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Nice write up on $BLDE
Nice write up on $BLDE
Two truths and a lie
Two truths and a lie
As futures prices detach significantly from their underlying securities in the cash market, hedge funds and other leveraged players step in to close the gap. Eventually, enough participants encounter the same opportunity to push prices back into balance... concoda.com/p/the-treasury…
$FXI outperforming $SPY YTD & $KWEB outperforming $QQQ YTD
Was $DXYZ the last gasp of the momentum rally?
Important juncture for the momo names
Sign of the times that 19 VIX is now extreme fear
Weekly Snacks #28 out now! Equities for the week - Blade Air Mobility $BLDE @LastBearStandng - Card Factory $CARD.L @david_katunaric - Gen Restaurant $GENK @marketplunger1 If you're tagged, you're mentioned. Link in the next tweet to access.
We haven’t done one of these in a while, so here are some of our favourite market minds (and fellow S*stack writers). All worth a follow. @eliant_capital @concodanomics @QCompounding @OpulentVocation @Globalflows @paper_alfa @agnostoxxx @Citrini7 @lord_fed…
Hot CPI print speculative assets going to do very poorly today for instance $DXYZ now only 10x NAV
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Conks @concodanomics
133K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Financelot @FinanceLancelot
154K Followers 365 Following From the Great White North https://t.co/nd8vf6YA2o
Michael Kao @UrbanKaoboy
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coloradotravis @coloradotravis
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Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Peruvian Bull @peruvian_bull
61K Followers 614 Following analyst @ fintech. finance & macro economics. yen disrespectooor. the Dollar Endgame Book: https://t.co/Orz0fOyN0Z $GME #BTC
SpotGamma @spotgamma
107K Followers 190 Following We analyze the options market. Daily commentary: https://t.co/XTAUMUtGlI YouTube: https://t.co/s0HBvNufnw… Disclaimer: https://t.co/3dBKPL2sgx…
Edwin Dorsey @StockJabber
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Adam Bryant @AdamBryant5145
98 Followers 221 Following "If you set your goals ridiculously high and it's a failure, you will fail above everyone else's success
Jack Raines @Jack_Raines
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1 Followers 15 Following
Alchemist e/acc @aiAlchemistry
628 Followers 4K Following //accelerating innovation in #FoodTech//come and get me ⛷//#accelerate
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Womp womp @wompazoid
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Uğur Özen @ubosspatron
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Roshi @roshiwiwi
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daily prophet @Michael03012649
204 Followers 659 Following
Gretchemmae miape @Gretchemmae
91 Followers 348 Following You're going to look back at this and be so glad you kept going. Keep it up, you're almost there!.
Yiming Du @YimingDu9193
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Mr. Data Trader @mr_data_trader
8 Followers 71 Following Merging the worlds of code, data, and market analytics to make informed, strategic decisions. Passionate about transforming numbers into actionable insights.
Christie Archer @ArcherChri78598
29 Followers 56 Following
Tim Moretti @uncommonsay
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Albin @L42D8sh1e383NH
9 Followers 215 Following The team offers short-term investments in cryptocurrencies. With a rigorous plan, you can earn between $500 and $5,000. Click to join Telegram: https://t.co/ubo5Uv36pE
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Espen 🇺🇸🇳�.. @MrMarket1974
211 Followers 365 Following
Jamie Sterne @JamieSterne
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Maxinomics @maxinomics
439 Followers 84 Following Must know trends in markets and business — socials maxinomics/maxinomicsmb — by @phlndrws & @morningbrew
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125 Followers 638 Following
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14 Followers 27 Following
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Conks @concodanomics
133K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Financelot @FinanceLancelot
154K Followers 365 Following From the Great White North https://t.co/nd8vf6YA2o
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
🅰🅻🅴🆂🆂�.. @AlessioUrban
115K Followers 213 Following 🇮🇹 Global Macro & Options - ALWAYS IN BUSINESS 👊
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Andy Constan @dampedspring
133K Followers 328 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
Simon Ree @simon_ree
44K Followers 1K Following 25yr career at Goldman & Citi | Trader | Speaker | Bestselling author of The Tao of Trading | Jeet Kune Do Instructor | Tweets not financial advice
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Peruvian Bull @peruvian_bull
61K Followers 614 Following analyst @ fintech. finance & macro economics. yen disrespectooor. the Dollar Endgame Book: https://t.co/Orz0fOyN0Z $GME #BTC
SpotGamma @spotgamma
107K Followers 190 Following We analyze the options market. Daily commentary: https://t.co/XTAUMUtGlI YouTube: https://t.co/s0HBvNufnw… Disclaimer: https://t.co/3dBKPL2sgx…
Boring_Business @BoringBiz_
5K Followers 295 Following private equity, credit, venture capital. personal views only. no courses. background in banking & buyside. purchasing SMBs
Jack Raines @Jack_Raines
66K Followers 1K Following journalist/writer @sherwood_news • Cowboy hat aficionado • Deported from Norway • check out my blog: https://t.co/VsjxOThmH3
Robin Wigglesworth @RobinWigg
75K Followers 2K Following Editor of @FTAlphaville. Norwegian despite the Harry Potter-esque name. Author of TRILLIONS. Views mine bla bla.
Ruxandra Teslo 🧬 @RuxandraTeslo
17K Followers 3K Following Genomics PhD 🧬 @sangerinstitute | Somatic Evolution in Aging & Cancer | long- form https://t.co/ipFMYGuR84 | Emergent Ventures | views my own
CatBear @LittleMacroBear
4K Followers 2K Following best gaming & shitposting server: https://t.co/BaCXcA5nJQ
Max Bertman @BertmanMax
72 Followers 205 Following Interested in Investing, Economics, Art, Learning, Philosophy and some other stuff.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Mick Englewood @MickEnglewood
997 Followers 5K Following Real estate M&A guy. @Ravens @Capitals. Buc-ees, Basshunter, Tacos & Trolls. #ReTwit #FinTwit #OccupySiliconValley $TH $CZR $PLYA $NRP $CLMT
Kingdom Capital @kingdomcapadv
8K Followers 725 Following Due diligence on small caps, opinions not investing advice. Do your own work.
Logical Thesis @LogicalThesis
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762 Followers 608 Following l/s analyst. random stock thoughts with a tilt to healthcare. NFA.
PPE @planert41
4K Followers 2K Following Politics, Psychology, Economics, Markets Event Driven Short Squeeze Trader RT are likely bookmarks
Dang! @millanpatel
293 Followers 418 Following Medical geneticist, swing trader, rare disease advocate, semi-pro rock skipper, good guy. All stock discussion for information only, not a reco to buy.
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335 Followers 292 Following Focused on financial independence through investing. Technology enthusiast. Tesla, A.I, EV
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3K Followers 423 Following Turkey. Macro Policy. Global Money Laundering and Kleptocracy. Basketball. Art and Film. The DMV. Give People Money. Searching for a New Internationalism.
TheCaviler @TheCaviler
393 Followers 469 Following No advice here just nonsense. Cavil ... definition ... to make petty or unnecessary comments
BLADE @flybladenow
6K Followers 401 Following Largest air mobility operator in the world. Serving fliers in the US, Canada and Europe. Largest air transporter of human organs for transplant in the US. $BLDE
Dochb @DocHuckleberry7
1K Followers 1K Following I am the man for the job. Red pill taker, Freedom Seeker, Small Cap #AMC ape. Meme Monster, Sarcastic Troll at times, Panty Twister.
𝗧𝗵𝗲 𝗨𝗺.. @EricTheUmpire
7K Followers 698 Following I call the shots. I provide updates on my own game, you play yours. (Not financial advice.) Mostly parody and speculation, sometimes a good trade.
saila @sailaunderscore
10K Followers 1K Following "Current Thing" PhD, fundamentally unserious person. (@notsaila)
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656 Followers 40 Following Small/Mid Cap, Value Fund Manager. Not advice, do not rely, past performance is not indicative, my positioning may change without notice. @roguefunds
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148 Followers 793 Following "Like an arrow, an aimless will is a shot in the dark." Commentary on politics, the economy and the world at large.
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5K Followers 2K Following
Guy Berger @EconBerger
12K Followers 3K Following Director of Economic Research at the Burning Glass Institute. I tweet a lot about labor markets, macro, and (sorry) music! Tweets represent my own views.
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7K Followers 1K Following founding @ResiduaAI, prev ms cs @StanfordEng, physics @stanford
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75K Followers 761 Following Chief economics commentator for The Wall Street Journal. A fox, not a hedgehog. Sign up for our newsletter here: https://t.co/ngTGbm0DxE On Threadds at gregip98
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1.4M Followers 1 Following Creating a general-purpose, high-bandwidth interface to the brain
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Panic in Needle Park @blackpugs
2K Followers 596 Following “A woman who cuts her hair is about to change her life.” ― Coco Chanel. #PugLover #AltCenter #Catholic
The ATM Guy - Mitchel.. @mitchell_sorkin
12K Followers 511 Following Bootstrapped @stackinfluence to $1M. Bought 3 ATMs in '21 | Manage 900+ today (w/ investors) | Growing to $10M/yr. Many x founder, 3x failure, 2x tiny 👼.
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8K Followers 590 Following Ex-HF CEO, ex-BD/PD CEO now born again Macro trader. FX, 🚢, energy and commods 🇬🇧🇺🇸 Nothing should be construed as investment advice or a cookery channel
Fabricated Knowledge @_fabknowledge_
16K Followers 465 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
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13K Followers 2K Following FKA knl__ AKA nail AKA kale AKA Larp. Lament. Liquidate. e/tao -intern @egirl_capital
Tim Fargo 🇺🇲 �.. @tim_fargo
636K Followers 473K Following CEO of Social Jukebox #digitalnomad Sign-up now for https://t.co/7U0HkFMYt7
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15K Followers 1K Following Macro Advisor: Bottoms up industry/company fundamental analysis w/ top down macro framework. https://t.co/4ET7W0Xf1M
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HH @RealHerbHoover
653 Followers 613 Following
The Contrarian Desk @contrariandesk
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Me at 9pm: just a lil microdose won’t hurt anything 🍄 Me at 2:50am - it was just a half gram 😩 I’m sleeping in. And never doing this to myself again 😂
Discussing the unit economics of @flybladenow’s organ delivery business at @Columbia_Biz!
Blade, the company best known for flying New Yorkers from JFK to Manhattan for $195, is an organ transport service in disguise. Over the last three years, Blade has quietly become the biggest organ transport provider in the US. My latest: sherwood.news/business/blade…
@LastBearStandng The best was when you did a whole legit write up and people thought it was an April fools joke 😂😂😂
If Japan wants to slow its FX devaluation, they could raise rates. However, that would greatly increase their deficit, which the BOJ would have to monetize, and thus accelerate money supply growth. Or they could sell U.S. Treasuries, of which they are the largest foreign holder.
One of the best acquisition stories I’ve heard of, that leverages the assets of both parties, making a significant social impact while massively growing the business 👏
Blade, the company best known for flying New Yorkers from JFK to Manhattan for $195, is an organ transport service in disguise. Over the last three years, Blade has quietly become the biggest organ transport provider in the US. My latest: sherwood.news/business/blade…
Private equity firms to their PortCo CFOs after they levered up the company 8x
The monicker, "Blade", seems grimly apposite, somehow...
@Jack_Raines Did not see this coming and great piece, Jack!
@Jack_Raines I just started my new copywriting internship at Blade! First day is going well!
@LastBearStandng So much for accumulating at $3 >:(
An amazing story by @Jack_Raines about how helicopter air taxi company Blade has unexpectedly morphed into an incredibly successful organ transportation business sherwood.news/business/blade…
@Jack_Raines Had a convo with a friend last week about them being best set up to become a large scale delivery network
Blade, the company best known for flying New Yorkers from JFK to Manhattan for $195, is an organ transport service in disguise. Over the last three years, Blade has quietly become the biggest organ transport provider in the US. My latest: sherwood.news/business/blade…
This is pretty much the rub…. It has exported its inflation and growth woes on to the rest of the world When RoW slows it’ll blow back to the US (that assumes the gov doesn’t act to print more money causing more inflation or the Fed doesn’t pre-maturely loosen)
The US isn't in stagflation (yet)...its basically exporting stagflation.
Let's check in on another generally sub-prime credit card issuer... This time, Capital One ($COF). DQ's down here too in March (4.48% in March - vs 4.72% in Feb and 4.78% in Jan). Another macrobear narrative starts to go down in flames....
Worried about credit card DQ's? As expected, starting to head lower in March. This from $SYF (Synchrony Financial).
you know what this country could really use right now? The return of the original recipe 4loko. That would fix a lot
As futures prices detach significantly from their underlying securities in the cash market, hedge funds and other leveraged players step in to close the gap. Eventually, enough participants encounter the same opportunity to push prices back into balance... concoda.com/p/the-treasury…
Today is my last day at @WSJ. I’m joining Yardeni Research as their chief markets strategist, working for Ed Yardeni. Grateful to have worked with truly exceptional colleagues at the Journal. I’m excited to join Yardeni soon; you can reach me at [email protected]
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