you better hold out
you better not cry
bagholding
could be a remedy you try
Q4 is coming to TOWWWN
rate hike scares
bond / yield pays
gold is king, oil is gay
Q4 is coming to townnnn
you better hold out
you better not cry
bagholding
could be a remedy you try
Q4 is coming to TOWWWN
rate hike scares
bond / yield pays
gold is king, oil is gay
Q4 is coming to townnnn
Everybody is about to find out why Bessent & team fed Druck that AI slop & put him up to the WSJ ๐๏ธ OpEdโฆ.
Warsh will now inevitably get asked about the OpEd @ Jackson Hole ๐ณ๏ธโฆ & to everyoneโs surprise ๐ฎ, he will answer along the lines ofโฆ
โI think Druck has a point, we should let the market set rates, & if they are going to move higher ๐, Congress needs to begin to listen to whatโs the market is saying & enforce more fiscal discipline!โ
After an initial hawkish move, w/ the 30-year yields jumping, bonds will stabilize & the WSJ will begin to discuss how Warsh Is restoring credibility to the Fed & the dollar ๐ต & actually forcing discipline to control long-run inflation risk.
But, as I have said before, this is all just an elaborate GOOD COP๐ฎ/BAD COP๐ฎโโ๏ธroutine.
(I ask you, do you really think Druckenmiller & Warsh think austerity is the answer?? Do you really think Trump & Bessent brought in Warsh to actually enforce monetary discipline??)
So there we go, Folder: Mr Puter.
Spent my last 3 days understanding whats going on. It was too tiresome.
Around 2mo ago puter one day said he is very depressive and his profits from his money not exactly covering living costs in swiss after taxes etc. I said what i can do for him. At the time he was continously mentioning how systematic he is. Little did i know he blew up already in 22nd of April 2026. There will be ss thanks to S Tier feds, will be shared under this thread. So his so called systems, some of you know i mostly do discreationary for fun and my real focus is on algo trading. Whole summer we spent time working on some models on polymarket, delta neutral only risk is smart contract everything is fitting to investable algo idea. So we were focused on it and delayed eveything that includes delta 1 -- directional risk. My own strats around fsvzo and crayon delayed (some frens knows that i was working on that since April if not earlier date). So we decided to delay his systems too.. Idea was to model his strat deploy it into on chain vault at Hyperliquid and see if people will be interested in it. We were open to distribute profit evenly even though we were gonna do all the engineering and quant work around his systematic ideas. As a result of delays, as said, he showed up one day saying he is depressive and i asked what i can do.. Ended up agreeing on depositing 10k to fresh account and split profit evenly everyday after realizing profits. First few days he made couple k (1800 or smth), everything seems cool. We deposited another 10k.
See below for ss him blowing up in April at said date and screenshots of i letting him know that we are depositing. Also see ss of vault i funded and how it went story under this post continues.
Frens appreciate any rt.