Monomerics

Student of Macro

[Monomerics @Monometrics]

@conksresearch Legendary😂🤣🤣

[Monomerics @Monometrics]

@Trader_Bran @sam_kb_ Trader Bran, thoughts on hyperliquid’s divergence from Bitcoin? Seems the btc thesis has just failed to deliver meaningful utility and the narrative around other projects is stronger at present (HL, semis, enterprise software etc).

[Monomerics @Monometrics]

@TempName1000432 @citrini Bump

[Monomerics @Monometrics]

@NikLentz GMM or Capital Flows!?

[Capital Flows @Globalflows]

If @elonmusk wants the @SpaceX IPO to get priced properly, he will ensure that there is accountability and transparency for the big banks in the process.

@HyperliquidX is THE only way to price this with transparency so the big banks don’t manipulate things

Retweet this so @elonmusk sees it

[Monomerics @Monometrics]

@Globalflows Curious how you think about managing the correlation risk in all these positions?

[Monomerics @Monometrics]

@Trader_Bran Looking to fade eurusd?

[Monomerics @Monometrics]

@acllc2 @EffMktHype Curious as to the logic behind 5-day lookback? Great post.

[Monomerics @Monometrics]

@Trader_Bran You think they defend it?

Could be a huge move if they don’t, no?

[Monomerics @Monometrics]

@Trader_Bran Any of this related to defending currency in your view?

[Monomerics @Monometrics]

Marginal compression in real interest rates this week as inflation swaps rally.

That is why the fwd curve is pricing out cuts - growth risk.

[Monomerics @Monometrics]

One chart to rule them all! 1y Inflation swaps.

Crude showed us this week that the Inflation impulse > labor market weakness. I want to fade this.

[Monomerics @Monometrics]

@nickgiva1 @calvinfroedge Didn’t think you could get any cooler tbh

[Cassandra Unchained @michaeljburry]

Interesting oil science behind the events of this past weekend in Venezuela. The more you know...
Just sharing - I did not write this, and it is free.
https://t.co/P5wkrZPKku

[Tyler Neville @Tyler_Neville_]

We are running out of gas here without more QE & Fiscal spice running thru the system.

We need the vol controllers to kick the ponzi into extra gear here;)

Zero returns for the next decade on a forward looking basis- come on guys- You gotta pump those numbers up. Those are rookie numbers in this racket!

From Torsten Slok:

"The historical relationship between the S&P 500 forward P/E ratio and subsequent 10-year annualized returns shows that investors should expect to get zero in return in the S&P 500 over the coming decade"

[Fed @lord_fed]

I’ll gift 5 free monthly subs to people who like + RT this post. You’ve got until I hit 50k.

Will tag winners once I hit the mark. If you’re already a sub and win, I’ll extend your access.

[Monomerics @Monometrics]

@Citrini7 @conksresearch Is this available for students/recent grads?

[Citrini @citrini]

unfortunately i believe it is time to short the moos

[Monomerics @Monometrics]

@EconstratPB @raefcoke Careful…now I want 30m of your time.