I'm interested. I've been a Databento customer for several months (Python client, futures + equity data, production pipelines).I also happen to do technical sales right now β scoping and estimating enterprise migration programs. Happy to share more context if there's a good way to connect. Just applied through Greenhouse as well.
Very excited to play with this. Had an issue trying to update the data via Excel:
There was a problem
There was an error while getting data: ["Column CG, Row 3: Cannot disaggregate frequency.","Column CI, Row 3: Cannot disaggregate frequency.","Column CK, Row 3: Cannot disaggregate frequency.","Column CM, Row 3: Cannot disaggregate frequency.","Column CO, Row 3: Cannot disaggregate frequency.","Column CQ, Row 3: Cannot disaggregate frequency.","Column CS, Row 3: Cannot disaggregate frequency.","Column CU, Row 3: Cannot disaggregate frequency.","Column CW, Row 3:.....
My fool proof Trade Plan that has a 100% success rate every #FOMC DAY. π
I do this every single Fed Meeting and have never lost. ππ»
Thread π§΅
@tony_mansour I heard a question about flowchart earlier. SPX/SPY often have wildly different activity, so I like having them both upA few hours at a time is much easier to spot inflection points as opposed to a zoomed in view. Delta added for confirmation.
Here's a thesis: If Trump wants to go full Mnuchin (the GS master of using gamma during the 1st term, doing positive things on Thursdays during opex for max effect) he will let the disappointment of the Fed meeting no-help burger trigger more downside short gamma unclench at vixpiration, and then come out with a 'we have made decent progress' tweet on Thursday, get +200 SPX off the Fed bottom and show his chest again (next to the helicopter to leave for FLA) boasting that he is the master of markets and it will all be custard. Then he will use that engineered/mechanical level to re-smash on Monday pre April 2nd shootout at the tariff corral.
@TheRomanTrader Quite impressive. Are you downloading the data and manually inputting daily? Or have you found a way to automate via API? Any breadcrumbs you might consider parting with would be appreciated!
For years, Trump has treated the U.S. stock market as a key measure of his success. Yet now, heβs saying things like, βWe arenβt looking at the stock marketβ and βThere will be a period of transition.β
These statements make it abundantly clear where the administrationβs focus lies.
Recent quotes from Bessent
"The market and the economy have become hooked, become addicted, to excessive government spending, and thereβs going to be a detox period."
"Could we be seeing this economy that we inherited starting to roll a bit? Sure."
"We're seeing the hangover from the excess spending in the Biden 4 years. In 6 to 12 months, it becomes Trump's economy."
I think they're telegraphing that they want assets lower, and that the old admin will be blamed.
@vighnaraj2022 GS Manuel Abecasis explained this morning, most of the widening in the trade deficit since November was driven by higher gold imports. "too much has been drawn from the latest data points."
@vighnaraj2022 GS Manuel Abecasis explained this morning, most of the widening in the trade deficit since November was driven by higher gold imports. "too much has been drawn from the latest data points."
@WangUWS I've seen this news a few other places...
I would think they're exiting low density spaces where the cost for the underlying square footage makes those facilities cost inefficient. MSFT downsizing datacenter doesn't intuitively make sense to me otherwise...