Jordon Gecko

@Open_Mind_Heart @Globalflows @grok Divergence with the front end term structure...

@Globalflows @grok what is skew ? why crude is falling , will it keep falling more

Skew is beginning to send a signal about crude

@WarrenPies But as long as the "laggards" (they may be sitting slightly below their ATHs) have positive momentum, it is a coiled spring and there can be breadth. HIs analysis is half complete.

Yesterday's all-time high occurred with only 2.4% of S&P 500 stocks making a 52-week high. Out of 792 days where the index made a new 52-week high since 1998, this is the fewest number of stocks participating.

@windupbusiness_ @RandyLewarchik They changed their name. Same service. We subscribe.

@RandyLewarchik Good for Grok. Grok is wrong. Why don’t you reach out to them, see how you get on..

LIQUIDITY: You don't want to make a career being on the other side of the great @crossbordercap's views on the liquidity cycle. That said, our Global Liquidity Model agrees with our friend @RaoulGMI in the debate below.

@RealVision Meanwhile the Liquidity GOAT is flashing red!!

Fed Net Liquidity just hit its highest level since September 2025. The dominant narrative: liquidity peaked. The actual data: doing the opposite. The chart doesn't care about the narrative. New MIT just dropped

@joinyellowbrick Latter.

Question for the people who subtract SBC from FCF: are you doing it as a proxy for dilution (ie now your P/FCF kind of includes SBC dilution) or because you actually believe SBC should be treated as a cash expense?

@ethanrkho This is a super interview. Keep up the great work.

Ex-Point72 Proprietary Research Head Kirk McKeown on building edge, alpha decay, & why everything that happened on Wall Street is about to happen on Main Street. Kirk McKeown (8.5 years @ Point72 under Steve Cohen | Built primary research at Glenview under Larry Robbins | Now founder of Carbon Arc @CarbonArcAI) "Alpha rewards those who value assets in a cold way. You want to get it right — not be right." We cover: - How alpha creation differs across multi-manager vs. concentrated shops - The 3 vectors every middle office function must move to justify its existence - Why he worked 6-hour Sundays from 2006-2020 — and the math behind it - The TSMC call that signaled semiconductor cancellations before anyone else knew - What the quant revolution on Wall Street tells us about the AI economy today - His framework: 4 market structures, 9 business models, & why they have rules - The MIT beer game & why every business problem is really an inventory problem - His hot take: a top hedge fund launches an enterprise AI lab in 2026 Highlights: 00:00 Intro 04:47 Tutor vs Glenview vs Point72: how edge differs 12:29 How to build “lift” for PMs: at-bats, hit-rate, sizing 18:44 Building research edge: outwork, read, fieldwork 27:16 Personal moat in 2026: analogs, history, decision trees 40:08 “Main Street becomes Wall Street”: what that actually means 44:30 Carbon Arc thesis: “decimalization” of data market structure 46:43 Why the edge migrates to data plus domain context 51:00 How to win in commoditized research: sample size beats anecdotes 01:03:26 Factorizing everything: themes, market structure, business models 01:08:37 Pruning decision trees: signals, scale points, inventory dynamics 01:14:18 Contrarian 2026 take: hedge funds launching enterprise AI labs 01:23:32 Final question: one habit to build career alpha

@Globalflows @Vince_R_Jansen @_alfiekerswell @DerivativesDon @qthomp @TraderBillyAU @MacroTactical @lottjj @EffMktHype @jaymesrosenthal @JaredKubin @patrick_saner @spaghettilisbon @EconstratPB @jvisserlabs

Curate your feed, and the results will come Underfollowed macro accounts 👇 @_alfiekerswell @DerivativesDon @qthomp @TraderBillyAU @MacroTactical @lottjj @EffMktHype @jaymesrosenthal @JaredKubin @patrick_saner @spaghettilisbon @EconstratPB Who else is underfollowed?

@IrishSunOnline Ehhh…….. title?!?!?!?! R*pe

Fireman, 41, who had sex with girl, 13, in his partner's car is jailed #Echobox=1773095108" target="_blank" rel="nofollow noopener">thesun.ie/news/16649621/…

@fever_gl @fever_us This has to be fake.

This serial killer exhibition is NOW open in Dublin. Are you ready to visit the crime scenes that shocked the world? 🔪

@robert_ivanhoe How big of an issue is this for the price of copper?

More news on the sulphur market. There is a backlog of vessels building outside the strait of Hormuz and prices starting to rise argusmedia.com/en/news-and-in…

@robert_ivanhoe @grok Whats the impact on copper prices?

The cost of leaching copper oxide ore in the Central African Copperbelt is about to get even more expensive. In the past few days a number of Middle Eastern Oil refineries have been attacked / closed. In addition, exports through the Strait of Hormuz have ground to a halt. What has this got to do with leaching copper in one of the world’s largest copper belts ? Sulphur, or more specifically sulphuric acid. Approximately, 50% of seaborne sulphur is shipped through the Strait of Hormuz. The central African Copperbelt imports around 2 million tonnes of this sulphur per annum. The sulphur is used in local sulphur burners to convert into sulphuric acid, which is used by mining companies for leaching copper out of copper oxide ores. One part of sulphur makes 3 parts of liquid high-strength sulphuric acid. Therefore, 2.0 million tonnes of sulphur produces approximately 6.0 million tonnes of sulphuric acid. The price of high-strength sulphuric in Kolwezi, on the western edge of the DRC Copperbelt, has been trading near all-time highs of $700-$800/tonne for the past 4-5 months, due to regional export restrictions, higher copper prices, as well as an already tight global sulphur market. This price will rise further. In addition to the 6.0 million tonnes of sulphuric acid produced from imported sulphur, 2.5 million tonnes of sulphuric acid is generated by regional smelters that smelt copper concentrates. Ivanhoe Mines’ Kamoa-Kakula has just started ramping up its copper smelter near Kolwezi. Once fully ramped-up later this year, our smelter will produce over 700,000 tonnes per annum of sulphuric acid… in the past 2 months the smelter has already ramped up to a capacity of 60%. This is an absolutely critical time to be ramping up our copper smelter, which is of the highest strategic importance to the Democratic Republic of the Congo.

@PeterAttiaMD It was your chapter on mental health that didn’t sit right with me.

The following email is what I sent my team last night. I sent a similar version to my patients, also. *** You’ve put your trust, your credibility, and your hard work into what we have built together, and I take that responsibility seriously. You deserve a complete and honest account of what did and did not happen. I apologize that I did not get this out sooner, but I want to be thorough. The purpose of the DOJ releasing these documents is clear: to identify individuals who participated in criminal activity, enabled it, or witnessed it. I am not in any of those categories, and there is no evidence to the contrary. To be clear: 1. I was not involved in any criminal activity. 2. My interactions with Epstein had nothing to do with his sexual abuse or exploitation of anyone. 3. I was never on his plane, never on his island, and never present at any sex parties. That said, I apologize and regret putting myself in a position where emails, some of them embarrassing, tasteless, and indefensible, are now public, and that is on me. I accept that reality and the humiliation that comes with it. *** I want to start by directly addressing the email thread that I’ve been asked about the most. In June 2015, I sent Epstein an email with the subject line “Got a fresh shipment.” The email contained a photograph of bottles of metformin, a medication I had just received from the pharmacy for my own use. The subject line referred to the picture of the bottles of medication. He replied with the words “me too” and attached a photograph of an adult woman. I responded with crude, tasteless banter. Reading that exchange now is very embarrassing, and I will not defend it. I’m ashamed of myself for everything about this. At the time, I understood this exchange as juvenile, not a reference to anything dark or harmful. At that point in my career, I had little exposure to prominent people, and that level of access was novel to me. Everything about him seemed excessive and exclusive, including the fact that he lived in the largest home in all of Manhattan, owned a Boeing 727, and hosted parties with the most powerful and prominent leaders in business and politics. I treated that access as something to be quiet about rather than discussed freely with others. One line in that exchange, about his life being outrageous and me not being able to tell anyone, is being interpreted as awareness of wrongdoing. That is not how I meant it at all. What I was referring to, poorly and flippantly, was the discretion commanded by those social and professional circles–the idea that you don’t talk about who you meet, the dinners you attend and the power and influence of the people in those settings. What I wrote in that email reads terribly, and I own that. *** I met Epstein in 2014 through a prominent female healthcare leader while I was raising funds for scientific research. At that time, he was widely known in academic and philanthropic circles as a funder of science and moved openly among credible institutions and public figures. Between summer 2014 and spring 2019, I met with him on approximately seven or eight occasions at his New York City home, regarding research studies and to meet others he introduced me to. I never visited his island or ranch, and I never flew on any of his planes. When I was at his home, it was either meeting with him directly, meeting with small groups of scientists, doctors, or business leaders, and once at a dinner in 2015 with a number of guests including prominent heads of state. In retrospect, the presence and credibility of such venerable people in different orbits led me to make assumptions about him that clouded my judgment in ways it shouldn’t have. I was not his doctor, though several times I answered general medical questions and recommended other providers to him. Shortly after we met, I asked him directly about his 2008 conviction. He characterized it as prostitution-related charges. In 2018, I came to learn this was grossly minimized (more on this below). I was incredibly naïve to believe him. I mistook his social acceptance in the eyes of the credible people I saw him with for acceptability, and that was a serious error in my judgment. To be clear, I never witnessed illegal behavior and never saw anyone who appeared underage in his presence. *** In November 2018 I read the Miami Herald investigative article. I was repulsed by what I learned. Nauseated. It marked a clear and irreversible line between what I knew before and what I understood afterward. At that point, I told him directly he needed to accept responsibility for what he did. Hoping to provide the victims from the Herald piece with support, I contacted a residential trauma facility to understand what funding comprehensive care for many victims would require. (Those communications were between me and the facility and were therefore not part of the document release.) I spoke with him and shared that information and insisted that he fund their care, beginning with residential treatment and followed by lifelong therapy. In hindsight, even attempting to facilitate accountability was a mistake and once again reflected just how naïve I was at the time. Once the full scope of his actions was clear, disengagement should have been the only appropriate response. My intent does not change that, and I regret not drawing that boundary immediately. *** Nothing in this letter is meant to minimize the harm suffered by the young women Epstein abused. Their trauma is permanent. I am not asking for a pass from you. I am not asking anyone to ignore the emails or pretend they aren’t ugly. They simply are. The man I am today, roughly ten years later, would not write them and would not associate with Epstein at all. Whatever growth I’ve had over the past decade does not erase the emails I wrote then. I recognize that my actions and words have consequences for the people I care deeply about, including all of you. I regret the cost this has placed on you, and I take responsibility for it. I won’t ask anyone to defend me or explain this on my behalf. If you have questions or concerns, I’ll address them directly with you, my team.

@PeterAttiaMD I am so disgusted with this.

@sweatystartup @PeterAttiaMD Yikes mate.

@PeterAttiaMD You’ve had a massive positive influence on my life and my extended family.

@Globalflows Done.

If you want this AI model, like and retweet the post above

I ran every major AI model against each other in iterative loops with agents building on agents to map the geopolitical escalation Tomorrow at futures open, I'm going break it all down Subscribers get the complete intelligence brief/livestream link: capitalflowsresearch.com/subscribe

@fever_gl @fever_us Weird.

This serial killer exhibition is NOW open in Dublin. Are you ready to visit the crime scenes that shocked the world? 🔪

@grok @Globalflows @AGratefulApe @grok what are the relevant Sector ETF, sub-sector ETF and market index used in the Strategy trading view?

Step-by-step to adapt the Oracle model for $MSTR: 1. Open tradingview.com/chart/2taQ63im/ 2. Click the ticker (ORCL) at top left, type MSTR and select MicroStrategy. 3. All charts, MFRA, betas, and attribution panels update automatically. 4. For inputs: click gear icon next to any indicator name, tweak params like rolling window or factors. 5. Save as new chart from top menu for your version. Matches the screenshot exactly.

This model maps how much of the $MSTR buying/selling action is from the fundamentals of the company or from Bitcoin This is critical to quantify because if $MSTR is bidding or falling, you need to ask, is this simply because of Bitcoin or because of the changes at $MSTR? Model is linked below for free

@Globalflows Did your voice change? You seem to now have a lisp...!

@rich_toad GUIDE

I guarantee that. 🎫 Comment “GUIDE” and I’ll send you my breakdown on how to break into the buy-side without connections.

The buy-side has zero tolerance for intellectual laziness: do your f**king work first before asking dumb questions.

@Dconley12 @finbarr 100%. It's a repricing of the terminal value based on lower growth (more disruption) and lower future margins / returns (higher amounts of required investment, lower pricing power).

@finbarr Unfortunately all of these tech writers don’t recognize that the market is repricing their future growth not their current dominance. Greater than 25x earnings doesn’t make sense right now for most of these players. Some won’t be disrupted but most will.