JunK_OperatoR

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JunK_OperatoR

JunK_OperatoR

@JunK_OperatoR

high yield hockey helmet wearer

Katılım Mart 2022
165 Takip Edilen424 Takipçiler
JunK_OperatoR
JunK_OperatoR@JunK_OperatoR·
Rumor on the street many junior employees dropping lately. Not good. Health is precious.
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Michael Lebowitz, CFA
Michael Lebowitz, CFA@michaellebowitz·
BREAKING: GOLD COLLAPSES AS ARAB GULF STATES SELL THEIR ASSETS TO RAISE MONEY Put differently, in this time of crisis, they are selling their gold in favor of US dollars.
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JunK_OperatoR
JunK_OperatoR@JunK_OperatoR·
The latest AI paper said digging ditches was safe. The only labor my parents threatened me w.
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JunK_OperatoR
JunK_OperatoR@JunK_OperatoR·
X algo has turned into such slop lately.
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Simon Says
Simon Says@Seniorstrategen·
Why have i turned bullish here after 4 months of caution and bearish posts. Because the things i look at tells me that market makers and big institutions have been accumulating big time and absorbing sellers at levels inconsistant with bear market action and panic. I don’t turn bullish because I think I know something I follow the wisdom of the big operators.
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JunK_OperatoR
JunK_OperatoR@JunK_OperatoR·
@yieldsearcher we had an honest convo at work today. If disclosure happened rates would rip on productivity. Software would go to zero. Insurance would fly. Autos would get smoked. Smaller cap tech gone.
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JunK_OperatoR
JunK_OperatoR@JunK_OperatoR·
@yieldsearcher Really impressive win. Feels like we could roll Russia in a week or two as well ex nuclear deterrent.
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JunK_OperatoR
JunK_OperatoR@JunK_OperatoR·
@yieldsearcher They were net short like 99%tile. That evaporated during the first two weeks of March back to flat ish? Assume short again.
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Mr. VIX
Mr. VIX@yieldsearcher·
@JunK_OperatoR Where does the dealer inventory rank versus recent avg?
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Mr. VIX
Mr. VIX@yieldsearcher·
@JunK_OperatoR They have a decent sized fighter jet fleet (100 fighters). If US and Israel have neutralized the air defense system, not much to lose.
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JunK_OperatoR
JunK_OperatoR@JunK_OperatoR·
@KillingtonMtn So you are saying the last time I will ever ride it was when some jerry fell off at the mid station? 😂😂😂
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Killington Resort
Killington Resort@KillingtonMtn·
The Snowdon Triple will be spinning for its final day on Saturday, Mar. 21 before being replaced with a new Doppelmayr fixed-grip quad for the 26/27 season. This lift has been a workhorse since 1973. Ride it this Saturday and you’ll be entered to win one of its 194 chairs.
Killington Resort tweet mediaKillington Resort tweet mediaKillington Resort tweet mediaKillington Resort tweet media
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Illiquid Insights
Illiquid Insights@IlliquidInsight·
Private credit is panicking: • Defaults have quadrupled • ~20% exposure to software facing AI disruption • Retail investors are running for the exits What happens next? Full breakdown tomorrow morning. Sign up below:
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Mr. VIX
Mr. VIX@yieldsearcher·
US 2Y +11bp US 10Y +4bp US 30Y +2bp Curve seeing massive flattening. US long duration holding heroically despite this multi sigma rate shock. Their time is coming soon.
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Ashton Forbes
Ashton Forbes@AshtonForbes·
It's hard to pick the biggest fraud from the podcast bro doomers, but former CIA contractor Shawn Ryan has to be up there. This guy platformed dudes with made up psychic powers, but protected the CIA when their illegal black operation leaked. A lot of these special forces guys are deep state stooges.
Shawn Ryan@ShawnRyan762

Sometimes the most impactful statement you can make is a strong resignation. It's unfortunate it's come down to this. God's speed @joekent16jan19 I hope this wakes some people up.

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JunK_OperatoR
JunK_OperatoR@JunK_OperatoR·
@yieldsearcher Aggressive play. Almost brilliant but the stress that could create would exceed benefit.
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Mr. VIX
Mr. VIX@yieldsearcher·
I agree. I do not think we will have an outright ban, but enough of a restriction to make sure the US’ access gets primacy and the export outlet (which “allies” gets the goodies) is controlled by TPTB.
Florian Kronawitter@fkronawitter1

This has now broken out Please note that WTI (shown here) carries the risk of a US export ban. This would see Brent skyrocket and its spread to WTI explode (and destroy what is left of the "transatlantic relationship") The most immediate expression should be Brent rather than WTI therefore x.com/fkronawitter1/…

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Lia the Trader 👸💸
Lia the Trader 👸💸@Liathetrader·
This buy-and-hold crowd will not do well next year. I wrote about it in January. People who started investing then, and those starting now, will have a hard time. We're headed for a big mess. Lost decade? Bear market? You must trade and be selective. This is a trading environment, not an investing environment.
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JunK_OperatoR
JunK_OperatoR@JunK_OperatoR·
@yieldsearcher We debate it that all the time. It was presented to me as asset managers not basis players.
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Mr. VIX
Mr. VIX@yieldsearcher·
@JunK_OperatoR Isnt that part of the basis trade? Long futs and short cash? And if you have noticed 5s30s is still very much rangebound.
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