Camillus
1.7K posts
Going to use this to create a movie about the 2026 private credit financial crisis
Higgsfield AI 🧩@higgsfield
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Camillus 리트윗함
Further than that it's the network effects and the data library.
Average workflow for a corporate bond trade:
-I chat w my client on IB. they mention they could add XYZ bonds
-I check my inventory
-I check Trace data for where similar XYZ bonds have been trading
-check news on XYZ's sector
-look at yield curve movements on the day
-IB chat my trading desk to confirm where we can offer bonds from our inventory
-I execute the trade with my client, spot its execution level vs underlying treasury bond levels
-I enter the trade in our order /risk system
I send a trade confirm to my client that they send to their custodian
… and every single step happens within bloomberg and you click through the various screens to accomplish it quickly.
Re: The network effect- you would need to get ~ 200k of the largest financial firms around the globe and all of their regulators to all switch to a new system
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i feel like i see this exact post like once a month and it’s always from someone who’s clearly never used bloomberg
Mark Gadala-Maria@markgadala
A Bloomberg Terminal costs $24,000 a year. Someone just recreated one using Perplexity Computer for $200 a month. Bloomberg's moat was never the data, that's increasingly commoditized. It was the interface: thousands of keyboard shortcuts, proprietary screens, and muscle memory that finance professionals spent years learning. The switching cost wasn't price, it was retraining. AI agents collapse that moat. If Computer can replicate the interface and pull equivalent data from public sources, the only remaining lock-in is the chat network and real-time feeds. One is a social product. The other is a licensing negotiation. Bloomberg did $12.6 billion in revenue last year selling terminals. The first credible open-source alternative just got built in an afternoon.
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Need signatures to get on the ballot !
18065 Ventura Blva, Los Angeles, CA 91316
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We are getting the bureaucracy out of the way in order to put the WARFIGHTER FIRST.
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@LiebermanAustin Your exit level from a losing position is defined by your position sizing and risk management completely without ambiguity or conditionality
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What the #1 thing you wish you knew about investing when you started?
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@chrismwojcik Dude I do 15mi of zone 2 and HIIT every week and that’s still me.
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“You don’t need to do cardio, just do more Jiu-Jitsu.” — the overweight, 40 year old brown belt who is physically unable to do anything on a mat besides deep half guard and bottom turtle
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I think the single biggest red flag is a fast talker who relies on fancy words and jargon. I’ve never had a good experience with someone like that.
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@morganisawizard Anyone at this latitude who's ancestral line so much as glanced at the Mediterranean needs to be supplementing vitamin D by Halloween to avoid feeling like a weak and tired skeleton monster.
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"Jeffrey Epstein may have personally initiated the dominos falling that eventuated in the collapse of Bear Stearns by asking, on April 18, 2007, for his $57 million back from a hyper-leveraged Bear Stearns hedge fund investing in mortgage-based financial gimcrackery."
unz.com/isteve/did-jef…
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Imagine if all the Federal and state resources directed solely at Trump over the past half-dozen years had instead been used to investigate the scandal of the century.
You'd probably get Trump, and many, many others. The case is too bipartisan to be investigated though.
Rudy Havenstein, Senior Markets Commentator.@RudyHavenstein
@realDonaldTrump An honest, thorough investigation of the Epstein saga would likely take down a big chunk of the GOP & Democratic leadership & donor class, as well as a lot of powerful billionaires, politicians, celebrities & academics. This is exactly what America needs. Purge the amoral elite.
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@DegenerateNews This is a funny timeline where it turns out that Epstein was basically a child-rapey Forrest Gump over the past 40 years.
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Transphobia in crypto is ironic because like 50% of the collective top-tier programming brainpower globally resides in trans people. Good luck with that guys
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@AutismCapital @BillAckman It's everywhere.
"How Jess Rowe and Miriam Payne made history rowing the Pacific Ocean"
nytimes.com/athletic/67751…
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@BillAckman That’s called Nominative Determinism and it’s very very real.
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I have always believed that people become their name as from childhood it provides continual reinforcement.
Blueprintsmb@blueprintsmb22
Imagine having this name and 1) working at a pod and 2) covering oil and not AI heavy TMT during this generational stock market run. I hope he’s having a career year (no reason to think he’s not an awesome person)
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@OnodaCapital Year end bonus within sight.
If you crushed it to YTD, you're not trading much now in order to protect your bonus. If you're underperforming, you are now swinging for the fences.
So less involvement overall and those that are taking positions have less (nothing) to lose.
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People always twitchiest this time of year
Hiroo Onoda@OnodaCapital
Feel like the Nov TMT earnings season always has just the most insane moves. Is there some structural reason?
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@bookdepth @AgustinLebron3 @DeepDishEnjoyer This is right. Symptoms vs Causes. Ice cream sales don't cause sun burn. Despite a strong R^2, there is a more powerful upstream driver.
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@AgustinLebron3 @DeepDishEnjoyer I think you have the causal arrow backwards here
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Maybe crypto's greatest influence on the world is how they've seemingly infected every young semi-ambitious person with their casino griftcore mentality.
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@fejau_inc It’s not QE. The balance of TGA vs reserves will be unchanged at that point. It’s only QE if the fed starts buying more bills than they have securities maturing out of SOMA monthly.
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