Dean

[Turtle Lair @Turtle_Lair]

Every time @mlmabc posted a large TWAP, I wondered why anyone would reveal their execution params to the whole market instead of executing privately

So we dug into the data

Turns out visible execution is not that bad and can even be cheaper on average

https://t.co/03SOEuDw0B

[aaaaaaaaaaway @3pa15]

Inspired by @cartoonitunes' work with @EthereumHistory, I've been digging into contracts from the 2015-2019 era to find ETH's still withdrawable but has no active frontend and isn't tracked by Debank or other portfolio trackers.

116 contracts, 76,000+ ETH, 516k depositors with claimable balance.

Built Forgotten ETH to help people recover it

👇

[Dean @drowstown]

@Adobe at 18x P/E. Clearly going to zero. Guess I’m gonna be poor with them.

[JustDario @DarioCpx]

How many institutional investors who bought AAPL at 40 P/E are now realising it is worth ~15 P/E at best and they have been fooled by the most weaponised stock buyback programme ever implemented? 🤔

[Nick Gerli @nickgerli1]

Homebuyer demand has plummeted to the lowest level in 30 years.

With mortgage applications to purchase down 63% from the pandemic peak.

The last time we saw demand this low, it was 1995.

[Financelot @FinanceLancelot]

US 10 year yield 4.72%

[Bravos Research @bravosresearch]

WARNING: Temporary help requirement is declining

This typically happens before economic downturns

Buckle up

[zerohedge @zerohedge]

*TRUDEAU: CANADA A BETTER COUNTRY TODAY DUE TO HIS GOVERNMENT

So much "better" he is quitting in humiliation and disgrace

[unusual_whales @unusual_whales]

US homelessness hit a record high in 2024, per Bloomberg.

[Bravos Research @bravosresearch]

This warning signal should NOT be overlooked

The unemployment rate tends to follow the yield curve closely

Right now, the yield curve un-inversion indicates that unemployment is likely to trend up soon

[JustDario @DarioCpx]

Do you know what I find hilarious? People calling crypto a speculative bubble while ignoring what’s going on in stocks is the literally the financial equivalent of seeing the mote in someone else’s eye but not the beam in one’s own

Narrator: a beam big like the Sun

[JustDario @DarioCpx]

$SMCI is up another 10% today - markets are so broken that heading towards bankruptcy is now bullish

[Route 2 FI @Route2FI]

These scam coins are getting crazy.

Someone just shilled me a shitcoin with:

- 27 Trillion supply
- No supply cap
- 1 validator
- 25% of supply minted in the last 6 months
- 1% of holders own 30%

Jk that’s the US dollar.

[Bravos Research @bravosresearch]

The yield curve has just un-inverted

This also happened in 1990, 2000, and 2008

All 3 ended in sharp economic downturns

Is this time different?

A thread 🧵

[The Kobeissi Letter @KobeissiLetter]

Private sector employment is falling in the US:

Full-time private sector jobs have declined by a whopping 1.8 MILLION year-over-year in November.

Full-time private sector employment has been contracting for ~1.5 years.

Such a significant drop has never occurred outside of recessions.

In fact, similar declines have been seen during the 1990s and 2001 recessions.

Meanwhile, state and local government full-time jobs have risen by ~400,000 year-over-year, twice as much as the pre-pandemic period.

The US labor market is weaker than it seems.

[The Rabbit Hole @TheRabbitHole]

The United States deficit exploded during the 2010s.

[Global Markets Investor @GlobalMktObserv]

🚨US TECHNOLOGY STOCKS FUNDS HAVE EXPERIENCED MASSIVE OUTFLOWS🚨

Global investors withdrew $1.3 BILLION from US tech funds, in the week ended Dec 18.

Over the last 3 weeks, technology funds outflows have reached $2.5 BILLION.

Is smart money running to the exit?

[The Kobeissi Letter @KobeissiLetter]

Retail investors are buying stocks like never before:

Off-exchange trading as a % of total market volume hit 57% in December, an all-time high.

Off-exchange trading run by firms like Robinhood or Charles Schwab is a proxy for retail investors' participation in the stock market.

This year, off-exchange trading as jumped by ~15 percentage points.

This is also nearly DOUBLE the percentage seen before the 2020 pandemic.

Tesla, $TSLA, and MicroStrategy, $MSTR, have been among some of the most actively traded stocks by retail.

Retail investors are piling into the market.

[zerohedge @zerohedge]

Austin housing bubble go pop

[Nayib Bukele @nayibbukele]

😌