@gerrylev.bsky.social

NY Jets fan in exile

Yields are now back to where they were before treasury action. What does Bessent do now? It's Bessent versus the largest market in the world.

I think it;s good that Trump is having conversations with former presidents. I just wish they were alive during his lifetime.

I had thought Trump would get nothing from Iran declare it the the greatest military victory ever and leave. I must admit I was wrong Trump is also giving Iran $25 billion. How could I have ever doubted the greatest dealmaker of all time? #TheArtoftheDeal

Trump's attempt to lower oil prices yesterday with fake claim that a deal was imminent has failed and prices are surging again. What does he try next?

10yr yield over 4.41% up .08% on the day. Interesting how there is very little conversation how this will affect already distressed private credit market.