Sideshow of an investor @InvPredi
Investor/trader. News junkie. Crossfit fanatics training for triathlon since 2024. Travelling and outdoors make me happy. Scandinavian. #stocks #commodities Joined May 2019-
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Sideshow of an investor retweeted
HEDGE FUNDS ARE SHORTING THE VIX AT A RATE NOT SEEN SINCE 2022 Volatility has vanished. Now hedge funds are betting the calm will last, shorting the Cboe Volatility Index, or VIX, at rates not seen in three years. But such eerie calm and extreme positioning has historically…
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Sideshow of an investor retweeted
Looks like all that new $LMND short interest that entered in July got washed out. We’re now back to where we’ve been since about April.
Sideshow of an investor retweeted
Just launched @Lemonade_Inc Pet in Hawaii & Delaware, expanding our reach to 42 states nationwide
Sideshow of an investor retweeted
It’s happening
Sideshow of an investor retweeted
The stock market's breadth is deteriorating. $IWO $IWM $RSP $QQEW $TRAN lagging Mega-caps holding up $NDX $SPX The cavalry gets taken out first and the generals get shot in the end.
Sideshow of an investor retweeted
#China's Convertible Bond Market Hits 10-Year High, Funds Shine with Strong Inflows yuantalks.com/chinas-convert…
Sideshow of an investor retweeted
$LMND shorts piling on big
Sideshow of an investor retweeted
35% tariff on Canada will be another headwind for automakers. Ford and GM futures are down.
Sideshow of an investor retweeted
The Treasury released their borrowing estimates. $1.6T in net new debt issuance over the next two quarters. About $500B of it is the TGA refill.
Sideshow of an investor retweeted
Sitten 2025 alun: Euro on vahvistunut +12 % Trump sai 15 %:n tullit EU-tuonnille Se on vajaan 30 % vastatuuli vientifirmoille puoleen vuoteen…
Sideshow of an investor retweeted
Tariffs in 2018 didn't cause inflation, as they were: (i) only on China; (ii) far smaller; (iii) Dollar rose to offset higher import prices. All that's totally different in 2025 and there's now signs that a major inflation shock is building in core goods. robinjbrooks.substack.com/p/the-tariff-i…
Sideshow of an investor retweeted
AI is not a job killer. PwC analysed 1 billion jobs from six continents and found that AI is making workers more valuable, more productive, and enabling them to command higher wages. Even roles most vulnerable to automation are seeing job growth.
Sideshow of an investor retweeted
Humanity now has 3 major threats to deal with: 1. Social media algos reward the loudest, angriest voices as well as the largest religious groups because that's what drives engagement. 2. AI trained on this trash social data just amplifies the worst of human behavior, and…
Sideshow of an investor retweeted
Grok engineers: "It said what?"💀
Sideshow of an investor retweeted
Nurminen Logisticsin (North Rail) kesäkuun junatilastot: Kesäkuussa junia kulki 9,8 % enemmän kuin vuosi sitten ja Q2:lla junia kulki noin 20 % enemmän vertailukauteen nähden. North Rail teki noin puolet Nurminen Logisticsin tuloksesta vuonna 2024.
Sideshow of an investor retweeted
A sobering assessment from @TheEconomist of the UK economy: “Britain is stuck in its longest period of economic stagnation since the 1930s. The public finances do not add up. The cost of servicing debt as a share of GDP is the highest since 1987. “ #economy #uk #markets
New reinsurance program increases $LMND ’s earnings. The program doesn’t mean higher exposure to big events (such as LA fires) if portfolio is diversified enough meaning several countries, several products etc. $LMND knows its risk exposure. This is pretty basic insurance stuff
Sideshow of an investor retweeted
The world’s biggest asset manager is seeing rising interest from its global clients in diversifying away from the US and into other markets bloomberg.com/news/articles/…
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