Cameron Crise

“Can you feel the tension? I can. I can feel it down in my plums.” 👉 super70ssportsstore.com/products/schae…

Oh man. I have to admit, Cameron Crise's (@5thrule) AI-powered Fed tune really is a banger... suno.com/song/a5e40e87-…

@jnordvig @BobEUnlimited @bauhiniacapital @ExanteData @Fullcarry That's correct, chart is non-financial corporate issuance net of maturities. IMO a lot of breathless coverage on deluge of corp issuance elides heavy issuance by banks (relevant but distinct) and neglects to account for maturities/refinancing.

@CurrencyWar1 that's the same thing going back to 2012. As noted in the text, current move is pretty small by standards of 2015/16

@5thrule re your piece on CNH Fwds Do you have any historic charts ?

Imagine paying $3500 for technology that was available nearly 40 years ago

Re last RT: No good reason for Moyes to speak so negatively about a kid going through a really difficult time.

@agurevich23 No worries, I really liked your framing of the issue 5 years ago and touched on it a couple of times back then...

Sorry, @5thrule I found the attribution - the timing of the tweet was from 2018! Nice piece!

@galenmoore @donnelly_brent Thank you! Been waiting for someone to notice that

@donnelly_brent @5thrule Next-level.

From @5thrule Credit card interest rates

@chrisvirnig @2x4caster Everything but the top 25 banks in assets. Cut-off is $155 bio or so

@5thrule @2x4caster What asset size is small?

Whoops

@5_min_macro Plus ca change: equities want all the pleasure of policy easing without incurring any of the pain that would justify it

Just remember that in crisis-type environments, price is the only relevant fundamental

@DavidTaggart @PolemicTMM It's the most wonderful time of the year...

@5thrule @PolemicTMM

The whole FTX saga actually makes perfect sense if you think of SBF and Caroline Ellison as literal incarnations of Seth and Mclovin from Superbad

@Alpha_Ex_LLC That is exactly the parallel that I have in mind! Rates move doesn't line up, tho. (NDX was up 18% (!!!) that day)

Outside of the GFC and Pandemic there are just 6 days of 5% up moves in the $SPX, including today (so far). What makes this different is that the preceding 10 day realized vol is comparatively low. In fact, we might compare today's CPI to the surprise Fed move at start of 2001.

@5_min_macro Gisele + stadium naming deal = kiss o'death

@jfpgaffney @PolemicTMM He is a smart guy, for sure.

@5thrule @PolemicTMM Thanks. The fact he's not a finance professional surprises the heck out of me!

All steps to cut carbon emissions should, instead of being loosely assumed to be doing good, be benchmarked against the end game of reducing global temperatures. = costed per degree of temperature reduction.

@jfpgaffney @PolemicTMM I still correspond with him on a bilateral basis, but he's had a busy few years in his real job (he's not a finance professional) so I don't think he has the same public presence as he used to

@PolemicTMM @5thrule Thanks! That whole community was full of some good folks. I was following way back when the "Leftback bottom" was called. Should have paid more attention. @5thrule do you know if he is still opining in public?

@RosbelDuran @Yoda4ever 😂

@Reganonymous By pivot, you mean 'fulfill the dot plot projections?'