Andy Constan(@dampedspring):Consequences of microscopic 🍆-day on Iran Give people a longer runway to sell UST before 🍆 Day sanctions are implemented. while "doing whatever it takes" to suppress long term interest rates is very nice treatment of foreign allies and enemies holding and now selling our debt. Bad for dollar, good for gold and hard money. Inflationary and paid for by US holders of UST, consumers, and the tax payers.

Andy Constan

@dampedspring

macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice

参加 June 2013

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Andy Constan@dampedspring

2026.08.24 20:07

Consequences of microscopic 🍆-day on Iran Give people a longer runway to sell UST before 🍆 Day sanctions are implemented. while "doing whatever it takes" to suppress long term interest rates is very nice treatment of foreign allies and enemies holding and now selling our debt. Bad for dollar, good for gold and hard money. Inflationary and paid for by US holders of UST, consumers, and the tax payers.