Reece Alexander @reeceApang

someone preferred invisible Singapore Joined June 2013

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19
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Reece Alexander @reeceApang

2 years ago

@Grimezsz @esjesjesj I am future LKY the world needs!

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Reece Alexander @reeceApang

3 years ago

@elonmusk We will have a global telco! 1 provider - those suckers sea embedded cable providers will die!

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Elon Musk @elonmusk

3 years ago

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CryptoDoctor🦇🔊 @0xCrypto_doctor

4 years ago

Concise and well explained. Thanks to @0xKickflip for bringing some clarity on @SmileeFinance

@SmileeFinance claims to be bringing convexity on-chain. While convexity is inherently already on-chain, this is a very cool primitive that improves convexity. Let's look at the LP side of a Decentralized Volatility Product (DVP). Short 🧵:

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Charlie Bilello @charliebilello

4 years ago

The best performing stocks in the S&P 500 over the last 5, 10, 15, and 20 years...

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Robin Brooks @robin_j_brooks

4 years ago

Biggest market puzzles 1. If global growth is so strong, why are oil prices flat? 2. Why no China reopening lift to commodity prices? 3. Why are yield curves inverted if there's no recession? 4. Why do so many people want to be long Euro? 5. Why has Fed pivot not lifted S&P 500?

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Charlie Bilello @charliebilello

4 years ago

2023 YTD Returns $TSLA: +44% $SHOP: +44% $NVDA: +39% $AMC: +35% $SQ: +33% $SPOT: +30% $TEAM: +28% $META: +26% $CRM: +24% $GME: +24% $NFLX: +22% $SNAP: +22% $AMZN: +22% $AMD: +16% $ETSY: +15% $PYPL: +15% $GOOG: +14% $AAPL: +12% $SNOW: +11% $ADBE: +10% $ZM: +9% $MRNA: +5% $MSFT:+3%

Charlie Bilello @charliebilello

4 years ago

2022 Returns $AAPL: -26% $MSFT: -28% $MRNA: -29% $GOOG: -39% $ADBE: -41% $ETSY: -45% $CRM: -48% $AMZN: -50% $GME: -50% $NVDA: -50% $NFLX: -51% $AMD: -55% $SNOW: -58% $SQ: -61% $PYPL: -62% $ZM: -63% $META: -64% $TSLA: -65% $TEAM: -66% $SPOT: -66% $SHOP: -75% $AMC: -76% $SNAP:-81%

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Charlie Bilello @charliebilello

4 years ago

Gold Return vs. US CPI Inflation Last 2 years... Gold: +4% CPI: +13% Last 5 years... Gold: +42% CPI: +20% Last 10 years... Gold: +16% CPI: +29% Last 15 years... Gold: +112% CPI: +41% Last 20 years... Gold: +422% CPI: +63% Last 40 years... Gold: +287% CPI: +204%

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Charlie Bilello @charliebilello

4 years ago

The average interest rate on US credit card balances has moved up to 19.07%. With data going back 1994, that's the highest rate we've ever seen, and 4.5% above the rate from a year ago.

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Alf @MacroAlf

4 years ago

''Liquidity''. A crucial and widely misunderstood driver of financial markets. Let's explain what liquidity really means, and where it's headed next. A thread. 1/

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Charlie Bilello @charliebilello

4 years ago

The spread between 10-year and 1-year Treasury yields moved down to -1.26% last week, the most inverted curve since September 1981. The last 8 recessions in the US were all preceded by an inversion in this yield curve relationship.

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Charlie Bilello @charliebilello

4 years ago

Returns, Last 10 Years... Bitcoin $BTC: +132,941% NVIDIA $NVDA: +6,743% Tesla $TSLA: +5,735% AMD $AMD: +2,577% Netflix $NFLX: +1,634% Microsoft $MSFT: +962% Apple $AAPL: +931% Domino's $DPZ: 708% Amazon $AMZN: +606% Google $GOOGL: +418% S&P 500 $SPY: +223% Gold $GLD: +12%

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Santiment Intelligence @SantimentData

4 years ago

🧑‍💻 Top 10 #crypto assets by development activity: notable #github commits, past 30 days: 1) #Polkadot $DOT 2) #Kusama $KSM 3) #Cardano $ADA 4) #Decentraland $MANA 5) #Status $SNT 6) #Cosmos $ATOM 7) #Filecoin $FIL 8) #InternetComputer $ICP 9) #Ethereum $ETH 10) #Concordium $CCD

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Charlie Bilello @charliebilello

4 years ago

Growth stocks underperformed Value stocks last year by 21.6%, the 2nd widest spread on record with data going back to 1979. Only 2000 (dot-com bubble bursting) showed a greater differential (-29.6%), which was followed by 6 more years of Value beating Growth (2001-2006).

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Santiment Intelligence @SantimentData

4 years ago

🤏 With large caps like #Solana, #Cardano, & #Polkadot drawing impressive return headlines the first 3 weeks of January, money now appears to be cycling to small caps. Active addresses are up big for $CBG, $MITX, $MTH, $TRADE, $PLSPAD, $RBN, $SLP, & $POND. app.santiment.net/s/TQfdwro5?utm…

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Alf @MacroAlf

4 years ago

Excellent chart showing how earnings and valuations don't bottom together! Historically, stock prices bottom 6-9 months before EPS reach their low as multiples start to rise reflecting Fed cuts and accommodative policy ahead.

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Alf @MacroAlf

4 years ago

Recession or soft landing? This is the most important question to answer in 2023. Let's see what the bond market is really saying. A thread. 1/

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CrypNuevo 🔨 @CrypNuevo

4 years ago

I posted this 2nd January: Relief rally Q1 FED Interest Rates pivot Q2 Bottom Q3-Q4 Of course we still need to wait and see where this pump takes us, but what do you guys think? 👍

CrypNuevo 🔨 @CrypNuevo

4 years ago

So according to this analysis... FED Pivot will come in Q2 2023. Probably in May. What does usually happen after the FED pivots? SPX dumps hard. And in principle, BTC will follow. That's why I'm expecting a stock market and BTC bottom in Q3-Q4 2023. Relief rally end of Q1?🤔

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Alf @MacroAlf

4 years ago

Record weekly inflows into EM debt and equity markets. Long EM was also the most consensus view I heard at a large investment bank conference in London last week.