On-Chain Trench Dweller / Market Participant / Speculative Gambler
Joined January 2022
- Tweets 6,547
- Following 1,168
- Followers 231
- Likes 26,871
42 Photos and videos
Cognitive Contortionist retweeted
21h
From JPM Market Intel: "We flipped to Tactically Bullish from the previous cautious stance because a potential US–Iran agreement could catalyze a broad risk-on impulse across equities, supported by strong fundamentals. That said, the historical pattern suggests that “everything rally” can fade into concentrated leadership following the initial impulse"
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Cognitive Contortionist retweeted
Jun 10
CPI 0.5% MoM, Exp. 0.5%
CPI Core 0.2% MoM, Exp. 0.3%
CPI 4.2% YoY, Exp. 4.2%
CPI Core 2.9% YoY, Exp.2.9%
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Cognitive Contortionist retweeted
Jun 9
CoreWeave Founders Have Dumped $2.3 Billion in Stock Since IPO: BBG
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Jun 8
Chinese nuclear reactors under construction
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Cognitive Contortionist retweeted
Jun 8
FactSet has the 12m forward P/E of S&P500 to be at 21x. Not cheap. Above the 5-year average. But not at the extreme highs we have seen in the not-so distant past.
zerohedge.com/the-market-ear…
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Cognitive Contortionist retweeted
Jun 3
*QUANTINUUM IPO IS SAID TO BE MORE THAN 20 TIMES OVERSUBSCRIBED
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Cognitive Contortionist retweeted
Jun 3
*BESSENT: ANNUAL FRAUD IN THE BUDGET ESTIMATED AT AT LEAST $500B
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Cognitive Contortionist retweeted
Jun 3
*BROADCOM: WORK WITH APOLLO, BLACKSTONE SERVES OPENAI, ANTHROPIC
Translation: Broadcom is backstopping a massive $36 billion private credit SPV with Apollo and Blackstone which will help Anthropic buy Google chips... made by Broadcom.
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Cognitive Contortionist retweeted
May 29
Brazil debt shrank under Bolsonaro, exploded under socialist Lula
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May 28
US consumers almost out of savings: in the last 2 months, personal savings rate collapsed by 1% to 2.6%, just shy of all time low
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Cognitive Contortionist retweeted
May 22
60 minutes left: brace for a barrage of completely made up Iran headlines
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May 20
everyone rushing to go public before momentum pops
May 20
*OpenAI Preparing to File for IPO Very Soon, Sources Say -- WSJ
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Cognitive Contortionist retweeted
May 21
US TO GRANT $2B TO 9 QUANTUM COMPUTING FIRMS, TAKE STAKES: WSJ
Among companies receiving funds:
IBM: $1BN
GFS: $375MM
QBTS: $100MM
RGTI: $100MM
INFQ: $100MM
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Cognitive Contortionist retweeted
May 19
You know what soaring Treasury yields will really help with? The $1.3 trillion in annual US interest expense.
For context, the largest US government outlay is Social Security. It is $1.6 trillion.
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Cognitive Contortionist retweeted
May 20
Jeff Bezos: "If we ran Amazon the way New York City runs their school system, the packages would take 6 weeks to arrive, we would charge you a $100 delivery fee and when the package did finally arrive, it would have the wrong item in it anyway."
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Cognitive Contortionist retweeted
May 15
Hyperscaler Free Cash Flow going negative for at least the next two years
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May 14
TSMC, Samsung Electronics, and Alibaba account for 105% of all YTD Emerging Market stock gains
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May 12
Nvidia now has a larger market value than the entire healthcare sector of the S&P500.
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