{"type":"rich","version":"1.0","title":"BoomTown wrote","author_name":"BoomTown (npub1h4…a2jcm)","author_url":"https://yabu.me/npub1h4lrzqnrne72xj00yl3zzr0k6qn93cqe5g4vvkfechs6mn89mwyqfa2jcm","provider_name":"njump","provider_url":"https://yabu.me","html":"At a dinner tonight, the US Treasury market came up. I characterized last week as a collapse that required Trump to fold his hand. \n\nAn old wealthy real estate guy, balls deep in a real estate PE vehemently disagreed with me, saying that the treasury market was fine and that “he checks it 10 times a day” he would know … unrelenting, I pulled up the Apple stocks app 10-year US treasury chart and showed him that it collapsed between April 7-April 9 which coincided with Trump blinking on his tariff strategy … he quickly changed the subject to something totally unrelated with the other 3 guys in the group. After about 5 minutes, I asked if we could revisit the treasury market discussion. He aggressively embraced my upper arm a couple times, looked away and proclaimed that “he wasn’t going there again” and then walked off to “get another drink.”\n\nWe’re winning and they know it."}