Playback speed×Share postShare post at current timeShare from 0:000:00/1411Chokepoints as institutional power is contingent; geographic constraints are physical 8-9-2026All things financial...Aug 09, 20261411ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsThe Issue is does the auction clear & the tail but also can the dealers handle the supply 9-23-20261 hr ago • All things financial...US Treasury Money Market Funds are 50% treasuries and 50% repos - liquidity trap 9-22-2026Sep 22 • All things financial...The Treasury is on a perpetual T-bill refinancing treadmill that has rollover risks 9-21-2026Sep 21 • All things financial...A construct country can be a sovereign nation yet be economically non viable 9-2-2026Sep 20 • All things financial...An era does not end with a single horn blast; it fades through a 1,000 small silences 9-18-2026 Sep 18 • All things financial...JP Morgan you can save your currency, or you can save your bonds, but you can't save both 9-17-2026Sep 17 • All things financial...The 1942-1951 Precedent: Rate Peg, Financial Repression and duration control 9-16-2026Sep 16 • All things financial...The FOMC Decision: Four Scenarios for September 16th Currencies, Bonds & Equities 9-15-2026 Sep 15 • All things financial...
