Lemon Tree Capital

[unusual_whales @unusual_whales]

21% chance the Ai bubble bursts by December 31, 2026, per Polymarket:

[zerohedge @zerohedge]

"We Import Poverty" – Italian Newspaper Argues That Foreigners Are Impoverishing Italy After New Data Published https://t.co/UGEz6xEgs8

[Gappy (Giuseppe Paleologo) @__paleologo]

A rough, but not bad, metric for performance of a hf/prop trading firm is revenue/employee (not only investment team size). The very best are close to $20m/employee (but I don't know recent numbers for RenTech and TGS).

On non-HFs, OnlyFans is doing well.

If I ever start a fund, will call it OnlyHedges. Humble goal. Augurs well.

[unusual_whales @unusual_whales]

US debt to grow twice as fast as the economy:

[unusual_whales @unusual_whales]

🚨BREAKING🚨

I just released the full report on Congress trading in 2024.

Like every year since 2020, some US politicians beat the market.

From the start of 2024 to year end, many had unusual trades & huge portfolio gains.

Here are the top political traders of 2024.

[Lemon Tree Capital @SilverTrade2]

@PauloMacro Penguins have been ripping off the US for decades!

[Benjamin Felix @benjaminfelix]

Trump's 2024 election win likely contains information about expected stock returns, but probably not the information that you expect.

The U.S. equity risk premium going back to 1927 has been much higher under Democratic than Republican presidents.

The explanation is important.

[Lemon Tree Capital @SilverTrade2]

@PBRStreetGang7 Two more weeks….

[GURGAVIN @gurgavin]

AFTER TODAYS RALLY MICHAEL BURRY IS NOW DOWN 53% ON HIS “$1.6 BILLION” S&P 500 AND NASDAQ SHORT IF HE IS STILL HOLDING IT

BASED ON THE SAME ESTIMATES

[GURGAVIN @gurgavin]

MICHAEL BURRY IS NOW DOWN 42% ON HIS “$1.6 BILLION” S&P 500 AND NASDAQ SHORT IF HE IS STILL HOLDING IT

BASED ON THE SAME ESTIMATES

[Ricard Solé @ricard_sole]

Is brain complexity -and consciousness- related to Quantum Mechanics? I am surprised that such a big claim remains a hot issue when the numbers clearly indicate it's a classical object. No QM involved. Check https://t.co/JNPwwVOyqJ @philipcball @drmichaellevin @brigan_raman

[Mike Bostock @mbostock]

Updated my plot of bank failures. 😬 https://t.co/atlFhzIMKY

[PensionCraft @PensionCraft]

Powell is convinced financial conditions are tightening but the Chicago Fed Financial Conditions Index (all three sub-indices) shows conditions are loosening 🤷‍���️

[Lemon Tree Capital @SilverTrade2]

@elonmusk Getting involved in the current thing?

[Anthony Cheung @AWMCheung]

The Bank of England said people holding £14.5 billion in old paper banknotes have just 100 days to spend or deposit the money before it becomes worthless

[Florin Bilbiie 🇪🇺 🇺🇦 @FlorinBilbiie]

This fully-specified model fits all the observations and thus constitutes a plausible explanation of what's going on.

[Velina Tchakarova @vtchakarova]

Now what?

[Peter Schiff @PeterSchiff]

I'm building a small structure on my property in Puerto Rico to do my podcasts. I was going to build about nine months ago but held off. I'm doing it now, but the total cost to build has increased by 56% due to the increase cost of materials. Certain items have tripled in price!

[Lemon Tree Capital @SilverTrade2]

@MattWallace888 @elonmusk If only they would limit the supply the world would become a better place.