Manz private 🌪️

@aplusinsight / L/S Equities / Posts = Opinions, Not

Advice.

[Manz private 🌪️ @ManzTraders_]

Moderna $80 Calls are up +400,000% today

That's a 4000x Return

So, $1,000 -> $4,000,000

[Manz private 🌪️ @ManzTraders_]

Friday at 8PM

[Manz private 🌪️ @ManzTraders_]

Warren is the epitome of class

a true legend

[Manz private 🌪️ @ManzTraders_]

Father Time always wins. He has, however, been generous with me”

end of era at Berkshire

[Manz private 🌪️ @ManzTraders_]

B2B 💤💤

[Manz private 🌪️ @ManzTraders_]

you’re never too old for this btw

[Manz private 🌪️ @ManzTraders_]

fwiw:
breadth actually still > 1999/2000 lows
negative beta 2x higher

[Manz private 🌪️ @ManzTraders_]

I don’t think people really understand how insane this is

[Barchart @Barchart]

S&P 500 now has the highest number of stocks with a negative beta in history 🚨 This means that individual stocks are doing the opposite of what the index is doing at the highest ever seen 👀

[Manz private 🌪️ @ManzTraders_]

mortgages we’re 17% in 1970!”

yeah and a new house was $23,000

[zerohedge @zerohedge]

30Y mortgage hits 7.5%

[Manz private 🌪️ @ManzTraders_]

Zuck is hellbent on the MetaVerse being a thing

[Manz private 🌪️ @ManzTraders_]

somebody should probably do something

[Manz private 🌪️ @ManzTraders_]

you’re never too old for this btw

[Manz private 🌪️ @ManzTraders_]

Father Time always wins. He has, however, been generous with me”

[Manz private 🌪️ @ManzTraders_]

Father Time always wins. He has, however, been generous with me”

end of era at Berkshire

[Manz private 🌪️ @ManzTraders_]

you’re never too old for this btw

[Manz private 🌪️ @ManzTraders_]

We haven’t had a 3% move in almost a full calendar year.

10 out of the last 12 months have been spent in extremely tight ranges.

Excluding April - it’s been a year of chop.

$SPX

[SpotGamma @spotgamma]

Its been 337 days since a 3% move

Can we do it mañana?

[Manz private 🌪️ @ManzTraders_]

sometimes the only way to calm the storm

is by hiking rates

few understand this.

[Manz private 🌪️ @ManzTraders_]

they hiked rates, on a unanimous 12-0 vote

and the NASDAQ closed green

[Manz private 🌪️ @ManzTraders_]

JP Morgan says “No Rate Hike” Tomorrow is the one of the worst case scenarios for Equities

[Manz private 🌪️ @ManzTraders_]

homesick for a place I can never go again

[Manz private 🌪️ @ManzTraders_]

the most important FOMC meeting of your entire life is tomorrow

[Manz private 🌪️ @ManzTraders_]

JP Morgan says “No Rate Hike” Tomorrow is the one of the worst case scenarios for Equities