BCalicore
3.1K posts
@BickerinBrattle Lets say you are right (definitely in the cards). So forward rate pricing is..? Vol far more suppressed than it should be..? Broken reaction temporary or..?
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doesnt anyone get it? hear me? there is no reaction function and anyone discussing a reaction function now is either a liar, or ignorant, a fool, conning or being conned but for those who say there is no reaction function now.
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@GrainsGorilla @KobeissiLetter At some point it feels like shit or get off the pot
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BREAKING: President Trump says he has called off a US "Military attack" on Iran which was scheduled for tomorrow after leaders of Qatar, Saudi Arabia, and the UAE called him and asked him to "hold off."
Trump has instructed the US Military to "be prepared to go forward with a full, large scale assault of Iran."
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@SantiagoAuFund @GordianKnotDev @yieldsearcher Yeah frictionless payments bringing cows to market in rural africa on a cell phone? Shit advertises itself...
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@GordianKnotDev @yieldsearcher The U.S. doesn’t need to force anything. It will happen via willing adoption. Just like the Eurodollar market was. And that is what makes it so deadly.
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Less than ten accounts speaking about this.
Why Japan has flipped to a net seller of US assets (Treasuries), and why US needs to force the world to adopt stablecoins to squeeze the offshore dollars back onshore and into Treasury demand.
Robert (infra 🏛️⌛️)@infraa_
When all the net importers of energy get pushed into a current account deficit, by definition that means outbound credit also declines There's a huge BoP implication to this oil shock, that no one seems to be talking about
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@yieldsearcher Stablecoins would be as big a coup as the petrodollar imo
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Trump on Taiwan: I am not looking to travel 9500 miles to fight a war.
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BCalicore retweetledi
A Modest Proposal:
The bottom S&P 495 should just borrow money, buy the top 5 SPX companies listed below, slash S&P 495 headcount, put S&P 495 core businesses into run down, cash cow mode (no capex), and then "bro down" as their companies' stocks (& the SPX) roofs (even faster)
Lisa Abramowicz@lisaabramowicz1
Just five companies - Alphabet, Nvidia, Amazon, Broadcom and Apple - have accounted for half of the S&P 500's growth since April. ft.com/content/7599af…
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@Reboshua @AnthropicAI I haven’t - I’m pretty disinclined atm to swap just because of entrenchment but I will keep my eyes open. I started on codex actually and had swapped pretty early
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@BCalicoreDFS @AnthropicAI Have you tried out Plan mode in Codex? Pretty sweet…
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@AnthropicAI Need a "trusted folder" setting in the cowork app to slap down some markdowns i can point the default instructions to where I don't have to have prompt for permissions each time.
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@Reboshua @AnthropicAI Not at coding though :( (in my opinion -- i do like parts of codex but I think context/spec workflow stillb etter in claude)
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@BCalicoreDFS @AnthropicAI I literally just cancelled my pro sub this morning because cowork can’t remember what folders I gave it access to. Codex is significantly better IMO
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@draftcheat I think the thing that saves him is that he had the ball… maybe…
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Carbon Copy of what Wemby did. Should be suspended the rest of this series and assault charges not out of the question.
Brandon Rahbar@BrandonRahbar
Metta World Peace was suspended 7 games for the elbow to James Harden’s head in 2012. He missed the final game of the regular season and 6 playoff games.
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@0gainzz @HighyieldHarry Finance is shitposting and brain damage all while everyone is smarter than you
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@HighyieldHarry Is finance as a career a better option going forward ?or is finance also affect rn
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@dampedspring That would be insane but everyone has to have one or two insane takes - makes us human lol
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So Jeff. Just buy gold and short the dollar bro. Cuz you have lost your mind
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BCalicore retweetledi
$COIN Coinbase Q1 Earnings
Total Revenue $1.40B, est. $1.49B
Transaction Revenue $756M, est. $785.9M
Subscription & Services Revenue $584M, est. $625.3M
Sees Q2 Subscription & Services Revenue $565M–$645M
Sees Q2 restructuring expense ~$50M–$60M
Expects FY adjusted expenses to be flat y/y
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US Consumer Credit Actual 24.855B (Forecast 13.72B, Previous 9.48B)
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!!!!!!!!!!!!!!!! the heart of the issue ie there is nothing there
Dr_Gingerballs@Dr_Gingerballs
This is what happens when you start dividing any number by something approaching zero. Not a bubble.
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