Jacob Maras

[Jacob Maras @jakemaras7]

@dampedspring So does the mean go “full” long equities?

[Jacob Maras @jakemaras7]

@TraderKennedy_ @nope_its_lily Even tho there’s like a 0 percent chance this is happening on the off chance it is I would like to join in.

[Jacob Maras @jakemaras7]

@nope_its_lily Aapl up 40% in a few months. It’s crazy to see multi trillion dollar companies trade Iile this

[Jacob Maras @jakemaras7]

@LastBearStandng Does that mean this lasts until Jan-Feb?

[Jacob Maras @jakemaras7]

@nope_its_lily @RealMikeLarson Ironic considering the Bull case has been screaming everyone is too bearish for months on fintwit

[Jacob Maras @jakemaras7]

@nope_its_lily It’s amazing how everyone becomes bullish so easily with positive price action… it was only a few months ago and you were quite bearish. But to answer your question in the near term: liquidity, over a trillion needed to fill the treasury back up

[Jacob Maras @jakemaras7]

@davidzmorris @coloradotravis Seems like rates would need to be double what they are though for 400k to be a ‘coasting’ amount

[Jacob Maras @jakemaras7]

@coloradotravis Thanks, that answers that

[Jacob Maras @jakemaras7]

@coloradotravis This explanation indicates it’s pretty similar to previous debt ceiling incidents, what are you seeing that makes this one appear much worse?

[Andy Constan @dampedspring]

The low yield of 1M bills is inspiring the FUD masters particularly accolades of @JeffSnider_AIP (who I respect fwiw) to pronounce a "collateral" shortage indicative of a "bank event". Its just normal debt ceiling drama prep. The implied debt ceiling date is what's priced. 1/n

[Jacob Maras @jakemaras7]

@nope_its_lily But screw anyone who bought UVIX 🤣

[Jacob Maras @jakemaras7]

@zaydanotzeta Too Mealy

[Jacob Maras @jakemaras7]

@warrenbachman1 @MacroAlf What’s your target for when you’ll close the majority of your shorts?

[Jacob Maras @jakemaras7]

@zaydanotzeta Let’s gooooo Bran!!!!

[Jacob Maras @jakemaras7]

@zaydanotzeta Paging the “Bidet Boys” rn

[Jacob Maras @jakemaras7]

@jonasjbc @StealthQE4 What fully guaranteed instruments (other than I-bonds) are paying more than 4% rn?

[Jacob Maras @jakemaras7]

@frankoz95967943 @openshutter21 Do you think David Hunters prediction for markets is on par then? Melt up followed by depression level drop once geopolitical/economic conditions reach the point that they can no longer be so egregiously ignored ?

[Jacob Maras @jakemaras7]

@shortl2021 Well said, you have to wonder just how different conditions would be if Glass Steagall still existed and if the fed wasn’t allowed such unlimited range in the bond market

[Jacob Maras @jakemaras7]

@shortl2021 I don’t know of any expert derivative traders who also willingly call out the horror and nonsense that is but I did want to add that I appreciate all your work. Sadly the financialization of everything and ‘rent seeking’ seem to be consuming our entire ‘economy’ whole

[Jacob Maras @jakemaras7]

@nope_its_lily This my favorite tweet of yours ever. But there are ways to fight back contrary to popular sentiment among those aware of the scope of the issue. The first step is finding ways to arm everyone with the truth. Then empathy, care and compassion have to come before any tech we use

[Jacob Maras @jakemaras7]

@IwriteOK That’s why Celsius went bankrupt