no way to prove this flowed into Treasuries -- but the warning the regulators provided to the state banks about portfolio concentration suggests that it was parked in the Treasury market (while the banks now search for alternaitves?)

Original source ↗ | February 17, 2026 at 16:12 UTC | Twitter - @brad_setser

IDEA 1 TICKER: NVDA DIRECTION: short THESIS: SoftBank Group has dissolved its share stake in Nvidia, as per an SEC filing, indicating a significant institutional seller exiting the position. SPEAKER: @LiveSquawk TIMEFRAME: short-term

IDEA 2 TICKER: GM DIRECTION: long THESIS: GM's CFO states the tariff environment is stabilizing, which is positive for the company by reducing trade uncertainty and potential cost impacts. SPEAKER: @financialjuice TIMEFRAME: medium-term

IDEA 3 TICKER: Gold (or GLD/IAU ETFs) DIRECTION: short THESIS: Gold has completed a corrective rising wedge pattern, suggesting a textbook outcome of

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