Derek @HashConda
Life's a gamble Joined January 2021-
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Back near 22x earnings on the SPX.. JPM notes that S&P 500 10yr forward returns are not great up here.
Total commercial inventory ex. other oils was down 6M bbls WoW. Implied WTI fair value price of 92, or $25 undervalued from current market price. commercial inv ex. other oils is at a 2.5 year low and the lowest print since Nov 2022. I remain long crude oil futures (CLK25).
Chuck Schumer, Elizabeth Warren and Cory Booker posted identical videosāword for wordāright before Trumpās speech.
If you didnāt already understand the current White Houseās approach from their budget, Bessent is telling you š loud & clear, if you care to listenš. This is what he is saying in plain English: - They want to slow demand in the real economy & hence slow inflation, byā¦
If you didnāt already understand the current White Houseās approach from their budget, Bessent is telling you š loud & clear, if you care to listenš. This is what he is saying in plain English: - They want to slow demand in the real economy & hence slow inflation, byā¦
NPCs do as theyāre programmed to do
šØNEW: Trump shares a list of some of the DOGE findings that they have cut at the FII Institute summit in Miami š $2M for sex changes in Guatemala $20M for sesame street in Iraq $101M for 29 DEI contracts at the DOE $520M for a consultant to do ESG in Africa $25M to promoteā¦
It was all a scam š¤¬
European regulation MiCA requires Circle to swap part of its reserves from T-Bills into uninsured European bank deposits. This makes USDC not only weaker, it also renders it impossible to keep 1:1 backing in USD cash and cash equivalents (without onchain KYC). Quo vadis,ā¦
@ItalianDataGirl @TopTradersLive @jam_croissant Maybe this will help - convex-strategies.com/2023/07/13/risā¦
THE ALL-IN INTERVIEW IS BACK! the legend @RayDalio joins @friedberg to discuss: -- why the current market reminds him of 1998-1999 -- portfolio construction for uncertain times -- why trump is the better option to avoid a debt crisis -- the DC machine's opposition to @DOGE --ā¦
šØ NEW: Trump absolutely roasts Biden and world leaders at the same time. Best couple minutes youāll watch today. Funnier than any comedian ā heās on fire. š š
today marks 10 years since i started trading. here are 41 things i've learned š ------ 1. keep yourself to yourself don't tell anybody about your trading until you're at a good place with it and have made money. along the way, you'll be continuously questioned and doubted byā¦
For those that may not be aware of what SAB 121 is, why it was so punitive and why its repeal is so significant for Bitcoin $BTC Let me explain šš
š„ warned that if we didnāt see a significant move upside Tuesday, and further to +2/3 SD rally would fail. ā We did get that and have hit +2 SD $SPX 6065, and are right below +3 6130 into close on Thursday. Since we are at ATH, here is a second path given by š„: If the Fedā¦
š„ warned that if we didnāt see a significant move upside Tuesday, and further to +2/3 SD rally would fail. ā We did get that and have hit +2 SD $SPX 6065, and are right below +3 6130 into close on Thursday. Since we are at ATH, here is a second path given by š„: If the Fed⦠https://t.co/rGofH37iPI
This weeks episode is with a multi hedge fund manager who is also one of the worlds leading Quant Traders. This is the most in depth and knowledgable trading podcast episodes EVER recorded. Be sure to be ready with your notepads on Thursday 6pm BST / 1pm EST, we have truly beenā¦
It's that time of year again when we get some insights from @ConvexityDredge and @jam_croissant. You won't want to miss this! toptradersunplugged.com/podcast/is-thiā¦
IYKYK⦠This is ALWAYS the best deep dive vol š„onversation of the year. @ConvexityDredge
IYKYK⦠This is ALWAYS the best deep dive vol š„onversation of the year. @ConvexityDredge

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