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THE GLOBAL SPILLOVER:
Cheaper dollar funding triggers $10 billion plus in emerging market carry trade inflows. Currency volatility spikes. Foreign central banks hoard dollars. The cycle that destroyed Argentina, Turkey, and Sri Lanka restarts.
WHAT HAPPENS NEXT:
If Q4 GDP misses expectations or inflation spikes above 3.5%, SOFR reverses violently. Repo market seizures return. The 2019 overnight funding crisis replays at scale.
If the Fed holds course, credit bubbles inflate until something pops. Corporate debt. Commercial real estate. Equity multiples at 25x earnings.
THE TRUTH BURIED IN THE DATA:
SOFR is not just a rate. It is the early warning system for systemic stress. When the world’s most important number collapses this fast, it means central banks are terrified.
They are easing into a recession they cannot admit is coming.
Hold duration. Hedge via SOFR futures. Watch repo volumes like a seismograph.
The tremors started. The quake is next.
>>/23832339/ pb
https://x.com/shanaka86/status/1987426904883028246
Shelley Moore Capito @SenCapito - I’m closely monitoring the mine flooding at the Rolling Thunder Mine in Nicholas County, as well as staying in contact with federal and state officials for the latest information. Our miners are brave and courageous West Virginians who work tirelessly to power our communities.
https://wvmetronews.com/2025/11/09/coal-miner-unaccounted-for-in-nicholas-county/
https://x.com/SenCapito/status/1987540802847842310
Shipwreckedcrew @shipwreckedcrew - When I was buying my very first home, a smart real estate agent who had done business with my father for 20 years (home builder) told me "You buy your appreciation on the front end, not the back end. The key is the purchase, not the sale."
You have to find a motivated seller who is willing to sell you some of his/her appreciation in order to get out of the house, and/or there house provides an opportunity to improve its value with modest fixes -- $25,000 in kitchen and bath remodels can improve value 3x the amount spent.
Quote
PoorRichie @DescipleofBen
To me, that's the point. Most people move after 5-7 years. Majority don't stay the term of the mortgage and at 5-7 years, you're banking on the appreciation to be the down payment on the next house. Even on a 30 year, most to the payments are interest anyhow at 5-7 years.
https://x.com/shipwreckedcrew/status/1987551439821185291
Sign of the Cross @CatholicSOTC - Vatican II "modernized" the Church. Gen Z will bring tradition back.
https://x.com/CatholicSOTC/status/1987716845152219505
Simon Kent @sunsimonkent - Some 50,000+ members of the globalist elites have flown to Brazil for COP30 climate gabfest to... tell everyone else to stop flying so much to save the planet. This via @BreitbartNews
https://www.breitbart.com/environment/2025/11/10/cop30-climate-doomer-conference-kicks-off-in-brazil/
https://x.com/sunsimonkent/status/1987835477425033339
Spaceballs The X Account @Grunt2A - If there is a better Sunday afternoon Marine Corps movie than Heartbreak Ridge I haven't heard of it.
https://x.com/Grunt2A/status/1987567745899376689
Speaker Mike Johnson @SpeakerJohnson - The Democrats & socialists who BROUGHT the high prices to America—would only grow government spending and make the problem WORSE.
It is common sense Republicans who are working every day and delivering on AFFORDABILITY.
https://x.com/SpeakerJohnson/status/1987202077807026512
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