Luke Morgan

Macro, markets

[Luke Morgan @riskdeity]

The real bottleneck is touching grass

[Hooman @hoomansv]

$QQQ down 4%

Zuck:

[Luke Morgan @riskdeity]

Someone make me a market on Iran getting solved over the weekend

[Luke Morgan @riskdeity]

$META clearly did not feel the pain enough today. Let’s amp it up to a 9

[Luke Morgan @riskdeity]

I don’t remember the big wins or the consistent growth but I always remember the particularly bad days

In a way they are important and in some cases invaluable

[Hunter Biden @HunterBiden]

@gmoneyNFT Hyperliquid

[Luke Morgan @riskdeity]

It’s absolutely mental how every asset class together now. It’s just dollar and volatility trading inverse. Everything is the same trade now. The everything bubble in its final form

[Luke Morgan @riskdeity]

@TheStalwart Did you try switching it to everyday work mode

[Luke Morgan @riskdeity]

A true populist in a sense. Real 1+1=2 kinda guy

[*Walter Bloomberg @DeItaone]

TRUMP: WITH A GREAT JOBS REPORT, LIKE JUST ANNOUNCED, STOCKS SHOULD GO UP

[Luke Morgan @riskdeity]

@rennyzucker 5.5 remains miles ahead w/ insanely huge limits even after 2x expired

[Luke Morgan @riskdeity]

@drstevebool Someone gets it

[Luke Morgan @riskdeity]

LinkedIn forward guidance… we should find God & soon

[FinancialJuice @financialjuice]

Fed's Hammack: It may soon be appropriate to act on rates - LinkedIn Post.

[Jake Tropila @JakeTropila]

Rolling up to the IMAX in my IMAX hat

[Kevin Gordon @KevRGordon]

The 2-month revision to nonfarm payrolls that we got with the May report spiked to +93k ... that is the strongest since January 2025

[Michael McDonough @M_McDonough]

One of the more striking NFP charts: the three-month moving average of payroll gains.

[Luke Morgan @riskdeity]

Turns out BoJ has been using Mythos to exploit & mint unlimited supply of JGBs

[Luke Morgan @riskdeity]

@justalexoki He’s on like a giga dose of reta

[Joe Weisenthal @TheStalwart]

At the start of the year (and especially at the start of the war), it was obvious that it would be a year of too-hot inflation, raising the specter of stagflation. But at least right now, it looks like prices and economic activity are both on the rise, which is less bad.

[Luke Morgan @riskdeity]

I need Twitter game like Hunter Biden. I tweet boring nonsense into the void and like five real people see it