EDOSCapital

@neetintel @grok what does this mean

YPGROKICWRCZ4EH5FXBPTJGTHWGCAZYDYHLRLN6N3CCCC 7RVW4IACGXTDRDN6PD2222 HRFIB4JH7VFE3E3333GGGG JOM4CUWYWYZ4T4T66HHHHH GJMICQCCSVWH4H45Z4WWWW 3XWG3SE7CKUC7C7J7KDDDD QBSAJQBQSHGTITKANEJ4ISXPKI7IWWCCQCLLLL ROI27HOTHOFZUUZUAZ7777 4TAAWF6BRZKBZZBVM3RRRR MCQDBKSK6BJK2MYHMHVVVV 5Y6G35VIGCIAKLJ2LO2MEW2ADW2QZNP The 290 character EAM was first broadcast at 0925z; reception was quite poor. It was rebroadcast at 1018z and I have recorded that and uploaded it here.

250615 HFGCS Emergency Action Message A 290 character EAM broadcast today. Recording of transmission and text transcription in the replies ⬇️

The flourishing of the multi-strat ("pod shop") is such an interesting phenomenon because it owes its success to the aggressive consolidation of traditional dealer / sell-side business, which was largely taken away from broker-dealers by legislation.

@DanDavi47038421 @biancoresearch Bingo

@biancoresearch Nobody is going to sweat a 3 month t-bill's interest rate risk. I will say it is something that can safely be ignored, because you can simply wait a few weeks and you're in the green. The problem is if the 2Y, 3Y, 5Y, 10Y spike back up.

1/5 Three-month T-Bill yields are back to 4.96%, just one basis point from the pre-banking crisis peak (last month). This SHOULD present a big problem for banks. Does it? Do bankers agree?

Happy New Year from @CereNetwork 🙌 We are excited about what’s coming in 2023. It’s going to be a big year 💫

⚠️THERMONUCLEAR BAD—Hospitals completely overwhelmed in China ever since restrictions dropped. Epidemiologist estimate >60% of 🇨🇳 & 10% of Earth’s population likely infected over next 90 days. Deaths likely in the millions—plural. This is just the start—🧵

Here are some quick hits on what large institutions are saying about '23. Morgan Stanley - Bear not over and SPX to go to 3,000-3,300 BAC - SPX to 3,000 DB - SPX down 25% in Q3 JPM - "retest the lows" BMO - "possible to retest the cycle lows" Ton of bad news priced in here imo.

The bear market is aging. While we think there is more near-term downside risk to equities, investors should also get proactive around right-sizing risk within portfolios. #macro #economics #investing #finance #stocks #business #investment

2023 earnings growth for the S&P 500 is ~7.5%, which still seems too high. Our models suggest that earnings growth should contract modestly in 2023. The next trend in equity markets will likely be determined by earnings/growth. #macro #economics #investing #finance #stocks

Elon Musk fired this Twitter employee on Twitter.

JPMorgan: "while the news of the collapse of FTX is empowering crypto skeptics, we would point out that all of the recent collapses in the crypto ecosystem have been from centralized players and not from decentralized protocols."

Stocks tend to bottom long before the economy does. theirrelevantinvestor.com/2022/10/25/sto…

Spin move was super tough 🌀

People sending me these anecdotes every day now. Mind you, this is about a Toyota. Car market is wild right now.

The current state of the housing market

@EricBalchunas @Todd_Sohn $SHRT

Here's the latest and more expanded holdings for $NOPE, an ETF I'm oddly fascinated with. Shorts include $ARKK, $TSLA, airlines, FANG and even BlackRock ("Say Nope to Passive Investing"). Longs are basically some gold miners. h/t @Todd_Sohn

Random: Here are all instances of $SPY gaining 5% or more over 2 days while also finishing with negative trailing 10 and 20 day returns. Some crazy dates in here.

How the Dutch build a tunnel under a highway in one weekend

@PastThePeak_ @MacroAlf FOMO?

So, are we doing the July thing all over again?

Stocks rally and the probability of a 75 bps hike goes up. The Fed is further away from a pivot now than it was 12 hours ago.

"How could you have earned a 42% return yesterday from a AA-rated investment? Simple. At anytime between 8-11am all you had to do was buy 40yr Gilts before the BoE effectively restarted QE only days before QT was suppose to start:" DB's Jim Reid.