Playback speed×Share postShare post at current timeShare from 0:000:00/711The Treasury is on a perpetual T-bill refinancing treadmill that has rollover risks 9-21-2026All things financial...Sep 21, 2026711ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsLike lemmings, when you realize everyone else is going to run, you also want to run 11-5-20262 hrs ago • All things financial...The curtain on a government of the many, run for the few, for themselves not for the many 11-4-2026Nov 4 • All things financial...An election shifts the balance of power - and narrows the administration's room to maneuver 11-3-2026Nov 3 • All things financial...Crypto-enabled sanctions evasion may preserve access, but a higher cost with lower dollar per barrel 11-2-2026Nov 2 • All things financial...In a deleveraging scenario the sellers balance sheet matter more than a buyer's valuation 11-1-2026 Nov 1 • All things financial...The longer a financial adjustment is delayed, the less control you will have over the end 10-30-2026Oct 30 • All things financial...When the old world is dying, the new world will not ask permission to arrive 10-22-2026Oct 22 • All things financial...Total Return Swaps: the risk slips between books; but losses hit the same balance sheet 10-20-2026Oct 20 • All things financial...
