KeyPaganRush @KeyPaganRush
Finance-Noob, Retail carrywhore, Biotech stonk punter Joined November 2019-
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I bought it for 120 dollars Here is the price now
I bought it for 120 dollars Here is the price now https://t.co/x5e7JjYPdE
There is a world of difference between macro-theorising from an armchair vs actually going out of the house and seeing if things actually work the way we think they do
There is a world of difference between macro-theorising from an armchair vs actually going out of the house and seeing if things actually work the way we think they do https://t.co/wcVcNYdZLR
KeyPaganRush retweeted
i saw a bunch of people saying that high-ish interest rates were very bad for risk assets. you shouldn't believe it when ppl say stuff like that ppl say all kinds of dumb stuff and you can investigate it yourself in five minutes to see if it's bollox or not.
KeyPaganRush retweeted
$VIX solid beat on earnings
KeyPaganRush retweeted
And while we’re on the subject - where’s that flight to safety bid in the bonds exactly?
Live footage of me, trying to learn trading from others
Live footage of me, trying to learn trading from others
KeyPaganRush retweeted
People will scratch their heads and remark "surprisingly resilient"
KeyPaganRush retweeted
Cant wait to hear the explanations on why what we will see is just "recurring bouts of transitory inflation"
KeyPaganRush retweeted
🇺🇸 *US MARCH CONSUMER PRICES INCREASE 0.4% M/M; EST. 0.3% - BBG *US MARCH CPI EX FOOD & ENERGY RISES 0.4% M/M; EST. +0.3% *US MARCH CONSUMER PRICES RISE 3.5% Y/Y; EST. +3.4% *US MARCH CPI EX FOOD & ENERGY RISES 3.8% Y/Y; EST. +3.7%
KeyPaganRush retweeted
My KOLs were right to warn me of this class of drugs.
PDUFA the end of this April 🧐
Time to go bottom fishing in EUA futures. Wish me luck
Lily @nope_its_lily
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Zuck said $FB will expand its accelerators and $GOOGL's ramp of TPUs, plus higher capex, obv good $AVGO. $MRVL also benefits. Google also mentioned ARM CPU. Well known to be $MRVL. MRVL 3rd customer ramping '26? Likely $MSFT. $TER also +tive for MRVL (and itself). More later.
1) This $AVGO AI day slide caught attention. JPM thinks TikTok/ByteDance? Stock up $155 in 2D but latest AI/custom guide incl new customer ST. Still +tive as design funnel v strong (see $MRVL comments). Prob up as much due to other reasons. E.g. there's been buzz $MSFT Maia ...
Atlanta Fed GDPNow comes chargin' out of the gate for Q2 with a 3.9% estimate!
SPY/TLT goes to 1,000,000.
Trump is 100% correct, the President or Congress should be directly setting interest rate policy. Elected leaders should run our country. FDR set interest rate policy and it was fantastically successful.
Doing a little “Corner of the FT” analysis in the style of my friend @agnostoxx on the current outlook for the yen.
And people wonder why experienced practitioners are reluctant to engage the public / stay on this website. I've given you all the hints you need, its not my fault you can't piece it all together
@Scompy6 @ekrii3 @worstcontrarian 🙏❤️ It’s oke. He’s good at it and you were very kind in your replies.
@therobotjames @ekrii3 @worstcontrarian apparently i got trolled.
@ekrii3 @Scompy6 Scompy, don’t waste your time with this guy. Yeah, he’s the best circle packer and string theorist in the manual hft market making community, but he can’t be trusted. Ask @worstcontrarian. Ekri stole his bored apes.
You can lead a horse to water, but you can't make them drink
F**k I love @ekrii3 If you're not following him, you're missing out on one the most elite Reply Guys we have ever seen. He is MY Phar Lap.
I’m on vacation but could help noticing lol. Weak relative to expectation… 1.6% GDP growth isn’t a recession and you know it
Best one yet
Can someone check on Gayed please?
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