Cheetah Tree @tree_cheetah
A veces se gana, a veces se aprende. If you cannot spot the liquidity, then you are the liquidity Joined July 2019-
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CHINA ENDING FOREIGN ADOPTIONS, LIKELY IMPACTING 'HUNDREDS OF FAMILIES' (ABC News) China has ended foreign adoptions of Chinese children, a move that could potentially impact hundreds of U.S. families. The confirmation of China's change in policy was announced Thursday by the…
Hola. Soy Fernando Luque. Mi cuenta @MorningstarES ha sido hackeada desde el domingo pasado. No he podido publicar los posts habituales y he tenido que crear una nueva. Mi haríais un favor si pudierais difundirla. 🙏
''When will something break in the US''? People are obsessed about this but I think they are missing the point. There are places where things are breaking already. 1/
On that note: They added $600B of debt in a month. Is it really realistic to assume that this pace is even close to sustainable as it implies $7.2T in debt to come in 12 months? If not then issuance will slow down & supply/demand imbalances will abate easing pressure on yields.
On that note: They added $600B of debt in a month. Is it really realistic to assume that this pace is even close to sustainable as it implies $7.2T in debt to come in 12 months? If not then issuance will slow down & supply/demand imbalances will abate easing pressure on yields.
“China is using TikTok to steal all of our data” The data:
Great news: if we exclude most of the essentials of life (shelter, food, energy, and the second-hand ability to get to work), then price inflation is back down to a 2% annual growth rate. 🙈🙊🙉
Great news: if we exclude most of the essentials of life (shelter, food, energy, and the second-hand ability to get to work), then price inflation is back down to a 2% annual growth rate. 🙈🙊🙉
0DTE has an optics issue & its likely only a matter of time until the blame for some big market move (right or wrong) falls on those malicious options markets which take advantage of retail... "Zero-day options strike some people as largely retail gambling products that don’t…
0DTE has an optics issue & its likely only a matter of time until the blame for some big market move (right or wrong) falls on those malicious options markets which take advantage of retail... "Zero-day options strike some people as largely retail gambling products that don’t…
Esto también aplica a los científicos.
4/13 Answer: They are doing two different things. The hedge funds are NOT MAKING A DIRECTIONAL BET ON INTEREST RATES. As the New York Fed detailed last week, they are making leverage arbitrage bets on the cheapest to deliver bonds against futures. federalreserve.gov/econres/notes/…
The most significant shift in global finance is almost complete. By moving onto a secured standard, monetary leaders have tried to destroy systemic risk. But risk has only been transferred, not eliminated. The Fed's Volatility Suppressor™ is about to be unleashed... 1/
We are witnessing the biggest stock market shift in decades. It's critical for investors to understand the transition from efficient markets ➡️ inelastic markets and what it portends for asset prices. "The efficient market hypothesis presumes that a dollar into the market –…
the gamma profile since last week clearly shows bearish sentiment, the large gamma notional has been dropping strikes.
"The world we inhabit today does not resemble the world we were taught existed. These flows really matter." 👇👇👇
🇺🇸 US adults with more credit card debt than total savings 2021: 21% 2022: 27% 2023: 36% (Source: Bankrate)
Mientras tanto, la mayoría sigue creyendo que podrá batir al mercado con barritas, medias y set ups…
Mientras tanto, la mayoría sigue creyendo que podrá batir al mercado con barritas, medias y set ups…
$AMZN Incredible case study of how to (a) make the Street to dramatically lower their EPS estimates, then (b) “beating” these. EPS for this quarter fell -19% to 0.34 EPS since January. Meanwhile, stock rose +53%. Then, a 0.65 EPS beat! CFO will get a huge bonus. 👏 👏 👏
Ahora mira lo que ocurrió las veces desde que los flujos y las opciones dominan el mercado. (Pista: desde 2018). Además, mira el forecast macro para los próximos 3 trimestres. #HelpRyan
Ahora mira lo que ocurrió las veces desde que los flujos y las opciones dominan el mercado. (Pista: desde 2018). Además, mira el forecast macro para los próximos 3 trimestres. #HelpRyan
Feels very much like the summer of 2007 tonight Credit spreads are the dog that hasn't barked in 22-23, much like 06-07 Two things happened in July 07: 1) The carry trade exploded (AUDJPY being the best marker) 2) Credit spreads blew out and never came back Your move BOJ...
According to Pedro Fermin only 2 drivers have not been noted for exceeding the track limits today Fernando Alonso and George Russell They just exceed another limits :)

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