Onat

Quantitative Finance | Trader

[Onat @onat10_]

@mf_matematik İster mvt ister alanla çözün farketmez, f(3) pozitif çıkıyor. F(4) pozitif olarak soruda verildiği için 3 ve 4 arasında kök olamaz. ÖSYM'nin amaçladığı bu değildir tabii ki ama sorunun cevabı matematiksel olarak yalnız 1 olmalı. Herhangi bir sayısal veriye ihtiyaç yok.

[vivek @itsreallyvivek]

https://t.co/ZhOgyq7Vgn

[Onat @onat10_]

@GMAlexColovic How many games have you watched of Fischer when he was 14?

[Onat @onat10_]

Gaining control over Greenland is seen as a strategic asset, creating future bargaining leverage that could shift the calculus on critical issues like Taiwan and control over key trade routes like the Panama Canal.

[Steve Burns @SJosephBurns]

“I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction.”

- Stanley Druckenmiller

[Oguz Erkan @oguzerkan]

I’ll tell you why Burry’s $PLTR short won’t work.

Actually, no $PLTR short will work soon.

Those who are shorting the stock are the same idiots who shorted Bitcoin at $50k.

They don’t understand the nature of it.

$PLTR isn’t about fundamentals or valuation, it’s an accord between the retail investors and the company.

Retail trusted it to be a vehicle for the redistribution of wealth.

They put their money in the stock, and never sold regardless of fundamentals, valuation etc, so the stock has consistently gone up.

Management accepted this as they are also mavericks, they remained loyal to the accord by not doing something stupid like fraud etc.

As the business also performed well, traders and institutions joined, creating immense wealth for the retail investors who entered the accord early.

Redistribution of wealth, just as what happened with Bitcoin.

Milennials agreed that it’s something valuable, and insisted, boomers eventually joined and the price exploded.

Who are the big individual holders? They are millennials who accumulated early.

$PLTR is the stock market version of this.

This is why retail holders won’t sell because the valuation is off the roof etc.

This is what shorts don’t understand.

[Onat @onat10_]

👀

[Onat @onat10_]

Decreased bond yield, increased money supply, roughly $40 Trillion debt... S&P 500 heading for new ATHs 👀

[Onat @onat10_]

Decreased bond yield, increased money supply, roughly $40 Trillion debt... S&P 500 heading for new ATHs 👀

[Barchart @Barchart]

U.S. M2 Money Supply jumps to a new all-time high of $22.2 Trillion 🤑

[Onat @onat10_]

@iriscibre @Erol_Emiroglu Yüksek faiz hangi veriye göre yüksek? Ayrıca kuru baskılayarak oluşan enflasyona göre faizin düşük olduğunu savunmak abes. Halkın cebine yansıyan reel enflasyona göre faiz oranları olduça düşük.

[Ufuk Alparslan @unfugalparslan]

WSJ'a göre geçen hafta Türkiye'nin imzaladığı 20 yıllık doğalgaz anlaşmasının maliyeti 43 milyar dolar. 20 yıllık anlaşmanın 70 milyar m3 hacminde olduğu açıklanmıştı. Öyleyse 1000 m3 başına maliyet 614 dolar mı?

Bu doğalgaz ile elektrik üretmenin maliyeti 110 USD/MWh'in üstünde olur. Yani adeta bir enerji krizi fiyatlaması...

[Onat @onat10_]

@turanicstorm Duyumdan ziyade resmi olarak doğrulanmış diye biliyorum. Zaten H1B'nin asıl hedefi Hindistan'dı. Bu sebeple OPT'ye muafiyet oldukça mantıklı.

[Onat @onat10_]

Turkey's gas deal with the US until 2045 is a definitive statement. By locking in this Western energy source, Türkiye is firmly choosing its NATO anchor in the long-term, subtly pushing back against Russia's leverage. A bold move that secures energy but also closes some doors.

[Onat @onat10_]

@aliwinchesteer_ Ülke ne alemde yıkılıyor mu hala

[Onat @onat10_]

Everyone except the Turks will have a say with these privatizations. An unprecedented betrayal in history.

[Patrick Sykes @pat_syk]

SCOOP: Turkey revived a multibillion-dollar plan to sell the operating rights to two iconic Istanbul bridges and a series of highways, potentially the biggest privatization deal in the country’s history

With @FiratKozok and Kerim Karakaya
https://t.co/iapelHViAz

[Mark the financier @financiermark]

Everything is moving according to plan.

Today’s jobs report shows a weakening labor market, and at the same time, we’re seeing signs that inflation could start to accelerate. That puts us in a stagflation environment, which gives the Fed a clear reason to hold rates where they are. Even as the market keeps calling for cuts, this setup gives enough justification to stay tight.

The strategy is simple. Scott Bessent knows it, Trump knows it, and the Fed understands it too. You cannot fix this by stimulating again. You have to apply pressure, crack the system, and hold the line. That discipline is what attracts capital back into U.S. Treasuries. You let the rest of the world break first, and the flows come to where the safety and credibility are.

We are already seeing it in the bond market. Yields are starting to drop. And that is the key. The biggest problem is not inflation anymore. It is the debt. The U.S. cannot afford to refinance at high yields. The entire future depends on getting those yields lower, and the only way to do that is through global stress, not rate cuts.

There will be short-term pain. But once the capital is locked and refinancing is done at a lower cost, the U.S. will be in position to grow again on cheap capital while the rest of the world is still in recovery mode. That is the plan. And it is unfolding.

[Emerging Intelligence @emergingintel]

🇹🇷 Türkiye Wealth Fund launched $500m L5Y and $500 10Y dual-tranche offering at 7.00% and 7.75% respectively.
Books > $9.5m, slight skew to 10Y.

[Onat @onat10_]

@1user2222 Dünyada hiçbir canlı kötü bir şey haketmiyor, kimse de haketti yazmamış zaten. Belalı insanlar övüle övüle gencecik kızların ölümüne çanak tutuldu insanlar da şu an onun önüne geçmeye çalışıyor. Şu feminizm kompleksinizi kenara koyun da yeni nesile ülke gerçeklerini anlatın.

[Jan Rosenow @janrosenow]

Coal is still king but won't be for much longer. Latest @IEA projections confirm:

Renewables are on track to surpass coal as world's biggest source of electricity by 2026.

Rapid growth in solar + wind and levelling off of coal power are driving forces behind this shift.