C

markets

[C @_BlockTrader_]

i am curious the gap between GW announced versus what will actually be built

[C @_BlockTrader_]

discourse after index down 1% is hilarious

[C @_BlockTrader_]

large cap defense looks so shit lol

[C @_BlockTrader_]

2027 is truly going to be a hilarious (dark) year

[Dept. of Agriculture @USDA]

A case of NWS may have been detected in South Texas. The sample is now at USDA's National Veterinary Services Laboratories (NVSL) in Ames, lowa for confirmatory testing. We will provide updates the moment results are available.

We have already activated personnel on the ground and are working with local partners.

What you can expect from us is transparency, candor, and most important — action.

https://t.co/MrhuQr9UbN

[𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞 @EffMktHype]

10 day realized vol on spus dropped to 4.25%, the lowest in roughly 5 years. If wednesday closes roughly flat this will realize even lower at ~3.5%. The drop down to sub-5 is eye catching
While these never mark secular tops, they're periods where traders get a little squirrely.

[C @_BlockTrader_]

lot of flow into solar

[C @_BlockTrader_]

@acemoney21 Kalshi has Knicks in 5 @ 7%, figured that was worth a shot

[C @_BlockTrader_]

@ContrarianCurse Datacenter guys I know are not positive on SMRs

[C @_BlockTrader_]

"historically when x happens snp is up/down y%" uh huh and in the last 5-6 years we have a 10 sigma event every week so the stats are kinda....

[C @_BlockTrader_]

@QuiteMidlife

[C @_BlockTrader_]

everyones pivoting to world models

[C @_BlockTrader_]

It’s over

[Barron's @barronsonline]

The Memory Shortage Is Just Beginning. The Consumer Pain Is Already Here. https://t.co/4pFAzIHJgi

[cephalopodshop @macrocephalopod]

Here’s the honest read. Here’s the real consideration. This is the genuine tradeoff. Here’s the honest answer. Here’s the key insight. This is the crux of the question. It’s worth flagging this. It’s not one or the other. Here’s what’s actually happening.

Shut the fuck up.

[C @_BlockTrader_]

@taobanker none of my friends or coworkers have mentioned "ravioli" in a while. now that u mention it... we're so early

[C @_BlockTrader_]

TOS showing SPX P/C ratio eod as 0.87

[C @_BlockTrader_]

Cursory scroll says semi's don't perform crazy during the summer

[Nick Timiraos @NickTimiraos]

Core PCE prices rose 0.24% in April. While that was the mildest m/m price gain in the index in five months, it still annualizes to 2.9%.

The 3-month and 6-month annualized core PCE rate was 3.8%, and the 12-month change was 3.3%.

[C @_BlockTrader_]

In really strong bull markets, people say “don’t go to college, it’s not worth it”

[C @_BlockTrader_]

Seen no one mention ILMN but that weekly is looking incredible

[C @_BlockTrader_]

not exactly sure what it means in a greater context, but the last two weeks i buy random calls on random names, and i wake up the next morning up 100% on the position every time. market tryna bait me to go too deep on one of these