Risk Adjusted

Former small capper, now tourist in many things.

[PolymarketHistory @PolymarketStory]

THIS WHALE IS BACK 🚨

A wallet that made nearly $1M during the Iran operation just placed a new bet

It has now loaded over $100K on the U.S. invading Iran before 2027

Potential payout: $250,000+

[Kyle Clark @KyleClark]

Emergency requests to help a struggling family have a Christmas come to @apreciouschild from 70+ partners across Colorado. They run an amazing 10,000+ kid gift drive. Parents/caregivers are given wrapping paper so they can join in the joy. Even $5 helps: https://t.co/zlaLlFp6Tg

[Risk Adjusted @risk_adjusted]

Up to 11 now @eksterwallets

[Risk Adjusted @risk_adjusted]

Hi @eksterwallets - I bought something from you 5 days ago. It isn't here yet which is totally fine, you aren't Amazon and I like that. But you've sent me 7 marketing spam emails since my order. Don't do that.

[Risk Adjusted @risk_adjusted]

Hi @eksterwallets - I bought something from you 5 days ago. It isn't here yet which is totally fine, you aren't Amazon and I like that. But you've sent me 7 marketing spam emails since my order. Don't do that.

[Risk Adjusted @risk_adjusted]

@buccocapital Its a great tweet
https://t.co/HFRfdstTRX

[Kris Sidial🇺🇸 @Ksidiii]

The market is currently in a phase where it’s grasping for any hint of tariff relief to spark a rally. Even a modest reduction in tariffs would likely send stocks surging in the short term.

But this sets up the next leg lower in the months ahead, as the market is forced to confront the cold reality: tariffs, net-net, are bad for growth and bad for U.S. equities.

It’s like a robber pointing a gun at your head and then shooting you in the chest instead. For a split second, you’re relieved—“at least it wasn’t the head”—until it hits you: you’ve still been shot.

[Risk Adjusted @risk_adjusted]

@UpslopeCapital Thx for flagging - tough to keep up on here with the volume of this crap going on

[Dune AnaIytics @DuneAnaIytics]

Nothing like price to change sentiment.

[Edwin Dorsey @StockJabber]

SBF every media interview

[Dario Perkins @darioperkins]

Not seen a single 2023 outlook, but given the lack of imagination in this industry I imagine they will all say: lower but sticky inflation, weak growth/mild recession (40% chance 😉) and central banks hiking a little further before pausing for most of the year
Saved you the time

[Dune AnaIytics @DuneAnaIytics]

Yesterday's equity put/call ratio was .60.

Reminder just two days ago it was 1.30

[southpaw @nycsouthpaw]

I loathe that I have already assigned this incident second-tier horror status in my mind. It’s a genuine nightmare and the worst day of a lot of people’s lives, and I’m like ‘well, no kids,’ ‘well, fewer than a dozen killed.’ I despise coping with our reality this way.

[(((Dan Hodges))) @DPJHodges]

In retrospect Sandy Hook marked the end of the US gun control debate. Once America decided killing children was bearable, it was over.

[Risk Adjusted @risk_adjusted]

@StormyBluePup You got this!

[Katelyn Jetelina @dr_kkjetelina]

Here we go!

[Yishan @yishan]

Most talk about The Great Resignation focuses on people voluntarily re-examining their lives after a big crisis, but little attention is paid to the fact that long-haul covid sufferers often have to resign from jobs or severely scale back their hours.

[Risk Adjusted @risk_adjusted]

@NoonSixCap Is this one of those ladder attacks I keep hearing about?

[Upslope Capital @UpslopeCapital]

Updated my "Consolidated Learnings" document -- marked and clean versions attached and linked below: https://t.co/xZhGKsR2rG

[Risk Adjusted @risk_adjusted]

Fact check: true. Are there a significant # of instl. investors hyping ESG for signaling? Yes. Does that mean inflows won't be crazy over next 2 years. Nope.

[Kris Sidial🇺🇸 @Ksidiii]

This space is just getting started, this will be regulatory & mandate flow and that is the WORST type of flow you can try to step in front in order to generate alpha.