Bobby McTamaney
621 posts
I honestly would NOT be surprised at $672 because that scam candle swept $644... Not swinging though. $SPY
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OpenAl is offering private-equity firms a guaranteed minimum return of 17.5%, as well as early access to models not yet in public release, per Reuters
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It’s time for 24/7 trading. I know it’s inevitable coming. But let’s fast track it more shall we?
Not saying everyone has to participate in it. If you don’t agree, don’t participate.
But there definitely is a very strong interest and demand for it.
Give traders the option to trade around the clock.
It’s time.
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@elonmusk not hard to get voter ID passed. its the other stuff they try to tack on thats the problem
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Unless we have photo ID, elections are obviously subject to massive unprovable fraud
@jason@Jason
Photo ID required for reddit, but not for voting 📝
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The market just dropped sharply, and Machi(@machibigbrother)'s 5,250 $ETH($11.06M) long has been fully liquidated!
His total losses have now exceeded $30.22M, and only $158K remains in his account.
app.hyperliquid.xyz/tradeHistory/0…
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Overbought and Oversold are the two most useless terms in investing
Stocktwits@Stocktwits
$1 trillion was wiped from the US stock market after this post 💀
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@Namzes_G Seems like it’s a way to get the oil price down without selling oil futures directly
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It’s not a short, it’s an arb. How understand mechanics:
-they borrowed oil from SPR. They either sold front month WTI to hedge so will get oil off their hands in April or physically delivering to clients at higher premium in the spot market.
-Hedge future delivery for barrels owed to SPR which would be ~20% more oil based on SPR loan terms - by being long future months likely 2027+ which are trading at more than 20% or more discount vs April ‘26
-Given that such arb exposes them to basis risk / margin calls over prolonged period of time on the futures long leg, the only thing that makes sense to me is delivering to spot market and picking hefty spot premium vs paper market. But would expose them to market risk (unless the have clients ready to take delivery)
Open to other interpretations.
zerohedge@zerohedge
*OIL LOANED TO 8 COMPANIES, INCLUDING SHELL, MARATHON, TRAFIGURA Trafi now short oil.
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How long until agentic payments overtake human payments?
Brian Armstrong@brian_armstrong
Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.
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@burrytracker That’s not true They package product customers are interested in and there are many who are interested in this
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Boaz Weinstein's take: what is stoking fear among the private credit community are "the massive declines in prices, the tripling of outflows for Cliffwater and Blue Owl, the frauds, the rise in bad PIK, the mis-labeling, the embellishment of true 1L, and a whole lot more."
zerohedge@zerohedge
Private Credit Panic Spreads: Consumer Loan Fund Gates Investors, JPMorgan Pulls Deal, Apollo Sees 20 Cent Recoveries zerohedge.com/markets/privat…
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@AndurandPierre @JavierBlas @wiley_inc Why wouldn’t they sell near term futures, deliver and cover out a year?
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US Treasury Secretary Scott Bessent says the US government has NOT intervened in the oil derivatives market
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@saylor BTC would need to be quantum resistant by then
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@ChartingCycles @SentientTrader And an 18m peak in front of us?
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@SentientTrader $SPX $SPY - Model is still projecting downwards/sideways cyclical pressure through Spring. A near-term trough is currently developing with a relief bounce expected to follow in April.
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$SPX $SPY - Latest cyclical model I have been working with on @SentientTrader. Expects a rocky winter-spring leading to a strong summer, and an eventual test of the trend line.
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March 11: Bloomberg reports 14% redemption requests. Cliffwater caps repurchases at 7%. More than half of investors who asked for their money back will not receive it this quarter. Reuters confirms.
Q4 they went above 5%. Q1 they went to 7%. They still couldn’t honor half the requests. Each quarter, Cliffwater pays out more and falls further behind. That’s not market sentiment. That’s a queue. That’s the reflexive dynamic my stress model describes, playing out in real time.
Boaz Weinstein of Saba Capital called CCLFX a “turducken” on CNBC on March 10 and predicted 10-20% redemptions. He landed at 14%. Two of the most prominent hedge fund managers in credit markets are circling this fund.
🎯
Kieran Goodwin@kieranwgoodwin
Cliffwater Corporate Lending Fund is an Interval Fund started in '19 from ZERO and now $32.5bn of NAV! It is basically a Fund of Funds (more fees) which offers quarterly liquidity at NAV. It's second biggest position $921 mm (only 2.24%) is Barings Private Credit Corp .. private BDC .. which offers quarterly liquidity at NAV. Barings' NAV is $2.84bn. So $CCLFX owns 32.4% of Barings shares!! How do they ever redeem from Barings? Gradually then Suddenly?
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Bill Ackman continues to fall for X’s AI slop and fake engagement posts.
This is literally like the 5th or 6th time this year alone on my count.
And he wants us to trust him with his soon to be released IPO?!
Bill needs to not be cheap and hire a proper Social Media team. Cmon
Q-Cap @qcapital2020
About to IPO his company btw lol
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@Citrini7 @DeepDishEnjoyer Why wouldn’t they and lock in the arb
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@DeepDishEnjoyer I don’t think this is a conspiracy, they literally said they’d be selling futures
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btw the treasury dept is absolutely selling crude deltas in the market
peepeepoopoo@DeepDishEnjoyer
i've seen less scammy devs during the nft craze
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@Mr_Derivatives And only one of them is actually productive
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People told me $SILVER $200/oz last month.
Now ppl told me $OIL $200/barrel this month.
Silver today $87.
Oil today $87.
I kid you not.
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@donnelly_brent @Globalflows PURE is a HYPE coin which is only productive coin I’ve ever seen and the platform growing like crazy but prob all sorts of AML problems brewing
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@Globalflows just a question .. doesn't every fintech hire names like this for credibility purposes ? ex GS .. ex citadel etc.
seems unremarkable ? or you just saying that means PURR is more fintech than memecoin i guess?
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The former Barclays CEO and former Federal Reserve Bank president are on the board of $PURR to lead the largest Hyperliquid Treasury company, and people think it's a memecoin being pumped?
I love hearing people say this cause it just shows how out of touch they are
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