#Equities

Lemonade Alpha (DeFi Bogle)

AlphaLemonade

The 137 Year History of Indices in Finance From @DowJones to @defipulse A (brief) thread 1/Indices are data tools which gauge the average price across a broad range of

VLAD

vladtenev

It’s time for T+2 to go. (1/9) Last week we saw the impact the two-day trade settlement period has on investors and ultimately the entire American financial system. Clearinghouse deposit

Mr. Buyside

MrBuyside

BofA’s Sell Side Indicator (contrarian sentiment indicator) is now less than 2% away from a “Sell” signal. The last “Sell”(rolling 15-year +1 standard deviation from the rolling 15-year mean) was

Matt Austin

MAustin4249

1/ Another day...another big IPO! I'd argue two common themes are playing out (note: I'm making a huge generalization): a) Companies are leaving money on the tableb) The markets are

@ChrisRecker_AZA

ChrisRecker_AZA

1/ Normally a huge fan of $JPM Michael Cembalest, but today his remarks lacked context wrt one of the most honest and accurate economic commentators in our business--@EconguyRosie --by calling

Alex Gurevich

agurevich23

1. Today, For no particular reason, I feel like doing a tweet storm about short-selling. Good thing I am the only one doing that. 2. I try not to criticize

Gil Galanti

gilgalanti

Starting this year I will stop reporting my "stock portfolio" performance and instead report the performance of our "family office" money management venture. This includes the entire stock portfolio reported

Raoul Pal

RaoulGMI

A few things to make you think...If bitcoin is the digital pristine collateral, the size of global gov bond market is $123trn. Pretty amazing opportunity for bitcoin. The size of

Justin Kan

justinkan

Just got a tip that Citadel reloaded their shorts before they told Robinhood to stop trading $GME.If this is true, Ken Griffin and the Robinhood founders should be in jail.This

Tim 🇬🇧🇪🇸

ActiveMacro

December Questions (Thread):Can equities keep rallying into year end?- I know markets are forward looking - I know 'its the liquidity, stupid'But how long can markets confidently visualise a future

Save Invest Repeat 📈

InvestRepeat

A THREAD on some insightful thoughts about Investing & Financial Independence by Rohit Chauhan (@rohitchauhan) Sir:1/The unfortunate reality of markets is that the last one to panic loses the most.

Dougie Kass

DougKass

Speculative, heavily shorted gewgaws zoomed higher -- perhaps taking the oxygen from traditional high octane/growth equities.Meanwhile, some of my fundamental shorts like ($PTON) (-$9.35) and ($CVNA) (-$11.44) cratered today. I

Jeff Geringer

808sandU3O8

Two #uranium thoughts on my mind:(1) I’m no trader, but I think it’s fair to characterize a uranium equity’s value as the sum of:(a) value of asset(s) at current U

D I N A K A R

_dinakar_

GDP - India , Bangladesh & More. 1. Yesterday KCR Said that Bangladesh is taking over India in GDP. This wrong, lets look into facts. 2. We should use the

Michael Santoli

michaelsantoli

So much bubble talk percolating in this market again, spoken by those who seem not to grasp what a true bubble looks like. (One way to know we're not in

Michael Goodwell

MichaelGoodwell

1/ Why the Fed won’t say that we are in a bubble……despite all the evidence seemingly pointing to the fact that we are.[THREAD] 2/ Bubble – yes?Over the last few

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