Wags77

NYC trader with 20+ years industry experience. Battling the bots like John Connor with Macro, technicals and derivs. Opinions only...not advice.

[CoinDesk @CoinDesk]

UP NEXT: @ErikTrautman, @mattdlockyer, @PotatoDepaulo and other community members host a Foundations meetup at #Consensus2021 on NEAR's plans and show attendees how to mint an NFT.

Register: https://t.co/PJg71S61Ru

[Stephanie Kelton @StephanieKelton]

This thread led to a substantial number of media requests. Just sayin’

[Wags77 @wags7791]

@chamath SPACs seem to be one of the biggest beneficiaries of low interest rates... if cost of capital continues to rise (albeit off of very low historical levels) do you think there will be additional draw down risk?

[Wags77 @wags7791]

@DanielaCambone Bearish on real rates

[Wags77 @wags7791]

Ironic how similar yesterday’s action was to the 2016 election results.

[Wags77 @wags7791]

@StockCats @RevShark Bingo

[Eli Dourado @elidourado]

OK, folks, here it is:

The absolute best place to track the election tonight is on my site.

All data refresh every 2 minutes. You get an electoral map, a state-by-state Monte Carlo simulation, and lots of sortable tables.

Go ahead, melt my servers.

https://t.co/Fyii1BGAhx

[Jim Carroll @vixologist]

@vol_christopher Confused. Are you saying that fundamentals will matter again sometime soon??

[Collin McLelland 🏴‍☠️ @FracSlap]

How it started: How it’s going:

[Chuck Trafton @chucktrafton]

Prison operators $CXW and $GEO are two of the least ESG-friendly publicly traded companies. Does the Fed have the gall to buy their bonds (currently 82-89c)

[Wags77 @wags7791]

@RaoulGMI @hendry_hugh - Great podcast. I'm also bullish on gold but your comments on real rates would make me less bullish. How does gold continue to work in an env't where real rates are going up not down? This has been a very very strong relationship. thx

[Naval @naval]

The way to inspiration is to struggle, then release.

[Wags77 @wags7791]

@Jimmyjude13 I’d argue that kink in the curve has more to do with the election. But your point is still valid.

[Wags77 @wags7791]

Someone should let the realtors know this... higher taxes and fewer buyers does not equate to higher prices. As a buyer in a blue state you should be aware of that you are assuming this risk and demand a lower price for the liquidity you are providing to the seller

[Naval @naval]

Blue states and cities are about to get hit twice - massive budget deficits just as remote work makes the tax base more mobile than ever.

[Wags77 @wags7791]

Makes 1% CDs seem like a windfall..

[Bank of Japan @Bank_of_Japan_e]

Average Interest Rates by Type of Deposit https://t.co/aC6w31H5l4

[Bank of Japan @Bank_of_Japan_e]

Average Interest Rates by Type of Deposit https://t.co/aC6w31H5l4

[Trevor Noren @trevornoren]

Evolution of the Fed's balance sheet composition https://t.co/n2SAF2sUKL

[Stephanie Link @Stephanie_Link]

Empirical Rx: the lowest quintile of Beta is trading at its highest valuation premium in the last 70 years. A monumental statement when you consider the cohorts risk profile, growth rates and profitability characteristics versus the market.