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Dave Collum analyzed the timing of the market's response to a treasury auction.
He noted that the markets began a downward trajectory driven by algorithms about 30 minutes prior to a drop in treasury yield. This observation suggests that the market reaction was not solely caused by the changes in yield but possibly influenced by other factors or anticipatory trading mechanisms.
Collum’s observations on market timing and anticipatory trading mechanisms underscore broader patterns he has addressed, including the pronounced volatility seen when silver prices experienced a more than fivefold decline from initial purchase cost. His scrutiny of systemic influences is also evident in his analysis of corporate financial management, such as his critique of Apple’s shareholder value strategy amid persistent balance sheet concerns.