Joined January 2021
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We need more entrepreneurship!
And AI is clearly turbo-charging this.
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This is inevitable. Open weight AI models cost a fraction of the US SOTA models and have crossed the rubicon in terms of ability. They are great and very capable alternatives. Pbly won't bode well for AI related earnings outlooks.
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Credit spreads are super tight and default rates pretty low, but the share of distressed exchanges continues to climb.
Kick the can down the road type of approach.
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"The market typically underestimates the Fed ... The data supports the notion "when the Fed goes, it goes"".
- Simon Penn, UBS
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May 29
If Zverev plays like this he isn't gonna win Roland Garros.
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May 29
Djokovic - Fonseca
Hell of an atmosphere. Going the distance
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May 28
Please let it be tomorrow's night session
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May 21
The impact of higher yields isn't super visible on index levels (equities, credit), but it does show in the most economically and rates sensitive pockets of the credit spectrum.
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May 20
"The stars have aligned, time to lean in"
- duration view by Flight from Citadel Securities
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May 18
Took a bit longer than I thought but gravitational pull was inevitable imo
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May 14
How is it that, especially when you're
pressed for time, kids always come up with some sort of new games, like everyone needing to walk down stairs backwards?
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Most activity was in high-beta, thematic trades recently associated with euphoria.
As mentioned in the past, "market breadth" doesn't mean anything and has zero predictive power.
So either this is a fragile rally or it has much more upside as the rally broadens 🙃
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