david marilley

13.8K posts

david marilley

david marilley

@MarilleyDavid

Mathematics/Physics/Financial Analysis

Katılım Mart 2022
244 Takip Edilen420 Takipçiler
Michael Brown
Michael Brown@MrMBrown·
Q on BBG TV - why would the Fed cut into a strong economy? Simply...because if they want to shrink the balance sheet, they'll have to cut the FFR to avoid unnecessarily tightening overall financial conditions...no cut, and suddenly your strong economy isn't so strong anymore...
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Brian Chapman
Brian Chapman@bchapsports·
The Pistons needed that 3 from Jenkins. Spider killed the Pistons in the 3rd.
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Brian Chapman
Brian Chapman@bchapsports·
Do the Pistons still want it? The Cavs certainly do.
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Danny Dayan
Danny Dayan@DannyDayan5·
The funniest thing about this melt up in tech stocks is speculators have been dumping it the whole time. Least spec longs since the August 2024 VAR shock. Silly kids.
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DCP
DCP@Dcpcooks·
@mrstormymonday I still own a seat and clear through a FCM
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DCP
DCP@Dcpcooks·
When my CME membership was up for assignment as collateral for 1st options cleaning I had access to risk data. Basically every position and trade that sat on the clearing firms book which included trade level data on counterparties to each trade. That’s just the FCM data, cme data had the aggregate data at account level with ownership level data to each account. Account balance. Risk data, ownership and who was ultimately responsible for margin risk. Every trade was marked to each counter party with contract specs, time of execution and price before the trade could clear. If there was conflicting data it was flagged as an out trade and the discrepancies needed to be resolved by the traders the next morning before the trade could clear. Most monies that flowed out of account were sent via Fedwire so finding the distribution trail is also transparent This was in the 90’s and early 00’s. The system is even more robust now. They can easily find the suspicious trades, and by default, account ownership. As a member of the exchange I had to pass FBI background check and CFTC review on my personal life before I could walk on the floor and trade. Follow the money let’s see if they do. Side note. That crappy someone sold 2.9b of oil futures tweet that went viral yesterday was total bs. Time and sales data does not support any trade of size early Wednesday morning before oil sold off. Carry on
Annmarie Hordern@annmarie

ABC: The DOJ is investigating a series of suspiciously timed trades in the oil market just ahead of major announcements by Trump about the war against Iran, sources told ABC News. The DOJ, along with the CFTC, is probing at least four of these trades where traders made a total of more than $2.6 billion betting that oil prices would drop right before they did.

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Eliza
Eliza@elizax650·
Don't use pen and paper Simple math, tricky answer
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david marilley
david marilley@MarilleyDavid·
@Dcpcooks @HniReal Normally rodents. This strain can go human to human. Cruises increase spread based on ventilation aspects.
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DCP
DCP@Dcpcooks·
@HniReal And the virus isn’t very contagious
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Elina 🇺🇸
Elina 🇺🇸@Elina_660·
Looks Easy but it's not ... Solve this in under 10 seconds
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david marilley
david marilley@MarilleyDavid·
@ChimRitchels His stay was too short. It's early for Cade to get the comparison. I'm projecting.
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Chim Ritchels
Chim Ritchels@ChimRitchels·
For my older Pistons fans (35 and up), who is better? Grant Hill or Cade Cunningham?
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Andy Constan
Andy Constan@dampedspring·
Based on the last week and parabolic moves of the past 48 hours ill say it now  We are now in a bubble specifically a bubble in picks and shovels akin to the bubble in fiber and chips in 2000 or residential real estate in 2007. Like those periods the bubble in the specifics also dragged all stocks up and the bubble popping drove all stocks down Unlike George Soros who says when you identify a bubble you jump in long I am not George Soros and think he identifies it way earlier than me.  So I am not going to join his protege and buy into the bubble. I speak from my experience in the 1987 LBO bubble, the Tech bubble, the housing bubble and the bond bubble.  I could be wrong but feel it necessary to share my views.  I don’t use the term lightly. I have specifically said we are not in a bubble until today. My options are to fade it or stay out of its way.  I have some small risk remaining as my puts have fallen rapidly but I have NO intent of fading this in any more size. Happy to short down 5 or even 10% on the other side of the peak.  Lots of opportunity in non equity macro today.  But over the past week this has gone into territory I have no edge in capturing.   IT will end very very badly but when and from where is unknown. But it will end with SPX below 6000 and NDX below 20,000 and Semiconductors at half of current spot. But that could be a wild and longer path than I can predict.
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JonathanYarwood
JonathanYarwood@JonathanYarwood·
Lots of young kids tend to get out of sync coming down via too much turn going back. As they grow older and stronger they can start to sync things up by recruiting the right muscle groups and gain power with good sequence and geometry, as is the case with this 14 year old student who’s improving nicely 👌🏼
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COSTA
COSTA@Costafeed·
There is no country name without the letter "S" Prove me wrong !😎😎
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Rizwan Abbasi
Rizwan Abbasi@Rizwanabbasi022·
Riddle challenge. How old is Anna?
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