rob illingworth

20y+ credit trader…. pretty average options trader

[rob illingworth @illingro]

@gurgavin Being in a recession and the market potentially pricing one ahead of time are not the same thing imo

[rob illingworth @illingro]

@DonMiami3 You saying I gotta buy semis right????

[rob illingworth @illingro]

@MillionaireBiz1 My guess is Elon’s building a war chest ahead of the 200bln+ of PE sellers coming in Aug and knowing mkt rolls over before before Labour Day => OpenAI and Anthropic don’t get their ipos done…. Not that px is in the realms of reality… taking the $ while it’s there, alla Goog

[TopTradersLive.com @TopTradersLive]

According to @jam_croissant, the Fed is facing five major pressures that are all colliding at once.

Find out more in this episode of U Got Options ⬇️ ⬇️

👉 Apple Podcasts: https://t.co/hcmPuEcIgX

👉 Spotify: https://t.co/BM8ZBA27G0

👉 Other Platforms: https://t.co/OPIiDTR5fp

[Mark Hammond @MarkHam80780803]

“I have totally defeated you and also transferred $300 billion dollars into your bank account”

[rob illingworth @illingro]

So overnight we’ve had renewed attacks, threats of more tonight, hot ppi, Shitty oracle outlook (-8% pm), ECB hike, news OpenAI desperately cut prices to stall haemorrhaging users to Anthropic, all ahead of the largest/most ridiculous IPO coming tomorrow… yet Nasdaq up 1%?? 🤔

[The Kobeissi Letter @KobeissiLetter]

This is a historic divergence:

The ratio of the S&P 500 Information Technology sector to the S&P 500 index is up to a record 0.87.

This ratio has risen +50% since the 2022 bear market low.

Meanwhile, the number of employees in the information technology sector relative to total US nonfarm payrolls is down to 0.02, an all-time low.

Since 2022, this figure has declined -15% as the number of tech payrolls has dropped.

Over this period, the number of employees in tech has fallen -342,000, to 2.77 million, the lowest since February 2021.

Information sector payrolls have now declined for 16 consecutive months, the longest streak since the 2008 Financial Crisis.

The gap between the market and the economy has rarely been this wide.

[rob illingworth @illingro]

RT @BenKizemchuk: Using 0DTE calls to manufacture exit liquidity:

The current tape increasingly reflects a liquidity-constrained, derivati…

[rob illingworth @illingro]

@Huriye Well said 👍

[rob illingworth @illingro]

Still of the opinion the continued military & hardware build up is escalation comes. Negotiations will go nowhere. Can’t just walk away. Thought would be on by now, maybe waiting till the king leaves and goes in Friday evening 🤷🏻‍♂️

[rob illingworth @illingro]

@politicsusa46 Gotta say I rarely reply etc… but that was very well said sir… 👏👏