Hello I am Dejika love to travel and see the world πΆ
Π‘Π°Π½ΠΊΡ-ΠΠ΅ΡΠ΅ΡΠ±ΡΡΠ³
- Tweets 5,176
- Following 35
- Followers 397
- Likes 3,509
I like that the sincere result of the disembodied marketβs grand calculation of the price of crude oil is $90 WTI $100 Brent. Beautiful if you think about it
5
337
Only thing that could make front line life in Ukraine worse is the fucking plague or whatever the fuck the βIrkutsk pathogenβ is
5
323
imho the stochastic parrot ppl are technically right but the doomer people are politically right and like maybe aesthetically right too. Tough position for the parroters, who should be made to suffer being right in silence.
Not to mention a stochastic parrot can still help build weapons and shit lol. Just under the direction of real people.
but idk I stupidly have been distracted by Iran and haven't spent time with the maths yet. Just my basic impression based on my onto/epistemological priors π€·ββοΈ maybe they have invented an angel (alien)
1
2
371
alright fuck it im filing a buy order for 50 shares of $BNO @ 61.50 as a symbolic show of solidarity with the oil bulls still in the trade, i'm here for you I know today has been hard
5
1
29
1,459
well hey at least the traditional stock/bond correlation looks to be back on track in at least one direction ππ
1
101
if it takes 2 aircraft carriers to maintain above a 90% chance of avoiding getting blown up while transiting hormuz, it might not really be that open
3
1
13
567
we have seen 3 straight weeks with phys Brent settling above +15, and in the last few days that number has increased, nearly +25 today. FWIW
1
14
566
I know people are all over this but the "- People say" bit of this headlines is truly peak Hormuz crisis stuff and I'd be remiss not to log it here on my live blog
1
13
493
If you were close to the Scottish Enlightenment at the end of the 18th century, and thought that mineral and hydrological power was going to displace organic animal/human power in European economies, you were directionally correct but temporally off by over a century
7
243
This is the reason stocks grind higher btw. Bears get outvoted 2-1 by the βnothing ever happensβ and βAI is a brave new worldβ coalition even tho those 2 camps disagree about most stuff beyond the direction of equity prices
I still remember back in like May when people were like "sure 4.6 on the 10 is scary but we really aren't worried about equities until we see a sustained move closer to 5" and now those people are either like
1: "this is a blow-off top in yields, we'll settle back closer to 4.5 by end of Q4" (Cramer is literally calling for a US treasury bond short squeeze lol)
or
2: "It's fine it just means the economy is growing, who knows how high the yields will go but NASDAQ at ATH anyway, just look at earnings"
~
IDK but its just weird watching people get proven wrong time after time and just not even flinching
I mean I guess you could say the same for me, having been someone arguing since April for like a step change generational move in yields (right) but thinking this would have a negative effect on equities (wrong)
7
345
I still remember back in like May when people were like "sure 4.6 on the 10 is scary but we really aren't worried about equities until we see a sustained move closer to 5" and now those people are either like
1: "this is a blow-off top in yields, we'll settle back closer to 4.5 by end of Q4" (Cramer is literally calling for a US treasury bond short squeeze lol)
or
2: "It's fine it just means the economy is growing, who knows how high the yields will go but NASDAQ at ATH anyway, just look at earnings"
~
IDK but its just weird watching people get proven wrong time after time and just not even flinching
I mean I guess you could say the same for me, having been someone arguing since April for like a step change generational move in yields (right) but thinking this would have a negative effect on equities (wrong)
2
1
13
1,190