theweatherman

[CoiledSpringCapital, CMT @coiledspringcap]

The inflation issue is getting worse. This should not be a surprise given oil remains in the triple digits.

PPI today increased the most since 2022. When cost prices increase, consumers get passed the difference.

Inflation reaccelerating is causing bond yields to increase. Unless an off ramp to higher inflation is visible soon, this is going to be a problem for the market.

For now, it's being ignored, but for how long?

$IWM
#stocks #SPX #stockmarket #investing #trading
$ES
$QQQ
$SPY
$TNX
$RSP
#DeMark

[theweatherman @theweat69415962]

@DsrPrivate What are your thoughts on AQR Apex?

[theweatherman @theweat69415962]

@DsrPrivate Hedging a degen!

[theweatherman @theweat69415962]

@DsrPrivate Andy, can you remind me what DS protect looks like when Implemented in beta?

[theweatherman @theweat69415962]

@DsrPrivate I think this is spot on (Hoping).

[theweatherman @theweat69415962]

@DsrPrivate Must be upbeat recession case

[theweatherman @theweat69415962]

@DsrPrivate Good reminder. Thanks Andy

[theweatherman @theweat69415962]

@Osint613 Neither is North Korea… they aren’t trading partners

[theweatherman @theweat69415962]

@Citrini7 Short tech (growth)/ long value

[theweatherman @theweat69415962]

@DsrPrivate Mookers Rejoice.

[theweatherman @theweat69415962]

@DsrPrivate However, this should also pressure vol?

[theweatherman @theweat69415962]

@DsrPrivate Where would you cover the short vol ?

[theweatherman @theweat69415962]

@DsrPrivate Well deserved Andy.

[theweatherman @theweat69415962]

@DsrPrivate Would love to see one last flush. Although that makes total sense to me.

[theweatherman @theweat69415962]

@DsrPrivate They’re having the intended consequences. I think this is the game.

[theweatherman @theweat69415962]

@DsrPrivate Let’s go. Fuck the squiggles.

[theweatherman @theweat69415962]

@DsrPrivate It’s a provocative call. lol

[theweatherman @theweat69415962]

@DsrPrivate Thought he gave his notice that he was leaving Twitter.

[theweatherman @theweat69415962]

@DsrPrivate 💯

[theweatherman @theweat69415962]

@dampedspring @DsrPrivate Don’t fight the pres.