Chaos, destruction and disregard for the rule of law are causing a repricing of the US writ large. Currency, equities, debt instruments.
April 11, 2025 at 2:20 PM
Chaos, destruction and disregard for the rule of law are causing a repricing of the US writ large. Currency, equities, debt instruments.
I was just at the liquor store and was joking with the check out guy that he was in for a long evening of repricing the Canadian whiskey aisle.
He replied "So I heard."
It's gonna get really real, really soon for a lot of people who voted to deport the brown people.
🙄
He replied "So I heard."
It's gonna get really real, really soon for a lot of people who voted to deport the brown people.
🙄
March 4, 2025 at 8:15 PM
I was just at the liquor store and was joking with the check out guy that he was in for a long evening of repricing the Canadian whiskey aisle.
He replied "So I heard."
It's gonna get really real, really soon for a lot of people who voted to deport the brown people.
🙄
He replied "So I heard."
It's gonna get really real, really soon for a lot of people who voted to deport the brown people.
🙄
Quickly repricing some shoelaces to $600…
July 11, 2025 at 3:46 PM
Quickly repricing some shoelaces to $600…
Hell yes, GREAT news for Patreon creators. Now I just want them to allow tier repricing for everyone. I still don't understand why that needs to be locked to the other billing method.
Huge news on Patreon! Because of the Apple v. Epic ruling, they are not only dropping the 30% Apple Store charge on the iOS app, they are also halting the move to subscription billing for all creators - which would have affected creators like me, who use a "per video" structure than monthly.
May 2, 2025 at 5:17 PM
Hell yes, GREAT news for Patreon creators. Now I just want them to allow tier repricing for everyone. I still don't understand why that needs to be locked to the other billing method.
Yeah, I also suspect this is part of it, besides unwinding the basis trade, as well as repricing the risk of treasuries themselves, some other position exploded, and they gotta cover
Hi @jeisinger.bsky.social, long time. No, that's not what's going on. Hedge funds et al are likely selling treasuries because their risk models have blown out and they need to delever. You sell what is holding up best, so voila Treasury market strains. This is a hunger for dollars.
Ok what’s going on here?
Yields are going up which means bond prices are going down.
Fewer buyers of the world’s safest asset.
Normally when the economy slows, there’s a flight to safety, not away from it.
Means the world may be abandoning America.
We are flirting with a true crisis.
Yields are going up which means bond prices are going down.
Fewer buyers of the world’s safest asset.
Normally when the economy slows, there’s a flight to safety, not away from it.
Means the world may be abandoning America.
We are flirting with a true crisis.
April 9, 2025 at 5:18 AM
Yeah, I also suspect this is part of it, besides unwinding the basis trade, as well as repricing the risk of treasuries themselves, some other position exploded, and they gotta cover
the global trading system is quietly repricing around a world where the strait of hormuz is a war zone.
not a headline.
the new baseline.
not a headline.
the new baseline.
March 29, 2026 at 10:55 PM
the global trading system is quietly repricing around a world where the strait of hormuz is a war zone.
not a headline.
the new baseline.
not a headline.
the new baseline.
Rather dramatic repricing of the Fed rate path vs 3 weeks ago before the Iran war
March 11, 2026 at 3:51 PM
Rather dramatic repricing of the Fed rate path vs 3 weeks ago before the Iran war
Great news! People wasting money on GenAI while failing to make anything in return.
futurism.com/artificial-i...
futurism.com/artificial-i...
The Economy Has Spoken: Stuff That's AI-Generated Has Almost Zero Value
3D assets marketplace CGTrader is being flooded by AI slop, but nobody is buying it, suggesting AI isn't "repricing the market."
futurism.com
August 18, 2026 at 10:58 AM
Great news! People wasting money on GenAI while failing to make anything in return.
futurism.com/artificial-i...
futurism.com/artificial-i...
Risks to global financial stability surging after Trump tariffs, warns IMF
Risks to global financial stability surging after Trump tariffs, warns IMF
World body says ‘sharp repricing of risks’ possible amid growing concern over role of ‘nonbank’ lenders
www.theguardian.com
April 23, 2025 at 3:03 AM
Risks to global financial stability surging after Trump tariffs, warns IMF
New York City's new tax on expensive second homes has owners and buyers scrambling for loopholes with little success.
Mamdani’s New Pied-à-Terre Tax Leaves Wealthy With Few Loopholes
Second-home owners are repricing, renting out and quietly recalculating. Many will just have to pay up.
bloom.bg
July 1, 2026 at 9:00 PM
New York City's new tax on expensive second homes has owners and buyers scrambling for loopholes with little success.
Credit markets are flashing bright red.
Korea’s CDS jumped 36%.
Japan’s 34%.
China’s 60%.
Germany’s up 21%.
These are major sovereigns and not fringe markets.
This is repricing at the core.
Korea’s CDS jumped 36%.
Japan’s 34%.
China’s 60%.
Germany’s up 21%.
These are major sovereigns and not fringe markets.
This is repricing at the core.
April 8, 2025 at 12:46 AM
Credit markets are flashing bright red.
Korea’s CDS jumped 36%.
Japan’s 34%.
China’s 60%.
Germany’s up 21%.
These are major sovereigns and not fringe markets.
This is repricing at the core.
Korea’s CDS jumped 36%.
Japan’s 34%.
China’s 60%.
Germany’s up 21%.
These are major sovereigns and not fringe markets.
This is repricing at the core.
Gas jumped 23 cents while I was getting a burrito, if you’re wondering how aggressive the repricing is getting.
March 9, 2026 at 1:49 PM
Gas jumped 23 cents while I was getting a burrito, if you’re wondering how aggressive the repricing is getting.
Pretend for a second that this isn't evil and illegal (it is both, wildly so)
They are going to crash the economy on a pure GDP basis... but they are also going to force a credit repricing. Madness
They are going to crash the economy on a pure GDP basis... but they are also going to force a credit repricing. Madness
NEW — DOGE now has full access to HHS Payment Management System, I’ve learned.
The system distributes almost $1 trillion per year in grants (largest in the govt) and supports all of NIH, CDC + many other public health initiatives. Musk guy Luke Farritor is actively delaying payments to recipients.
The system distributes almost $1 trillion per year in grants (largest in the govt) and supports all of NIH, CDC + many other public health initiatives. Musk guy Luke Farritor is actively delaying payments to recipients.
February 5, 2025 at 6:08 PM
Pretend for a second that this isn't evil and illegal (it is both, wildly so)
They are going to crash the economy on a pure GDP basis... but they are also going to force a credit repricing. Madness
They are going to crash the economy on a pure GDP basis... but they are also going to force a credit repricing. Madness
Some recovery off the lows doesn’t change the message: this is fast-moving repricing.
Trade friction is bleeding into funding markets and equity risk.
If margin cascades continue, the next phase hits Europe and U.S. futures.
Watching closely.
Trade friction is bleeding into funding markets and equity risk.
If margin cascades continue, the next phase hits Europe and U.S. futures.
Watching closely.
April 7, 2025 at 1:53 AM
Some recovery off the lows doesn’t change the message: this is fast-moving repricing.
Trade friction is bleeding into funding markets and equity risk.
If margin cascades continue, the next phase hits Europe and U.S. futures.
Watching closely.
Trade friction is bleeding into funding markets and equity risk.
If margin cascades continue, the next phase hits Europe and U.S. futures.
Watching closely.
Markets are no longer just reacting to Trump’s tariffs.
They’re reacting to how different parts of the world are — or aren’t — able to respond with monetary policy and decoupling from China.
That’s where the repricing is happening now.
And we’re just getting started.
They’re reacting to how different parts of the world are — or aren’t — able to respond with monetary policy and decoupling from China.
That’s where the repricing is happening now.
And we’re just getting started.
April 8, 2025 at 1:02 AM
Markets are no longer just reacting to Trump’s tariffs.
They’re reacting to how different parts of the world are — or aren’t — able to respond with monetary policy and decoupling from China.
That’s where the repricing is happening now.
And we’re just getting started.
They’re reacting to how different parts of the world are — or aren’t — able to respond with monetary policy and decoupling from China.
That’s where the repricing is happening now.
And we’re just getting started.
finally, a happy downtown repricing story
Did you hear…? All of the Portland Upstart Collectives have consolidated into a new space in "Big Pink"
siliconflorist.com/2026/02/26/i...
siliconflorist.com/2026/02/26/i...
Investing $125M in downtown Portland garners Jeff Swickard two buildings… and a new UpStart tenant – Portland Oregon startups, tech, news, events, jobs, and community
If you live in the Pacific Northwest, you can’t escape the new cycles about downtown Portland. Sometimes, you can’t even escape the news cycles nationally — depending on who is carping …
siliconflorist.com
February 27, 2026 at 6:31 AM
finally, a happy downtown repricing story
some 'light' commish work to fill the space while i struggle with my last comm repricing, to retirement at 50.
picking up from an offer i did 5 years ago. A5 size canvas, fully digital, bewb-centric.
picking up from an offer i did 5 years ago. A5 size canvas, fully digital, bewb-centric.
February 24, 2025 at 4:01 PM
some 'light' commish work to fill the space while i struggle with my last comm repricing, to retirement at 50.
picking up from an offer i did 5 years ago. A5 size canvas, fully digital, bewb-centric.
picking up from an offer i did 5 years ago. A5 size canvas, fully digital, bewb-centric.
5:40 pm PST
THE WORLD REACTS TO TRUMP'S TARIFFS.
Markets have spent the past 24 hours trying to figure out how to respond to Trump’s tariffs.
Some places are trying to negotiate.
Others are already repricing.
There’s a split forming—by leverage, exposure, and belief in how real this is.
THE WORLD REACTS TO TRUMP'S TARIFFS.
Markets have spent the past 24 hours trying to figure out how to respond to Trump’s tariffs.
Some places are trying to negotiate.
Others are already repricing.
There’s a split forming—by leverage, exposure, and belief in how real this is.
April 8, 2025 at 12:37 AM
5:40 pm PST
THE WORLD REACTS TO TRUMP'S TARIFFS.
Markets have spent the past 24 hours trying to figure out how to respond to Trump’s tariffs.
Some places are trying to negotiate.
Others are already repricing.
There’s a split forming—by leverage, exposure, and belief in how real this is.
THE WORLD REACTS TO TRUMP'S TARIFFS.
Markets have spent the past 24 hours trying to figure out how to respond to Trump’s tariffs.
Some places are trying to negotiate.
Others are already repricing.
There’s a split forming—by leverage, exposure, and belief in how real this is.
FEDWATCH: “.. #$NVDA credit default swaps (CDS) widened .. triggering a positive CDS basis.
“This happens when protection demand is rising faster than cash‑bond repricing” — and is “unique for highly rated credits like NVDA, as the phenomenon typically happens when a credit falls into junk status.”
“This happens when protection demand is rising faster than cash‑bond repricing” — and is “unique for highly rated credits like NVDA, as the phenomenon typically happens when a credit falls into junk status.”
July 29, 2026 at 1:43 AM
FEDWATCH: “.. #$NVDA credit default swaps (CDS) widened .. triggering a positive CDS basis.
“This happens when protection demand is rising faster than cash‑bond repricing” — and is “unique for highly rated credits like NVDA, as the phenomenon typically happens when a credit falls into junk status.”
“This happens when protection demand is rising faster than cash‑bond repricing” — and is “unique for highly rated credits like NVDA, as the phenomenon typically happens when a credit falls into junk status.”
Ah, yes, the democritization of AI that we are all hearing so much about.
May 24, 2026 at 6:12 AM
Ah, yes, the democritization of AI that we are all hearing so much about.
