Dis Analyst @DisAnalyst
Fundamental. Macro. Risk Asymmetry Investing. Not Investment Advice. Hong Kong Joined April 2022-
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Dis Analyst retweeted
Robert Kennedy to link $KVUE Tylenol to autism... Stock down 11%
Dis Analyst retweeted
Negative job growth in June ends the current streak of monthly payroll gains at 53 months, the second longest on record (but well shy of the streak of 113 months that ended when Covid hit in 2020).
WRONG!
Dis Analyst retweeted
The Justice Department has opened a criminal investigation into the allegations that President Trump cited when he attempted to remove Lisa Cook from the Federal Reserve wsj.com/politics/polic…
Getting out of my $GOOG now
quoting myself Some name has a bit room to go such as $GOOG but others are really quite expensive fundamentally. Risk/reward is not there. Fed cut 25bps or even 50bps isn't going to meaningfully move the needle.
quoting myself Some name has a bit room to go such as $GOOG but others are really quite expensive fundamentally. Risk/reward is not there. Fed cut 25bps or even 50bps isn't going to meaningfully move the needle.
Confession: my book is only up 5% on first trading day of September
Despite vol is priced very cheap for tues and wed i think next week the first week of sept might not be a good week
Crypto rallied when Europe opened but has already given up most of that gain
Nikkei gold and btc all said they are with me on this But I should probably clarify, not a good week doesn't mean 🎇🎇🎇
Nikkei gold and btc all said they are with me on this But I should probably clarify, not a good week doesn't mean 🎇🎇🎇
People keep saying $BTC lead beta but I highly doubt theres any predictability using bitcoin to equity market
I'm not a conspiracist but tuesday and wednesday vol was bs today and it makes me feel like someone knew about the appeal court ruling on Trump tariff.
full body sock😂😂😂
Dis Analyst retweeted
Except $QCOM but you will see in a few days
Except $QCOM but you will see in a few days https://t.co/sDrUROpYBV
What kind of magical day is this? my longs are going up and my shorts are going down...
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