Trader(All Mkts), Fixed Income/Macro, $SPX Aficionado, long/short every tick since 1998. On the self-improvement journey. Peekaboooo™️ warning originator
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If you’re a serious trader and want to be surrounded with a group of traders with only one purpose-to beat mkts, check out: @PowerTradingRm I give real time commentary 18hrs a day in there.
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SCHWAB: “.. While we have seen this level of yields before and some say we are just back in the ‘old normal,’ I think what sometimes gets lost in the discourse is the speed with which rates have moved higher ... we haven't seen this kind of 5-year increase in the 10y yield since the '80s.” CQ Cnbc
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Agree
As discussed w @bgurley two yrs ago - a personal, super assistant in every American’s pocket w perfect memory & understanding of my life - my likes & dislikes - able to work non stop & achieve almost anything is now inevitable. It is a huge gift to humanity. It will 10x all of us, give us more magic experiences & save time from drudgery to spend w family & friends. Many internet aggregators (insurance, travel, shopping) will resist but resistance is futile. AI agents aggregate the world of options on the fly - the fulcrum of value delivery has forever shifted. Model capability has unlocked this moment just as it did for coding. Adapt or die. 🤖🚀@BG2Pod
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From a Goldman note today, almost half of the stocks in the sp500 have a negative beta to the index itself (all time high by significant margin):
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Anthropic's Amodei: AI could be a risk to humanity as a whole
This guy like Al Gore in 1990s
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“The goal of a trader is to forgive ourselves quickly”
-Peter B
So true. FOMO and mistake TILT two biggest detriments to a traders mentality.
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OIL REFINERY IN RUSSIA'S YAROSLAVL REGION HALTS CRUDE PROCESSING AFTER A DRONE ATTACK, SOURCES SAY
Warsh going to have to start refining oils soon
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How worthless has congress become, especially the Senate?
Totally worthless, actually -ev
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So Leopold’s wife (who is chief of staff at Anthropic) and Leopold were having dinner last week and she says to him:
“Hunny we are going to slow down and pause advancement”
Leopold then calls his broker and loads AI INFRA calls.
hmmmmm
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Yesterday we were the most oversold NYMO since March, mind you, we were less than 3% off the highs.
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MSFT Microsoft plans to expand data-center capacity to 38 GW, roughly three times its current size.
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