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โšก๏ธPlease retweet so people understand what we do here:

Here is real life story of who we are helping and why. Five days ago @UkraineAidOps received a request for some supplies and protective gear.
This same person who sent the videos below is a volunteer who helps units on the frontlines in Donbas and who we handed out the gear to just a few days ago.

After we donated the gear to their unit, I received this letter.
This brave volunteer who is helping those guys and other units can be heard in the videos! It is surreal, because we just met and it was like regular day and what we do all the time: Meet people, have lunch with them, get them the gear they need, and they send me videos.
Read 11 tweets
๐Ÿปโ™‰๏ธโ†—๏ธโ†˜๏ธโ†”๏ธโš ๏ธ๐Ÿšฉ๐Ÿ”บ๐Ÿ”ป๐Ÿงฎ
Global Macro Review - 4/10/2022

1/11

The ๐Ÿ’ฆ๐Ÿ‹ has begun as the #FOMC drains the ๐Ÿ‘Š๐Ÿฅฃ

And they are coming after YOU dear investor

"'The Fed needs to 'inflict more losses' on the stock market in order to rein in soaring inflation.โ€™โ€

Letโ€™s dig into the ๐Ÿงฎ!
2/11

Realizing the Fed bid is no more, bonds headed for the โ›ฐ๏ธโ›ฐ๏ธ

10/2s steepened โ†—๏ธ to 18.6 BPS from #inversion the week earlier

MOVE 125.96 ๐Ÿ›—๐Ÿ”บ

Chart: $TNX with a new cycle high 2.72% - thereโ€™s no reason this cannot go to 5-6%
3/11

Bond ETFs go 'no bid' as the ๐Ÿป๐Ÿป continue to roam

$TLT -5.5% (w) -12.05% (T) = 3 mos
$BNDD -5.45% (w) -2.2% (T)
$LQD -3.2% (w) -9.65% (T)
$HYG -2.1% (w) -6.55% (T)
$TIP -1.2% (w) -3.65% (T)
$IVOL +1.6% (w) -3.75% (T) โฌ…๏ธ

Chart: Despite #inflation, $TIP no place to hide
Read 17 tweets
Hello Friday at the 1st day of April!
๐Ÿฐ๐Ÿฐ

Since there's no trading allowed on the Fool's ๐Ÿƒ Day, let's review the month-end and quarter-end ๐Ÿงฎ!
๐ŸŒŠ rough seas, for sure, but equity volatility declined into month-end (m) but remained ๐Ÿ›— for the quarter (q)

$VIX 20.81 -9.34 pts (m), +3.59 puts (q)
The $NIKK +4.88% (m), -3.37% (q) was the best performing developed market

$SPX +3.6% (m), -4.95% (q)
$COMPQ +3.4% (m), -9.1% (q)
$CAC +0.02% (m), -6.9% (q)
$DAX -0.3% (m), -9.25% (q)
$HSI -2.87% (m), -5.7% (q)
$KOSPI +2.15% (m), -7.4% (q)
$SSEC -6.05% (m), -10.65% (q) โฌ…๏ธ
Read 17 tweets
Hello Tuesday and the 1st of March!
๐Ÿฐ๐Ÿฐ

Big spike โ†—๏ธ in #inflation assets last month with ๐Ÿ›ข๏ธ +8.6%, ๐ŸŒพ +22.7%, and ๐Ÿฅ‡ +5.8% - pushing $CRB +5.47% to a new cycle high

Let's dig into the early March ๐Ÿงฎ!
Asia โ†—๏ธ unfazed by ๐Ÿช†๐Ÿ’ฅ

$NIKK 26845 +1.2%
$SSEC 3489 +0.75%
$TWII 17898 +1.4%
$HSI 22762 +0.2%
$KOSPI 2699 +0.85%
$IDX 6921 +0.5%

Australia โ†—๏ธ
$ASX 7096 +0.65%

India closed

Chart: $SSEC +3.0% in February ๐Ÿ’ช
On the other โœ‹, Europe ๐Ÿ‡ช๐Ÿ‡บ pummeled โ†˜๏ธ

$DAX 14131 -2.3%
$FTSE 7402 -0.75%
$CAC 6501 -2.35%
$AEX 719 +1.5%
$IBEX 8349 -1.5%
$MIB 24877 -2.1%
$SMI 11825 -1.35%
$MOEX ๐Ÿช† closed

$VSTOXX 35.29 ๐Ÿ”บ

Chart: $DAX ๐Ÿ‡ฉ๐Ÿ‡ช -6.53% in February ๐Ÿป
Read 11 tweets

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