@lynaldencontact (3 trade ideas)

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Date Ticker Direction Thesis Source
Dec 31, 2025 AVOID The speaker debunks claims of imminent hyperinflation or a bank crisis, suggesting that trades based on these specific fears are unfounded. Twitter - @lynaldencontact
-No, the Treasury did not print another $105B...
Dec 31, 2025 AVOID The speaker clarifies that high repo/reverse repo activity is due to end-of-year window dressing and does not signal a liquidity crisis, advising against panic-driven trades. Twitter - @lynaldencontact
Both repo and reverse repo operations were hi...
Dec 31, 2025 AVOID The speaker advises against expecting significant market movement or a crisis in banks due to end-of-year repo activity, suggesting no immediate actionable trade based on such an event. Twitter - @lynaldencontact
The Fed’s rep activity is getting a lot of at...