@DaveHcontrarian @Caz1177 @sportsfans22 @ElenaVzdohi @EricSolstad @Susan_EKP @CapitalCosm The rates boat is getting loaded pretty heavily to one side….
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Nick
8.9K posts
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Here's my latest interview with Danny @CapitalCosm, recorded 4/21/26.We talked about the war, the final parabolic leg up to a 44 year secular top, the metals & miners, bonds & the coming global bust. youtube.com/watch?v=orr0av…
YouTube
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@EconstratPB Just rolling 4 to 6 week bills for the past 4 years has been about the best quiet winner you could ask for… free money…
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Who the fuck has been buying rates for the past month????
Eric Wallerstein@ericwallerstein
bombs away and SOFR making new lows june ‘27 contract implies roughly a full rate hike
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@stevenharms @ComputerrBooks I’m not judging. I got mine on pre-order. I’m prepared to be disappointed though. I can’t imagine anything having better battery life under load than the 32GB MacBook Air M5.
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As a developer, which one do you prefer?
Macbook or Windows
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@tobi_bsf @KevinNaughtonJr @FrameworkPuter I waited about a month for my MacBook Air….. they I ended up returning 🤦♂️
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@KevinNaughtonJr @FrameworkPuter You don’t need to wait for 6 month to buy a MacBook though.
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the framework 13 pro is the macbook pro of linux
>haptic touchpad
>great touchscreen
>insane battery life
>full aluminum chassis
>comfortable keyboard
framework sent me a pre-production unit and i'm genuinely blown away by this machine
i've been daily driving a framework machine for over a year and the 13 pro feels 10x more premium
to me the biggest win is battery life: i can confidently say this machine easily lasts me the entire day (and this is with capping my charging to 80% for battery health). i'm someone who always carries a battery bank on me but with this machine battery truly isn't a concern
i can do my work for hours on end and still have hours of battery life to spare. i can go work at a coffee shop and not have to worry about being near an outlet. while it sounds small this gives me immense peace of mind which is what i try to optimize for in my life
and like any framework i can still repair/upgrade any part of this machine
if you're looking for a new machine i highly recommend checking out the new framework 13 pro
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@stevenharms @ComputerrBooks I hope ur getting paid by framework to hawk these things
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@ComputerrBooks Neither - Framework 13 Pro is the new standard x.com/i/status/20513…
Kevin Naughton Jr.@KevinNaughtonJr
the framework 13 pro is the macbook pro of linux >haptic touchpad >great touchscreen >insane battery life >full aluminum chassis >comfortable keyboard framework sent me a pre-production unit and i'm genuinely blown away by this machine i've been daily driving a framework machine for over a year and the 13 pro feels 10x more premium to me the biggest win is battery life: i can confidently say this machine easily lasts me the entire day (and this is with capping my charging to 80% for battery health). i'm someone who always carries a battery bank on me but with this machine battery truly isn't a concern i can do my work for hours on end and still have hours of battery life to spare. i can go work at a coffee shop and not have to worry about being near an outlet. while it sounds small this gives me immense peace of mind which is what i try to optimize for in my life and like any framework i can still repair/upgrade any part of this machine if you're looking for a new machine i highly recommend checking out the new framework 13 pro
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@DaveHcontrarian @ngrevas 1 out of 3 so far…. The massive April equity rally is forgiving a lot of sins in the other 2. Although metals and miners are definitely stirring 👀
May and June should be fun.
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@ngrevas I think I've said & in fact said that more than once this week. Obviously, Iran is the key right now. As I have said, I expect a strong rally in stocks, bonds & metals in the next few months.
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@DaveHcontrarian so far this year bonds have gained nothing do you expect that to change in the short term?
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7300 ES is just another meaningless number, folks.
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And I stay away from Meta as I fear that their AI bet is another one of these
Charlie Bilello@charliebilello
Meta's Reality Labs unit lost another $4 billion in Q1, bringing its cumulative losses since 2020 up to $83 billion. We've never seen a public company light money on fire to this extent. $META
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@Rebecca98869736 @1leone Good call on the lux stocks. I began building a basket end of March, equal weighted RACE/RL/TPR/EL/CPRI. First 2 as core, last 3 more as kickers… just added to the basket yesterday. Definitely some serious upside in this sector with an attractive risk profile and narrative.
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@1leone It’s true but I only go for the low hanging fruit if sector thesis is not very clear. If the sector was hot, target definitely higher.
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Kering Fashion Group $KER.PA potentially a 75% upside target / gap fill. Amid US consumer rebound, wealth effect in full force and liquidity pushing further out the risk curve, luxury stocks may have bottomed ⚠️
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@DaveHcontrarian @Caz1177 @aashim595 @CapitalCosm Dave said rates(10Y)could back up to 4.6%…… this is pretty normal PA imo. Honestly with oil up so much, I’m stunned the 10Y isn’t pushing towards 6%+
Shows how weak the economy is internally…
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@Caz1177 @aashim595 @CapitalCosm Bonds have been surprisingly resilient given the fact that oil prices are up 60% in 2 mos.That's a bullish sign for bonds,not bearish.Bonds remain in a bottoming process that's been in place for the past 2 1/2 yrs.I continue to expect higher bonds & lower rates in the mos ahead.
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@DaveHcontrarian @Paulie36196698 Yep, you even mention the 10Y could back up to 4.6% before heading lower.
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@Paulie36196698 No beating. They've traded flat for the past month. Still in the bottoming process that its been in for almost 3 years. That is a big bottom & will support a big bull run which is what I expect.
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@DaveHcontrarian what's your view on treasuries? They look to be taking a beating presently. In your opinion is the dollar finished?
Eccleston, England 🇬🇧 English
El #Nasdaq lleva cuatro semanas subiendo sin parar.
Después de un movimiento así, el reflejo natural es uno de dos:
▪️Quieres comprar pensando que esto sigue subiendo eternamente.
▪️Quieres ponerte corto pensando que la subida ya no da más.
Las dos cosas son malas decisiones.
Informe completo: rubenvillahermosa.substack.com/p/nasdaq-movim…
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@michalmajzlik @TheAhmadOsman I mainly work with large financial datasets with the machine, so my use cases aren’t inference as much as they are running RL models on noisy time series models. So the RTXs RAM is usually mostly utilized. The GPUs are stacked on the epyc, in parallel. Custom case for airflow.
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@MMusclesd @TheAhmadOsman Building something very close to this. Are you hitting 256GB RAM usage in real LLM inference workloads, or mostly idle? In my current build with 5090 very little ram is used. Also curious how you arranged the GPUs and what cooling solution you used.
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RTX PRO 6000 / DGX Spark / B200 / B300 are all Blackwell
They are not the same CUDA ISA surface though, so they don’t use the same Kernels
B200/B300 10.x:
sm_100 / sm_103
datacenter Blackwell
larger shared memory
tcgen05 / tensor-memory-heavy PTX paths
HBM + NVLink/NVSwitch scale-up
RTX PRO / DGX Spark 12.x:
sm_120 / sm_121
RTX / local-system Blackwell
smaller SM shared memory limits
low-precision mma/mma.sp paths for FP4/FP6-ish work
GDDR7 or coherent LPDDR5x
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@MMusclesd @TheAhmadOsman >But I might upgrade to the DGX
That's like buying a Lamborghini and saying you're gonna upgrade to a Honda.
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Key events for the wk ahead...it's a monster...geopolitics the main focus but plenty else going on...5 G10 central bank decisions due with guidance key...~35% of the S&P to report earnings, inc. 5 'Mag 7' names...a busy data docket too with US GDP, plus E/Z GDP & CPI eyed...
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This is what a bubble which is about to burst looks like. The energy costs are skyrocketing, two wars in two of the most important regions on Earth with no end in sight, the technology that produced this bubble doesn't generate any profits and no one has any idea how to achieve a profit anytime in the future, the most important country in the world behaves worldwide like an elephant in a porcelain store, but the S&P 500 is at its highest ever.
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@DVSignals Bad macro read. But as long as you take ur stops, and don’t give it all back, I’ve got no issue.
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#OIL $USO $CL
We remained long (from 55) and added around 80 last week.
Now we are nearly 20 bucks higher, and this thing is just getting started.
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@ImBreckWorsham @WhiteHouse You hurt a lot of people spewing bearish market nonsense. Telling them the market was going to crash in late March. Hope you learned to stay in ur fuckin lane and don’t talk about things you know nothing about.
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@WhiteHouse Motherfucker, that's only because you keep manipulating the market with WAR.
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