Simcoe @Simcoe__
Joined May 2019-
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SX7E weekly close. what do chartists call this @Chartfest1 ?
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This USD rally was literally a no brainer after this tweet. He of course will claim to have cut his position and made money as hindsight capital does. He should join Fishback as a co PM Head of Macro.
retail is insanely long vix ETFs and we’re realizing high single digits. these products shouldn’t exist but I’m glad they do
revisiting this report, great perspective sec.gov/files/marketev…
Simcoe retweeted
....and Andy is bearish USD. que the USD rally
everyone looking at weakness in the US and Europe blaming Middle East tensions and the Tel Aviv index is ripping. not it
it was obviously pure luck but still worthy of flexing
Hartnett making the contrarian case for bonds. One of the few starts with decent calls.
QYLD, when selling the right tail for "income" costs you 10% in upside participation. good stuff
economists and strategists almost universally calling for a recession, big disconnect with credit markets. I'll defer to credit markets.
this basically sums up equity market sentiment after the rip off the lows. everyone hates this rally so we probably keep ripping
These Japanese grills with binchotan coal are amazing. Smokeless charcoal and it gets up to 1600f. I started the coals in a chimney starter on a gas stove and transferred to the grill. The steak had a steakhouse crust in minutes. An NYC apt hack. No fireman yet
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