*UNITED STATES RATINGS CUT TO Aa1 FROM Aaa BY MOODY'S "We do not believe that material multi-year reductions in mandatory spending and deficits will result from current fiscal proposals under consideration." I fuckin warned you guys.

[Sanlmar]

It’s less a surprise this time. The rating is a confirmation of a national concern. Not a black swan. Not a big deal. Frankly I’d take the other side

Country’s have been positioning and realigning for the past 15 years. It’s an ongoing process

Inflationary deleveraging and QE coming. Assets prolly roll on until we run out of track. Don’t lock your knees

I’ll tell you this - Lutnick made his roll facilitating bond trades and the vol this year has been epic. It would be good to be on Lutnick’s friends and family list (and he’s LEGENDARY for rewarding family)

The enrichment is never really going to be fully comprehended in our lifetime. There is a reason Lutnick is always so upbeat and cheerful.

futes are down 100 points since i made this post playboy

If you’re cashing - props. 100 points is noise in 2025