

DiabloWags said:

---

In fact, the WSJ had an article about this just yesterday about how Central Banks like the FED have become market makers of last resort and (accidentally) subsidizing government borrowing.

I'm curious to see what others think of this "activity".
Especially Trump fans who are knowledgeable about the FED and the Treasury market.






FREE LINK for all of my Cal Bear friends who don't want to pay $1100 a year for a subcription.

https://www.wsj.com/economy/central-banking/central-banks-are-stuck-in-a-rinse-and-repeat-cycle-of-crises-47da47e9?st=DVfcTM&reflink=desktopwebshare_permalink

---

Now that MAGA has ended waste, fraud, and abuse maybe we can discuss what should be done, with specifics.

---

I would suggest that most MAGA types have no clue about what the Fed does, let alone the current backstopping and subsidizing of massive Treasury positions held by the hedge fund community.

Never mind what the Treasury Dept announced today.

https://www.yahoo.com/finance/economy/policy/articles/alarmed-bond-market-gets-trump-183011457.html

I wonder what that AMuse fellow would say?

---

I would suggest that most Americans have no clue what the Fed does. This goes beyond party.

You bringing up Amuse again… shocking.

Interesting.

What do you think the FED does?

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

AMuse is a conservative economic scholar, Trump supporter, and college drop out.

I miss his tweets.

---

Your obsession is very odd. Go look at his tweets then. It's really simple.

---

No obsession.
I dont even have a Twitter account.

What do you think the FED does?

---

Definitely some sort of fixation at a minimum. We know
but you could see your idols tweets if you got it.

---

Rather than deflect, can you answer my question?
What do you think the FED does?

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

AMuse is a conservative economic scholar, Trump supporter, and college drop out.

I miss his tweets.

---

Your obsession is very odd. Go look at his tweets then. It's really simple.

---

No obsession.
I dont even have a Twitter account.

What do you think the FED does?

---

Definitely some sort of fixation at a minimum. We know
but you could see your idols tweets if you got it.

---

Rather than deflect, can you answer my question?
What do you think the FED does?

---

I kept ignoring that because I assumed it was rhetorical. Apparently I gave you too much credit.

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

AMuse is a conservative economic scholar, Trump supporter, and college drop out.

I miss his tweets.

---

Your obsession is very odd. Go look at his tweets then. It's really simple.

---

No obsession.
I dont even have a Twitter account.

What do you think the FED does?

---

Definitely some sort of fixation at a minimum. We know
but you could see your idols tweets if you got it.

---

Rather than deflect, can you answer my question?
What do you think the FED does?

---

I kept ignoring that because I assumed it was rhetorical. Apparently I gave you too much credit.

---

No, I was genuinely asking a simple question.
That's what this Forum is for.

Doesn't seem like you have an answer.

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

BearlySane88 said:

---

DiabloWags said:

---

AMuse is a conservative economic scholar, Trump supporter, and college drop out.

I miss his tweets.

---

Your obsession is very odd. Go look at his tweets then. It's really simple.

---

No obsession.
I dont even have a Twitter account.

What do you think the FED does?

---

Definitely some sort of fixation at a minimum. We know
but you could see your idols tweets if you got it.

---

Rather than deflect, can you answer my question?
What do you think the FED does?

---

I kept ignoring that because I assumed it was rhetorical. Apparently I gave you too much credit.

---

No, I was genuinely asking a simple question.
That's what this Forum is for.

Doesn't seem like you have an answer.

---

Dude we all know what the Fed does here because we pay attention to the world. I'm going to continue to ignore your attempted "gotcha"

For those that are unaware the FED is in charge of two major economic issues... price stability and unemployment.

Thank you.

DiabloWags said:

---

For those that are unaware the FED is in charge of two major economic issues... price stability and unemployment.

Thank you.

---

The Fed also regulates the banks and is an excellent example of regulatory capture.

dajo9 said:

---

DiabloWags said:

---

For those that are unaware the FED is in charge of two major economic issues... price stability and unemployment.

Thank you.

---

The Fed also regulates the banks and is an excellent example of regulatory capture.

---

And I would be remiss if I didn't mention "lender of last resort".