Joined February 2023
- Tweets 3,008
- Following 653
- Followers 942
- Likes 2,349
1,410 Photos and videos
Pinned Tweet
10 Jul 2024
[REPO - STIR Interactive]
Ever Wondered If Everything is Okey in the repo Market?
Me and @Analystlearner have done a deep dive in the and came up with a @streamlit application to monitor repo on an ongoing basis
Latter will published a thread and link
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Jun 4
Brazilian Yields move has been HUGE @NGurushina
The SELIC is 14.5, and 10 years out, we are close to 14.5% as well.
OR 8% real yields
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MacroDispatch retweeted
May 18
“good, they’re misinterpreting Leopold’s 13F, now show them banks’ combined notional derivatives exposure”
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MacroDispatch retweeted
But then I look at this and it kinda looks less crazy
@JackFarley96 remember this one?
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Apr 30
The US has never exported more OIL in history, For the first time at the Crude Barrel Level they had net negative exports.
The Barrel of Last Resort.
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Apr 22
One more day, one more death of Bloomberg!
Apr 21
RIP Bloomberg Terminal.
Someone just open-sourced a desktop app that does most of what a $24,000-a-year Bloomberg seat does, and it runs on Windows, macOS, and Linux.
Fincept Terminal ships with:
→ Full CFA Level 1, 2, 3 analytics implemented in Python
→ 20 investor AI agents (Buffett, Dalio, Graham, Soros, Lynch, Klarman)
→ Hedge fund presets: Bridgewater All-Weather, Citadel multi-strat, Renaissance stat models
→ 100 data connectors including Polygon, Kraken, DBnomics (100M series), World Bank, IMF, OECD
→ Visual node editor to wire data sources to Python agents to MCP tools
→ 3D globe with live AIS ship tracking, aircraft paths, and satellite orbits
→ Local LLM support so your positions never leave your machine
2.6K stars. AGPL-3.0. 100% Opensource.
github.com/Fincept-Corporati…
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MacroDispatch retweeted
Apr 12
Another problem with "chat is the future for everything":
> The temporal dimension.
A chat conversation is point-in-time. It gets stored with a specific timestamp.
Apps and dashboards aren't. When you open a dashboard, you expect live data - not a snapshot from the day it was built.
So if an LLM generates an app inside your chat session, it works fine in the moment. But what happens a month later when you revisit it?
Does it know it's frozen in time? Is there a "refresh with latest data" button somewhere?
I see problems in both lol
If it knows it's frozen in time - then most of the times that app could have been a screenshot of a dashboard?
If it doesn't - then the messages before/after on that thread won't make sense and you lose the point-in-time nature of that chat conversation.
And then you argue - but we could have a button to get latest data and have a time above to make it clear when it was run; or we could have a button to recreate that app as of today; or something similar.
And to me that seems that we end up just going back to a normal app...
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Apr 7
Distribution of SELIC expectations for 2025
biggest moves in R3 to R5 after the oil shock
Terminal still at 12.5
@NGurushina
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MacroDispatch retweeted
Repo and the Liquidity Risk Premium
By Adam Copeland and Owen Engbretson
nyfed.org/4rQA1Lp
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MacroDispatch retweeted
Mar 19
this war has become a total fiasco
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Mar 10
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Mar 7
Macro trading signals with regression-based machine learning
An introduction to basic challenges, methods, and good practices with Python code.
macrosynergy.com/research/ma…
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MacroDispatch retweeted
Mar 6
I blame @Citrini7 - his report made companies too afraid to hire anyone... [JOKE]
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Mar 5
but we all know his kryptonite... 🍍
Mar 5
There’s an Italian semi-pro wrestler who enters the ring dressed like a pizza chef and knocks opponents out by throwing a pizza pie at them.
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