Graystoke
4.7K posts

고정된 트윗

@runwayml You can find this version and tons of crazy AI covers on my Youtube Channel Radio Mandanga
youtu.be/UaEzAtBDTrE

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Graystoke 리트윗함

There are a thousand conspiracy theories on your feed right now about why this market has ripped so hard. Ignore them. It's three mechanics:
Dealers are short 139M shares, the largest forced-buying position of the cycle. Every tick higher forces automatic buying to rebalance. This isn't sentiment. It's hedging math.
Put OI hit 13.3M is also a cycle high. At the 30-day high. Those puts are bleeding value as price rises. Every one that decays forces the dealer who sold it to buy stock to unwind the hedge. The crash protection became the rally fuel.
No accelerators in the structure for 7% below price. There is nothing in the gamma profile to amplify a move lower. Pullbacks get bought before they start.
That's it. That's the entire rally.
$SPY $SPX $QQQ

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wtaf 1/x
Godrules@GodRules_HQ
Mystery Solved: The character at the top of the picture has been identified as a character from a soon to be released book that was posted about on Reddit called "The Last Pull". It has same exact character and an interesting story line: The book's synopsis was about "a guy in Chicago who goes to Yafron ( rename of Tel Aviv) and he basically walks Jesus path to thwart modern day Baal worshipers." - @humanitywipe on X.
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@morupside @EffMktHype @diamondrapids same
tried three times to get into it and it kept turning into a boring slog
sidebar: find it curious the martian gets raves when the science was complete trash
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@EffMktHype @diamondrapids I hated the book. I had a hunch the movie would do well tho
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CORRECTION:
0. shorty shortest short term: everyone front run tomorrow’s bi-monthly price- geopol- energy- stagflation-insensitive passive flows during the overnight futures sesh
Graystoke@graystokev2
collapse of ceasefire should accelerate energy crisis and 2nd order effects 1. ST: immediate cash needs should see continued selling pressure (gold, equities, credit) 2. LT: higher inflation—>higher rate regime—>recession + maturity wall defaults—>capital impairments
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Graystoke 리트윗함

@AdsoOfBelk George RR Martin also wanted a 2-hr movie, so not controversial.
HBO wanted to tightly control budget and felt the content favored episodic chapters that could build excite,ent vs a continuous arc, plus spreading out across 2 billing periods generated better ROI vs a movie. 🤷🏼
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@graystokev2 There were ways the pacing worked to its advantage and ways it didn’t. I don’t think it’s controversial to say you could adequately adapt the story into a 2.5 hour movie.
The three Dunk & Egg novellas combined are fewer pages than any single LOTR or ASOIAF novel
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