DJV
35 posts

DJV
@gpc_djv
FX/Rates trader's thoughts about the world
NYC/LDN Katılım Ağustos 2020
560 Takip Edilen48 Takipçiler
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@ArturRehi or you could take the other side of the bet if you believed the odds weren’t representative of the true value of the bet. ie. how markets work.
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1/12 The Polymarket Manipulation Scam: If Trump were to win, it could mark the end of US elections as we know them. He deceives and lies about everything, and he has now been caught manipulating betting markets! A true serial cheater! Take by @joni_askola

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Saudi Arabia hasn’t blown this much money this fast since the Ronaldo signing
GIF
GURGAVIN@gurgavin
SAUDI NATIONAL BANK INVESTED $1.5 BILLION INTO CREDIT SUISSE JUST WEEKS AGO FOR A 10% STAKE IF CREDIT SUISSE TAKES THE FIRST OFFER MADE BY UBS THEIR STAKE WILL BE WORTH UNDER $100 MILLION DOLLARS THAT WOULD BE A LOSS OF 93% IN WEEKS $CS $UBS
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@INArteCarloDoss comparing the eurozone’s inflation problem to Venezuela is the most fintwit thing I’ve read all day
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@Manu_CB @MarketInterest Well a) its a chunky flow into eur and cny - clearing the way for others b) it means their fx interventions that they do basically daily will have to be recycled
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@MarketInterest why? The rationale for the Russia move is strategic (fears of being cut off the USD financial/payments system).
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@SureCapital @Fongern_FX Totally agree that US recovery will surprise estimates to the upside, but I disagree that market participants are underestimating this. Look at the absolute moves in US indexes vs ROW. The ROW>US argument is more a catch up trade than an outperformance one imo
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@gpc_djv @Fongern_FX The consensus is positioned for a global recovery led by ROW. (ROW Growth > US Growth)
If you look at the relative fiscal impulses, the US is the highest in absolute terms & among the highest in % of GDP terms.
It's a no brainer the US recovery might surprise to the upside.
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@sescourrou @MagnusMacro The second they limit travel based on the vax, the EU/ROW will get vaccinated. The US will have some stubbornness but I don’t see this as a meaningful headwind.
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@MagnusMacro A variable not much debated imo is the conflict with people that won't take the vax. And I can see this easily fueled with a handful of people experiencing secondary effects.
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Unpopular opinion: @YamFinance is one of the most impressive projects in DeFi that's going places. Here's why...
twitter.com/YamFinance/sta…
Yam DAO@YamFinance
Rebasing has been disabled. etherscan.io/tx/0x7eca46be9… Thank you very much for everyone that came to vote, and everyone that voiced their opinions. Looking forward to seeing what our community does next with Yam 💯 - Yam DAO Set - Umbrella - Degenerative Finance
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