Joseph S. Joyce

Music maker, visual artist, editorial writer and proud dad.

[Joseph S. Joyce @JoeJoyceUK]

@benjamincowen here here 👏

[Benjamin Cowen @benjamincowen]

Do not blame Kevin Warsh for higher rates.

Warsh is not the one who enacted tariffs on basically the entire world and started a war in the Middle East.

[Bart Mol @Bart_Mol]

Me explaining AI to friends

[Joseph S. Joyce @JoeJoyceUK]

@benjamincowen @benjamincowen haha “blow-off-top is coming, but not yet” guy

[Joseph S. Joyce @JoeJoyceUK]

@RaoulGMI If the recession bears are wrong - which we all hope they are - how do you reconcile that with your long-term log regression channel showing the S&P close to +2σ? The last time we reached that level was during the dot-com bubble.

[Joseph S. Joyce @JoeJoyceUK]

@RaoulGMI @RaoulGMI Universal AI equity is much less terrifying idea than universal basic income. If AI creates immense wealth, broad ownership of the infrastructure may be a better way to share it than redistribution after the fact.

[Joseph S. Joyce @JoeJoyceUK]

@RealVision Is it really that easy though? Let’s see if it holds.

[Joseph S. Joyce @JoeJoyceUK]

@DaddyCoffee73 @Keir_Starmer no it isn’t that’s not what he said

[Joseph S. Joyce @JoeJoyceUK]

@HistoricalFund @KobeissiLetter but Europe did not prosecute this war - the US did without consultation - now they want to back off and claim it’s Europe’s problem?? You can’t make it up!

[Joseph S. Joyce @JoeJoyceUK]

@KobeissiLetter Like dropping bombs from the sky was the hard part. That was the easy bit!!

[Joseph S. Joyce @JoeJoyceUK]

@Rewkang If you strip out the hyperbole from this, the reasonable core is:

“AI will likely raise productivity meaningfully over the next decades. Some companies will benefit disproportionately. Long-term exposure may be valuable. But timing, valuation, and cycles still matter.”

[Joseph S. Joyce @JoeJoyceUK]

@KobeissiLetter he say if it goes to $1 he’ll buy it all.

[Joseph S. Joyce @JoeJoyceUK]

@RaoulGMI @RaoulGMI People are frustrated right now, it’s disappointing so much of that is pointed at you. We’re all responsible for our own decisions. I’ve fallen into blind following before, too. But absolute statements without nuance can make anyone a target. That's my read.

[Joseph S. Joyce @JoeJoyceUK]

@RandySchachter1 @RaoulGMI This is the thing. If you’re sat in a phat pad in the Cayman Islands - the embodiment of wealth and success and your making price predictions - there’s a certain kind of responsibility that comes with that - people are going to be heavily influenced by what you say.

[Joseph S. Joyce @JoeJoyceUK]

@HenrikZeberg So bearish, at least $1 trillion.

[Joseph S. Joyce @JoeJoyceUK]

@KnowledgeUpOnly @JamesEastonUK @BittelJulien @RaoulGMI I appreciate that rates may be the antagonist, but leaning too hard on seasonality feels risky in this regime. Oversimplifying these dynamics when tied to pricey subs can mislead those less familiar w/ nuances. MIT is a great resource, but the framing on this post is concerning.

[Joseph S. Joyce @JoeJoyceUK]

@RaoulGMI @RaoulGMI ISM stuck at 48.7 = contraction, yet Fed cut odds rising. Can liquidity alone light up alts without ISM > 50?

[Joseph S. Joyce @JoeJoyceUK]

@kilokop98293 @cryptomanran reckless lunatics

[Joseph S. Joyce @JoeJoyceUK]

@RaoulGMI Sui has been unable to stay above the 21-day EMA for a full month now. We're down 45% from the May highs, not a good sign IMO. The global M2 chart is comforting, but despite a great entry on Sui, I've caved in and exited until it reclaims the 21 DMA. Shame.