Rafa @DeepInversion
Former commodities trader. Now running a software startup. Interested in markets & technology. West Coast Joined July 2023-
Tweets1K
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Followers653
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Following201
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Ok maybe not… let’s see what the beginning of October brings.
Ok maybe not… let’s see what the beginning of October brings.
Rest in peace Charlie Kirk. 🙏
Tech Monday. 👀
Rafa retweeted
My feed is just retail investors posting screenshots of literal millions in gains from unprofitable and even zero revenue businesses…and then some fundamental investors slowly going insane, screaming into the void
I highly suggest everyone follow @daggercapital. His work is truly exceptional. 🐐
I highly suggest everyone follow @daggercapital. His work is truly exceptional. 🐐
The most important collateral in the world. So a better lens is UST as a % of global GDP, not US GDP.
The most important collateral in the world. So a better lens is UST as a % of global GDP, not US GDP.
$ORCL up +26% AH. The AI bull market just won’t stop. I do wonder if my subscriptions avg $20-$100/month to GPT, Cursor, Lovable, Manus, etc will provide a return on the capex? Will see.
Such a good perspective. Mag 7 earnings have been a story of strong euro, yen, ROW relative to the $.
Such a good perspective. Mag 7 earnings have been a story of strong euro, yen, ROW relative to the $.
Nothing says “runaway inflation” like the 10yr UST about to drop under 4%.
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