@davekeefe.bsky.social
Yes, started adding TLT and increasing duration in our income model last week.
September 21, 2026 at 8:10 PM
Yes, started adding TLT and increasing duration in our income model last week.
Reposted
The protestor is yelling 'HE SUES HIS PATIENTS', which tells me that the New York Times story on about Sen. Roger Marshall suing his patients - and some of them winding up in jail - has broken through in Kansas.
a protester interrupts JD Vance's speech in Kansas. Can anybody tell what he was yelling? I can't quite make it out (sounds like it was something about Roger Marshall)
September 14, 2026 at 7:04 PM
The protestor is yelling 'HE SUES HIS PATIENTS', which tells me that the New York Times story on about Sen. Roger Marshall suing his patients - and some of them winding up in jail - has broken through in Kansas.
That makes sense...
Trump says he will cut off all trade entirely with "some nations" unless the Fed lowers interest rates
September 13, 2026 at 9:03 PM
That makes sense...
Can the democrats kick him out?
September 10, 2026 at 4:55 PM
Can the democrats kick him out?
Reposted
Reposted
Important editorial from the NYT board.
Trump’s Election Interference Is Eroding American Democracy www.nytimes.com/interactive/...
Trump’s Election Interference Is Eroding American Democracy www.nytimes.com/interactive/...
Opinion | Trump’s Election Interference Is Eroding American Democracy (Gift Article)
The president is prioritizing his own interests over the national interest.
www.nytimes.com
August 21, 2026 at 2:35 AM
Important editorial from the NYT board.
Trump’s Election Interference Is Eroding American Democracy www.nytimes.com/interactive/...
Trump’s Election Interference Is Eroding American Democracy www.nytimes.com/interactive/...
And this is happening now with a yes man as treasury sec and a president that wants to protect his own holdings and has no clue.
FYI: My thoughts on the recent surge in yields, yesterday’s Treasury buyback announcement, and what’s next.
www.nytimes.com/2026/08/20/o...
#economy #markets #bonds #yields @nytimes.com
www.nytimes.com/2026/08/20/o...
#economy #markets #bonds #yields @nytimes.com
August 20, 2026 at 12:00 PM
And this is happening now with a yes man as treasury sec and a president that wants to protect his own holdings and has no clue.
Great read. Thanks for sharing. If you are right, everyone's vote in the US just became way more important.
Posted earlier today:
My thoughts on an important development that is yet to be sufficiently internalized by markets and economists:
www.nytimes.com/2026/07/07/o...
#economy #markets @nytimes.com
My thoughts on an important development that is yet to be sufficiently internalized by markets and economists:
www.nytimes.com/2026/07/07/o...
#economy #markets @nytimes.com
Opinion | America Was Being Played. The Bessent Doctrine Says Those Days Are Over.
www.nytimes.com
July 7, 2026 at 9:46 PM
Great read. Thanks for sharing. If you are right, everyone's vote in the US just became way more important.
It had nothing to do with crypto, that was just the means to pay the bribes
Trump “reported more crypto-related income last year than any publicly traded US digital-asset company earned.”
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
July 1, 2026 at 5:23 PM
It had nothing to do with crypto, that was just the means to pay the bribes
You lost that fight in 2016
Why does he look like he just came out of the Chernobyl reactor core?
Rep. Randy Fine: "We gotta fight in my party, in the Republican Party, to not let crazy people take over"
July 1, 2026 at 3:27 PM
You lost that fight in 2016
What does "at birth, owes allegiance solely to this country" even mean? That the baby knows its allegiance is to the United States?
And 5-4 on the question of whether the Constitution settles it? (w/ Kavanaugh)
What are we even doing here?
What are we even doing here?
Gorsuch, Alito, and Thomas dissent.
How tf is this not unanimous
How tf is this not unanimous
June 30, 2026 at 3:59 PM
What does "at birth, owes allegiance solely to this country" even mean? That the baby knows its allegiance is to the United States?
He forgot rising inflation and huge increase in energy cost
Ossoff: "Illegal tariffs, failed war, healthcare cuts, and unmatched corruption. 34% approval and a presidential legacy cemented in disgrace."
June 28, 2026 at 2:43 PM
He forgot rising inflation and huge increase in energy cost
He is just a mean idiot
FAZZOLARI: “.. It’s unclear whether he’s intentionally or ineptly ruining the historic relations between the United States and Europe. ..
“.. he’s succeeded in the not-easy task of making the United States unpopular throughout Europe ..”
@washingtonpost.com
www.washingtonpost.com/world/2026/0...
“.. he’s succeeded in the not-easy task of making the United States unpopular throughout Europe ..”
@washingtonpost.com
www.washingtonpost.com/world/2026/0...
June 19, 2026 at 7:06 PM
He is just a mean idiot
Is he talking about himself?
Trump on Platner: "Can you imagine if the Republicans had him? What if we had him? If it meant losing the Senate, you would not let that happen. There's never been a guy like that that's run for office."
June 10, 2026 at 4:15 PM
Is he talking about himself?
I dont believe anything Trump says.
Culty culty
Sen. Jim Banks: "I don't believe anything I see in the news until I hear it from President Trump directly"
June 4, 2026 at 7:44 PM
I dont believe anything Trump says.
Can I get a Woot Woot!
(NYT) - A federal judge in Washington ruled on Friday that President Trump’s name was illegally added to the John F. Kennedy Center for the Performing Arts, writing that the law establishing the center made “crystal clear” that only Congress could change it.
www.nytimes.com/live/2026/05...
www.nytimes.com/live/2026/05...
May 29, 2026 at 7:46 PM
Can I get a Woot Woot!
What does that even mean?
Stephen Miller: "Based on what I've heard, we could balance the federal budget if the only dollars that went out of the treasury went to individuals who were properly, lawfully, correctly eligible to receive them"
May 26, 2026 at 6:58 PM
What does that even mean?
If I owned any I'd be looking for an exit about now. SpaceX valuation is a bit rich
$NASA ETF with SpaceX SPV exposure.. +65% since its March 31 inception
More tk from me on @stockcharts today.. AUM up to near $1.6 billion
More tk from me on @stockcharts today.. AUM up to near $1.6 billion
May 26, 2026 at 2:01 PM
If I owned any I'd be looking for an exit about now. SpaceX valuation is a bit rich
Reposted
So $1.8 billion in reparations for insurrectionists, and zero for Epstein victims?
Am I getting this right?
Am I getting this right?
May 22, 2026 at 5:05 PM
So $1.8 billion in reparations for insurrectionists, and zero for Epstein victims?
Am I getting this right?
Am I getting this right?
But got the order backwards
I mean, he’s right but…
Stephen Miller: "The major political divide in America today is between a first world vision of America and a third world vision of America"
May 21, 2026 at 9:16 PM
But got the order backwards
There's a risk if oil prices remain close to 100 + for another 2 months
IMF: THERE IS A RISK OF A RECESSION IF OIL PRICES REMAIN HIGH UNTIL 2027
May 13, 2026 at 2:35 PM
There's a risk if oil prices remain close to 100 + for another 2 months
Great new song by Bette Midler
Check out this video, "bette midler all you fascists" share.google/RbZt01SC8gQO...
Check out this video, "bette midler all you fascists" share.google/RbZt01SC8gQO...
ALL YOU FASCISTS (Bound to Lose) Music Video Bette Midler
share.google
April 28, 2026 at 11:02 PM
Great new song by Bette Midler
Check out this video, "bette midler all you fascists" share.google/RbZt01SC8gQO...
Check out this video, "bette midler all you fascists" share.google/RbZt01SC8gQO...
Ill see your zero idea of a currency swap and bet he has zero idea of what the word currency means and what the word swap means.
He has zero idea what a currency swap is. Bet me
KERNEN: Is there some type of currency swap possible with UAE to help if they need it? And do you think there'd be backlash?
TRUMP: It is. It's been a good country, a good ally of ours. It was shocking because we didn't think they'd get hit. I'm surprised, because they are really rich.
TRUMP: It is. It's been a good country, a good ally of ours. It was shocking because we didn't think they'd get hit. I'm surprised, because they are really rich.
April 21, 2026 at 1:43 PM
Ill see your zero idea of a currency swap and bet he has zero idea of what the word currency means and what the word swap means.
Wow, does he include his commander in chief that actually has a conviction? Include matt gates, tony Gonzalez? What a joke
April 20, 2026 at 3:40 PM
Wow, does he include his commander in chief that actually has a conviction? Include matt gates, tony Gonzalez? What a joke
So do your job and stop this illegal war
April 7, 2026 at 1:45 PM
So do your job and stop this illegal war