Artem Siverskyi

[Artem Siverskyi @artemkt]

@adamscochran No action till till Hajj ends, my guess

[Artem Siverskyi @artemkt]

@NikLentz I get it. It just feels like we are in absolute euphoria in certain sectors. And I’m tempted to hedge heavily, but on the other hand some people are pointing to eSLR, implying we can keep going. I’m confused…

[Artem Siverskyi @artemkt]

@AndreasSteno What are the long term implications of that? Weak DXY?

[Artem Siverskyi @artemkt]

@reddragon2604 SMCI action is telling, everything is squeezed… Is it semi power solutions on your mind?

[Artem Siverskyi @artemkt]

@jbulltard1 It never a good sign when they start posting their PnL screenshots)))

[Artem Siverskyi @artemkt]

But I’m inclined to think that this #war will continue. It will possibly bring economic and markets downturn short term. However, there is nothing more bullish for the markets and economy if #US will bring real freedom for the people of Iran.

[Artem Siverskyi @artemkt]

NYT article, describing how Mojtaba Khamenei makes and cascades decisions down, makes me think that he is not a decision maker at all. Taking into account the severity of his injuries, the generals of IRGC are in charge in #Iran.

[Artem Siverskyi @artemkt]

On the other hand, even minor concessions from President Trump, although do pump the markets, make him look weak and change the balance in the region. And that is loosing on the long run for #US. I don’t know what he’s gonna choose, it’s really hard

[Artem Siverskyi @artemkt]

@GlobalMacroZen @YouTube Any insights on what is his stance on war/negotiations?

[Artem Siverskyi @artemkt]

@Jimmyjude13 @NikLentz I see your point, makes sense!

[Artem Siverskyi @artemkt]

@yieldsearcher Why do they request SWAPs if they can sell some of their reserves?

[Artem Siverskyi @artemkt]

@_grojo @Crussian17 Please, explain! I feel like my head is about to explode with all this statements that oppose the reality, but somehow drive market to ATH…

[Artem Siverskyi @artemkt]

@AndreasSteno What about BOJ?

[Artem Siverskyi @artemkt]

@bryanthomson23 @omshanti08 It was in the part, which Wolf hopes we did not see

[Artem Siverskyi @artemkt]

@omshanti08 Out of 🌸 04/28->BOJ meeting->they will increase rates, spot oil is expensive cause of 🍊,markets don’t expect (38% prob)->carry trade reversal-> high beta gets liquidated (SMH, Qs, BTC). Risk: Bee met Kata, he knows. 🐺 short based on liquidity projection, not war development

[Artem Siverskyi @artemkt]

@Infinite__Sigma Wow, wasn’t expecting such a comprehensive answer! Thank you, man!!!

[Artem Siverskyi @artemkt]

@Infinite__Sigma If I’m not mistaken, you wanted to get back to full risk-on around October/November? Wondering, why those dates specifically?

[Artem Siverskyi @artemkt]

@Infinite__Sigma Man, I know you are not bullish, me neither. But, everybody around seem to have chosen their path and it’s to the moon. Hard to keep conviction in this environment…