8 hours ago, MIke B Bad said:

Scott Bessent has taken extraordinary, multi‑front action to stabilise the U.S. bond market:

• Doubling long‑bond buybacks

• Hinting at cutting long‑term issuance

• Intervening in currency markets

• Threatening even larger buybacks

• Preparing a fiscal consolidation plan

These moves make him the most interventionist Treasury Secretary in decades.

No signs of panic then?

Not really. All previous administrations engaged in these bond buy-backs. The Trump team just did it smarter, focusing on the long end where the issue was most acute. Well planned and superbly executed.

Interventions in currency markets are also old hat, even the UK did it in the ERM crisis, Japan does it a lot, and here Trump is just helping the Japanese really. Because he's an incredibly nice man.

12 hours ago, MIke B Bad said:

Yep.

I'm still in, but playing with house money now......hoping "the pattern" is going to repeat on cue.......late 2026?

There's definitely a pattern to it all. I wouldn't rule out the crypto space at this time, but there's a lot of worthless junk in the mix.

One thing people are worried about, and rightly so, is the risk posed by quantum computers. In a few years, the existing system will be at risk. I'm not sure how they'll fix that problem.

Why Scott Bessent Can’t Fix the Bond Market

https://prospect.org/2026/08/24/scott-bessent-cant-fix-bond-market-trump-treasury-interest-rates/?utm_source=ActiveCampaign&utm_medium=email&utm_content=Canada%20stands%20up%20to%20Trump&utm_campaign=Kuttner%20on%20TAP%208%2F24%2F26

Every Trump lackey must indulge Dear Leader's whims, no matter how stupid. 👈

On 8/22/2026 at 5:23 PM, Cameroni said:

Not really. All previous administrations engaged in these bond buy-backs. The Trump team just did it smarter, focusing on the long end where the issue was most acute. Well planned and superbly executed.

Interventions in currency markets are also old hat, even the UK did it in the ERM crisis, Japan does it a lot, and here Trump is just helping the Japanese really. Because he's an incredibly nice man.

Boosting the "long end" instead of the "short end". So what?

= You can't fool all the people all the time. Even little retail investors are starting to wonder why the US $ has been king for so long.

5 minutes ago, swissie said:

Boosting the "long end" instead of the "short end". So what?

= You can't fool all the people all the time. Even little retail investors are starting to wonder why the US $ has been king for so long.

It's just that the disaster will come when Donnie is History

3 minutes ago, newbee2022 said:

It's just that the disaster will come when Donnie is History

I have never looked so much forward to a disaster. Can it be sped up?

10 minutes ago, swissie said:

Boosting the "long end" instead of the "short end". So what?

= You can't fool all the people all the time. Even little retail investors are starting to wonder why the US $ has been king for so long.

The positive effect of the bond buy backs lasted exactly 2 days, so I guess people are seeing through it

3 minutes ago, CallumWK said:

I have never looked so much forward to a disaster. Can it be sped up

It buys back long-term government bonds while placing short-term bonds on the market.

U.S. Treasury Yields Fall, Dollar Steady

https://www.wsj.com/finance/jgb-futures-mixed-may-be-supported-by-u-s-treasurys-gains-ca3035c2

On 8/25/2026 at 7:28 PM, Cameroni said:

U.S. Treasury Yields Fall, Dollar Steady

https://www.wsj.com/finance/jgb-futures-mixed-may-be-supported-by-u-s-treasurys-gains-ca3035c2

Where are they falling? I only see the usual a bit up, a bit down within very small range.

Average of the last hours/days is still way higher than June or July average. The numbers do not lie and are available on treasury.gov

Not exactly sure if we will see a temporary reversal but the fundamentals would certainly not justify lower yields... Trying to fix symptoms never helped long term...

The dept of western countries is starting to make the headlines, Rightly so. Alone what it costs to "service" the dept is sobering.

AND: When states start to finance long term dept with short term debt (the US), then I am starting to feel a bit uneasy. To me: The last resort to lower the cost of servicing the dept. After that, the "monetisation" of the dept, with prdictable results.

10 minutes ago, swissie said:

The dept of western countries is starting to make the headlines, Rightly so. Alone what it costs to "service" the dept is sobering.

AND: When states start to finance long term dept with short term debt (the US), then I am starting to feel a bit uneasy. To me: The last resort to lower the cost of servicing the dept. After that, the "monetisation" of the dept, with prdictable results.

France is currently facing significant issues among Western countries. Pensions account for 14% of the GDP. The younger generation bears the burden of funding the older population that created this problem.

20 year chart:

One year chart:

Federal Reserve Economic Data | FRED | St. Louis Fed

On 8/22/2026 at 9:25 AM, jas007 said:

The math doesn't add up for the infrastructure. Billions being spent, and yet everyone should know that the eventual returns will not justify the investments. The data centers produce a product, and that product is becoming cheaper by the day. A commodity. And no one yet seems to realize the impact of Quantum computers.

By the way, Quantum stocks are still dirt cheap. Give them a couple of years.

Bookmark this post and thank me later.

Asking very bluntly: What quantum stocks are on your radar ?

11 hours ago, swissie said:

Asking very bluntly: What quantum stocks are on your radar ?

I've owned a few for a several years now. Mostly IonQ and RGTI since mid 2023. One of the things on my list is to buy some stocks in companies that furnish necessary "picks and shovels" for the quantum industry. Things are evolving fairly quickly, though, and I'm no authority, off the top of my head. There's probably an ETF for that segment of the market.

10 minutes ago, jas007 said:

I've owned a few for a several years now. Mostly IonQ and RGTI since mid 2023. One of the things on my list is to buy some stocks in companies that furnish necessary "picks and shovels" for the quantum industry. Things are evolving fairly quickly, though, and I'm no authority, off the top of my head. There's probably an ETF for that segment of the market.

There's ChatGPT.

KEYS, FORM, OXIG, MKSI.

"currently extremely speculative, and even the infrastructure names have valuations driven primarily by their existing businesses rather than quantum revenue"

My first idea was to use AI agent to actively trade a basket portfolio.

But AI can't predict tomorrow.

Fortunately AI has a better idea

An even better idea

I'd actually have the AI manage two sleeves:

70% — picks & shovels

KEYS

FORM

MKSI

COHR

AMAT

LRCX

ASML

KLAC

CDNS

SNPS

ADI

30% — quantum pure plays / QTUM

This gives you exposure to the possibility that one of the actual quantum companies eventually breaks out.

Cheers 🥂

On 8/1/2026 at 7:42 PM, jas007 said:

I think it has already begun. The Yen carry trade is finished. Japan and other countries are dumbing bonds, and leveraged accounts are being forced to liquidate positions in US stocks.. A lot of the damage has already been done, though. Stocks may look expensive, but are they really? Or is it the dollar that is losing its value in real terms?

The sky is falling, again. I always seem to dodge it.

On 8/25/2026 at 4:35 AM, CallumWK said:

I have never looked so much forward to a disaster. Can it be sped up?

So happy the Obama and Biden disaster is over.

The future looks brighter than ever.

1 minute ago, HolmesEquivelant said:

So happy the Obama and Biden disaster is over.

The future looks brighter than ever.

Stay off the magic mushrooms, as they clearly make you hallucinating.

1 minute ago, CallumWK said:

Stay off the magic mushrooms, as they clearly make you hallucinating.

You guys overdosed on them in 2016 and 2024.

The long term effects never go away.

2 hours ago, HolmesEquivelant said:

You guys overdosed on them in 2016 and 2024.

The long term effects never go away.

And the best explanation why Trump lost in 2020?

Obama and Biden had fair elections in 2016 & 2024, but Trump rigged his own loss because, well you can insert your own Draino brain overdose syndrome conspiracy theory here, as MAGA seems very skilled at that one thing in Life. 😃

12 minutes ago, SiSePuede419 said:

And the best explanation why Trump lost in 2020?

Obama and Biden had fair elections in 2016 & 2024, but Trump rigged his own loss because, well you can insert your own Draino brain overdose syndrome conspiracy theory here, as MAGA seems very skilled at that one thing in Life. 😃

“And the best explanation why Trump lost in 2020?”

He didn’t. We both know that.

The Democrats got away with it. Fact

Sneaking, cheating, lying lowlife’s. Every one of them.

Edited August 30Aug 30 by HolmesEquivelant

1 hour ago, HolmesEquivelant said:

“And the best explanation why Trump lost in 2020?”

He didn’t. We both know that.

The Democrats got away with it. Fact

Sneaking, cheating, lying lowlife’s. Every one of them.

Obama and Biden had fair elections in 2016 & 2024, but Trump rigged his own loss.

You really expect everyone to be dumb enough to believe that? Do you even understand what words mean? 😄

Meanwhile the

1. 30 year bonds are at or below the point where the "Trump team" intervened in the bonds market. So the effort to stabilize the long term bond markets was 100% useless, as of now.

2. The 10 year sees new yield highs for this year

3. The 5 year sees new yield highs for this year

4. The 2 year sees new yield highs for this year

Whilst Trumpers love to see Tax payers money burned like there is no tomorrow (especially by a guy who promised to get rid of the debt) I really see a problem coming...

On 8/29/2026 at 11:01 PM, SiSePuede419 said:

Obama and Biden had fair elections in 2016 & 2024, but Trump rigged his own loss.

You really expect everyone to be dumb enough to believe that? Do you even understand what words mean? 😄

Oh, I definitely understand.

Perhaps someday you will.

In the meantime, stay mad!

20 hours ago, zappalot said:

Meanwhile the

1. 30 year bonds are at or below the point where the "Trump team" intervened in the bonds market. So the effort to stabilize the long term bond markets was 100% useless, as of now.

2. The 10 year sees new yield highs for this year

3. The 5 year sees new yield highs for this year

4. The 2 year sees new yield highs for this year

Whilst Trumpers love to see Tax payers money burned like there is no tomorrow (especially by a guy who promised to get rid of the debt) I really see a problem coming...

And just like that, the left started worrying about taxpayers and the debt.

2 hours ago, Yellowtail said:

And just like that, the left started worrying about taxpayers and the debt.

1. The "right" were promised their leader would get rid of the debt

2. The left never promised that

3. Everyone can check: which side is responsible for the bigger part of the 40 Trillion+ national debt?

4. Which side is constantly reducing tax income by lowering taxes for the super rich? The old promise it would pay by higher spending NEVER worked, not in any country, not in the US, nowhere. Yet the not so smart (and thus poor) believe it...

Bonds marking a new low of the year - putting the US in a peril situation.

As predicted their recent market intervention proofed to be useless, just delaying the unavoidable - throwing good money after bad money...

Maybe they try again to manipulate the market, but as all interventions in the past they will be fruitless since the source of the problem is not being addressed...

42 minutes ago, zappalot said:

Bonds marking a new low of the year - putting the US in a peril situation.

As predicted their recent market intervention proofed to be useless, just delaying the unavoidable - throwing good money after bad money...

Maybe they try again to manipulate the market, but as all interventions in the past they will be fruitless since the source of the problem is not being addressed...

What are your claims based on?

13 minutes ago, Yellowtail said:

What are your claims based on?

On the market data from right now, 30 yrs Bonds around 108...