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Why are Dell and The Delton even there?

The y axis should be 50 or 100 years... This myopic view makes current yields look abnormally high. Lots of headroom (to the) left!!

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Hank @hankify.bsky.social · 07/10/2026

Petulant and thin-skinned, Scottie's gotta spit on this one.

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Hank @hankify.bsky.social · 07/10/2026

True that! Petulant and thin-skinned, Scottie no doubt claim he's a world historical figure vexed by nobodies.

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Hank @hankify.bsky.social · 07/10/2026

Time to expand chart to 50 or 100 years! This recurring "highest yield since" chart is myopic, misses the literal big picture on how yields can go, suggests current yields are historically abnormal... In fact, they're average!

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Hank @hankify.bsky.social · 07/10/2026

Petulant and thin-skinned is our Scottie

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Hank @hankify.bsky.social · 05/10/2026

If mgt fee is that expensive, it's gotta be good. Right? Right?

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Bob Elliott @bobeunlimited.bsky.social · 05/10/2026

Large family office CIO told me about an "exclusive offer" for a bank feeder into one of the big multistrats: 8 year lockup with 2&40 fees, passthrough & a feeder vig. He's like why on earth would I do that for 8%..maybe 10% returns if I'm real lucky?

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SCP @10-5.bsky.social · 02/10/2026

Buddy cop movie where RFK Jr. is the villain

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Hank @hankify.bsky.social · 01/10/2026

May I ask a question? You just did.

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Robert Komaniecki @komaniecki.bsky.social · 30/09/2026

For four years as tech bros continually tell me that eventually AI music will get better, I have repeated that it’s not about passing a quality threshold—music is a culturally defined activity, not an amalgamation of frequencies

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Hank @hankify.bsky.social · 30/09/2026

Show us 50 years of yields for context... We may go a lot higher.

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Kyle Monson @kmonson.bsky.social · 30/09/2026

I love that kind of insatiable creativity. In a world where Damon can do anything he wants, he’s like “I’m gonna call up every artist I like and see what we can make together.” And then this kind of outspoken moment onstage has become a lot more significant in the past couple weeks.

Damon Albarn holding up a Free Palestine sign at the Gorillaz show at Madison Square Garden

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Hank @hankify.bsky.social · 30/09/2026

Relentlessly sliding lower, longer treasuries are trading like they did when SVB's portfolio was being liquidated. What bank or hedge fund is bust?

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Hank @hankify.bsky.social · 29/09/2026

Why stop at '02? Data back to 1970 would give a full picture of the potential upside on yields. This 25 year chart (more or less what every news site uses) suggests yields are historically high... Definitely not the case!

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Jen d’Arc @jenonymous.bsky.social · 29/09/2026

When we took out a mortgage in early 2022, our broker tried to sell us on a 5/1 ARM “and you can just refinance when rates go back down.” (We got a 30 yr under 4.2%) There are lots of buyers who took this advice and are going to be in a lot of trouble over the next year or two.

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Andrew Lokenauth | TheFinanceNewsletter.com @thefinancenewsletter.com · 28/09/2026

Trump is now responsible for 29% of our national debt. That's more than any President in American history. What happened to DOGE?

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Hank @hankify.bsky.social · 28/09/2026

Plot that over last 50 years would show full scope of potential upside. Myopic 20 year view make current yields seem abnormally high.

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Jesse Felder @jessefelder.com · 27/09/2026

‘At an average of 3.63% of GDP per year, the projected buildout would be larger than the major US canal, railroad, electrification, highway and telecom investment booms. It would double the electricity consumption of the entire US residential sector.‘ www.brookings.edu/wp-content/u...

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Eddie Smith @eddsmitty.bsky.social · 27/09/2026

⚠️WOKE CONTENT⚠️™️ 🧵On Feb. 26, 1931, the INS under the orders of Herbert Hoover deported up to 1.8 million people to Mexico. An investigation in 2004 revealed 60% were U.S. citizens. Pull up a seat🪑. (cont) #ProudBlue #ResistanceRoots #USDemocracy #Voices4Victory www.history.com/articles/the...

history.com

The Long History of Anti-Latino Discrimination in America | HISTORY

School segregation, lynchings and mass deportations of Spanish-speaking U.S. citizens are just some of the injustices...

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Hank @hankify.bsky.social · 27/09/2026

I'd love to see that same graph back to 1976... We'd get a better sense of the true potential upside in rates. For some reason I can't fathom ALL coverage of surging rates stops at early 2000s, which suggests we're near an upward boundary AND that we're "abnormally" high right now

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Hank @hankify.bsky.social · 27/09/2026

Like Scottie. Seems to be a new in-word for the ingrown illuminati of Frumpdom.

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Ivan the K ™ @ivanthek.bsky.social · 26/09/2026

When does Bessent call an audible and migrate a chunk of coupon auctions to bills, i.e., bring duration of new issues WAY down.? (This would be a bad move, which is one reason I expect it will happen.)

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Hank @hankify.bsky.social · 26/09/2026

And Scottie moaned about it: www.bloomberg.com/opinion/arti...

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Robin Brooks @robin-j-brooks.bsky.social · 26/09/2026

I'm doing my usual Saturday live stream today at 9:30 am (ET). Gold has hung on to about half its gain since the July 29 Fed meeting. Markets know the Fed can't possibly deliver on all the hikes that are priced. The debasement trade is primed to take off again... open.substack.com/live-stream/...

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Hank @hankify.bsky.social · 25/09/2026

Please please please ask your FT colleagues who create charts to give us more than 20 years of bond market history. I've illustrated some of the ramifications of bad charts here: www.facebook.com/henrycopelan...

facebook.com

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Hank @hankify.bsky.social · 24/09/2026

the original request was : "fix a few things"... AI swapped in Natalie's face because she often creates fantasy montages featuring her and sugar grandaddy

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Darwin Brandis @darwinbrandis.com · 24/09/2026

Guys quick question what in the actual fuck?

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Keubiko 🇨🇦 🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦 💪 @keubiko.bsky.social · 24/09/2026

The Iranians seems completely unaware that GLP-1 use among generals and admirals is up 10% over the past year, and military-wide pushups and pocket square use is up by 7%. Early data on the morning boner checks is promising too. #ThisIsHowWeWin

static.klipy.com

Army War Department

ALT: Army War Department

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Hank @hankify.bsky.social · 23/09/2026

Under-reported: longer yields in the 80s -- when we were recovering from energy uncertainty, government instability, rising deficits -- are a better benchmark than those of the last 20 years.

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Hank @hankify.bsky.social · 23/09/2026

With Trump in charge, The House in Atlantic City was a loser too

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The Pretenders @thepretenders.com · 22/09/2026

40 years of 'Don't Get Me Wrong', released on this day in 1986. -PretendersHQ

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Samuel Pepys @samuelpepys.bsky.social · 21/09/2026

By and by comes my wife by coach well home, and having got a good fowl ready for supper against her coming, we eat heartily, and so with great content and ease to our own bed, there nothing appearing so to our content as to be at our own home, after being abroad awhile.

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Hank @hankify.bsky.social · 21/09/2026

Newspapers don't get forwarded, Scottie?

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Carl Quintanilla @carlquintanilla.bsky.social · 20/09/2026

PALACIOS: “.. ICE has become a bigger issue for the housing industry in recent months, as noted in this broad regional commentary from homebuilders we surveyed in early September:” $XHB

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Hank @hankify.bsky.social · 20/09/2026

Preparing for January 6.1

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Hank @hankify.bsky.social · 20/09/2026

Who is he defending... and against what?

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Hank @hankify.bsky.social · 20/09/2026

The military need to fight your own citizens?

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