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Kalani o Māui @mauiboymacro.bsky.social · 14/10/2026

“on an adjusted basis” 🤦🏻‍♂️

Reposted by Kalani o Māui

John P. Hussman, Ph.D. @hussmanjp.bsky.social · 05/10/2026

Not a forecast - if you've read my stuff particularly since Feb (and I hope you have) you know how our flexibility has broadened Still, ragged internals like this can cause trouble Note: a small number of signals is not a small "sample size" - Bayesian statistics consider the contingency table

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Kalani o Māui @mauiboymacro.bsky.social · 02/10/2026

End of week cleanse. Happy Aloha Friday everyone. Makena, Maui, Hawaii 🤙🏼

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Kalani o Māui @mauiboymacro.bsky.social · 02/10/2026

August was revised down by 29k jobs.

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Kalani o Māui @mauiboymacro.bsky.social · 01/10/2026

Your chart doesn’t show the 1970s, which is kind of important to verify if he’s accurate.

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Kalani o Māui @mauiboymacro.bsky.social · 01/10/2026

Nope, not even close. He’s talking his book.

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Kalani o Māui @mauiboymacro.bsky.social · 29/09/2026

One day is irrelevant. Meanwhile, the correlation between treasury yields and oil prices continues to rise.

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Kalani o Māui @mauiboymacro.bsky.social · 25/09/2026

End of week cleanse. Happy Aloha Friday everyone. Kula Sunset, Maui, Hawaii 🤙🏼 *This is a real pic, not AI.

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Kalani o Māui @mauiboymacro.bsky.social · 24/09/2026

You understand that just because some lines on a chart look related, that’s not correlation, right? You understand that correlation must be proven through statistical analysis tools like regression, right?

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Kalani o Māui @mauiboymacro.bsky.social · 23/09/2026

I simply asked to see the regression analysis that proves the correlation that you originally stated. Why is this a difficult request?

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Kalani o Māui @mauiboymacro.bsky.social · 23/09/2026

I’m not making a point. I’m a data guy, don’t tell me, show me the data so I can form my own conclusions. Isn’t that how investing is supposed to work?

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Kalani o Māui @mauiboymacro.bsky.social · 23/09/2026

Please share the regression analysis that proves the correlation. Thank you.

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Kalani o Māui @mauiboymacro.bsky.social · 21/09/2026

Always be wary of anyone touting “zero risk”.

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Kalani o Māui @mauiboymacro.bsky.social · 19/09/2026

And here’s the data to prove it. 👇🏼 A .71 (and rising) correlation between crude oil prices and the 10 yr yield.

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Kalani o Māui @mauiboymacro.bsky.social · 18/09/2026

End of week cleanse. Happy Aloha Friday everyone. Kula Moonset, Maui, Hawaii 🤙🏼

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Kalani o Māui @mauiboymacro.bsky.social · 17/09/2026

Sounds just like how Private Equity operates here in the U.S.

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Kalani o Māui @mauiboymacro.bsky.social · 16/09/2026

That’s just mental! There are significant risks everywhere right now.

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Kalani o Māui @mauiboymacro.bsky.social · 15/09/2026

Sorry, I mis-read the post. My bad.

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Kalani o Māui @mauiboymacro.bsky.social · 14/09/2026

Forward metrics are literally garbage at the end of the cycle.

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Kalani o Māui @mauiboymacro.bsky.social · 14/09/2026

Forward ratios are literally garbage at the end of the cycle.

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Kalani o Māui @mauiboymacro.bsky.social · 13/09/2026

With the ‘Fuck Around’ stage in full effect (Saudi oil blockaded), we may be entering the heart of the ‘Find Out’ stage. 👇🏼

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Kalani o Māui @mauiboymacro.bsky.social · 12/09/2026

Absolutely. Things were bad before this war with Iran and subsequent oil shock.

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Kalani o Māui @mauiboymacro.bsky.social · 11/09/2026

When real economists (Austrian) talk about inflation, they are referring to the rate of growth in money supply.

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Kalani o Māui @mauiboymacro.bsky.social · 11/09/2026

End of week cleanse. Happy Aloha Friday everyone. Lanikai Sunrise, O‘ahu, Hawaii 🤙🏼

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Kalani o Māui @mauiboymacro.bsky.social · 10/09/2026

Forward ratios are garbage. Stop platforming Duality Research. 🤮

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Kalani o Māui @mauiboymacro.bsky.social · 10/09/2026

And the inflation it would cause would drive interest rates even higher.

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Kalani o Māui @mauiboymacro.bsky.social · 09/09/2026

Forward earnings estimates are garbage.

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Kalani o Māui @mauiboymacro.bsky.social · 04/09/2026

End of week cleanse. Happy Aloha Friday everyone. Haleʻiwa Sunset, O‘ahu, Hawaii 🤙🏼

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Reposted by Kalani o Māui

Kalani o Māui @mauiboymacro.bsky.social · 02/09/2026

The chart above captures the Q2 2026 momentum surge. The chart below shows that surge and the violent Q3 give back that followed. 👇🏼

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Kalani o Māui @mauiboymacro.bsky.social · 02/09/2026

The chart above captures the Q2 2026 momentum surge. The chart below shows that surge and the violent Q3 give back that followed. 👇🏼

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Kalani o Māui @mauiboymacro.bsky.social · 28/08/2026

End of week cleanse. Happy Aloha Friday everyone. Olowalu, Maui, Hawaii 🤙🏼

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Reposted by Kalani o Māui

John P. Hussman, Ph.D. @hussmanjp.bsky.social · 27/08/2026

We're pleased to announce that we will be providing $1 trillion - yes $1 trillion in financing - to enable people to buy rather expensive chocolate chip cookies that we'll be baking in our kitchen. I believe this is the largest circular chip financing deal ever announced.

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Kalani o Māui @mauiboymacro.bsky.social · 27/08/2026

Here you go, both in one chart. 👇🏼

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Kalani o Māui @mauiboymacro.bsky.social · 25/08/2026

Drunkenmiller nails it! 🔥🔥🔥

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Kalani o Māui @mauiboymacro.bsky.social · 25/08/2026

“I have spent five decades trading on a simple premise: Mkts aggregate information no committee possesses, and prices are how that information reaches decision makers. The long term Treasury yield is the most important price in the world. It’s also the only fiscal disciplinarian the US has left.” 👇🏼

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Reposted by Kalani o Māui

Kalani o Māui @mauiboymacro.bsky.social · 24/08/2026

This seems to be the new focus of ‘jawboning’ for this administration, just like “The Strait of Hormuz is open” and “Other countries pay the tariffs”, it’s just another attempt to manipulate to achieve. 👇🏼 The “fake it till you make it” administration.

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Kalani o Māui @mauiboymacro.bsky.social · 24/08/2026

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Kalani o Māui @mauiboymacro.bsky.social · 21/08/2026

End of week cleanse. Happy Aloha Friday everyone. Kailua Sunrise, O‘ahu, Hawaii 🤙🏼

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Reposted by Kalani o Māui

Kalani o Māui @mauiboymacro.bsky.social · 20/08/2026

The term “fiscal QE” just confuses people who don’t understand the difference between the different programs used for intervention and what the Fed does versus what Treasury does. It’s not helpful. What happened yesterday was nothing more than a basic twist operation.

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Kalani o Māui @mauiboymacro.bsky.social · 20/08/2026

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Kalani o Māui @mauiboymacro.bsky.social · 20/08/2026

The stated goal is supporting secondary market liquidity where there is already strong demand to sell those less liquid issues, not pegging any yield.

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Kalani o Māui @mauiboymacro.bsky.social · 20/08/2026

While I agree that it’s a bandaid, this isn’t back door QE (or YCC) at all. This was a basic twist operation. It’s a Treasury (fiscal) liquidity support program that doubles the maximum size of buybacks of longer dated (roughly 10 to 30 year) off the run nominal coupons from $2 bn to about $4 bn.

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