Michael O'Kane

| Golfer | Yanks | Markets | Eagles | Foodie | Lover of a good film | Bob Dylan |

[Michael O'Kane @MJPOKane]

@lmaoidkbruh @NUCLRGOLF It’s not even the same game

[Michael O'Kane @MJPOKane]

@BillyM2k Lawls, yes!

[Michael O'Kane @MJPOKane]

@unusual_whales Breaking? This surfaced like 2-3 weeks ago…

[Kuppy @hkuppy]

Typical Day as a Hedge Fund PM

6:00 - Wake up, check what Trump tariffed overnight. Cambodia up +200%, Paraguay -3% (they said thanks).

6:05 - Brew some coffee.

6:10 - Trump tweets that the laws are rigged, since he cannot tariff Arizona. Mentally scroll the portfolio for exposure…

6:15 - Check what happened in Asia and Europe.

6:22 - Trump announces that hot dogs will join the food pyramid. Bans hot dog exports. Fortunately our book dodged that one.

6:30 - Drink some coffee, talk to wife, pray Trump will spend the morning golfing so I can do some actual work….

6:31 - Trump announces that oil at $65 is too high. Threatens anyone who isn’t producing more oil.

6:32 - Top 5 position announces earnings, want to join the earnings call at 7am, but Trump just scheduled a press conference then, and he’s looking unpredictable.

7:02 - Trump announces that Japan can now export golf balls tariff-free, in honor of Abe letting him cheat at golf. Join the earnings call instead.

7:06 - Futures plunge 65 handles in a single tick, frantically leave the earnings call and go back to whatever Trump is still yapping about in his press conference.

7:10 - Scroll through premarket quotes. $NVDA and $PLTR are both up 5% b/c it’s a day ending in ‘Y’ but SPZ are now down 80 handles.

7:15 - Trump changed his mind and SPZ are now up 25 handles as everyone rushes to cover their short. (I re-join the earnings call)

7:30 - Some broker I’ve never heard of just downgraded a top 5 position and it’s down 15% on 300 shares traded. I’m pretty confident it will close around there too. (I crack open a beer as I skim his downgrade report, realizing that nothing productive will happen today…😩😩)

8:00 - An LP calls to remind me of some
ShitCoin he recommended that’s now up 1800% since he recommended it.

8:09 - 10-yr bonds gap down 17 bps, but all I can find is a tweet from Bessent about how great Main Street is doing.

8:15 - Some sell side asshole cold-calls me to see if I want a copy of his upgrade report on the AI sector. Tells me that “it’s going to be big and you don’t want to miss it.”

8:20 - Check my email, do 10 minutes of actual work.

8:30 - Trump threatens Brazil, I realize our BZ exposure is gonna get thumped on the open. (Crack open a 2nd beer)

8:33 - Reminisce about how productive I was, since Biden wouldn’t even wake up until noon.

8:40 - Chat with my CFO for 19 mins about some new compliance form we need to file.

8:59 - Trump Tweets about how stupid Powell is. Futures are back down 30 handles.

9:04 - Join a call 4 mins late with an endowment that wants an update, but 100% will never invest. “BTW - we need you to update the DDQ as we’ve changed our format” 😡😡

9:29 - Casino is opening. Let’s see what happens.

9:32 - I’m bored. Go back to reading emails. Turns out the govt created another new form we ALSO need to fill out…

10:00 - We’re actually up 50bps.

10:03 - Now down 175bps. Trump just threatened to bomb Europe.

10:06 - Tweets he was just joking about Europe. But those guys need to get their shit together bc he might still bomb them.

10:08 - Ready for bourbon. Beer won’t cut it…

10:30 - EIA oil inventory shows yet another massive draw. Oil drops 5% anyway.

10:40 - Don Jr’s latest SPAC rallies 300% on rumors it may launch a new ShitCoin

10:45 - Friend calls to cry about how cheap all his names are. We both agree we were idiots to invest in businesses with earnings.

11:22 - Trump reminds everyone about how much Putin likes him.

11:40 - Realize I’m now too tweaked to sit in the office. Turn off the machines and go get lunch with a friend who’s also gonna bitch about how stupid markets have become.

12:05 - Hostess at restaurant pitches me some ShitCoin. Claims she’s up a few million on it

12:07 - Friend starts bitching about how stupid it is to be an investor under Trump, and how we all made money under Biden. I agree with him, but we both agree it would be even stupider under Kamala…😩😩

[Big League Digest @BigLeagueDigest]

Old school baseball 🔥

🎥: Baseball Fanzone

[Michael O'Kane @MJPOKane]

@allenanalysis Imagine being so dumb you can’t watch the video you yourself post. The guys got his left hand full and his right hand full. He can’t shake.

[Michael O'Kane @MJPOKane]

@WayneReardon @AndrewYang That literally defeats their purpose. They are supposed to be able to vote with absolutely no fear of recourse or “punishment” such as when their “review” comes up they don’t pass and are removed from the bench.

[Michael O'Kane @MJPOKane]

@AndrewYang Oh, you’re telling me that forcing the sitting president to step down 110 days before the election and installing a candidate without a single primary vote as the nominee didn’t work out? The party didn’t like that? Who knew ?!?

[Michael O'Kane @MJPOKane]

@DecisionDeskHQ did you pull back your call of GA? You called it at 10:26pm and I can’t find it.

[Michael O'Kane @MJPOKane]

@JackPosobiec @QTRResearch Proof or GTFO.

[Michael O'Kane @MJPOKane]

@4xInsight The absolute best part about this is that you people think it’s about Kamala 😂. Nice Freudian slip. Go watch the clip moron - he’s talking about how the mic is too low for his height and not working.

[Michael O'Kane @MJPOKane]

@ForexLive Anyone with a brain has been buying Kamala stock since she was showing a 38% chance. It’s market demand, not a poll.

[Michael O'Kane @MJPOKane]

Yanks doing everything they can to lose this game.

[Yankeesource @YankeeSource]

The bottom of the offense was dead for 3 games. Volpe woke them up last night.

[NASA Earth @NASAEarth]

@Space_Station Keep your eyes on the night sky from Oct. 14-24 – the comet is still visible above the western horizon, rising higher in the sky as it moves away from the Sun. The comet may return in 80,000 years, or its path could take it out of the solar system. https://t.co/UtdI7hKGC4

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

HALF A TRILLION INCREASE IN US DEBT IN A FEW DAYS LEADING TO THE ELECTION. THIS ADMIN IS ABSOLUTELY OUT OF CONTROL.

PLEASE EXPLAIN TO ME WHAT IS GOING ON LIKE I'M 5 YEARS OLD. $gld $gdx

WHO IS FUNDING ALL THE NEW GOVERNMENT JOBS IN PAYROLLS?

IS COVID BACK? ARE WE IN A NEW WAR? EMERGENCY? DID I MISS ANY NEWS?

[Michael O'Kane @MJPOKane]

@PGATUOR I’ll take “things that never happened” for $500, Trebek.

[Michael O'Kane @MJPOKane]

@BarstoolHubbs One of the worst ever. Felt like I was listening to ChatGPT.

[Lord Miles @Lordmiles]

Imma kill half of X with this one video

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

Happy beginning of Q4 to those who celebrate