Rob Kaminsky (@Kaminsky21) started following @timseymour on Apr 10, 2025

Mkts stop panicking when policy makers start panicking....

wait, Delta is ONLY +23% OTD?

"If recent disruption in the US Treasury market continues we see no other option for the Fed but to step in with emergency purchases of US Treasuries...This would be very similar to the Bank of England intervention following the gilt crisis of 2022:" DB's Saravelos

So what does the Fed do? Cut rates into a long-bond selloff? At a time when 2-year inflation expectations are surging to some of the highest levels in more than two years? The off ramp doesn't appear obvious or enviable for monetary policy makers right now. https://t.co/5WdrAbgxLL

RT @TopTradersLive: "The introduction of 0DTEs has dramatically enhanced completeness." @jam_croissant @profplum99 https://t.co/Ma6UaqXP7Q

The $VIX is currently 20.87 points higher than the $SPX 1-month realized volatility, which is the 5th-largest dislocation on record. Is the $VIX too high? Or is realized vol too low? https://t.co/ts8oNpN8Ne

Remember AI? Me neither.

Jim Cramer calling for Black Monday. Now Peter Schiff calling for Black Wednesday. The sentiment is not just rock bottom now. It's straight up 6 feet under. Remains to be seen if this will come to fruition. Iono.

Something is breaking as we speak: The 10-year note yield just extended its 3-day rally to +15% and broke above 4.50% for the first time since February 20th. Last time yields were this high? The S&P 500 was +1,200 points higher than it is now. Something doesn't add up here. https://t.co/doARKI2g3j

The collapse of bond prices amid a tariff-induced recession will be studied for years to come. Higher rates combined with GDP contraction is a lethal combination. https://t.co/AlsOgdU5Cn

Elon just tweeted this video of Milton Friedman arguing against tariffs.

wrong chart https://t.co/jBXXsz0qky

Taking a break now https://t.co/QwKqMFSvzV

If a child refuses to take a nap, is he guilty of resisting a rest?

Was there a hurricane in the UK today? Just asking given my feed this evening and the nonsense analogs I'm seeing

Thanks for having me on @CNBCFastMoney @MelissaLeeCNBC @grassosteve @timseymour Carter and Mike

RT @MasterPandaWu: “You only find out who is swimming naked when the tide goes out” -- Warren Buffett “You only find out who is the real st…

Enjoy the Thriller: <Tariff & Stock Market>: (1) I am watching the tape with ease and a bit amusement--I didn't play much today, as the premium is too high and with VIX at $40, it is pure gambling on each side. (2) market structure is broken. It can go to 4800 & 5300 in an hour.

Credit spreads +50 bps YTD. It doesn’t make 1 rat’s ass of a difference if the 10 Year is down is spreads are up. Banks lend to you based on spreads. You are not getting cheaper rates. https://t.co/nmIktmcF1J

“We had an economy that was in a state of calamity and catastrophe.” - Stephen Miller Asset prices certainly disagreed with your bald ass. https://t.co/GtbIwYmuaP

RT @brewmarkets: We just witnessed history. https://t.co/0iMyN519hV

RT @brewmarkets: The U.S. stock market just lost $6.6 trillion in 2 days. It's the biggest two-day wipeout in history.

RT @SpencerHakimian: “Tariffs raise prices and they are a bad idea for the economy.” - Rand Paul More of this. 👏🏽 We will fight back. T…

In St. Augustine … the oldest city in North America.

BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.

BREAKING: UBS says a permanent implementation of President Trump's reciprocal tariffs would result in inflation rising to 5%. This would be a result of prices rising to "adjust to the higher costs of imports." We are on the verge of 5% inflation and negative GDP growth.

RECIPROCAL TARIFFS TO GO INTO EFFECT APRIL 9

BASELINE TARIFF RATE WILL GO INTO EFFECT APRIL 5

https://t.co/3tCz9loonE

https://t.co/wz7JJU5eCy