Jay Compson

Managing Principal, Absolute Investment Advisers LLC & The Clear360

[Jay Compson @JPCompson]

As markets hit all time highs, it’s hard to imagine 2027 as an economic juggernaut. Nothing seems real other than inflation. I’m expecting a recession, or worse.

[Jay Compson @JPCompson]

Calm before the storm…
#ISAIAS

[Duncan Reyburn @duncanreyburn]

“The world will never starve for want of wonders; but only for want of wonder.”

G.K. Chesterton.

[Jay Compson @JPCompson]

@MattVincenziPGA I’m a member. There are no spectator areas, limited driving range, no parking. That said, it’s an awesome match play golf course. Maybe they can connect with Black Rock next door for range and amenities

[Jay Compson @JPCompson]

@jwalkermobile Caymus lost its soul. At least it’s a 2017!

[Nick Nemeth (Mispriced Assets) @NickNemo17]

Jeff Passan went 0 to 60.

Great coverage, well done getting the facts straight, and thanks for the shoutout!

[Jay Compson @JPCompson]

Incredible

[Nick Nemeth (Mispriced Assets) @NickNemo17]

Eight insurers, four "unrelated" owners, one book: $40.6B of the same private paper, marked by the same manager and reinsured into offshore shells run by the same Guggenheim hands — in one case a Towriss reinsuring a Towriss. Combined, =~one Athene. https://t.co/JtZxhjWz1D

[Jay Compson @JPCompson]

Nasdaq (NQ) futures have rebounded 2,000 pts from the lows last week. Might last a couple more weeks, but tech looks like a longer term top is setting up for a much larger correction later this year or into 2027.

[Jay Compson @JPCompson]

Tech has been hit hard. Might be due for a bounce soon.

[Jay Compson @JPCompson]

Tech has been hit hard. Might be due for a bounce soon.

[Jay Compson @JPCompson]

US Markets, especially tech, may be hitting upon a ceiling that may cause a reversal soon. Some sectors appear to resemble late 1999-2000 bubble conditions.

Caution seems warranted imo.

[fred hickey @htsfhickey]

In addition to the explosion of margin debt in dollar terms (up 50% Y/Y to $1.5T), as a percentage of GDP it's 4.6% vs. 3% at the https://t.co/qfgqwjVZ3j bubble top in 2000. The level of speculation in today's market is epic.

[Jay Compson @JPCompson]

US Markets, especially tech, may be hitting upon a ceiling that may cause a reversal soon. Some sectors appear to resemble late 1999-2000 bubble conditions.

Caution seems warranted imo.

[Jay Compson @JPCompson]

@DavidBCollum Incredible

[Jay Compson @JPCompson]

@NUCLRGOLF @espn I’ve played all of them. Only Pine Valley is difficult enough for top pros.

[Jeffrey A Tucker @jeffreytucker]

Whoa! It's all coming out. None of this was improvised.

NIH internal emails reveal pandemic planning years before Covid, by @MaryanneDemasi https://t.co/FWUZy6drKo

[John LeFevre @JohnLeFevre]

I don’t care that Gen Z doesn’t drink, drive, or date anymore.

I care that they’re the first generation raised without ever learning actual risk/reward.

Degenerate gambling apps and meme stocks aren’t character-building.

They’re just simulated risk with none of the real consequences that used to forge men.

[Jay Compson @JPCompson]

Worth spending 5-10 mins to read this

[Nick Nemeth (Mispriced Assets) @NickNemo17]

https://t.co/eagL2pWB6l

[Edward Dowd @DowdEdward]

Nick’s thesis on Private Equity & Private Credit. A read not for the faint of heart.

[Jay Compson @JPCompson]

@Only__Shanks Just got this for M/G!

[Jay Compson @JPCompson]

We’re very excited to have Michael Dorociak join our Convert Arb team!

https://t.co/uX1Zz0AMPE