#Equities

To the extent we have much larger securities issuance- and more relevant the net issuance across corporate bonds, MBS, equities, converts and especially treasuries. If you strip out fed purchases
Read more
A Bloomberg article today reported that human-run hedge funds trounced quants in 2020 - a turnaround from the experience of recent years. Renaissance Technologies - run by Jim Simons -
Read more
Quick note:I use TD Ameritrade and Interactive Brokers, also Tradestation (crypto/stock, same acct)I don't know many trading resources for you, I learned on the job trading on a desk and
Read more
Any time you are investing, whether you are a new investor or a seasoned investor, it is always important to ensure you maintain an Investing PlanInvesting plans are important because
Read more
The synchronized global fiscal impulse (chart 1) looks set to reverse in the coming months. This fiscal drag will prove a significant challenge for the prevailing reflation macro narrative.Steepers, dollar
Read more
If you're questioning the rally in ES 'cos of the HUGE fade in the cash session, I'd caution your inner-bear from coming out roaring.The "risk-on" move in many other asset
Read more
Quick note on my #silver experience over the last year. I caught #silver early at around $16 and followers and I got heavy $AGQ and calls along with miners and
Read more
1/ As I watch the basket of retail favorite equities and BTC make new highs into the end of the year, I can only hang my head.Because my performance was
Read more
0/ In a recent Talk w/ GS Druckenmiller discussedΒ the current environment & said "this is the wildest cocktail I've ever seen in trying to figure out a roadmap.Β The recession we
Read more
Courageous article by Noah.This a situation where the 50 IQ and 150 IQ guy shake hands and say the obvious thing: buy Bitcoin.https://twitter.com/noahpinion/status/1352707799969533953 CPI obscures more than it reveals, because
Read more
Okay there have been a lot of questions about why I'm such a "permabear" so let's go ahead and answer those in a convincing manner.But first, we need to look
Read more
There have been good arguments for private companies to not silence elected officials, but all those arguments are predicated on the protection of constitutional governance.Twitter and Facebook have to cut
Read more
I just published Synthetix 2021. Which is nothing more than a veiled attempt to cling to a sense of power in this ever more decentralized world.https://blog.synthetix.io/synthetix-2021/  I will do a
Read more
1 It was a decade ago this week that the Arab Spring began. I and others believe one key catalyst was surging food prices due to the Fed's end 2010-11
Read more
I found fintwit less than a year ago. I've really appreciated, learned from, and profited from people like @AlderLaneeggs , @UncleRico77 ,@CordovaTrades @HiddenPivots @loggyrhythm @jam_croissant and @Jimmyjude13. Here’s my $0.02
Read more
1) During 1998-1999 Amazon's price to sales hovered between highs of 45 X sales to around 25 X sales before the pop of the bubble:Today, names i hold like $LVGO
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.