RJ Krimetz

my wifi's too slow

[Bill Ackman @BillAckman]

Some have criticized @RobertKennedyJr ACIP members appointments as being unqualified because they deem some to be ‘vaccine skeptics,’ a nomenclature they use, for example, to describe @MartinKulldorff.

Kulldorff is a epidemiologist that co-authored the Great Barrington Declaration that recommended focused protection for the most vulnerable and a return to normalcy for young healthy children and others in light of the vastly different risk of COVID to the young and healthy and the other health economic and societal risks to the then prevailing global lockdown approach in October 2020.

The GBD was an extremely important contribution to the COVID discussion that was widely derided at the time, but in retrospect appears to have been a vastly superior approach to dealing with Covid.

Like other drugs, vaccines offer benefits alongside risks that must be carefully weighed in order for a proper risk reward assessment to be made about their use in different populations, the age at which they are administered, and other relevant considerations.

An ACIP panel that includes individuals who have shown a willingness to challenge conventional wisdom on vaccines and other health measures is more likely to get to the truth than one solely comprised of ‘vaccine enthusiasts.’

Vaccines have saved millions of lives, while also causing enormous harm to some. @RobertKennedyJr new ACIP panel can help advance our thinking on vaccine use and thereby help restore confidence that has been lost in our health institutions by an objective and careful review of vaccine policy.

RFK is on the right track and he should be applauded for his efforts here.

[Elon Musk @elonmusk]

Mind-blowing 🤯

[MAZE @mazemoore]

December, 2020. Jake Tapper asks President-elect Biden about the rumor that Trump may issue some preemptive pardons before leaving office.

Biden: You're not going to see me do that. 🤣

[Ben Hunt @EpsilonTheory]

The inevitable result of financial innovation gone awry, which it ALWAYS does, is that it ALWAYS ends up empowering the State.
https://t.co/6HGErCGWoJ

[Keith McCullough @KeithMcCullough]

CONSENSUS: NASDAQ and $SPY remain net LONG positions, albeit marginally at +12.1K and +91K contracts respectively

[Zav @ZavaletaNicolas]

What if the everything bubble turns into the nothing bubble…

[Doomberg @DoombergT]

Shooting Oil in a Barrel

https://t.co/kuKga1uWQb

[Sergei Perfiliev 🇺🇦 @perfiliev]

$500,000,000.

Half a billion dollars.

Currently, this is how much of $SPX index needs to be bought or sold for every 1% down or up move, respectively.

These flows are a result of a substantial options trade that was placed yesterday.

Let's have a look at what's going on 👇

[RJ Krimetz @RKrimetz]

Lesson Learned: Scams don't bounce they crash and sink $ATIP

[SqueezeMetrics @SqueezeMetrics]

It's only been a year since we released this:

https://t.co/Ohyp1F4IhS

It is now *impossible* to understand what is going on in the market without understanding the content of this paper.

[Joseph Noel Walker @JosephNWalker]

HE’S BACK.

I catch up with my friend and most requested return guest @John_Hempton to hear what he learned in the year of hard-won lessons, 2020.

Anecdotes, insights, laughs. Enjoy!

iTunes https://t.co/z0ZVr9k0I7
Website https://t.co/S841LJ7HNH
Spotify https://t.co/rTALxAKn9x

[Trinh @Trinhnomics]

What did Mark Twain say? Oh yes, he said:

“There is no distinctly native American criminal class except Congress.”

[Keith McCullough @KeithMcCullough]

How did everyone make out at VIX 40 today?

[Keith McCullough @KeithMcCullough]

Portnoy @stoolpresidente, you in The Game with me or not?

[Ben Hunt @EpsilonTheory]

Southwest gets $2.3B cash grant and $1B 10-yr loan (low interest, can prepay at par) for 2.6m warrants.

Restrictions: no layoffs thru Sept. 2020, no buybacks/divs thru Sept. 2021; "limits" on exec comp thru Mar. 2022.

Burn. It. The. Fuck. Down.

https://t.co/5LE5zskOw1

[CNBC @CNBC]

Federal Reserve cuts rates to zero and launches massive $700 billion quantitative easing program https://t.co/q6sH4ujrA0

[Ben Hunt @EpsilonTheory]

College dorms are just cruise ships on land.

[David Rosenberg @EconguyRosie]

I see that JPMorgan Chase has the Fed going nuclear with 100 basis points next week. Guess what? They're probably right. The Fed needs to do that just to offset the degree of financial tightening we've experienced.

[John_Hempton @John_Hempton]

This will be solved by quantitative easing.