Playback speed×Share postShare post at current timeShare from 0:000:00/1Liquidity is the oil of finance; facilities are the emergency pipelines Stablecoins/SDOF 8-17-2026 All things financial...Aug 27, 20261ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsSovereign Debt Optimization Facility: Fed swaps par bonds for bank’s Hold to Maturity portfoliod 8-25-2026Aug 25 • All things financial...A dangerous trading partner is one selling below cost with nowhere else to go; China/US 8-22-2026Aug 22 • All things financial...The US Treasury is moving from a 30 year 5.2% mortgage to a 6 month ARM at 4% 8-20-2026Aug 20 • All things financial...Fiscal dominance begins when the Fed's balance sheet becomes the Treasury's alibi 8-19-2026Aug 19 • All things financial...AI Debt Machine: Sovereign issuance being crowded out as hyper scalers borrowing surge 8-18-2026Aug 18 • All things financial...Best funding currency does not have the lowest interest rate, it has the lowest fully hedged cost 8-17-2026Aug 17 • All things financial...Living Mosaic: Yen, YCT, Basis Trade, ATI, Deutsche Bank, ESF, EURO, Intervention 8-16-2026Aug 16 • All things financial...
