WaitWaitWaitWHY

1.8K posts

WaitWaitWaitWHY

WaitWaitWaitWHY

@WaitWaitWaitWHY

Katılım Şubat 2024
217 Takip Edilen245 Takipçiler
WaitWaitWaitWHY
WaitWaitWaitWHY@WaitWaitWaitWHY·
@trylimitless I haven't seen anything like this in the charts before. Looks like someone dumped a shitload of bonds. 2Y, 5Y, and 30Y.
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Limitless
Limitless@trylimitless·
WTF is going on in the US bond market? The 2Y US Treasury yield has now flash-spiked from ~3.9% to ~4.3% nine separate times within minutes Wintermute?
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Curiosity
Curiosity@CuriosityonX·
If aliens requested a meeting with a sole individual to represent the human race, whom should we send?
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Mr Kansas
Mr Kansas@MR__Kansas·
@TrissM33772 Snuck up on him. Could've happened to anyone. Head on a swivel folks.
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Indian World Order
Indian World Order@PooWorldOrderr·
Indian engineer playing on the power line
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Lord Immy Kant
Lord Immy Kant@KantInEastt·
This is the most popular food in Pakistan and apparently this is the only way to do it.
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Lauren Witzke
Lauren Witzke@LaurenWitzkeDE·
I'm told we have to import people like this from Asia to teach Americans how to do their jobs.
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Canadian
Canadian@genocidalgirl·
Oh they were so close !!! They actually noticed the bug zapper but couldn’t resist being drawn into it
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Defiant L’s
Defiant L’s@DefiantLs·
High school teacher says her students can't read
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SilverDegen
SilverDegen@SilverDegen·
My #1 all time favorite movie
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Owen Gregorian
Owen Gregorian@OwenGregorian·
Liberal Minneapolis women who voted for liberal policies are SHOCKED that car break-ins are skyrocketing | Not The Bee You know how the definition of insanity is doing the same thing and expecting different results? Someone hasn't told the liberal women about it yet. "It feels like destruction or destruction's sake." Wait, you mean Minneapolis - the city that defunded its police, threw cops in jail for arresting St. George Floyd, and is fighting federal officers to keep foreign criminals safe - is seeing a rise in crime? And criminals - they like breaking things just for fun?? From KSTP 5 in Minneapolis: At least 30 vehicles in south Minneapolis had their windows smashed in by vandals overnight and early Monday morning. 5 EYEWITNESS NEWS confirmed most of the targeted vehicles were clustered within a mile of Lake Nokomis and Lake Hiawatha. Quick, somebody grab a map of how Lake Nokomis voted in 2024. Ah, OK. The Insurance Federation of Minnesota told 5 EYEWITNESS NEWS the damage is 'beyond frustrating' for car owners, even though it's typically covered by insurance. Asked if the trend of car break-ins in the Twin Cities is impacting insurance premiums, Aaron Cocking, the organization's president and CEO, noted an increase in related activity over the past year but added, 'Insurers have not identified these crimes as a significant cost driver of auto insurance premiums.' "Trend" is one way to put it. Car break-ins have increased 25-35% year-over-year. Some of these have been mass break-ins, including 30 vehicles this week, 38 vehicles in March, 120 vehicles over 5 days in October, and 475 vehicles during a spree last July-August. You can't fix stupid (especially not by voting for more stupid). notthebee.com/article/libera…
Owen Gregorian tweet mediaOwen Gregorian tweet media
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Wall Street Apes
Wall Street Apes@WallStreetApes·
Okay, this blew my mind This is a can of black olives “with no artificial colors.” These are the olives we’ve all eaten in America They aren’t black. Not even close, but they taste exactly the same The color is more of a lighter/ medium brown shade rather than a dark black color Of course I had to look into this, Traditional super dark black olives we know in America are picked green and unripe. They’re treated with lye, exposed to oxygen, and then stabilized with ferrous gluconate. This fixes a consistent, deep black color The black olives we all know and love should actually look like this in the video…..
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TheApeOfGoldStreet
TheApeOfGoldStreet@TheApeOfGoldST·
He became influential, he started to wake up regarding #Israel, he started speaking against their interests, and he was “suddenly assassinated.”
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WaitWaitWaitWHY
WaitWaitWaitWHY@WaitWaitWaitWHY·
@SoveyX Asian genes are sneaky, give it a few years, they'll come out.
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Sovey
Sovey@SoveyX·
Colonizers.
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sᥕᥱᥱ𝗍 𝗍һіᥒg❤️‍🔥(𝙰𝚜𝚒𝚊)
Never forget Reagan’s reaction to a balloon popping during a speech he gave in West Berlin, 1987- just six years after being shot and wounded in a real assassination attempt by John Hinckley, Jr.
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WaitWaitWaitWHY
WaitWaitWaitWHY@WaitWaitWaitWHY·
@Rothmus Blue color jobs. Build some real skills ai and the financial system can't rob. We'll be very lucky if we get a few more years...
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Rothmus 🏴
Rothmus 🏴@Rothmus·
Clock is ticking. Mass wipeout of white collar jobs coming. What’s the plan frens?
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WaitWaitWaitWHY
WaitWaitWaitWHY@WaitWaitWaitWHY·
@iamyesyouareno Running from the police at 111mph in a car you stole used to be considered the controversial maneuver...
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iamyesyouareno
iamyesyouareno@iamyesyouareno·
“An 111 miles per hour police chase ended with cops using a ‘controversial’ manoeuvre to stop them” Perhaps they shouldn’t have stolen the car then. They f*cked around and found out. Simple as.
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WaitWaitWaitWHY
WaitWaitWaitWHY@WaitWaitWaitWHY·
@Rothmus For 5kg of gold, I’d think about it. Im sure my wife would understand.
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Rothmus 🏴
Rothmus 🏴@Rothmus·
“We had a love marriage. I love my husband very much.” Doubt it. Not judging. Still better than OnlyFans.
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WaitWaitWaitWHY
WaitWaitWaitWHY@WaitWaitWaitWHY·
@patrick_oshag This is one of the reasons why the currency has to be heavily debased. Keep the 'capital gains' flowing, even though the market is falling in PE, and devalue the burdensome debt levels, unfunded liabilities.
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
Paul Tudor Jones says the US is more dependent on equity prices than ever, and explains what a 35% correction would trigger in the economy: "We're 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%. If you think about the periodicity of significant bear markets. Since 1970, we get a mean reversion about every 10 years. Let's say mean revert to the past 25 or 30-year PE. That would be a 30, 35% decline. Well, 35% on 250% of GDP is 80, 90% of GDP. 10% of our tax revenues are capital gains, they go to zero. So you can see the budget deficit blowing up. You can see the bond market getting smoked. You can see this kind of negative self-reinforcing effect. In the stock market, we're over-equitized as a country. We have the highest individual equity weightings in the history of the country. And then the real problem is if you look at private equity in 2007-2008, that was about 7% of institutional portfolios. Now it's about 16% of the institutional portfolios. We're so much more illiquid than we were in 2008. The problem is that if you buy the S&P at this current valuation, the 10-year forward return is negative when you buy the S&P with a PE of 22. That's what history shows. So yes, the S&P is spectacular long-term, if you have a hundred-year view. But that's because that's an average of a hundred years, including times when the S&P 500 PE was 6, 7 and 8, or one third of what it is right now. Valuation matters a lot, and the stock market's really high and it's gonna be really hard to make money from here with any kind of long-term view."
Patrick OShaughnessy@patrick_oshag

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness

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