heitor🤘

[heitor🤘 @heitor_44]

@rogersmichalski 5%+ across so many areas of fixed income is pretty compelling. How much of that yield would you actually consider sustainable?

[heitor🤘 @heitor_44]

@rogersmichalski Clear risk off positioning showing up in the latest survey.

[Roger Michalski @rogersmichalski]

The five largest hyperscalers are on track to spend near $760 billion on infrastructure in 2026, nearly double 2025. This is the capex commitment that underwrites the load projections priced into PJM's capacity market.

[Roger Michalski @rogersmichalski]

Yields remain above 5 percent across investment grade and high yield credit even as spreads sit at multi-year tights. The income comes from the rate curve, not from spread pickup, and that changes the case for active credit selection.

[heitor🤘 @heitor_44]

@rogersmichalski Interesting breakdown self-storage and strip centers clearly leading the pack. Do you think this trend continues into the rest of 2026, or are there any sectors you’re watching for a potential rebound?

[Roger Michalski @rogersmichalski]

QQQ's 30-day implied volatility rank sits between 64 and 84 across vendor sources, well above the trailing twelve month average near 47. Elevated IV is what makes systematic options selling on the Nasdaq worth reopening.

[Roger Michalski @rogersmichalski]

$SPY is below our trendline and below the 15 day line - I'm expecting more consolidation and possible weakness taking us to the 50 day line below us.
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[Roger Michalski @rogersmichalski]

Imgur+Buffer test

[heitor🤘 @heitor_44]

@cell99zero @rogersmichalski If you can’t explain your trade in one sentence, you probably don’t understand it well enough.

[Roger Michalski @rogersmichalski]

REIT sector winners Q1 2026: Self-storage +9.2%. Strip centers +8.6%. Healthcare +5.1%. The losers: Office -12.8%. Apartments -7.6%. Sector selection drives returns.

[Roger Michalski @rogersmichalski]

SpaceX set an IPO record. Now there’s hope that Anthropic could shatter it. https://t.co/gVb1b45rFT This could happen, but it should not last. AI is not making our world as a whole that much more productive. It is not showing up in GDP.

[Roger Michalski @rogersmichalski]

Do you know panic triggers massive, forced capital flows?

And if you know where that flip happens, you don't need a bull market to target fast payouts.

All it takes is setting one order at 9:35 am ET and letting the market do the heavy lifting.

Even in those brutal market conditions, live alerts hit an 85.7% win rate and over 200% return on risk.

Drop a 🔥 if you want in.

[Roger Michalski @rogersmichalski]

The weekend is 100 years old – but have ‘skiveday Fridays’ and hybrid working ruined it for everyone? https://t.co/GCUvHcSBZF Some processes have to be constantly monitored for necessity reasons. But God created the Sabbath for man, not the weekend.

[FTMO.com @FTMO_com]

Every market move is an opportunity. Trade up to $200K in simulated capital with up to a 90% Reward Ratio. Start today!

[Roger Michalski @rogersmichalski]

The options market is also showing this trend, with implied movements increasing ahead of $NVDA earnings and the Jackson Hole event.

[heitor🤘 @heitor_44]

@rogersmichalski 10.3% lifetime and ‘backed since the Civil War’ is a bold claim. What’s the actual underlying product here — some kind of fixed annuity or private placement? Would love more details on the issuer and how the rate is locked in.

[Roger Michalski @rogersmichalski]

10.3%
WAR BONDS
Lifetime Issue. Backed Since the Civil War.

https://t.co/cimFlw0SVg

[heitor🤘 @heitor_44]

@rogersmichalski 2112 on vinyl is the only correct way to experience it. That album still hits differently.

[heitor🤘 @heitor_44]

@rogersmichalski Looks like a good night. Love when the community actually hangs out in person instead of just online

[heitor🤘 @heitor_44]

@rogersmichalski Didn’t know Kelsey Grammer was involved in something like this. Respect for using his platform to push actual founding principles.