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Jon Turek
@jturek18
JST Advisors | NY Jets fan | Cheap Convexity info
@jstadvisors
.com
490
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21.7K
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Jon Turek
@jturek18
2026.11.08 22:29
It’s not that the CEO of the worlds most important company was having an affair, but that he was having one with a CCP agent at the same time he was advancing the US government AI policy, which effectively was beat China at all costs. Just surreal.
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Jon Turek
@jturek18
2026.10.12 12:38
Think we are going to get a lot of these types of headlines over the next few weeks.
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Jon Turek
@jturek18
2026.08.19 14:46
Not sure terminally the best way to support 30y bonds is to weaken your currency and raise market based forward inflation.
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