Reece Alexander
69 posts
Reece Alexander
@reeceApang
someone preferred invisible
Singapore Katılım Haziran 2013
189 Takip Edilen20 Takipçiler
One can very easily see all the good things LKY did and not utilize the more insane policies (particularly the overly harsh punishments) .
The most insane trend in western culture rn is refusing to engage with any idea or thinker one shares ideological differences with. U know Einstein abandoned his pregnant wife and did all these awful things - are we just gonna ignore what he gave to physics? It's simply not a rational take
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@elonmusk We will have a global telco! 1 provider - those suckers sea embedded cable providers will die!
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The first Starlink direct from satellite to mobile phone text messages are working!
SpaceX@SpaceX
The SpaceX team sent and received our first text messages through our Direct to Cell satellites just six days after launch → starlink.com/updates
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Reece Alexander retweetledi
Reece Alexander retweetledi
Concise and well explained.
Thanks to @0xKickflip for bringing some clarity on @SmileeFinance
yuvi@crypto_yuvi
@SmileeFinance claims to be bringing convexity on-chain. While convexity is inherently already on-chain, this is a very cool primitive that improves convexity. Let's look at the LP side of a Decentralized Volatility Product (DVP). Short 🧵:
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Reece Alexander retweetledi
The best performing stocks in the S&P 500 over the last 5, 10, 15, and 20 years...
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Reece Alexander retweetledi
Biggest market puzzles
1. If global growth is so strong, why are oil prices flat?
2. Why no China reopening lift to commodity prices?
3. Why are yield curves inverted if there's no recession?
4. Why do so many people want to be long Euro?
5. Why has Fed pivot not lifted S&P 500?
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Reece Alexander retweetledi
2023 YTD Returns
$TSLA: +44%
$SHOP: +44%
$NVDA: +39%
$AMC: +35%
$SQ: +33%
$SPOT: +30%
$TEAM: +28%
$META: +26%
$CRM: +24%
$GME: +24%
$NFLX: +22%
$SNAP: +22%
$AMZN: +22%
$AMD: +16%
$ETSY: +15%
$PYPL: +15%
$GOOG: +14%
$AAPL: +12%
$SNOW: +11%
$ADBE: +10%
$ZM: +9%
$MRNA: +5%
$MSFT:+3%
Charlie Bilello@charliebilello
2022 Returns $AAPL: -26% $MSFT: -28% $MRNA: -29% $GOOG: -39% $ADBE: -41% $ETSY: -45% $CRM: -48% $AMZN: -50% $GME: -50% $NVDA: -50% $NFLX: -51% $AMD: -55% $SNOW: -58% $SQ: -61% $PYPL: -62% $ZM: -63% $META: -64% $TSLA: -65% $TEAM: -66% $SPOT: -66% $SHOP: -75% $AMC: -76% $SNAP:-81%
Lietuvių
Reece Alexander retweetledi
Gold Return vs. US CPI Inflation
Last 2 years...
Gold: +4%
CPI: +13%
Last 5 years...
Gold: +42%
CPI: +20%
Last 10 years...
Gold: +16%
CPI: +29%
Last 15 years...
Gold: +112%
CPI: +41%
Last 20 years...
Gold: +422%
CPI: +63%
Last 40 years...
Gold: +287%
CPI: +204%
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Reece Alexander retweetledi
The average interest rate on US credit card balances has moved up to 19.07%. With data going back 1994, that's the highest rate we've ever seen, and 4.5% above the rate from a year ago.
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Reece Alexander retweetledi
Reece Alexander retweetledi
The spread between 10-year and 1-year Treasury yields moved down to -1.26% last week, the most inverted curve since September 1981. The last 8 recessions in the US were all preceded by an inversion in this yield curve relationship.
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Reece Alexander retweetledi
Returns, Last 10 Years...
Bitcoin $BTC: +132,941%
NVIDIA $NVDA: +6,743%
Tesla $TSLA: +5,735%
AMD $AMD: +2,577%
Netflix $NFLX: +1,634%
Microsoft $MSFT: +962%
Apple $AAPL: +931%
Domino's $DPZ: 708%
Amazon $AMZN: +606%
Google $GOOGL: +418%
S&P 500 $SPY: +223%
Gold $GLD: +12%
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Reece Alexander retweetledi
🧑💻 Top 10 #crypto assets by development activity: notable #github commits, past 30 days:
1) #Polkadot $DOT
2) #Kusama $KSM
3) #Cardano $ADA
4) #Decentraland $MANA
5) #Status $SNT
6) #Cosmos $ATOM
7) #Filecoin $FIL
8) #InternetComputer $ICP
9) #Ethereum $ETH
10) #Concordium $CCD
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Reece Alexander retweetledi
Growth stocks underperformed Value stocks last year by 21.6%, the 2nd widest spread on record with data going back to 1979. Only 2000 (dot-com bubble bursting) showed a greater differential (-29.6%), which was followed by 6 more years of Value beating Growth (2001-2006).
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Reece Alexander retweetledi
🤏 With large caps like #Solana, #Cardano, & #Polkadot drawing impressive return headlines the first 3 weeks of January, money now appears to be cycling to small caps. Active addresses are up big for $CBG, $MITX, $MTH, $TRADE, $PLSPAD, $RBN, $SLP, & $POND. app.santiment.net/s/TQfdwro5?utm…
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Reece Alexander retweetledi
Reece Alexander retweetledi
Reece Alexander retweetledi
I posted this 2nd January:
Relief rally Q1
FED Interest Rates pivot Q2
Bottom Q3-Q4
Of course we still need to wait and see where this pump takes us, but what do you guys think? 👍
CrypNuevo 🔨@CrypNuevo
So according to this analysis... FED Pivot will come in Q2 2023. Probably in May. What does usually happen after the FED pivots? SPX dumps hard. And in principle, BTC will follow. That's why I'm expecting a stock market and BTC bottom in Q3-Q4 2023. Relief rally end of Q1?🤔
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Reece Alexander retweetledi
Reece Alexander retweetledi
