Gerhardus Potijk

Former professional poker. Substack:

[Gerhardus Potijk @Bruut99]

Published my first post on Substack just now: https://t.co/pYt8p1puC5

[Gerhardus Potijk @Bruut99]

@solo_levelingx They will try and outbid every bad news event

[Gerhardus Potijk @Bruut99]

@edzitron

[Richard Dawkins @RichardDawkins]

I am bewildered, and not very impressed, by the visceral, naked, irrational hatred spat out by some defenders of Jason Arday. If a Cambridge professor is accused of being an unqualified charlatan, the accusation might be racially motivated. On the other hand it might not, depending on the evidence. The correct question to ask is not, ”What is the colour of his skin” but “Is it in fact true that he is an unqualified charlatan?” Please examine the evidence before leaping to the assumption of racism.
As for the idea that journalists “piled in on him” and “hounded him to his death”, most attacks were against Cambridge University. Jason himself was widely regarded as an unfortunate victim of foolish promotion way beyond his ability to cope. In appointing him to a professorship for which he was manifestly unqualified – in ludicrously describing him as “the best in the world” – certain senior members of the university showed a level of patronising condescension towards black people that could fairly be described as racism, while at the same time making him tragically vulnerable to such attacks as came his way.

[Gerhardus Potijk @Bruut99]

@Coffee__Capital Only in his delusion can he manage the bond yields.

[Gerhardus Potijk @Bruut99]

@solo_levelingx we did +6% in 1 week, np. Down 1% in a couple of days and we need an intervention.

[Gerhardus Potijk @Bruut99]

@solo_levelingx So, they will buy back bonds with deficits where they have to auction of bonds for?

[Gerhardus Potijk @Bruut99]

💯

[Gerhardus Potijk @Bruut99]

@MelMattison1 Thanks for marking the top.

[Danny Dayan @DannyDayan5]

Remember when 4% 10y caused equities to correct? Then it was 4.2%. Then 4.5%.

Now at 4.7%, stocks barely react and the dollar actually falls.

The wealth effect is so enormous that it becomes harder and harder to tighten FCI the longer they allowed this to persist.

[Gerhardus Potijk @Bruut99]

@DannyDayan5 💯💯💯💯

[Gerhardus Potijk @Bruut99]

@calvinfroedge I'm hearing deflation is coming soon...

[Gerhardus Potijk @Bruut99]

@solo_levelingx https://t.co/2NfD3cpaFJ

How

[Gerhardus Potijk @Bruut99]

@NickTimiraos 3.4% is fine now Nick, and 60+ months over 2%? One month below 2% and they would've ermergency meeting rate cut.

[Gerhardus Potijk @Bruut99]

@solo_levelingx The bond market at one point, maybe it already is, will disconnect from made up macro.

[Gerhardus Potijk @Bruut99]

@solo_levelingx Preach

[Gerhardus Potijk @Bruut99]

@FlowTraderTM

[Gerhardus Potijk @Bruut99]

@calvinfroedge Always hiking if the next cpi is hot!

[Danny Dayan @DannyDayan5]

Imagine "debating" whether rate hikes are appropriate after 6 years of missing your inflation target when we have the lowest jobless claims in 60 years.

[Gerhardus Potijk @Bruut99]

@SecScottBessent @NickTimiraos

[Gordon Johnson @GordonJohnson19]

Free-cash-flow (FCF) Q2-2026:

SpaceX: -$15.950B
AMD: +$1.558B
Broadcom: +$10.262B
Meta: +$1.746B
Tesla: -$1.092B
Intel: +$4.450B
Alphabet: -$5.855B
ServiceNow: +$0.473B
Amazon: -$8.821B
Microsoft: +$19.639B
Apple: +$31.914B
Visa: +$6.137B
Spotify: +$0.825B
Netflix: +$1.525B