We are cross collateralizing every sector in debt issuance, positioning, and AI retooling

This is all pushing a ton of credit into the system

When you look at the underlying data, its clear that liquidity and credit are expanding. We want consensus to misunderstand this and turn conservative because they will be forced to buy back higher.

We need consensus to believe that liquidity and credit are slowing or contracting right now. This is part of how the credit cycle works. In the interium, capital keeps moving out the risk curve and outdated models are getting crushed

I don't make the rules here, I just follow the flows.

Welcome to global macro

https://x.com/Globalflows/status/2071591477835350267