Cognitive Assonance @CAssonance
em trader. macro grumbler. Joined January 2015-
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How do people vote for these characters to run their country?!
How do people vote for these characters to run their country?!
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Cognitive Assonance retweeted
This has been a very well-played press conference from Powell in terms of not getting caught in data noise processes relative to underlying trends.
Cognitive Assonance retweeted
https://t.co/0DiZQJCUhr
Hey @neelkashkari you just said bitcoin was a terrible inflation hedge If I bought bitcoin in 2019 I made around 1100% If I bought a TIP I made call it 25% Bitcoin doesn’t seem that terrible to me
Cognitive Assonance retweeted
If at any point you find yourself arguing “How dare the United States stop pirates from attacking civilian ships,” then maybe this whole arguing thing isn’t for you
Cognitive Assonance retweeted
It's about the PPI implications for Core PCE & the Fed. <5bps m/m for Nov. Under 2% annualized over last 6 months November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging employamerica.org/eapremiumdonor…
It's about the PPI implications for Core PCE & the Fed. <5bps m/m for Nov. Under 2% annualized over last 6 months November Core-Cast Post-PPI: The "Wedge" Breaks Perfectly For A Stunningly Soft Nowcast. The Path To A March "Normalization Cut" Is Emerging employamerica.org/eapremiumdonor… https://t.co/IBbSTEdRJw
Cognitive Assonance retweeted
From which river to which sea? “Only 47% of the students who embrace the slogan were able to name the river & the sea. Some of the alternative answers were the Nile & the Euphrates, the Caribbean, the Dead Sea (which is a lake) & the Atlantic…. There’s no shame in being…
Cognitive Assonance retweeted
Either this or you believe inflation was transitory, your call
Either this or you believe inflation was transitory, your call
Tone on my other, personal twitter feed definitely shifted from ‘prices are going up too fast’ to ‘how the fuck am I going to pay my mortgage’
Bailey opens his mouth, both GBP and gilts get hit. Needs to learn how to talk to markets, or stop talking.
BOE just took their stop-loss - expect data to promptly collapse as is the way of stops
Genuinely don’t understand how people are still banging on about sticky inflation
No wonder we’re getting such shitty policy if this is how much HMT are willing to pay for advice…
Cognitive Assonance retweeted
The hordes of people smugly proclaiming that hedge funds ‘can’t even beat the s&p’ are a bit quieter this year…
Cognitive Assonance retweeted
Erdogan has declared Turkey’s intention to invade Rojava. No doubt this is to drum up nationalist bloodlust for the elections.
Erdogan has declared Turkey’s intention to invade Rojava. No doubt this is to drum up nationalist bloodlust for the elections.
RIP NFTs
I sense Merkel will “strongly condemn” the actions of whoever poisoned Navalny Cc @macrokurd
Cognitive Assonance retweeted
Hard to tell if I recorded this 30 years or 10 minutes ago...
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