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There will be no PPP-style bailouts in the next downturn; no municipal bond buying program by the Fed; you will get liquidated and you will eventually thank the ghost of Andrew Mellon for it. It’s become necessary.
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Ian Bellamy
11.6K posts
Ian Bellamy
@r8limit
- CPA candidate "Whatever in creation exists without my knowledge exists without my consent"
Portland, OR Katılım Kasım 2016
855 Takip Edilen796 Takipçiler
My increasing worry is famine
Adam Jones@kansasangus
That's a big chunk of where the momma cows live. Cow/calf is just beginning to get wild...
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a) Apparently, it's become quite common for AI abusing coders to forget how to code
b) Tech companies love dogfooding their own product
I could imagine this being a massive Hail Mary.
First Squawk@FirstSquawk
OPENAI TO MERGE CHATGPT, CODEX APP & BROWSER INTO DESKTOP SUPERAPP TO STREAMLINE RESOURCES & USER EXPERIENCE - WSJ
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Ian Bellamy retweetledi
2008:
Money market desks: the world is ending
Equity sales: what’s LIBOR?
𝕯𝖆𝖓𝖌𝖊𝖗@safetyth1rd
Commodities guys: “the world is ending. No seriously. “ Equity buyers: “Hormuz? What’s that?”
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$FNMA is event driven. Factors include a) somewhat speculative legal outcomes b) potential political headwinds c) sequencing of the Iran war (or operation if you prefer)
notable change in mood on the tape
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Ian Bellamy retweetledi
You met El Risitas at a very hiking time of his life
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@XfractiousX Wasn't 3.50 a previous cost basis for PSH? Wonder if the recent washout was the swap dealer unwinding.
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$FNMA remains strong this am I’m actually pretty shocked
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@UnicusResearch there's an XML format as well, much easier than PDF sec.gov/Archives/edgar…
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🚩🚩UPDATE: This is a problem. Stone Ridge's LENDX fund consists of tens and thousands of BNPL loans ranging from $5-$2000. Most appear to be in default.
The PDF is 8000+ pages. Our analysts are reviewing only for one BNPL firm, for now.
Now, we are determined to publish our analysis by Friday on substack just for one BNPL loan pool.
Why? because we want everyone to be aware.
These turds are in retirement account.
Unicus@UnicusResearch
🚩BREAKING: Stone Ridge's LENDX fund just told investors it would honor only 11% of redemption requests. (WSJ) That means for every $100 investors wanted out, they got $11. Here's what's actually inside the fund. 🧵
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Ian Bellamy retweetledi
CRYPTO EXCHANGE KRAKEN FREEZES MULTIBILLION-DOLLAR IPO PLAN - COINDESK
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Ian Bellamy retweetledi
What did millenials do to be cursed with threats of social collapse every four years of our lives????.
Millenials CANT CATCH A BREAK
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Ian Bellamy retweetledi
@nikitabier Hardly anyone knows that this epic sketch is the origin of the word spam in the context of email & social media 😂
m.youtube.com/watch?v=anwy2M…
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suffice it to say this administration and the thought leaders all about has rendered me suicidal
Jim Cramer@jimcramer
The dream team at GTC!
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Ian Bellamy retweetledi
Ian Bellamy retweetledi
Ian Bellamy retweetledi
“I know you have it. Put him on Glenn.”
“But I haven’t even aired the-”
“Put the robot George on the phone!”
NBC News@NBCNews
President Trump said Monday that he spoke to a former president about bombing Iran. • An aide for George W. Bush says that “they haven’t been in touch." • An aide to Bill Clinton says that whoever Trump was referring to was not Clinton. • An Obama aide says “no recent conversations” have taken place between Barack Obama and Trump. • A source familiar with the matter said the former president Trump was referring to was not Joe Biden. nbcnews.com/politics/donal…
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Ian Bellamy retweetledi
A group of banks led by JPMorgan Chase halted a $5.3 billion debt deal for software firm Qualtrics International after failing to win over investors amid deepening anxiety surrounding AI disruption bloomberg.com/news/articles/…
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