Conks @concodanomics
Global market mechanics. Male. STIR & market plumbing. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice. forexrepo.com no DMs, no telegram/chatrooms Joined August 2018-
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Really good thread on Repo market’s move to central clearing (starting 2026) & its risks to leverage within the system & mispricing
Really good thread on Repo market’s move to central clearing (starting 2026) & its risks to leverage within the system & mispricing
Epic thread!
Pleasure grabbing some food and drinks with @Citrini7 and @concodanomics HAGW, everyone.
A new centrally cleared era in repo markets is looming, which will cause an exodus from its shadowy yet most systemic regions. This may increase resiliency but also inhibit key trades gluing U.S. Treasury markets together. The Repo Leverage Squeeze™ is here... 1/
“Wall Street loves to use confusing terms to make you think only they can do what they do. So, here’s Margot Robbie in a bubble bath to explain…” (…it’s actually Conks with a mega thread to explain, but still worth a read)
“Wall Street loves to use confusing terms to make you think only they can do what they do. So, here’s Margot Robbie in a bubble bath to explain…” (…it’s actually Conks with a mega thread to explain, but still worth a read) https://t.co/WwQJ0M8hmf
Another banger from @concodanomics
another megathread deployed zoltan, it's your turn x.com/concodanomics/…
another megathread deployed zoltan, it's your turn x.com/concodanomics/…
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICEKKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwardsBitfinex'ed 🔥🐧 .. @Bitfinexed
111K Followers 1K Following Exposed Bitfinex/Tether as one the largest financial frauds in history. "A powerful force working to harm Tether." - Tether CEO - Ludovicus Jan van der VeldeLe Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit languageMichael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceBob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment adviceMichael Kao @UrbanKaoboy
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6 Followers 16 Following Exploring the infamous "Rothschild Thread" of 2011;Ander Martinez @Ander_Mart_
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84 Followers 289 FollowingBarnslinger @barn_slinger
28 Followers 412 FollowingDoomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICEJim Bianco @biancoresearch
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140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzBitfinex'ed 🔥🐧 .. @Bitfinexed
111K Followers 1K Following Exposed Bitfinex/Tether as one the largest financial frauds in history. "A powerful force working to harm Tether." - Tether CEO - Ludovicus Jan van der VeldeLe Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit languageMichael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceKuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment adviceMichael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 213 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJAndy Constan @dampedspring
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69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsementsDIRTY BUBBLE MEDIA: G.. @MikeBurgersburg
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8K Followers 213 Following honor over glory; choose the hard right over the lazy wrong! Missing character go embrace the suck with values you'll find some. be a good dude no matter what.Ho my... drippin' and droping bangers on the repo market
latest sub post: The Repo Market Exodus, Part II (Extended Edition) concoda.com/p/the-repo-mar…
@concodanomics Reserve currency this, reserve currency that. They're all worthless IMO
@concodanomics You tweeted this from the wrong account, Mr. Ueda.
devaluation this, devaluation that devalue deez nuts imo
it’s crazy how it’s literally always easier to start a completely new excel file than make a single change in an existing one
latest sub post: The Repo Market Exodus, Part II (Extended Edition) concoda.com/p/the-repo-mar…
Get your wife a prime rib and bottle of French wine for dinner tonight (you don't have to drink the wine sober brethren it's for her). This is relationship advice
@concodanomics I know a guy getyarn.io/yarn-clip/1a07…
@concodanomics rough night tabulating the physical VIX inventory
@concodanomics Sent you a question on Substack Repo Part II Would love your input! Thanks for the content! 🙏🏼❤️
Beautiful, but it's no Frankfurt. 😂
congrats to everyone who took this to heart on USDJPY. naturally, i did not listen to my own advice.
3 Keys to Success: Meditation, Lift weights & Espresso
@concodanomics This is a beautiful thread Conks but is this bullish for my magical internet tokens or no?