FinGenAi

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FinGenAi

FinGenAi

@ackmeni

A negative polarity dialectic is needed to improve the cosmic order but infinite loop synthesis progress, should be measured at close intervals. Asha verso Druj

Entrou em Mayıs 2013
0 Seguindo1.6K Seguidores
FinGenAi
FinGenAi@ackmeni·
Stocksmaxing | The Flow Show, BofA _/ Buy: commodities, Chinese equities, US consumer discretionary _/ Sell: USD _/ Fave contrarian long to trade Trump post-war pivot to address affordability to hedge H2’2020s electoral shift from "populist capitalism" to "populist socialism".
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FinGenAi
FinGenAi@ackmeni·
Chart: Stocksmaxing | The Flow Show, BofA _/ Macro says 𝐜𝐮𝐭𝐬 𝐧𝐨𝐭 𝐡𝐢𝐤𝐞𝐬 (max dovish 125bps cuts in Oct, max hawkish 20bps hikes in March, now 5bps cuts – Chart 5) to fall further. _/ Markets pricing in just 5bps cuts by Dec'26. 👇 US 3-month interest rate expectations
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FinGenAi
FinGenAi@ackmeni·
Chart: Stocksmaxing | The Flow Show, BofA _/ Flows to Know: -> Cash: $172.2bn outflow...largest outflow ever (risk-on but also tax-related...average April cash outflow was $41bn past 4 years vs. $103bn this year). 👇 Flows to money market funds, weekly s 4-week moving average
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FinGenAi
FinGenAi@ackmeni·
Hedge Fund Leverage in Treasuries at Record Highs _/ HFs own a record-high 8% of US Treasuries, and with combined repo and prime brokerage borrowing exceeding $6 trillion, any forced unwind of these leveraged positions could send shockwaves through global fixed income markets ..
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FinGenAi
FinGenAi@ackmeni·
#AI Summit | Heath Terry, Citi _/ The most consistent message across nearly every session was the acceleration of AI technology and enterprise adoption creating a fundamental inversion in how work gets done.
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FinGenAi
FinGenAi@ackmeni·
Bull & Bear Indicator Up to 6.3 from 6.1 | The Flow Show, BofA Cash: $172.2B outflow, largest ever HY debt: $3.1B inflow Treasuries: $3.0B outflow EM stocks: $10.5B outflow Stocks: $11.3 inflow Japan: $4.4B outflow China: $10.8B outflow Korea: $2.5B outflow Tech: $3.8B outflow.
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FinGenAi
FinGenAi@ackmeni·
is Michael Burry of the big short fame A "one-trick pony" _/ he's calling the bottom in software stocks. -> personally, it's not clear to me wether #AI is done with software!
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FinGenAi
FinGenAi@ackmeni·
Foreign Trading of Chinese Bonds via Hong Kong Hits Record High _/ Monthly turnover on Northbound Bond Connect reached an unprecedented 1.22T yuan ($179B) in March while average daily volumes also climbed to an all-time high of 55.6 billion yuan. _/ de-dollarization on the rise!!
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FinGenAi
FinGenAi@ackmeni·
A Reset in Software — And Why Discipline Always Matters _/ software transactions have accounted for approximately 40% of deal flow in recent years, reflecting expectations that are now being questioned. apollo.com/content/dam/ap…
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FinGenAi
FinGenAi@ackmeni·
I struggle with Alien conspiracy theories. Aliens/UFO's are a lot like God(s). while I'm not averse to a Creator, no sane person has ever seen one, been abducted by one or spoken to one. Yet, I do find Jason Jorjani's perspective on the topic fascinating. x.com/Jason_Jorjani/…
Jason Reza Jorjani@Jason_Jorjani

The so-called “Nordics” …are beautiful Northern European-looking people, often the height of basketball players, who many witnesses and “Contactees” claim are the pilots of UFOs. As we shall see in the first section of this chapter, there have been as many reports of them as there have been of more “alien”-looking “Grays.” Moreover, some abductees have seen the two classes of beings together and have come away with the impression that the Grays are biological robots constructed by the Nordics. …All of the Contactees of the 1950s and 60s, from George Adamski, to George Hunt Williamson, George Van Tassel (what is it with the name “George”?!), and Billy Meier all claimed that these “Space Brothers” were a benevolent elder race, here to guide us into an era of world peace in harmony with cosmic order. Focusing on the cases of Adamski and Williamson, and on the racist ideology that they shared with Van Tassel, the connections of the Contactee phenomenon to Fascist and White Supremacist organizations is exposed in the second section of this chapter. The June 2021 UAP report released by the US government is the beginning of a process of preparing the public for a fake and putatively “Full Disclosure,” sometime within the next several decades, wherein these Nordics will be presented as protectors of humanity from the malevolent entities responsible for Abductions, Implants, and Mutilations. This narrative is prefigured in a bizarre case in 1950s Italy that will also be reviewed. The second section ends with a hair-raising case of a Contactee who was brought aboard a craft piloted by Nordics who were speaking High German to one another. The third section of this chapter investigates the origin of the Nordic Master Race that deceptively claims to be originally from Venus or the Pleiades or wherever else. These Nordics and their advanced propulsion technology are identified as the product of a Breakaway Civilization… – Jason Reza Jorjani, CLOSER ENCOUNTERS

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FinGenAi
FinGenAi@ackmeni·
DeepSeek is Raising Money for First Time, At $10B Valuation | 𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 _/ DeepSeek is not trying to outspend everyone on compute rather showing that strong models can be built with lower cost and tighter engineering .... theinformation.com/articles/china…
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FinGenAi
FinGenAi@ackmeni·
S&P 500 Set for a First - Three Weeks of Over 3% Gains Such a streak has never come when SPX hits a record high | BBG
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FinGenAi
FinGenAi@ackmeni·
Anthropic just launched Claude Design, an #AI tool that turns prompts into prototypes and challenges Figma
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FinGenAi
FinGenAi@ackmeni·
Strong rally suggests upside remains the greater concern | BofA _/ US equities have once again strongly spiked higher after grinding lower, as the S&P retraced a 19-day selloff and in just seven sessions on 23.9% realized vol. _/ US equities appear to be looking thru risks ...
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