@JoshuaSteinman Agree- a potential remedy is real price discovery and/or raise regulatory risk weights on all things derivatives and netting of securities
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Vincent Daniel
2.5K posts
Vincent Daniel
@VD718
Co-founder of Seawolf Capital- Binghamton University Alum- Mets, Jets and Value Investing Go Hand in Hand
Katılım Haziran 2012
2.7K Takip Edilen16.3K Takipçiler
The greatest physics and math minds of my generation were hired hired out of their PhD programs to work on finance spreadsheets.
Perhaps all tbe complaints about“stuck science” are because the great minds of our generation were paid to do to credit default swaps?
TFTC@TFTC21
Ken Griffin went home on a Friday "fairly depressed" after watching AI agents at Citadel do work that used to take teams of PhDs in finance months to complete. Done in days. His words: "These are not mid-tier white collar jobs. These are extraordinarily high skilled jobs being automated by agentic AI." This is the head of one of the most successful hedge funds in history saying the people he pays seven figures to analyze markets and structure deals are being replaced by software that works in hours instead of months. Not theoretically. In his own office. Right now. The Coatue deck we covered earlier this week called agents "the biggest unlock" in AI. Griffin just confirmed it from the buy side. The shift from copilots to agents is not a future event. It is already happening at the highest levels of finance.
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@VD718 @Seawolfcap @dmoses34 One of the big winners in the shiny metal derby has been copper and Amerigo Resources. Any thoughts about Mike's observation about this correlation between $ of copper and the movement of the US stock market?
Mike McGlone@mikemcglone11
Copper Heavily Reliant on a Rising Stock Market Copper appears increasingly dependent on the US stock market to keep going up for the metal not to go down. My graphic featuring the per-pound price of copper on the same scale as the S&P 500 (divided by 1,000) may suggest what's driving: US stocks. At about $6.30 on May 15, the metal reached a new high but has lagged behind beta, particularly since 2023. A primary reason may be deflationary forces in China, the world's largest consumer of copper. Falling 10-year government bond yields in Beijing share same-chart syndrome with the ratio of the metal vs. the S&P 500. If copper were to catch up to the SPX, it would be closer to $7.30, but what to expect if beta backs up? The implication seems clear and is why we view copper as a top commodity that needs equities to keep gaining. Full report on the Bloomberg here: blinks.bloomberg.com/news/stories/t… {BI COMD} #copper #stockmarket @BBGIntelligence
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@MattPiperJenks @NjTank99 @VivaLaStool @StoolBaseball Posts when down 3-0- bitches about McLean- now up 6-3 and crickets- I guess negative content attracts eyeballs
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Mets down 3-0 2nd inning
Let’s check on Frank:
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@GarrettGoggin 'Things that don't cash flow'- I assume she was talking about owning vs. gold miners but still
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$7 billion in the bank of not cash flow things. Dipshits. They will be buying at the next top as the Buffett indicator shows us we are at the secular shift between overpriced growth and underpriced real assets.
CEO Technician@CEOTechnician
CNBC panelists bearish on Agnico Eagle and the last one chimes in that they “don’t buy things that don’t cash flow” Impressive 🤦♂️ $AEM $GDX
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Thank you CBW for joining us and sharing ideas- Your hair still looks spectacular BTW.
Danny Moses@dmoses34
We (@Seawolfcap @VD718) reunited w/@CarterBWorth for another edition of "Bourbon & Charts". Some interesting takeaways as the "Chart Master" did his thing. We took ticker requests from whatarewedoingonthedesk.substack.com & then the bourbon kicked in: $SOXX $NVDA $XRT $CCJ $PCT $CF $FLUT $GLD $SLV $XOM $NKE $CVNA and more....
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You get $5 million to watch one players' highlights for 72 hours straight.
Choose your athlete…
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If you weren't trading in 1999-2000, then you're in luck. This is what it was like. Now you can experience it.
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@LynAldenContact Fiscal driven debasement doesn't as well on @cnbc but significantly more accurate-
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More specifically, never bet against the fiscal-driven debasement train.
Koyfin@KoyfinCharts
Never bet against the American consumer
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@MLBShotsFired True but on nights Skubal pitches, on a hedonic adjusted basis, the economists say you are only spending $150
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Inflation is completely out of control, you can’t even take 3 kids to a Detroit Tigers game anymore without spending an arm and a leg! Crazy!
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@SantiagoAuFund @peruvian_bull A form of clandestine QE, my view- sometimes the lines are warranted (covid and perhaps wars) and many times they are put in place to bail out levered excesses of the privileged
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The best way to think about USD Swap Lines is that they basically transform the recipient into a new regional branch of the Federal Reserve or US Treasury but the new branch doesn't have any voting rights with regards to US Monetary Policy.
GIF
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@Seawolfcap @mustknowthelore @tangentstyle I prefer Robinhood's business more so than KLAR- I need to check HOOD's tangible book value- not sure if it got close to 1.1X TBV- I want to buy HOOD at a lower price but admittedly it never seems to get there
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@mustknowthelore @tangentstyle @VD718 Not the right time in the cycle to own them. The ones that make it through the next cycle will be sick buys.
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@BickerinBrattle Jets taking Reese with the 3rd pick in tonight's draft mixed in with something about Vrabel stepping down as Patriots HC (second part is a joke- don't think he loses his job)
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Vincent Daniel retweetledi
Sergeant Hulka paid us a visit for today's "Dirty" & as @VD718 wrote on @Substack, there are many reported cases of "Bullmonia" out there. We give out some gold related picks & @Seawolfcap states that there is hope for @nyjets in 2026 (until the draft)
open.substack.com/pub/whatarewed…
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Sorry because i have been drinking since the close and got home a little while ago, and prob missed a whole bunch of stuff.
Iran is willing to let boats out but under their watch (so pay and release).
US stops bombing.
2 weeks of this and then who knows.
Israel and Saudi are cool with this?
Did I miss anything else relevant? Honestly asking bc i am not strong enough to scroll through this crap anymore
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Well done Jack- uncanny knack of getting the right person at the right time right time
Jack Farley@JackFarley96
OUT NOW - @ed_fin on historic squeeze in shipping: -Why tanker rates soar 2-10x+ on Iran War🛢️ -Strait re-opening = "feeding frenzy"; if not "crisis"⚓️ -Routes/vessels/stocks best poised 🚢 Apple🔊shorturl.at/IFwJ5 Spotify📽️shorturl.at/RqUgE
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'We going to be on the cover of Rolling Stone magazine man'- Great Padilla's Corner!
Danny Moses@dmoses34
We had a fun time writing this one. Always a song or movie in our heads that relates to something in the markets and this one has both...@Seawolfcap @VD718 whatarewedoingonthedesk.substack.com/p/private-cred…
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Some big Mets news that might’ve gotten lost in all the shuffle of opening weekend: the Team Store at Citi Field now sells full velour tracksuits
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@GuyAdami 1 more than I was expecting inside 'Shea Stadium' by July- happy opening day Guy!
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Accurate portrayal of attendance at Shea by July
BaseballHistoryNut@nut_history
The wait is over. The 2026 MLB season begins today
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