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New Delhi, India
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The Great Liquidity Paradox
Why are US stocks near record highs while the global bond market is flashing warning signs?
Something unusual is happening across global markets.
Full Article
0xadityasahu.substack.com/p/…
#stockmarket #bondsmarket #Nasdaq #US500 #JPY
Made with AI
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FOMC Tonight 🧵
FOMC decision tonight at 11:30 PM IST.
Markets are pricing a 92.5% probability of a 25 bps rate hike to 3.75% to 4.00%.
But the hike itself may not be the biggest market catalyst.
Here’s what matters 👇
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For equity investors, the important question tonight isn’t simply:
“Did the Fed hike?”
It is:
“What does the decision tell us about the cost of capital over the next 12 to 18 months?”
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The rate decision will make the headline.
The forward path of monetary policy could determine the repricing.
Watch the statement, projections and Kevin Warsh’s press conference closely.
#FOMC #FederalReserve #Markets #EquityResearch #Investing
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🚢 BWET is going vertical. But it isn’t an oil ETF.
BWET gives investors exposure primarily to crude tanker freight futures.
So what exactly is driving the move?
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That’s why:
Oil price ≠ tanker freight rate
Crude can stay flat while shipping costs surge.
BWET is primarily exposed to the shipping side of the energy market.
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📌 The key takeaway:
BWET isn’t simply a bet on higher oil prices.
It’s a bet on tanker freight expectations.
And when geopolitical risk + longer routes + tight vessel supply collide, freight rates can move FAST. 🚢📈
#BWET #TankerShipping #Shipping #OilMarkets #Commodities
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Aditya retweeted
Leopold Aschenbrenner's Situational Awareness is back.
Days after Situational Awareness collapsed, the fund announced a fresh $400 million investment in a private company.
It put $100 million into the same company last month.
The fund fell 67% in July, from $45 billion to around $10 billion, after margin trading losses and the Citadel transaction.
He is moving away from leveraged public stocks and into private companies.
Private positions cannot be margin called, so the same collapse cannot happen again.
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The market respects curves more than traders realize.
📈Every strong BTC impulse starts with acceleration.
This is one of the cleanest institutional concepts I’ve studied.
$BTC to $73k in 25Days
#Bitcoin #BTC #Crypto #BitcoinTrading #CryptoTrading #ETH #BTCAnalysis
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Aditya retweeted
Complexity in finance grows exponentially. Every new asset, yield, or regulation adds a dimension that multiplies the combinations of risk and return.
At this scale, AI is essential to navigate these variables and capture the highest yields in real time.
Nobody breaks it down better than our CEO @0xshai:
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