Tooloose LauRekt (@T_LauRekt) header
Tooloose LauRekt (@T_LauRekt) profile picture

Tooloose LauRekt

@T_LauRekt

Macro tourism for impressionists.

Joined May 2025
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🌶️ NQ ($IXIC) POST-CLOSE | Wed Nov 11 🧵 CoreWeave lit the fuse 🔥 CRWV +25%, chips ripped, NQ ($IXIC) +1.6% and NDX +2.3% Bond market CLOSED for Veterans Day 🎖️ so stocks ran with no Treasury referee 👀
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NEXT CATALYST: Thu 13:00 ET 30Y auction 🎯 (after Tue's 10Y tail) 🟢 Stops through, solid B/C → 30Y eases off 5.35%, NQ ($IXIC) holds 25.4K and eyes 25.7K 🔴 Tails again, dealers stuffed → 30Y pushes 5.4%+, NQ ($IXIC) gives back toward 25.05K
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Public-source numbers (Yahoo/Reuters/CNBC/Benzinga/Dow Jones). Closes prelim, yields are Tue's last marks. Commentary, not financial advice.
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No bond market tomorrow. A massive sell-off would create a gap up and a bear market in full effect. Watch the tape in Asia and London tonight.
The Factor Report (@PeterLBrandt) profile pictureThe Factor Report
@PeterLBrandtNov 10
Opinion -- pull back in yields (30-Yr touched 5.22%) is over. Sub 5.0 unlikely. Next stop 6.5-7.0% $ZB_F $US30
Image from The Factor Report (@PeterLBrandt)
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CapEx debt will buckle under rate hikes. Buyer beware. Dec. looms with a 100% rate hike on the table.
David Mitchell (@cmhodges16) profile pictureDavid Mitchell
@cmhodges16Nov 10
Replying to @stockmom
$CRWV's massive revenue and backlog look great, but that $846M interest bill makes the debt risk absolutely terrifying. You and @LewisFavors stay my absolute premier checkpoints for breaking down these wild financial realities.
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The bond market is closed tomorrow; no overnight bids. Short Asia at the open and have a nice day.
Nick Woolos (@NickWoolos) profile pictureNick Woolos@NickWoolosNov 10
We are going to gap down again tomorrow like today. Classic hedge fund games to fuck us. $SPY
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Very fucking messy.
Image from Tooloose LauRekt (@T_LauRekt)
Alphatica (@alphaticaio) profile pictureAlphatica
@alphaticaioNov 10
Things might get messy next week. Keep your eyes forward.
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🌶️ NQ ($IXIC) POST-CLOSE | Tue Nov 10 🧵 CPI ran hot AGAIN, Waller floated 50bp, 2Y ripped ~18bp 🔥 NQ ($IXIC) −0.7%, NVDA −5% more on the Huang probe, MSFT hit by Anthropic's Office rivals. Oil at 2-month lows didn't save it 👀
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NEXT CATALYST: Thu 13:00 ET 30Y auction 🎯 (after today's 10Y tail) 🟢 Stops through, solid B/C → 30Y backs off 5.35%, NQ ($IXIC) reclaims 25.25K 🔴 Another tail, dealers stuffed → 30Y chases 5.4%+, NQ ($IXIC) slides back toward 24.6K
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Public-source numbers (Reuters/CNBC/Yahoo/Investing.com/TreasuryDirect). Closes prelim, yields late-session. Commentary, not financial advice.
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