“Saying the quiet part out loud now” — Great recent rip, jack mallers (nprofile…6nul). The Overton window has seriously shifted. Two other examples worthy of inclusion that weren’t mentioned on the pod:
Jamie Dimon: “you are going to see a crack in the bond market, OK…it is going to happen.” This one has been pretty widely reported in recent days.
A less-reported one from Paul Ryan: “We could see a day where…we find out that the 25 primary dealers just filled 50% of the book because the auction was otherwise going to fail and we put a gun to their head and said ‘Buy it all.’”
That’s a pretty shocking admission of where we’re headed.
Phil
npub1t4…w2j9u
2025-06-04 18:22:26
Author Public Key
npub1t49wf83gf22szm55ftjullyjs3cv9s7s3hky6f9fwfyjx7xfst6qaw2j9uPublished at
2025-06-04 18:22:26Event JSON
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"content": "“Saying the quiet part out loud now” — Great recent rip, nostr:nprofile1qqsvf646uxlreajhhsv9tms9u6w7nuzeedaqty38z69cpwyhv89ufcqpzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhgqgjwaehxw309ac82unsd3jhqct89ejhxl36nul. The Overton window has seriously shifted. Two other examples worthy of inclusion that weren’t mentioned on the pod:\n\nJamie Dimon: “you are going to see a crack in the bond market, OK…it is going to happen.” This one has been pretty widely reported in recent days. \n\nA less-reported one from Paul Ryan: “We could see a day where…we find out that the 25 primary dealers just filled 50% of the book because the auction was otherwise going to fail and we put a gun to their head and said ‘Buy it all.’”\n\nThat’s a pretty shocking admission of where we’re headed. ",
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