Nate Is Probably Joking

Time to get back on the horse... See you in May

@novapilgrim See by making everything else more expensive our groceries SEEM cheaper.

Golden Age? We’re out here rationing eggs

@adamtaggart youtu.be/RnBHYVN7SY0?fe…

Well, consistent with a day focused on national service, I've been summoned to jury duty this week For now, expect the usual programming If it looks like that's going to be disrupted at some point, I'll let you know Should I wear my JORF shirt & chants?

@macrocephalopod This is twitter so...probably not.

can I say something without everyone getting mad..?

@noelsmith @choffstein

@choffstein Diabeetus

discuss

@BennettTomlin How dare you, sir. How. Dare. You.

@BennettTomlin Nooooo what happened to Bladesingers?

@ttmygh October of what year?

We truly live in amazing times Tesla Delays Robotaxi Event in Blow to Musk’s Autonomy Drive #ClaimsAdjustment bloomberg.com/news/articles/…

@AltsQ You're lovely. Sometimes the comments are nice.

1st rule of the internet: Do not read the comments

@RJRCapital Anyone less than Waller will be ignored.

@AltsQ What strange looking meat you have there...

Let’s get fat

@choffstein Yes

copy-pasted a matrix into chatgpt and asked, “is this positive definite” today because i didn’t want to write the code to check. this is either peak productivity or maximum laziness. i can’t tell which yet.

@nope_its_lily From the West Wing: We win together, we lose together. We celebrate and we mourn together. Defeats are softened and victories sweeter because we did them together...

@choffstein What did you call me?!

the lack of reading comprehension on this platform never ceases to amaze me

Update to retracement scenario: models consistently showing a reprieve in selling through 10 Jan followed by selling right after through 16 January. Not advice.

Retracement scenario: Through 16 Jan 24

@dampedspring Nice call.

200 Handles and now with bonds failing let's gooooo

Update to new highs scenario: Coming to the end of the window where we'd expect a consolidation and soon to enter the period where the ascent would expect to start.

Update to new highs scenario: Still in the window where I'm betting markets will at least consolidate.

New Highs Scenario: Would expect some consolidation through year end followed by a ramp beginning in January lasting through middle Jan (opex?).

It has only taken ~4 years and countless failures but finally...we got to Beta.