AK

[AK @akochar1982]

@firesidealpha I think market has made up its mind that it doesn’t give a about “compute is sold out”. It reminds me 2018 “cloud capacity is sold out”. Only difference is, no one bidding up beta since rates are not zero. Macro matters.

[AK @akochar1982]

@Howey0616641896 @Gfilche @BosCybertruck First time it’s time consuming u have to give a lot of info about yourself. Second time much much faster. Also, while
It books for you, you can do other things with your time.

[AK @akochar1982]

@chamath Using simple CDS math, assuming 500 up front coupon, 25% recovery assumed,
Coreweave CDS at ~ 1000 pricing in 13.3% probability of default in 12 months
Cumulative PD to tenor (5 year) ~ close to 50%

[AK @akochar1982]

@rupechat @SamofAmerica @Hedgeye It’s when everyone doubts is then u make the most $$$. No fun when everyone agrees with you

[AK @akochar1982]

@SubuTrade In the world
Of single stock etf, levered ETfs, and retail trading, not really sure how useful breadth thrust is as an indicator ON ITS OWN

[AK @akochar1982]

@SubuTrade I mean these stats are always cool to look at I guess, but they don't really provide much insight.

Stocks go up 100% of the time given a long enough time frame.

IMO a more useful stat would be to show when breadth thrust kick in and market still goes down

[AK @akochar1982]

@OnlyInBOS In Melrose, the best Napoli pizza.

[AK @akochar1982]

@OnlyInBOS https://t.co/4BqZQq7udj

[Jeremy Singh @singhcredible]

That’s it! Thanks for checking out my thread.

Target 1-3x/week, 1-3 sets of 5-30 reps

I hope it helps you build strong knees.

If you enjoyed this, 2 requests:

1. Follow me @singhcredible to become a great runner
2. Share this so others can read it

[AK @akochar1982]

@dampedspring @Ross__Hendricks What’s @Ross__Hendricks talking about @dampedspring

This is the 10 year. Those arrows are dates of QRA announcement last 12 months? QRA > fed announcements

[AK @akochar1982]

@LynAldenContact Large caps have their leaders. Smalls need leadership too else it’s just a chart.

[AK @akochar1982]

@VivvyRichards @josephwang Banks vigorously defending 3T. Shouldn’t this be the minimum level going forward? So 3T of 2023 = 1.8T of 2018

[AK @akochar1982]

@ilzizzo @TheBostonView MW is no genius. People always worship someone who helped them preserve capital for 6m. But if he missed a sizable bull mkt, no one will get crucified for that. he can make these bear calls is coz his employer is a large wealth manager. He won’t be doing this if he was at an ib

[AK @akochar1982]

@angusdav @business Is it 830 am or 3 PM? Can u confirm?

[AK @akochar1982]

@Citrini7 BTAL <equity> GO

[AK @akochar1982]

@GrandTokamak Markets are open, orders being padded, stuff it all the way baby

[AK @akochar1982]

@junkbondinvest Same with $BYND

[AK @akochar1982]

@dampedspring @DanielSimonyi analyzing debt maturity walls - almost a complete waste of time

[AK @akochar1982]

@junkbondinvest Was meant to be a joke.