Innovative Options Group

Fund performance - through the GFC (2008) / The flash crash 2010 / Euro debt crisis 2011. Accomplished without calling a direction in the market - trading $SPX index options. Fund +157.80% vs -2.84% for the S&P 500. #OptionsTrading

@JonFlynnREstats Wishing death on a generation of human beings ain't good for your karma dude. Curious where those assets go when your "hated" generation does pass on..

The only way things will change in this country is when a significant portion of the boomers are gone. I wouldn’t want change if my $50k paid off house is worth $1M, free dental, medical, new Toyota, winter vacations, summer cottage, & good pension. Another 10 years or so.

@RealRickRule lol.. the bond market alone is matched by $39 trillion in USD reserves (assets). Click bait article for the uneducated and gullible. 🤡

would you loan money to this entity?

@REWoman Let's see... declining population, rising unemployment, manufacturing falling off a cliff, highest private debt servicing load in the developed world, highest inflation in the G7, prices 9X income. We're just getting warmed up on price declines.

Someone told me yesterday they think we are through the worst of it in real estate. I said I hope you’re right but I don’t believe so. Do you think the worst is behind us? I’m curious. 🧐 🏘️

@dindjic @JulianKlymochko @oxquant If you understand IRR.. many equate to Equity Multiple.

@alpha_eos @JulianKlymochko In other words, the 'expected' IRRs @oxquant

The most important concept for allocators to understand in private equity is that IRRs are numbers used in marketing and not representative of investor retuns In the below example, a 20% "IRR" is actually equal to an 11.9% annualized return (and that's with generous assumptions)

@JustinWolfers "your family's share" 😂 - come on Justin.. you're not gonna play that game are you? A sovereign currency issuing nation is now a household? You're way too smart for that.

The Pentagon said the Iran war cost $11 billion in the first week. But it's way way way more than that. Hundreds of billions more. Your family's share is thousands of dollars. And I've got receipts. Lemme youtubesplain: youtube.com/watch?v=CCF_i-…

@RealRickRule I'm all for accountability and getting rid of abuse and fraud. On a high level I'm looking at it from an accounting perspective.. a dollar injected into the private sector from the Treasury gets spent in the private sector - to its benefit.

@alpha_eos I would rather the citizenry decide how or where tghe capital gets injected. Would you prefer that trump and Bernie allocated your earnings?

Madam, given that the federal government " shells out " $7,000,000,000,000 annually, how do you feel about a tax payers union?

Canada's Manufacturing Sector has been in recession for TWO years. On April 1st, this government will yet again raise the industrial carbon tax. Imagine being so ideologically captured that you would further risk the livelihoods of millions of Working-Class Canadians.

@JonFlynnREstats No.. the central bank has nothing to do with inflation. In the times of stress (The scamdemic of 2020), the CB absorbed bond issuance at the direction of the Fed Govt. The Govt panicked and created policy to helicopter stimulus to sheeple Canadians. Blame the brain dead PM.

Central bankers are responsible for controlling inflation. Central bankers failed miserably at controlling inflation. Canadians elect a central banker to make life more affordable. Smart people.

@michaellebowitz Swapping maturing MBS for Treasuries.. OMG.. the horror. Let me guess - you sell a newsletter.

BESSENT: A LONG WAY FROM FED GOING BACK TO QE Talk about blatant BS- the Fed is doing QE

@SenRandPaul The U.S. doesn't "borrow" any money from a 3rd party creditor. Those with U.S. reserves "choose" to move non-duration cash to duration cash (Treasuries). There is no fiscal crisis. You are incredibly uneducated.

I worry about America’s rapid decline. Our debt keeps growing, and other countries have more reason than ever to move away from the dollar. If we want a strong nation and a stable currency, we must live within our means and stop borrowing so much money. Thanks for having me @MarkHalperin.

@RealRickRule Treasuries are "funded" with existing reserves at the Fed. The U.S. is not reliant on any 3rd party creditor for "financing". The bond market is a policy choice based on a current set of rules. Do you really want to see what the global economy looks like without Treasuries?

@alpha_eos Bank deposits are voluntary, and banks can ( although not all do) make money.

thank you.

Systematic headwinds are building, with our equity CTA model now in full sell mode. In structurally weak periods, these larger directional flows are what you have to worry about.

@LeylaKuni Mark thanks the new investors that provided the funds for the distribution. Mark's been grifted and is going to lose all of his money.

Guys promoting Reg D debt funds on LinkedIn are in for a huge surprise when they hear about the private credit meltdown next month 😂

@SenRonJohnson @MayaMacGuineas You're lack of understanding on how your country is provisioned and funded is embarrassing. Educate yourself.

As @MayaMacGuineas explains, right now we spend $6 on seniors for every $1 on kids under 18. When Social Security began, seniors were the poorest — today children are. To add insult to injury, we have mortgaged their future with $39 trillion in debt and growing. It is immoral what we are doing to our children and grandchildren.

History shows the same sequence again and again: 1️⃣ Subprime borrowers default 2️⃣ Subprime lenders suffer losses 3️⃣ Banks tighten lending 4️⃣ Credit growth stalls 5️⃣ Asset prices fall 6️⃣ The economy contracts This is how credit crises begin.

@bitterdraught 😂🤡

I really think the deflationary portion of the crash is imminent... any day now we should start seeing margin calls and mass company closures. After that the Fed will print $5T in a week and another $5T the next week or so and that should be the end game roaring into life. Cash for the deflation portion, silver for the hyperinflation portion, and gold for the aftermath. 3 ingredients to get through this.

@rinsana Best comedy on X today.. "the treasury shorting oil futures" 😂🤡

The Treasury reportedly plans to short oil futures next week to drive down energy prices. If oil infrastructure in the ME is badly damaged, Gulf States shut in production & the Strait remains closed, prices will blow through their shorts, potentially causing losses of taxpayer $!