EndGame Macro (@onechancefreedm) / X

EndGame Macro

12.9K posts

EndGame Macro

@onechancefreedm

Macro strategy | Systemic risk & policy intel | Powered by AI + human insight | Not Financial Advice

Joined October 2021

EndGame Macro
@onechancefreedm
Nov 13, 2025
Why I Think Michael Burry Is Shutting Down Scion Now Let’s put a few things together…Burry’s liquidation letter, his depreciation thread on the hyperscalers, and his “me then, me now” Big Short meme and he’s basically spelling out one story. He thinks we’re in an earnings
2.3M
EndGame Macro
@onechancefreedm
Aug 18, 2025
Lumber is one of the most sensitive barometers of future demand because it ties directly into housing, construction, and credit. When it rolls over this hard, it often means something deeper: builders pulling back, financing tightening, and consumers hesitating on big-ticket
Barchart
@Barchart
Aug 18, 2025
BREAKING 🚨: Lumber Timberrrrrrrrrrrrrrr 📉📉
1M
EndGame Macro
@onechancefreedm
Apr 14, 2025
This is one of the clearest signals yet that the Bank of Japan has lost control of the long end of the curve. Japan’s 30-year yield hitting 2.845% its highest since 2004 isn’t just a local event. This has global knock-on effects: Japan is the largest foreign holder of U.S.
Special Situations 🌐 Research Newsletter (Jay)
@SpecialSitsNews
Apr 14, 2025
Imagine loading up on risk at SPX 5500 with <1% GDP growth, negative earnings growth, and 5% inflation next quarter
1M
EndGame Macro
@onechancefreedm
Oct 19, 2025
Monroe Doctrine 2.0: Why Venezuela, Guyana and Colombia suddenly matter a lot Strip away the rhetoric and Washington’s fixation on the northern rim of South America is about two things: who controls the hemisphere’s next decade of oil flows, and who controls the chokepoints and
368K
EndGame Macro
@onechancefreedm
Apr 22, 2025
The Bessent Signal: Why This Isn’t Just a Routine Update Scott Bessent now acting as U.S. Treasury Secretary announcing a speech on “the state of the financial system” tomorrow at 10:00am. This is at a time when swap spreads are imploding, gold is soaring, FX vol is flashing
532K
EndGame Macro
@onechancefreedm
Sep 9, 2025
Gold is breaking through its inflation adjusted peak from 1980, a level that stood untouched for 45 years. Moves of this magnitude don’t happen in quiet times. They usually mean the market is sending a signal that confidence in the existing monetary framework is eroding. Back in
Barchart
@Barchart
Sep 8, 2025
Gold has finally taken out its 45-year inflation adjusted record high 🚨 Congrats everyone, we did it 🥳🤑🫂
270K
EndGame Macro
@onechancefreedm
Apr 23, 2025
What we’re witnessing tonight isn’t the birth of a bull market it’s a mirage formed by narrative whiplash and liquidity exhaustion. The spike in futures following Trump’s comments is less about policy and more about psychological relief. Markets are starved for any catalyst that
The Kobeissi Letter
@KobeissiLetter
Apr 22, 2025
BREAKING: US stock market futures surge at the 6 PM ET open on Trump’s comments.
533K
EndGame Macro
@onechancefreedm
Oct 10, 2025
Argentina is one of the world’s largest holders of lithium, copper, and rare earth minerals, critical materials for electric vehicles, semiconductors, and defense systems. Whoever secures Argentina’s mineral trade secures leverage in the clean energy and tech future. By setting
Acyn
@Acyn
Oct 9, 2025
Ingraham: U.S. Treasury finalized $20 billion currency swap framework with Argentina… What do we get out of it? Bessent: We get a lot out of it… he is committed to getting China out of Argentina Ingraham: It’s not a bailout? Bessent: Not a bailout at all… buy low, sell
00:00
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EndGame Macro
@onechancefreedm
Apr 8, 2025
If current trends continue, we are likely 12 to 18 months away from the full onset of the largest global easing cycle in modern financial history and we may already be in the early stages of it. The seeds are being sown by a toxic convergence: weakening global demand, rising
193K
EndGame Macro
@onechancefreedm
May 20, 2025
Japan Is the Fuse. The U.S. Is the Bomb. The cracks in global bond markets just turned into fractures. Japan’s 20-year government bond (JGB) auction was the worst since 1987. Bid-to-cover ratios collapsed. Yields on the 30-year spiked to 3.12%, and the 40-year hit an all-time
GIF
Don Durrett - goldstockdata.com
@DonDurrett
May 20, 2025
Which bond market fails first? US or Japan. Place your bets. 🧐
976K
EndGame Macro
@onechancefreedm
May 14, 2025
What’s Really Driving the 10-Year Yield Higher? The 10-year Treasury yield just climbed to 4.542% and it’s not because the economy is overheating. Here’s what’s actually happening under the hood: This move in the 10Y is a stress signal not a growth signal. While CPI is cooling
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EndGame Macro
@onechancefreedm
Oct 14, 2025
This is why Powell’s hint about ending QT matters so much. QT drains reserves out of the system every week, and with the reverse repo facility nearly empty, there’s less margin for error. When Powell says he’s starting to see money market tightening, he’s effectively
zerohedge
@zerohedge
Oct 14, 2025
*POWELL: STARTING TO SEE A LITTLE TIGHTENING IN MONEY MARKETS oopsie
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EndGame Macro
@onechancefreedm
Aug 8, 2025
This 39% tariff on 1 kilogram and 100 ounce gold bars from Switzerland is a calculated move with immediate market consequences. The July 31 U.S. Customs ruling reclassified these bars, the exact formats COMEX accepts for delivery into a tariffed category. That’s critical because
471TO
@TOzgokmen
Aug 7, 2025
COMEX trades in 1 kg, 100 oz bars; this could affect gold price immediately!
237K
EndGame Macro
@onechancefreedm
Oct 2, 2025
This is basically a stimulus plan dressed up as a rebate. The idea of using tariff money makes it sound like it’s paid for, but in reality it’s closer to a form of universal basic income. And the timing says a lot, the economy’s clearly showing cracks: job losses are starting,
Watcher.Guru
@WatcherGuru
Oct 2, 2025
JUST IN: 🇺🇸 President Trump says he is considering $1,000 - $2,000 stimulus checks for all taxpayers using tariff revenue.
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