PERSON DIRECTORY
Fejau
Fejau appears in 2 indexed conversations across Thread Guy. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Fejau on the Treasury Quietly Running Yield Curve Control
Treasury is already suppressing long-end yields through bill-heavy issuance and buybacks, functionally moving duration risk off the market like QE.The QRA shift from no planned “increase” to no planned “change,” alongside buybacks rising from $2 billion to at least $4 billion, signals escalation with consequences for fiscal costs, mortgages, corporate funding, and risk assets.
How Twitter Traders BEAT Wall Street.. (Fejau)
Oil markets are shifting from the initial Iran shock to the duration of Hormuz impairment, with February 2027 crude rising as front-month prices retreat.Fejau favors dollars over direct oil exposure as Europe and Asia face greater energy dependence, while disruption duration could drive foreign weakness, dollar strength, and recession risk.