@PabloTradobar @jvstified Yea 3 chillers (read all) down. Temp ones coming in, who knows on ETA. Finally did the smart thing and halted.
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CP
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@jvstified @AwTweetSkeetGD From what my hosting provider told us, there are major cooling issues at DC3 affecting the whole datacenter. Still waiting on a response from GCC to confirm.
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One GT missing. Also, imagine what he could have done with a strong team.
CafeRoubaix@CafeRoubaix
Tadej Pogacar's palmares at the age of 26: World Champion 4xTour de France Giro d'Italia 2xTirreno-Adriatico Paris-Nice Volta a Catalunya Criterium du Dauphine 4xIl Lombardia 3xLiege-Bastogne-Liege 2xRonde van Vlaanderen 3xStrade Bianche 2xFleche Wallonne Amstel Gold Race
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@quantymacro Prod. Pretty easy to figure out how far off your execution may be in pretty minimal time. Even if you have good market impact model you will want to tweak it after a day of live anyways.
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@DeepDishEnjoyer That intersection used to be so good 10 years ago. What a S show
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when the storefronts around the 6 corners in wicker are empty and have trouble finding tenants, i can't think of anything better than cutting the 50 bus route
thank fucking CHRIST i didn't sign a 3 year lease to open up the chess shop that i wanted
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@2yrflipper Not that far down on the match then some serious paythroughs. 4000 ZN 17 ticks lower, and 500 UB that moved us a handle down.
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@dampedspring Do we think that equities up is now medium/long rates down? Just trying to understand if the risk on/risk off correlation is back on vs the US/rest of world shift type trade.
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Long 30's, long 10's, short bunds
Long put butterflies on SPX and NDX risking 2.2% on AUM for 5 weeks on equities.
Deployed half my cash in beta
Please god rip equities 5% on the "AAPL Exemption". That will be a proper rip.
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@dampedspring This is what the endgame always was. Equities up/rates up was always saying that. The timing was always up in the air but to think we weren’t going to monetize the debt at some point seems crazy given the political landscape (and history).
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Turns out it wasn't the Fed who lost the long end. It was the Fiscal side.
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@KrisAbdelmessih Some of the midstream energy is directly related to actual moves in underlying energy product markets. If less of the stuff is going to be exported that has big implications for some balance sheets/cash flow even in the short term. Other sectors I can’t speak for.
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If you are a quant trader would the logic of "buying liquid names and shorting illiquid names as a mean reversion trade that is effectively front-running what the natural flow eventually needs to do as they unwind their degross trade to actual closing trades" make sense
Danielle Fong 🔆@DanielleFong
the market structure of the selloff yesterday was pretty revealing. people were selling anything that could sell. people sold even defensive assets, like midstream energy, like consumer defensive stocks. why? because that's where there were buyers. super bearish. left: map of S&P500 right: view of market flows. Y axis is volume in USD yesterday. X axis is the daily change. you can see what I mean when I say the dominant move is in the time domain. everything is correlated. and the vast majority of volume is on megacaps or on the absolute centroid market ETF, SPY.
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@dampedspring Figure the MSTR was against the total return swaps it wrote against the levered ETF products?
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Curious about this. Indeed Cantor Fitzgerald LP does hold $1BN in MSTR. Presumably this is also the vehicle for holding BTC and the Cantor Broker Dealer. Does it have a stake in Infinex? Or something in Tether? What else? Does it have a bank debt or margin debt or some other sort of leverage? Who holds the equity. I read that Secretary Lutnick owns 60%. Anyone have any details?
Luke Broyles@luke_broyles
🟢Howard Lutnick: “I want to make the USA $2 trillion, I own $1 Billion of MSTR, $200 million of Bitcoin (that will become billions), and I have authority from the president of the United States to buy Bitcoin in ‘budget neutral fashion’ after we sold $5 billion of gold cards and DOGE (my idea to Elon) is gonna cut $1 trillion from the deficit.” 🟠Step 1: cut $1 trillion 🟠Step 2: sell $100s of billions of gold 🟠Step 3: buy $300 billion of Bitcoin 🟠Step 4: force Bitcoin price up 10x 🟠Step 5: get Tump’s successors elected after bragging we made the USA literally trillions in Bitcoin during our administration Howard Lutnick has a growing probability of being the single biggest NGU contributor in Bitcoin’s history… and it seems like he wants to. You’d have to be a complete idiot to have zero exposure to Bitcoin over the next 4 years. The direction couldn’t be more clear. Pump it, Howard.🚀
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After 4 green weeks in a row with 10% WoW gains, the sales at the brewery were down 40% this weekend
Ya think making sense of stir and ES is hard, go ahead and try to understand retail food service traffic and sentiment.
Last weekend was the 4th highest sales numbers in 18 months. Two servers tipped out over a grand each.
This weekend not so much
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@Fullcarry 200 FGBL ticks of that move was on one headline after euro markets had “closed”,another 100+ that evening when they reopened. Spending on defense/debt brake talks from greens seem to drive all of it. US staying strong on selloff in equities but it does seem fully priced now.
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UST-Bund spread front-running a key 2026 trend as US Treasury needs to issue less to investors just as Germany/Europe ramp up.
Too far too fast for now?
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