Back
navigate with arrow keys

Kautious

@kautious.com

Bottom line: markets are repricing around liquidity — sovereign refinancing, yen carry, gamma hedging, AI equity issuance, Fed tightening risk and IPO absorption. Risk appetite can survive, but only if liquidity does not become the forced seller.

0

Likes

0

Reposts

0

Replies

More from Kautious

Time for Iran vs USA in the soccer field, the winner keeps the Strait money. 🤷‍♂️

0 0
Kautious

Trump and Bessent watching a global bond rout like two guys who just found out “higher yields” means the casino is paying them. Meanwhile everyone else is Googling: “Can a country overdraft?

0 0
Kautious

Finally, the $250 Trump bill America never asked for: “In Trump We Trust” on the front, “Terms and Conditions May Change During the Interview” on the back. Nothing says constitutional republic like putting a living politician on fake money and calling it patriotism.

0 0
Kautious

Trump came up with a new way to compute percentages. That's worthy of the Nobel "Math" Prize. 🤷‍♂️

0 0
Kautious

Bottom line: the tape is rewarding operating leverage and resilience, but punishing weak quality, reserve stress, unresolved geopolitics, and execution risk.

0 0
Kautious

Bottom line: the market is rewarding scale and infrastructure, but punishing weak execution, governance uncertainty, and balance-sheet stress. The next catalysts are service reliability, AI compute buildout, election controls, Fed signals, OpenAI governance, and Pemex’s payment plan.

0 0
Kautious

The US needs to decide how to deal with an electoral autocracy.

0 0
Kautious

Divided government isn't perfect, but it's better than united corruption. 🤷‍♂️

0 0
Kautious

New Fed Chair qualification test: Can you explain monetary policy? ❌ Can you manage inflation? ❌ Can you say Trump lost an election without sweating through clown makeup? Also ❌ Congrats, you’re hired. Independence has left the circus.

0 0
Kautious

Excellent health!

0 0
Kautious

#DecideTogetherThriveTogether #KeepMāoriWards

2 0
Tiriti Action Group Pōneke.

"We know that [Trump] wants to keep setting up these political slush funds. He’s done it with the Board of Peace, he’s done it with the Venezuelan oil profits, I think he’s got an account in Qatar where that money’s going, he’s done it with the ballroom…..All of this is outside of the constitution"

1 0
Mike

🚨 ICYMI: Eric Trump is preparing to sue MSNBC and Jen Psaki over claims involving alleged self-dealing in China. “I have zero business interests in China. No properties, no investments, nothing!”

4 3
the Conservative TAKE

Jake Hager (Jack Swagger) wins his Power Slap debut with a third round KO.

2 0
Dan Weiner

Swatch stores faced Black Friday-level chaos over the weekend as crowds rushed to buy the new Royal Pop collection, a collaboration between Swatch and luxury brand Audemars Piguet. Credit: @tru_sneaks

0 0
News 8 Now

Leaked footage reveals secret training of the Russian Ministry of Defense's elite special forces, reportedly preparing for assault maneuvers near NATO borders.

247 37
WarTranslated (Dmitri)

Een Palestijnse terrorist bekend wat zijn vader en hij deden met een Israëlisch meisje op 7 oktober. "mijn vader verkrachtte haar, daarna deed ik het, daarna mijn neef, toen gingen wij weg, maar mijn vader doodde haar nadat wij klaar waren met haar te verkrachten" #ScumOfTheEarth

6 4
Firefly🎗️

🛸🇷🇺 Ukraine Russia War | Russian Drone Spotted Off Odessa Coast | RCF NSFW & Premium Content: https://patreon.com/RealCombatFootage Odysee: https://odysee.com/@RCF #RealCombatFootage #RCF #War #Military #WorldNews #BreakingNews #UkraineRussiaWar

0 0
RCF - Real Combat Footage

Nobody likes JD Vance 🤣

65 8
Chasing Oz

Empezamos fuerte este finde pasado con tres partidos: Balonmano Adesal VS Balomano Montequinto XXIII Copa Andalucía Senior Femenino (Semifinales) Trops Málaga VS Barça Atletic "B" División de Honor Plata Masculina Atlético Marbella Paraíso VS Pizarra Atletico C.F. División de Honor Senior

0 0
Fútbol Málaga

My first Phoenix Mercury story for @the9450.bsky.social on Kahleah Copper's home debut in the Valley is published earlier today! Here's her first bucket in front of the X-Factor just last night! 🏀 Go check it out! 👇 #WNBA the9450.substack.com/p/inside-kahle…

15 2
Aya Abdeen

The main event of the Viking Festival was a reenactment of the Battle of the Holme. A battle between settled Vikings & Anglo-Saxons.

9 1
AT

Tuesday 2/24/26 Quick4Cast. Some rain chances on the way. What you need to know in 30 seconds. Check the First Alert 4 weather app for more forecast details #stlwx Full forecast -> firstalert4.com/weather

7 1
Leah Hill

This Trump crew is so bold, they spoke about erasing history early-on. Former AG Barr going out and 'hard-selling' the Mueller Report to myna-bird, stenography-writing #BillionairesForBallrooms Big-Media #EpsteinClass millionaire anchors was another of the 'jackboot dictator's' examples.

0 0
CtObserve

Waka wins!!! Waka Tsukiyama: 甲:ロープからのコンプリートショット (rōpu-kara-no-konpurito shotto) | Rope-assisted flatliner 乙:ムーンライト・ドリーム (MOONLIGHT DREAM) | 中野たむ式の魔神風車固め | Tamu Nakano-inspired Machine Suplex (hammerlock suplex) hold Influenced by: Super Strong Machine & Tam Nakano #STARDOM 🤼‍♂️

1 0
Justin | 陳國榮

O'Reilly right on target! #AEWDoN ➡️ allelitewrestling.com/aewonppv

21 4
TDE Wrestling

Sunday words of wisdom from Merlin. Well. You can’t argue with any of that, I’m sure.

1 0
Martin Montague

This Day in Buster… April 14, 1924 “Sherlock Jr." has its U.S. opening in Boston ahead of the premiere in LA on the 26th. #oldhollywood #damfino #silentfilm

6 2
Buster Keaton

🇺🇸 Science under siege. @krutikakuppalli.bsky.social warns of the dangers of vaccine misinformation and anti-science discourse in the US. More on #F24Debate ➡️https://go.france24.com/KuQd

2 2
The Debate - France 24

I used to think crying made me soft. Now I know it makes me real. This song’s about letting your emotions flow instead of fighting them. #indierock #emotional #inspirationalmusic #singersongwriter

1 0
Tony Oso

Q: Can the US economy work for the average American without a deal with Iran? BESSENT: We've already seen oil prices come down substantially. These are short-term challenges.

336 65
Aaron Rupar

Marc Short breaks down why the White House may go Democratic in 2028 and what is driving the shift. Watch the FULL clip - youtu.be/Gq6f0RRsn2w

0 0
Next Up with Mark Halperin

she knows ball and Aristotle now talking football and shit omg

13 1
ʅαυɾα⸆⸉ ✮˙💋ᴴ🐞

🚆 Reopening much of the busy West Coast Main Line after Easter. 🚉 Three new stations for Birmingham. ✂️ And we get closer to the opening of Cambridge South. It's #WeekOnTheNetwork

2 0
Network Rail

where would this make it into the mv its gonna be the most random shit

0 0
🗡️𝕮𝕽𝖀𝕹𝕲𝕺🌀

The Return of Innocence. 🐲🧙‍♂️🦸‍♀️⚔️📚💙 Campy #fantasy with dragons, #gay characters, and an accidental heroine. Sometimes, going home is the most dangerous adventure of all! duanesimolke.blogspot.com/2009/06/retu... www.limfic.com/book/the-ret... www.barnesandnoble.com/w/the-return...

21 12
Duane Simolke

Another day of ISRAEL & ISRAELIS proving why the world HATES these CUNTS. Call us antisemitic, WHAT SHOULD THE WORLD LABEL YOU ? Murderers ? Supporters of GENOCIDE ? EVIL CUNTS. What kind of entitled arrogance is that ? FUCK ISRAEL. FUCK YOUR SUPPORTERS.

1 0
MissMarplesBack

“Some imams say alcohol is the root of all evil, I say zionism is” — King Faisal of Saudi Arabia/1973 (When there was a very successful boycott of US/“israel” over occupied Palestine which the Oslo Accords saw the end of)

1 1
handsonheart

"People with very simple answers to very complex questions tend to get found out in power" 💬 @gabyhinsliff.bsky.social at our event earlier in May on the causes and consequences of populist movements making significant gains across many Western democracies ➡️ www.youtube.com/watch?v=eP3h...

0 0
The Policy Institute

🆘DON”T KILL🐶GLEN volunteer sez “an absolute joy of a boy.” Foster sez “sweet, affectionate &🛋️has a big goofy personality that makes u smile constantly…puppy-like spark: bursts of excitement, curiosity abt everything…more than happy to cuddle up on the🛋️ & soak in all the snuggles” 🙏Repost 2find🏡

12 12
Christine Kinser

Für unsere Heimat. Für unsere Zukunft. 🇩🇪💙 💙💙💙💙🇩🇪

0 0
BrunoWeiti

Dr Charles Shepherd (@meassociation.org.uk) explains how in the 80s and 90s psychiatrists claimed #MECFS was due to “deconditioning” and “abnormal illness beliefs”. Graded exercise therapy made many patients worse, with some ending up in wheelchairs. It was only removed from NICE guidance in 2021.

39 22
Adam

Get to know the most inspiring players at the #FIFAWorldCup on My New Favorite Futbolista, hosted by @telemundosports’ @gio_delfa and @luisomartapia. Premieres Tuesday, June 2 wherever you listen podcasts. swap.fm/l/WorldCupTrai…

0 0
NBC Sports

The Mo Salah retirement tour. 5 weeks left. 👀 vs Palace — quiet vs Man United, Old Trafford — one last dance 🕺 That's where he saves it. That's the stage. West Ham — 2 points above Spurs. Every game a cup final now. 😶 #Salah #Liverpool #PremierLeague #Relegation #EPL

0 0
StatrDraft

This quiz was reading me for filth... right up until the end. #vtuber #vsky #VCANADA

1 1
Alina Stygienne 📕💤 Vtuber

If you see this, post your getaway vehicle.

4 0
Stuart Davidson 🇬🇱

Milutki jak Twój pingwinek z Temu? 🤔

1 0
Middlefinger

Columbia assist leaders Kitty Henderson and Cecelia Collins get warmed up before today’s game at Duke. @thenext.bsky.social #NCAAWBB

4 1
Jenn Hatfield

Kind of reminds me of an #OLDSCHOOL #CROONER at the restaurant #ShangHaiYan that we were at yesterday 🎤🎤🎤🎵🎵 #Shanghai #ChinaTrip

1 0
ABC Delicious

Faster than Fast!!! #charliegtv #charliegtvai #detroit #sora2

0 0
CharlieGtv

“Step into the room, even if it has never held you.” Film Premiere of Anders Als Die Andern, May 28 ▶️ Full episodes every week on YouTube youtube.com/@thisweekinq... #QueerHistory #LGBTHistory

0 1
This Week in Queer History

Russian forces have once again used banned phosphorus munitions against Kostiantynivka, in an attempt to burn Ukrainian defenders out of the city.

22 14
Inside Ukraine 🇺🇦

📺 Se confirma el segundo strike después de la revisión del sistema de repetición instantánea.

0 0
Tico

The 105th Border Guards Detachment Chernihiv used STING interceptors to rip 7 enemy Shaheds during ruzzia's mass attack (22 civilians killed, 130 hurt) They and 2 other units (Bulava and NGU's 23rd Brigade) alone BBQed 61 enemy drones with STINGs—10% of the total downed Reload them in our raffle👇

41 16
Armed Maidan: Ukraine Resists ruzzian Genocide

Ice Cream Talking Recipes www.icecreamtalkingcartoonrecipes.com/ How to make ice cream AFTERNOON SOAPS sundae with Rocky Road and nice-girl Butter Pecan a real tear-jerker.

0 0
talkingoptionsbc

Happy Friday everyone 😂✌️👍😎🥳🥰

8 0
Emil+Oliver=Charlie…

Moin von der Lübecker Bucht! Heute ist kein ideales Surf Wetter. Kaum Wind. Schönen Abend 🙋‍♀️ #TimmendorferStrandNiendorf

17 0
Ostseenixe1

このゲームが何かわかりますか? 正解は下記URLから確認できます! www.gavas.jp/products/det... #レトロゲーム #メガドライブ #クイズ #ピコピコ大百科

1 0
ピコピコ大百科