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If you want to understand how these markets and derivatives work, the primers are all here. Free to read.
alphapicks.co.uk/s/primers
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AP Research
13.6K posts
AP Research
@AlphaPicks
Global macro. Cross-asset thematics. Professionally overexposed to caffeine and terminals.
London, UK Katılım Ağustos 2021
1.2K Takip Edilen19.3K Takipçiler
@AlphaPicks @conksresearch She's a 10 but she think published data is real 😁
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PiQ@PiQSuite
Marks & Spencer FY 2026 earnings preview: Can the retailer maintain transformation momentum? M&S reports full-year results on 20 May, with investors focused on whether food growth and operational improvements can offset clothing challenges and cyberattack impacts. iggroup.sjv.io/DW3GJj
ZXX
When Tate is talking about the long end of the curve, I think this might be the top
Andrew Tate@Cobratate
The US Gov is selling 30 year bonds at 5%. Lifehack - Take 50M cash and buy bonds, thats 2.5M a year for zero work. Thats 208k a month. Enough to cover basic expenses like security team and cigars. Then you just need another 500k a month to have a good life. You're welcome.
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AP Research retweetledi
The move lower in BRL has revealed the sensitivity in the markets of the outright favouritism Bolsonaro has over Lula so early on in the campaign.
The macro backdrop is still constructive, but we trim some profit on BRLJPY
ap-fx.co.uk/p/the-real-vot…
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BRL still screens as one of the more attractive macro longs out there, but yesterday was a reminder that election years rarely come without volatility.
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AP Research retweetledi
It Wes looking like a good day for Gilts but now the market is heading down a very different Street(ing)...
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Gilts are expressing doubt about Britain’s political capacity to maintain fiscal discipline, all while absorbing an energy shock.
The Starmer Drama is in full flow.
alphapicks.co.uk/p/the-starmer-…
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AP Research retweetledi
Prometheus Institutional: All Access Week
For this entire week, all Prometheus readers will receive signals and research typically reserved exclusively for Prometheus Institutional.
We kicked off things today with our Week Ahead note from The Monitor.
Read ⬇️
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A actively managed basket we created on @RunPlutus just surpassed 100% since inception after being launched in late ‘25.
The general premise was that into ‘26, a major theme would be the renewed political & economic push to rebuild critical manufacturing capacity inside the United States. Allocations have consistently shifted over the past few months to better capture that trend as it has continued to evolve.
app.runplutus.com/picks/ANfQSzxU…
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Constructing my outlook on the Croatian economy. Will report back.
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@ivrespecter @iv_technicals It wasn’t a market call, just an observation of that day. Not really anything to age well or poorly, sir.
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Pretty brutal factor unwind today, with AI power, momentum, speculative growth, and memory all leading to the downside.
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