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- yieldjunkie commented 36 hr ago
This is a ridiculously underresearched comment. Go look at his track record, you might be impressed: url I hope you put more effort than this into your trades.
Fed’s Kashkari: Open to Possibility We May Need More Than One Hike
- yieldjunkie commented Sep 15, 2023
Sometimes things just don't make sense, but you're also missing a key component here buddy.. What the market expected was going to happen... How does my expectation differ from the consensus. See "second-level thinking" in this classic: url
Empire State Manufacturing Survey
- yieldjunkie replied May 26, 2023
I think the most relevant, and mispriced, risk right now from the market's point of view is that US inflation accelerates. I'll outline the case for this below: Fed funds futures have been, to my continued shock, pricing in cuts by year end for ...
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie replied May 12, 2023
Not many posts because there still isn't much to say. I came back here to make a note of something that recently occurred to me related to the "bull case" for risk. A material shift in behavior and composition of market participants could be to ...
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie commented May 10, 2023
I suspect Powell's "Public confidence" rating is strongly correlated with the level and anticipated direction of rates and nothing else. No surprise there. It's the cheap-money chasers who are displeased now, but were not displeased when it was ...
Jerome Powell Faces Lowest Public Confidence for Fed Chairman on Record, Gallup Says
- yieldjunkie replied May 10, 2023
Enrolled
CME Trading Challenge - FX, Equities, Energy, Crypto, MetalsGrand prize is a 1oz gold bar. Here are the events for the period: It ain't much, but it's enough to trade.
- yieldjunkie commented Apr 25, 2023
Well.. that is awfully blunt
BoE's Huw Pill: People In UK 'Need To Accept' They're Poorer
- yieldjunkie commented Mar 12, 2023
WOAH! Failure and save visible across no more than three trading days. Wild stuff
Fed: Bank Term Funding Program is big enough to cover all US uninsured deposits
- yieldjunkie commented Feb 3, 2023
I think the
The Employment Situation -- January 2023"TECH CUTS 5K JOBS" headlines are fueling ideas of a rosy return to ZLB without respecting the actual magnitude of the numbers and industry. When this doesn't materialize to numbers everyone cries ...
- yieldjunkie commented Jan 20, 2023
Sounds like someone has clicked on one too many malicious links in his day.
- yieldjunkie commented Jan 20, 2023
I'd hazard a guess that there are many more assets more widely-owned by women than crypto
Crypto becomes second most widely-owned asset class for women: eToro surveyBlockchain company surveys blockchain clients on use of blockchain and determines 90% of businesses use blockchain!
- yieldjunkie commented Dec 15, 2022
Is this ESG-related or something?
Microsoft bans cryptocurrency mining on cloud services
- yieldjunkie replied Dec 15, 2022
Posting this here for reference: url
Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env
- yieldjunkie commented Dec 14, 2022
Looks pretty hawkish across the board
FOMC Summary of Economic Projections
- yieldjunkie commented Dec 1, 2022
You might be right here. Tough to say what the real relation to FTX.US is. That said, there are alot of people who want to see this guy go down, I would imagine this includes the professionals and regulators he made a mockery of. Wild to think ...
Bankman-Fried: I don't know of FTX deposits being used to pay Alameda creditors -ABC News
- yieldjunkie commented Dec 1, 2022
His explanation does make a lot of sense, and seems like a better fit to replace the VC investments portion of what I was thinking (which is really the meat of the issue, where losses occurred). The VC portion may have just been the sink where ...
Bankman-Fried: I don't know of FTX deposits being used to pay Alameda creditors -ABC News
- yieldjunkie commented Dec 1, 2022
Interesting - this makes sense and seems somewhat similar to my understanding of the issue. As much as SBF caveats his recent statements to blissfully ignore liquidity (1, 2, 3), and with credit to a finance professional whose name I forgot, I'm ...
Bankman-Fried: I don't know of FTX deposits being used to pay Alameda creditors -ABC News
- yieldjunkie commented Dec 1, 2022
I feel personally duped by SBF. If you had asked me a month ago who the most robust people in the industry were, SBF would've topped that list given his prior experience at Jane Street. These interviews he is doing are making complete mockery of ...
Bankman-Fried: I don't know of FTX deposits being used to pay Alameda creditors -ABC News