mediocrebuysideanalyst

2.7K posts

mediocrebuysideanalyst

mediocrebuysideanalyst

@volisdead

equity volatility / macro portfolio manager at multistrat hedge fund/ all views my own and don’t reflect any views of an employer

NYC Katılım Şubat 2022
617 Takip Edilen4.9K Takipçiler
mediocrebuysideanalyst
Ha it’s unbelievable. “War is over maybe other things can rally”?? Kioxia +6, Rohm +7, Renesas +8… Nintendo -3 LOL
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Chill Trades
Chill Trades@ChillTrades·
@volisdead they gotta rotate out of semis at least a little to buy everything else right?
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mediocrebuysideanalyst
I’m such a pod monkey pm that I don’t know whether I make or lose money on Tuesday when I get back into the office if the war is over
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mediocrebuysideanalyst
That doesn’t mean our current system is perfect. But to ban legal immigration is uniformly worse. Inequality can be fixed with other means, ensuring a shared cultural fabric can be ensured with other means. I’d rather have immigrants than be irrelevant in 50 years (see Europe).
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mediocrebuysideanalyst
One thing I don’t particularly understand about this nativist/anti-all forms of immigration community is why they don’t support a much higher tax rate on the wealthy. If the anti-legal immigration argument is that we’re bringing in wage slaves from third world, who benefits?
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mediocrebuysideanalyst
Thinking about trying a GLP-1, what’s the best way to get started? 5’10 180 would like to lose 20 lbs and just try to see if this is a miracle drug. Figure no insurance coverage since I’m not obese. @TMTLongShort you seem to be knowledgeable in this
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mediocrebuysideanalyst
@Arya__Deniz Not saying there haven’t been better or worse times to be long risk in the last 3m… but there’s a bit too much money involved now to be extremely panicky here.
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Pernas Research
Pernas Research@pernasresearch·
Not having any SaaS in your portfolio is a big mistake. There is no better diversifier in this market.
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