Graystoke

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Graystoke

Graystoke

@graystokev2

politics | econ | sociology | tech

earth 가입일 Şubat 2025
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Graystoke
Graystoke@graystokev2·
>50% of population meme-bouncing in self-curated echo chambers while some of them w/obscene wealth undermine & upend truth seeking democracies autocrats then game reality to feed simulacrum w/ spectacle for a society w ability to destroy itself what could go wrong
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TechHalla
TechHalla@techhalla·
Best Italian song, but it's Rammstein singing in Spanish. One prompt to rule them all, below 👇
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Alphatica
Alphatica@alphaticaio·
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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Graystoke
Graystoke@graystokev2·
bloomberg concurs
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Graystoke
Graystoke@graystokev2·
goldman says market participants’ left tail expectations have collapsed due to ceasefire & negotiations
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Graystoke
Graystoke@graystokev2·
whut the whut
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Graystoke
Graystoke@graystokev2·
@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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Graystoke
Graystoke@graystokev2·
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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Josh Young
Josh Young@JoshYoung·
Oil bear coming into this weekend thinking cease fire talks would lead to oil prices collapsing on Monday
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Graystoke
Graystoke@graystokev2·
@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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Adso Øvbelk
Adso Øvbelk@AdsoOfBelk·
@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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Adso Øvbelk
Adso Øvbelk@AdsoOfBelk·
Thoroughly enjoyed A Knight of the Seven Kingdoms but it’s a little insane to be putting out a 6-episode season when the episodes are 30 minutes each, especially when it feels packed with filler anyway.
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