Retardo Capital Management LLC

Vibes based investor.
+80.67% YTD (5/30/26)
-69.420% since inception
If you lose money copying my trades you should reread the first word of my name.

[Retardo Capital Management LLC @AnonymousC39484]

@SSnow02 @SqueezeMetrics 7k would still be a pretty decent pullback

[Retardo Capital Management LLC @AnonymousC39484]

@rev_cap @WarrenPies Why would anyone buy a 10y for 5% when they could get a 3 month for 7%?

[Retardo Capital Management LLC @AnonymousC39484]

@blondesnmoney I always tell my girls 4.5 is average

[Retardo Capital Management LLC @AnonymousC39484]

@TheStalwart Sometimes you really need $700 and can't be bothered to type it in.

[Retardo Capital Management LLC @AnonymousC39484]

@VolSignals I miss March.
Feb/June less so.

[Retardo Capital Management LLC @AnonymousC39484]

@PrayForOomfie Does this work? Asking for a friend.

[Retardo Capital Management LLC @AnonymousC39484]

@MorrowindGOTY Jak 3 was pretty awful

[Retardo Capital Management LLC @AnonymousC39484]

@DeepDishEnjoyer I know its kinda different but I've probably wagered 10x my salary this year to arb sports/pm.
Anyway assume maybe a 5% vig, compounded if you do parlays, reduced a bit if you are using promos.

[Retardo Capital Management LLC @AnonymousC39484]

@macrocephalopod as opposed to golf, sports, etc

[Retardo Capital Management LLC @AnonymousC39484]

@514mtleth @CEOinterview You're thinking of burry not eisman

[Retardo Capital Management LLC @AnonymousC39484]

@lighthousejerry 50 or six is a big gap there's like 43 other numbers it could be

[Retardo Capital Management LLC @AnonymousC39484]

@galenhall You're wrong on 2/3.
Also if you price those teams higher someone will probably arb it.

[Retardo Capital Management LLC @AnonymousC39484]

@iBladesi Is there a bull case or is this another WEN

[Retardo Capital Management LLC @AnonymousC39484]

@sdav1986 I lost mucho money to this type of bs in the past.
But alas it's my own fault for not calculating the price of 500 different stocks real time before thinking i was properly hedged

[Retardo Capital Management LLC @AnonymousC39484]

@EliasMingos @blondesnmoney Credibility isn't real. Ppl just making shit up.

[Retardo Capital Management LLC @AnonymousC39484]

@TheStalwart pro AI and pro immigration are kinda antithetical to each other

[Retardo Capital Management LLC @AnonymousC39484]

Is everyone losing their minds over a 0.5% dip a sign of an incredibly antsy market or an incredibly resilient one?

[Retardo Capital Management LLC @AnonymousC39484]

@ZaStocks @doomdayer The questions are:
1)Do you think the odds are wrong?
2)What is the best way to reflect those views?
I put a few hundred on "No Hike" Kalshi thinking the true odds are closer to 30 than 70, and will likely cash out if they revert.
But would SPX/QQQ calls be better? Not sure.

[Retardo Capital Management LLC @AnonymousC39484]

@blondesnmoney No

[Retardo Capital Management LLC @AnonymousC39484]

Anyway rn I'm making a few small bets:
1 - shifting from SGOV to laddered 2, 5, 10, 30s. Mostly a learning exercise.
2 - USO puts, long dated. Think people have a complete misread on the whole situation.
3 - Kalshi NO on fed hike in december. YES should be 30 cents not 60.

[Retardo Capital Management LLC @AnonymousC39484]

A reminder: PPI and CPI don't always march in step.
They usually do, but we've seen a few prints this year showing consumers are pretty much tapped out.

If that happens, it means the Fed hiking would be an unforced error.

[Retardo Capital Management LLC @AnonymousC39484]

And everyone already knows what happens if CPI is hot.
I *still* think Warsh could push it back till after midterms, but if we're being real the overnight rate only matters so much - The rest of the curve will decide on its own.