spacecat

Mess with mewmew, get the pewpew. Markets & mewsings. A perfect hedge exists in a Japanese garden. Better to be a warrior in a garden than a gardener in a war.

[spacecat @realspacecatto]

I don't invest in people....I invest in rocks

[🏴‍☠️ @calvinfroedge]

Funny how Russia propaganda is the only place the truth is coming from right now

[Petar Momchev @momchev12]

Globalization is the greatest short-convexity bet in human history. Every day the status quo persists, we move closer to unlimited losses; unfortunately, most leaders remain oblivious. It is the classic cycle: good times have created weak leadership.

[James Melville 🚜 @JamesMelville]

"The goal is an endless war, not a successful war."

~ Julian Assange

[Megatron @Megatron_ron]

NEW:

🇺🇸 Rep. Thomas Massie calls on all politicians, influencers and outlets to join en masse in seeking justice for the child victims of Epstein and his billionaire friends:

"If you won’t stand up for trafficked kids, who will you ever stand up for?"

[Whitney Baker @TotemMacro]

Uh hey guys, all the things you're calling "AI disruption" trades are just a standard end-of-cycle liquidity contraction rolling across well-owned trades.

Hope that helps.

[Noel Smith @NoelSmith]

S&P is flat over the past month, but the average stock moved 10.8% — a dispersion spread at the 99th percentile over 30 years. Crushed correlations (1m rCorr 8.9) driven by massive Growth-to-Value rotation, pod shop de-risking at 100th %ile gross leverage, and 0DTE/leveraged ETF amplification have made dispersion trades (long single-stock vol, short index vol) wildly profitable. The catch: prior 99th %ile dispersion events have historically clustered around major market shocks, with the backtest showing ugly negative median SPX returns in the t+2m to t+3m window. Small sample (n=8), but a clear caution flag. Source is Nomura:

[spacecat @realspacecatto]

@BURRR509 @WarrenPies Its seasonally adjusted

[MAZE @mazemoore]

Greg Biffle was a patriot and a great man. This is such a tragedy.

Here's Biffle last year talking about helping each other in the time of need.

RIP to the Biffle and his family.

[The Redheaded libertarian @TRHLofficial]

Greg Biffle was a saint.

[spacecat @realspacecatto]

@nicksortor @mattvanswol Tears in my eyes RIP.

[spacecat @realspacecatto]

@r_zthai https://t.co/Fl8ZsxpdaW

[spacecat @realspacecatto]

Merry Christmas, hope everyone is doing well. Lol

[unusual_whales @unusual_whales]

Japan has said it will sell over $500 billion in ETFs in January, and has vowed to not let that crash global markets again, per Bloomberg.

[spacecat @realspacecatto]

@k3ithmccullough @3F_Research 3F not 13F lol do'h

[spacecat @realspacecatto]

@k3ithmccullough @3F_Research 13F benchmarks to GSCI (value weighted commodity index)

[r @cxnversion]

Ok make the most pro-crypto president in history win the election

Now send his own meme coin to zero with no bounces

Ok now send random tech stocks 1000% instead of crypto

Now use these tech companies to spy on the population

Double the cost of living

Ok now give their jobs to immigrants

Blame job displacement on Chinese manufacturing and start a tariff war

Wait till they sell

Now undo the tariff war

Ok now convince them that 4 year cycles aren’t a thing anymore at the top of the 4 cycle

Now start the tariff war again

Shut down the government

Tell them they jave a gambling addiction

Ok give boomers more tax braaks and send their gold to ath because they worked harder.

Wait till boomers die now send the dollar to zero.

[spacecat @realspacecatto]

@claytonkern @DataRepublican Amen

[spacecat @realspacecatto]

@EPBResearch Praying for your recovery.

[spacecat @realspacecatto]

@r_zthai @measure_plan Finally a good use case