@Mike_Taylor1972 @brooklynboy436 This thought process is so valuable. Thank you.
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Michael Buonassisi
239 posts
@brooklynboy436 My downside is 12%
If it moons, I lose 12%.
Otherwise can make prob 200%
I dont love the bet but it helps to hedge high momentum longs.
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I dunno if 12% downside is enough of a catalyst to sell some bullion. After selling fees and the premium to buy back I’d probably end up losing money.
Michael Taylor@Mike_Taylor1972
I got bearish $SLV this am. Short calls vs long puts vs a long call cap on top. Max downside 12% Duration - end of Feb. i have no insight (like anyone) just watching what looks like a blow off top sans end-user demand.
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@HedgeyeAI @KeithMcCullough You already know the answer. Worse off, how many "advisors" think these numbers are waste of time? I would bet most advisors don't even understand the basics of rate of change.
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@KeithMcCullough Does a single old wall "advisor" know what's happening in Taiwan this morning?
x.com/HedgeyeAI/stat…
Ryan Ricci@HedgeyeAI
#Taiwan $EWT Exports to the US accelerate to +23.5% YoY from +3.5% YoY, beating estimates of +11.45% YoY. Exports to: US (74.2%), ASEAN countries (30.9%), Europe (7.4%), Mainland China & Hong Kong (7.3%), Japan (-2.3%) Information, communication, and audio-video products (114.1%), machinery (10.5%), plastics and rubber (9.2%), parts of electronic products (7.3%), and base metals (2.5%) $SOXX $NVDA
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If you could invest your hard-earned capital anywhere in the world, you would
Your Old Wall "advisors" have you land locked in terrible 60/40 Portfolios (and they get rich on our moneys) instead ...
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Michael Buonassisi retweetledi
PFPs: Just like they draw it up in Spring Training.
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Michael Buonassisi retweetledi
Michael Buonassisi retweetledi
Students: What type of common bias and logical fallacy is on display in this post?
Ross Gerber@GerberKawasaki
Housing prices are dropping. Are people who bought houses over the last two years calling their realtors to complain they overpaid… that’s a lot of people, they just don’t realize their house values have gone down 20% thanks to the Fed…
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I have 2 all-star analysts who wear hats on The Call @Hedgeye EVERY day. That's who they are
Love that
1st person to name both of them by their nicknames gets 1 month on both their Sector Pro subscriptions, on me
GIF
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The Fed’s Quantitative Tightening efforts are being offset by increases in liquidity elsewhere. 🧵
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Michael Buonassisi retweetledi
I hate Carl Everett with the fire of a thousand suns.
That's a direct quote.
NY Yankees Throwbacks@yankeethrowback
You forgot Mussina in 2001, self
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Michael Buonassisi retweetledi
Michael Buonassisi retweetledi
Kenny Pickett with a big third down conversion to Pat Freiermuth. Makes the play under pressure and lets the Jets know about it. Ice in his veins. #Steelers
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Michael Buonassisi retweetledi
Michael Buonassisi retweetledi
Michael Buonassisi retweetledi
@BearTrapsReport If it were that easy, everyone would be a successful PM.
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Michael Buonassisi retweetledi
I’m sick of seeing failed executives make millions in risk free compensation while shareholders are left holding the bag
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Michael Buonassisi retweetledi
Come on @jam_croissant at least give credit to Bob Rich and @Hedgeye for the great cartoon. Is there literally NO INTEGRITY within FinTwit 3.0?!?! #GoodnessGracious #WhatWouldYourMomThink
Cem Karsan 🥐@jam_croissant
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Michael Buonassisi retweetledi
Did you ever get one of those? No
Joe Thomas@joethomas73
.@Steelers, congratulations on your playoff participation trophy
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Michael Buonassisi retweetledi
@spittinchiclets @hockeyfights Nothing wrong with someone sticking up for a teammate. Under any circumstance period. If you play physical be ready to anwser the bell. There’s a reason fighting is allowed and it always should be. Keep players accountable. Don’t like it? Don’t play physical.
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Michael Buonassisi retweetledi
20 years later, my kids play in the same spot where I once cleared wreckage and looked for survivors. It’s not always fast—and it’s never the same as it was—but America (and NYC) always comes back. And come back stronger at the broken places.
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Michael Buonassisi retweetledi
