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Tim Farrar (Hedge Fund of One)
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Tim Farrar (Hedge Fund of One)
@HedgeFundOfOne
We are each a hedge fund of one. Make a way to grow capital outlasting the market in any direction. Often challenge conventional thought. Trades shared 4 convo.
Houston, TX Katılım Mayıs 2009
572 Takip Edilen879 Takipçiler

Trying to access elite @finviz_com
Getting Cloudflare Internal Server Error. Been trying again for some time this a.m.
Is there a system-wide problem?
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@LangmanVince Trump isn't able to fire Powell and has said that he won't. Just let him serve out his term and appoint the successor.
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@brithume No, he's finally starting to do what he promised to have done Day 1 - end all support for Ukr.
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The Commander in Chief is displaying weakness against Russia, which won’t produce a strong and lasting peace in Ukraine. wsj.com/opinion/donald…
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@BarronTxNewsX No. Need to end the dynasties in U.S. politics.
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@TuckerCNews Difficult to Trust - but Verify and Hold Accountable.
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@PeterReznicek in 02.28.25 video, you pointed out that SPX didn't touch the lower trendline; is that a bullish sign for short/medium term?
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Audio is off in Houston area on @MeTV programming, though not on ads.
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🔥🚨BREAKING: WNBA Star Brittney Griner is stressed out after claiming to experience racism at her game. Griner claims ‘new fans’ have entered the WNBA and yell racial slurs at her leaving fans to believe Griner is referring to the new fans Catlin Clark brought to the league.
Brittney Griner: “I don’t appreciate the new fans that sit there and yell racial slurs at myself, my teammates, and the people that I play against because, yeah, those my best opponents but those are friends too.”
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Appears that $CME is among the commercial hedgers net short the markets as it continues negative correlation vs. $SPY

Tim Farrar (Hedge Fund of One)@HedgeFundOfOne
Is $CME net short the market? Maybe so, with their function as derivatives market maker. Correlation with $SPY is negative - seems to go down as market moves higher.
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@elonmuskADO Not a scam, but shouldn't have been mandated.
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@itradecharts @Deepvue I guess today is capitulation day in $CME (?)
Nasty drop after it appearing to break above the noise, though they've had many nasty drops last few weeks.

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$NYCB gapped up to 4.40 from 1.86 on funding news.
Rolling down the "married put" provided more positive delta for possible recovery move up. Expecting more upside now.

Tim Farrar (Hedge Fund of One)@HedgeFundOfOne
$NYCB - always hedge and keep speculative positions small. Had started with "married put" deep in the money Jan-2025 7 strike vs 100 shares long. Rolled down put to take profit still protected. Now down to 3 strike - may have to take small loss but still a chance for recovery.
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