Systemic Macro

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Systemic Macro

Systemic Macro

@SystemicFlows

US Macro research in equities, fixed income, & crypto | Systemic macro models & intraday algorithms ⬇️

เข้าร่วม Temmuz 2023
145 กำลังติดตาม807 ผู้ติดตาม
ทวีตที่ปักหมุด
Systemic Macro
Systemic Macro@SystemicFlows·
@zerohedge Everyone who thinks we are in a market top is dead wrong, Goldman even knows we are about to rip because of the macro regime we are in. Weak hands will be washed out, and they’ll have to chase later on.
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Systemic Macro
Systemic Macro@SystemicFlows·
@Houseofyogi i still get annoyed that she's a senator, she makes no sense majority of the time she speaks lol its unbearable
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Yogi
Yogi@Houseofyogi·
Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren She must be so proud to add another casket to her achievements. Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service. JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes. The combined company would have held 9% of the US market against a Big 4 that already owned 80%. For anyone who understands numbers: 9% isn’t a monopoly against 80%. Warren said no. She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024. Her argument: the merger would cost consumers $1 billion a year. Now look at her collateral damage she dusts under the rug. 510 pilots gone in the months after. 1,800 flight attendants furloughed in December. 14,000 jobs in 2023. 7,500 last week. Zero tonight. And that’s just the people in Spirit uniforms. Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back. 40,000 people out of work because of one woman’s moronic crusade against the market. And the math ain’t mathing. Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%. That’s reality. Not some BS number from a “study.” So @SenWarren tell me how this saves the consumer money? Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years. Warren killed it. That’s what moronic politicians led by socialism do. Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.” A win. 14,000 people are reading termination letters tonight. And she’s taking credit. This is socialism in 2026. A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company. She saved you a billion on imaginary paper. She cost you ten times that in real life. She didn’t protect consumers from anything. 14,000+ will go from working to welfare. She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed. Higher taxes. Fewer jobs. More expensive everything. She called it a win. I hope you enjoy winning.
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zerohedge
zerohedge@zerohedge·
Retail piling into MU and SNDK. Other memory stocks still up for grabs
zerohedge tweet media
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Systemic Macro
Systemic Macro@SystemicFlows·
@VolSignals Two amazing teachers when it comes to learning about options! Been in the group a couple days and amount of new info I’ve learned is amazing, thank you sir 🤝
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VolSignals
VolSignals@VolSignals·
“Options are too cheap here” Matt’s been on the right side of the move with longer dated trades most of the way youtu.be/tJSTEYyG5vw
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Jaymes R.
Jaymes R.@jaymesrosenthal·
Back in San Diego. Don’t let anyone fool you. Greatest overall quality of living in US.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
WARSH: TARIFFS NOT WHY INFLATION IS RUNNING HIGH
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Systemic Macro
Systemic Macro@SystemicFlows·
@DeItaone Finally someone at a higher official level with a brain
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Systemic Macro รีทวีตแล้ว
Himanshu Tyagi, IFS
Himanshu Tyagi, IFS@Himanshutyg_ifs·
The honey badger's most important tool is neither its claws nor its teeth—it's its skin. It is so thick that it is almost impenetrable to bee stings, and tough enough to resist most bites and shallow punctures. The skin is not just thick but loose. If a leopard bites the back of its neck, the honey badger can literally turn around inside its own skin and bite back. It also has a remarkable tolerance for pain. As shown in this video, it will go to any lengths for its favourite food—bee larvae and honey. It is a fearless creature. Often, it scares away predators not by biting, but simply by refusing to back down. It has also developed strong resistance to venom. It can survive venomous bites from snakes like cobras that would kill most animals, recovering where others wouldn't.
Zoom Afrika@zoomafrika1

What kind of animal is this?

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Systemic Macro
Systemic Macro@SystemicFlows·
@VolSignals Lol he still hasn’t given me my NY Refund yet from all the taxes I paid… cannot wait to get outta here lol
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Systemic Macro
Systemic Macro@SystemicFlows·
@HectorCama80562 Could be sooner but it’s better to wait for the S-1 dilution which could get stamped within a month
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Systemic Macro
Systemic Macro@SystemicFlows·
Things will not end well for $BIRD stock price will come back down crashing in a few weeks
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Systemic Macro
Systemic Macro@SystemicFlows·
Any war news will no longer affect this market anymore, it has priced it in already If anything a ceasefire that’s actually permanent will just boost the market Anyways back to doing research
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Capital Flows
Capital Flows@Globalflows·
None of this will end well But first We melt up MUCH HIGHER
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IMF WARNS ELEVATED GLOBAL FINANCIAL STABILITY RISKS The IMF says global financial stability risks are “elevated” amid the Middle East war, warning that bond market volatility could tighten funding conditions. It highlights rising debt levels, leverage-driven investors, and nonbank intermediaries as key sources of fragility that could trigger forced selling and amplify stress. The Fund also warns of potential spillovers into corporate credit and private debt defaults, urging policymakers to ensure liquidity support is ready. Persistent conflict could further slow investment in sectors like artificial intelligence.
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