sidereal 🍀
13.2K posts
@sidereal111 I have been told explicitly I am disallowed from watching any of this
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@DeepDishEnjoyer we're gonna print so much you'll say "please sir no more! Its too much printing! We can't take it anymore!" But we're gonna print anyway
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thank you for following the peepeepoopoo news network. we hope you made money and if you didn't, fucking skill issue
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What will Iran do if he starts bombing their energy infrastructure? Tit for Tat
Sid Prabhu@sidprabhu
I thought we didn’t need the Strait?
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@SantiagoAuFund Yeah they have no plan because Trump is dumb as fuck and acts impulsively. The military has contingencies but that's not at all the same as a coherent top down strategy. This take alone critically undermines your credibility as an analyst on every other issue. You are just dumb
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Also remember, the country who has dominated the world for the last 80yrs and run by mad men has NO plan and has no idea what is going on…
but Iran, who is not let by mad men, and whose navy and Air Force has been decimated, DO have a plan and it is going flawlessly…
Santiago Capital@SantiagoAuFund
Just remember, Twitter is full of people who can come up with various strategic reasons to enact certain policies & actions. But the psychopaths who are actually in power, with both the reasons and means to act on them, are not capable of coming up with plans…😉
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The weekend dovish headline, good til Monday afternoon
zerohedge@zerohedge
*TRUMP'S TEAM BEGAN TALKING ON HOW PEACE TALKS WOULD LOOK: AXIOS *ANY DEAL TO END WAR WOULD INCLUDE REOPENING HORMUZ: AXIOS *US WOULD WANT IRAN TO HAVE NO MISSILE PROGRAM FOR 5 YRS: AXIOS *IRANIAN DEMANDS INCLUDE CEASEFIRE, NO WAR RESUMPTION: AXIOS
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@Ross__Hendricks Surely there is other shit to do than try and short micron with infinite memory demand incoming probably forever
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The Micron short thesis, in a nutshell
$MU closed 10% off the highs despite blowout earnings... the market is telling you the end is near for the memory super cycle
Steve Burns@SJosephBurns
“If all the news is great and the stock is not acting well, GET OUT -- which is a pretty simple thing most analysts don't know.” — Stanley Druckenmiller
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@tenobrus Mark Kelly or some D will figure out saying "Vance is a fat homo" is a winning strategy and everything will be OK
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As a long term saver I don't particularly see any "generational" buys or sells right here. Mostly wiggles. My beta portfolio has a risk target of roughly 8-10% per annum which is fine for me. I'm running at 80% of my risk target (20% cash). Seems about right.
As an alpha trader trying to beat markets my positioning is medium size vs target risk.
I'm short stocks and reducing shorts into dips
Short notes and reducing shorts into dips
Long and wrong very short term STIR which will recover some losses if the Fed doesn't hike in the next three meetings.
Again for alpha but also somewhat for beta
I could go long some bonds if we get real rates and risk premiums 15-25bp higher
I could go long some stocks if we get that risk premium in bonds and equity multiples contract a bit. Like somewhere in the 6300's level on SPX
USD meh.
Oil no edge trading headlines but sorta like selling dec oil above 80
Gold. If bonds and stocks get to my levels then I'd probably buy some gold
Crypto. Im degen long a coin at 69420 but frankly given the buying by BTCDT's financed with prefs and dilutive equity offerings is massive and NOT causing a rally I am genuinely sceptical. Seems like real selling. Dont understand why it's trading so crappy given the essentially huge inelastic buying.
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Its lessened due to her being a nepo baby, but it genuinely inspirational to succeed this much in politics while being so ugly, especially as a woman
paige@BonerWizard
she looks like someone’s big toe made a wish to be a real girl
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just sell your stocks now and you will only have small losses rather than total wipeout during the crash
Negligible Capital@negligible_cap
$SPY now cleanly below the 200 day moving average, and below the November lows
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@DonMiami3 bro they have infinite resources to short they cant lose control
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@mattyglesias Don't really think these markets are on the level
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Futures markets still clearly betting on TACO, Israel apparently doing the opposite ¯\_(ツ)_/¯
נדב איל Nadav Eyal@Nadav_Eyal
Multiple reports say U.S. allies believe the Strait of Hormuz can’t be reopened by force or threats. Israeli officials, however, expect the Trump administration to apply heavy pressure or act forcefull to reopen it. This may not happen, but it’s what Israel is preparing for.
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@akarlin Just needs another compelling narrative. We'll have some big crisis that requires printing + bailouts and we'll get another big run up. Gold has been doing well for a very long time now
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Gold as a "hedge for geopolitical instability" is a dumb meme.
The safest asset when markets go risk off is USD. Gold had its blow-off top in late Jan and has been in distribution ever since. Those who caught the gold bug late are going to get wrecked.
Just a Dude Who Invests@DudeWhoInvests
Makes LITERALLY ZERO sense. GOLD the hedge for geopolitical instability is crashing in the face of geopolitical instability. Can’t make this up.
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@moultano Markets are in a wile e coyote situation like at the beginning of covid
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I can't tell if everybody on here is over reacting to the war or if markets are in a wile e coyote situation like at the beginning of covid.
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@YIMBYLAND He's saying we'll go but the machines will be doing everything including all the decision making and scientific discoveyr and we will just be along for the ride
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We will simply go because we are Human. We are built for exploration, and the stars beckon, just as the New World beckoned centuries ago.
Reject the idea that robots will replace us.
Burn the notion that they will render us redundant.
Embrace your Humanity.
roon@tszzl
the romantic human aspect of space colonization-placing our flags on other worlds-is redundant with robots and Von Neumann replicators unfortunately. the mars colony will be robots. ppl can join, but as consumers of an experience rather than critical parts of novel adventures
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The same Americans who post "I’m not fuckin’ dying for Israel" memes fully expect Europe’s sons to die because Trump wrote a tweet and are outraged at any reluctance they might have
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