Rémi LEGER

[Rémi LEGER @3Sigm]

Can we finally say it out loud: This December #SantaRally was just a distribution phase

[Rémi LEGER @3Sigm]

« Uncorrelated asset » $BTC

[Rémi LEGER @3Sigm]

« You can hedge your portfolio with $BTC »

[Rémi LEGER @3Sigm]

« Digital Gold »

[Rémi LEGER @3Sigm]

2 consecutive trimesters of negative growth defines a recession.
How do you call 2 consecutive years?
#NoRECESSIONofficially
German Economy Shrinks for Second Year in New Blow to Scholz https://t.co/Qeoc36sYF5

[Jeffrey Scholz @Jeyffre]

I read Google's paper about their quantum computer so you don't have to.

They claim to have ran a quantum computation in 5 minutes that would take a normal computer 10^25 years.

But what was that computation? Does it live up to the hype?

I will break it down.🧵

[Rémi LEGER @3Sigm]

Good old stuffs : AI investments carry whiff of vicious circles past https://t.co/xsiaYYG8Fd

[Rémi LEGER @3Sigm]

@AnthonyML_ Ben non, les 15 ans de déficits commerciaux avant c’était pour apprendre, comme pour TGV, Airbus…
Les 2 ans c’est l’exécution de l’apprentissage.
Donc 17 ans

[Rémi LEGER @3Sigm]

The sign of a healthy market

[*Walter Bloomberg @DeItaone]

*SOUTH KOREA TO BAN SHORT SELLING UNTIL JUNE 2024

[Rémi LEGER @3Sigm]

@o_wutang That’s fine Jey won’t do it every week 🤗 https://t.co/zSOWq2U5go

[Anthony Cheung @AWMCheung]

The S&P 500 up 5.85% this week and the Nasdaq gained 6.61%. The best week for both indexes this year!

▶ VIX saw its biggest weekly plunge since Dec 2021
▶ 2-year yields down 15bps to 4.84%
▶ The US dollar slid the most since July

Have a great weekend all!

Love Jay x

[Rémi LEGER @3Sigm]

@KobeissiLetter AI bubble and unsustainably high fiscal deficit helped temporarily de correlate. Just a matter of time imo

[Rémi LEGER @3Sigm]

@concodanomics The moment they do, that’s exactly when the fab 7 will come back to earth. Same old story

[Rémi LEGER @3Sigm]

@DavidInglesTV That’s actually the opposite. The recession starts when the curve go back to positive territory. Tighten your seat belt

[Rémi LEGER @3Sigm]

@philbak1 Inflation

[Rémi LEGER @3Sigm]

@GregoireFavet Ça dépend du niveau d’endettement du pays et de la trajectoire de croissance

[Rémi LEGER @3Sigm]

@DavidInglesTV A statement like that before J’s speech!?
Is that insider news?

[Rémi LEGER @3Sigm]

@caixin There is a typo on the rate conversion:
« 85 square meter, two-bedroom condo sold earlier this month for 7.35 million yuan ($101 million) »
$1.01 million else it’s awfully expensive 😉

[Rémi LEGER @3Sigm]

Same story with Covid vaccine. That’s why it had to be mandatory

[cephalopodshop @macrocephalopod]

Everyone in the world is offered the chance to take a pill. Everyone who takes the pill will die, *unless* at least 50% of people choose to take the pill, in which case everyone lives. Do you take the pill?

[Rémi LEGER @3Sigm]

@WifeyAlpha Trade ware lead by Trump Jr then 🤪

[Rémi LEGER @3Sigm]

@PtrPomorski @lostinio Cfm, no need to add much more 😎

[Rémi LEGER @3Sigm]

@o_wutang And you’re not even living in Europe!