Mac @oldirty_mac
Joined August 2013-
Tweets56
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Following2K
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Looks like consumer credit is getting pounded today. $SOFI $SYF $UPST $AFRM $PGY $BFH What's really interesting it seems attributable to two recent events: deterioration in $CVNA securitizations and weakness in $UPST delinquency The most interesting thing, I've heard, however,…
Brazil is sending its election denier to prison for 27 years. We sent ours back to the White House. Brazil already lived under military dictatorship and saw the threat clearly. We failed to protect our democracy. We need to learn from Brazil before it’s too late.
The only people who think there is no genocide are: 1- Those committing the genocide, 2- Governments controlled by those committing the genocide, 3- Psychopathic friends of those commiting the genodice, 4- Retards.
The only people who think there is no genocide are: 1- Those committing the genocide, 2- Governments controlled by those committing the genocide, 3- Psychopathic friends of those commiting the genodice, 4- Retards.
This is no longer tariffs, it’s organized racket
Reminder that @vonderleyen nuked EU-China relations to suck up to Trump. She could have tried to play one side off against the other. But she just doesn’t have the IQ for that - which is why the Americans promoted her. In the end Europe got nothing but more humiliation. 🇪🇺🚽
I support a constitutional amendment that would repudiate the Supreme Court’s faithless decision in Trump v. United States and restore the animating principle of our Nation and of our Constitution that no man is above the law, least of all the President of the United States.
NEW: Biden is losing critical support in key battlegrounds, according to leaked data from a premier Democratic firm, and putting previously noncompetitive states in play. (Plus: he’s polling behind Kamala Harris for the first time.) @PeterHamby reports. puck.news/biden-plunges-…
Loving the new Donald Trump Show👇
Let me walk you through what the nature of this quant quake really was. HFs have been grossing up but keeping nets low. The gross leverage is a function of the decline in both rate vol and eqty realized vol (as well as implieds, lower vix - (for portfolio margin haircuts). 1/10
1/8. A point which is often lost in discussions of inflation and central bank policy. Inflation is fundamentally the outcome of the distributional conflict, between firms, workers, and taxpayers. It stops only when the various players are forced to accept the outcome.
BREAKING: Gazprom claims it detected an oil leak during "maintenance" at Nord Stream 1, and therefore the gas pipeline is going to remain closed until repairs are made (no timeline provided for any re-start) | #EnergyCrisis
Inspired by Eintracht Frankfurt & their fans, a little piece on German fan culture for today’s #BackGardenBundesliga
US 1m2y leading FFR. There are two possible paths from here. Growth falls apart and front curve gets bought aggressively or Fed has to follow through with rate hikes. Don’t fall for the cheap punditry discourse of Fed can’t raise rates. They can and market implying they will
Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy change to curb leverage. 1/N
The penalty shootout in football is the essence of performing under pressure. I spent 5 years of my life studying the Psychology of this event. Here's what I learned, which can also help understanding it in the current Euros/Copa America. Thread based on 10 of our studies. (1/13)
⚽️ Tor des Monats 🦅 Daichi Kamada 🗓️ Juni 2020 🧙♂️ #SGE #Throwback
If you are carrying puts on $SPX, or call spreads on $VIX, these are good levels to step aside. Things might get very ugly quickly but it won’t happen linearly. Book your profits and step aside to let the market settle. It’s been a high velocity move with lots of dislocation

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21K Followers 558 Following Equities. Sharing sometimes flawed ideas. Looking for low-bars to step over. I prefer no-brainers. Think for yourself. I am not your adviser.
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Mysk 🇨🇦🇩🇪 @mysk_co
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