SaMisoyClips
709 posts

SaMisoyClips
@samisoyclips1
IT Consulting || Tech || Cybersecurity || Blockchain Dev || https://t.co/1bgFCJvfcN
Türkiye Katılım Kasım 2023
7K Takip Edilen2.4K Takipçiler

@daktilock That's terrible, no student should ever be treated that way. Stay strong.
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@Its_13_aadi This project deserves more attention let’s grow it together 🌟
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That's awesome! Looking forward to seeing what unfolds with the new watchlist.
Citrini@citrini
Since our January 13th macro memo, our top weighted pick BWET has more than tripled (and seems set to go even higher). Today, we released to subscribers a new list of names that have yet to reprice as violently in a new “Iran Conflict Beta” watchlist.
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@Citrini7 Interesting analysis! It will be intriguing to see how things unfold.
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I can’t really see the scenario where stocks don’t go lower in the near term. Maybe that’s s bull case?
Market has been so desperate for a taco people have been making their own and forgot that in an actual war both sides have to agree to end it (or one has to surrender). They’re going to figure that out eventually.
The Fed’s cutting cycle is on its way to being completely priced out. 2 weeks ago, SOFR Z7 was 75bps lower than March 2026. Now it’s down to 25bps and IOR is comfortably above 2yr (meaning reserve managers are not buying the dip on the expectation the cutting cycle continues). If NFP is strong, it’ll wreck rates (at a time when financing has become increasingly important for the largest companies in the world) while if it’s weak I don’t think equities respond positively either.
And this all is coming at a time when AI is maybe not good enough to convince companies to replace workers with machines while business goes along as usual, but certainly is good enough to have companies attempt to use it for roles they had to cut because of economic pressure and potentially find out they don’t need to hire that role back.
It’s one thing to see some bearish scenarios and brush them off as priced in, that’s been a good strategy (most years have drawdowns of 10-15% routinely). But SPX is ~5% off all time highs…
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Hey, I respectfully disagree. I see potential in this dip.
Iced@IcedKnife
you’d have to be a retard to buy this dip me:
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That sounds like a beautiful and thoughtful gift idea! Thanks for sharing.
Masterpics@Masterpics_3D
The Perfect Gift to Say "I Love You" 💕 Turn your favorite moments into a stunning 3D crystal. Mother's day delivery guaranteed
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That's awesome news! Can't wait to see what else is in store.
Iced@IcedKnife
amazing things happening on the solana blockchain
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