@Dcpcooks Avatar @Dcpcooks DCP

DCP posts on X about inflation, fed, fomc, money the most. They currently have [------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

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Social Influence

Social category influence finance countries technology brands cryptocurrencies stocks social networks us election celebrities automotive brands travel destinations

Social topic influence inflation #412, fed, fomc, money, tariffs, rates, debt, vix, sentiment, if you

Top accounts mentioned or mentioned by @jimmyjude13 @discoverytrader @paxtrader777 @dampedspring @doublewidecap @citrini7 @blacklioncta @dannydayan5 @judahrhodie @gtctraders @palantirbull1 @joeshortsqueeze @toneroushyus @derivativesdon @686prism @globalflows @moreproteinbars @gordonnr @timthemm @mbbhack

Top assets mentioned Rally (RLY) Bitcoin (BTC) Quant (QNT) Robinhood Markets, Inc. (HOOD) Alphabet Inc Class A (GOOGL) TradersCoin (TRDC) Motorola Solutions Inc (MSI)

Top Social Posts

Top posts by engagements in the last [--] hours

"One of the largest changes Ive noticed since my time on the floor is the reduction of prop trading desks. Im assuming the bond mkt still has some capacity. This is a net reduction of third party liquidity. Today its citadel it used to be the locals on the floor"
X Link 2022-09-18T20:39Z 13.8K followers, [--] engagements

"@RabinTofsla @FlyrUsr Dont think they have the political or intent to achieve that goal. Especially into midterms"
X Link 2022-10-19T01:07Z 20.2K followers, [--] engagements

"Seems like short into FOMC is to obvious"
X Link 2022-11-01T12:43Z 13.5K followers, [--] engagements

"CPI and midterms offer the most market risk next week. Fridays dip buying was healthy and impressive. I think we grind and chop between [----] and [----] for a bit going forward. I do not see a new trend emerging yet"
X Link 2022-11-05T18:04Z 13.8K followers, [--] engagements

"@RabinTofsla Still think we get a test of [----] es. Probably my bearish bias and Im willing to leave my view at the curb. But I still respect the potential. The longer I wait the lower the trend line and [---] sma drop. Fun times picking the ass"
X Link 2022-11-19T00:50Z 20.5K followers, [--] engagements

"My next thought project is how the fed manages its balance sheet and debt. Im assuming all their Mortgage back debit is under water as are most corporate bond holding. Ive said they can hold forever and I still believe that but I suspect its not that simple"
X Link 2022-11-28T23:46Z 20.2K followers, [--] engagements

"@trader280 I make a chipotle red wine vinegar hot sauce that cuts the fat. Well dress up the cabbage too"
X Link 2023-01-04T19:14Z 20K followers, [--] engagements

"Banks are required to hold reserves. Bonds qualify as reserves. Banks do not need to disclose losses on bonds held to maturity but do need to disclose the losses if they sell bonds at a loss to raise capitol. Banks are sitting on massive unrealized losses because of rate hikes"
X Link 2023-03-09T21:58Z 20.2K followers, 11.6K engagements

"It really would be something if the reserve requirement augmented after the GFC lead to the next systemic risk in a scenario the Fed induced with QE and the Fed rate hikes trigger the stress. Cant make this shit up. 🤡 In the floor we said the fed was always behind the curve Banks are required to hold reserves. Bonds qualify as reserves. Banks do not need to disclose losses on bonds held to maturity but do need to disclose the losses if they sell bonds at a loss to raise capitol. Banks are sitting on massive unrealized losses because of rate hikes https://t.co/9BZeM0AMqL Banks are required to"
X Link 2023-03-09T22:42Z 13.8K followers, [----] engagements

"PacWest news drop. Why am I seeing this today before FOMC [--] hours to second guess your position over and over again. Long small SOFR Short small ES"
X Link 2023-03-22T13:30Z 13.8K followers, [----] engagements

"Rates are at a turning point here. /sr3z23 is at resistance and if the market continues to price in cuts this might get taken out. Thats likely bullish for the ES until folks realize the lower rates are because the rate market is forecasting weakness in the economy"
X Link 2023-03-24T12:32Z 20.3K followers, [----] engagements

"Just got the leaked Fed rate cut leak off the non farm data. I hate that Im the last in line"
X Link 2023-04-06T21:45Z 13.8K followers, [----] engagements

"The last time we were in a similar spot on the debit ceiling. If you assume both events occurred on the back side of a hot mess. One key difference here that i think is really important. QE and ZIRP. Despite what you think the yield curve implies its not the same"
X Link 2023-05-09T22:54Z 13.6K followers, [----] engagements

"Lots a good man today to prostrate cancer [--] and way to soon. Rich was the biggest Bear fan ever. We split season tickets for a decade. He built the fanbulance from a converted ambulance with two sat tvs a tapper and two grills. We shared epic tailgates"
X Link 2023-06-02T20:39Z 12.1K followers, [----] engagements

"@TheReal50972902 @discoverytrader Plus discoverytrader s politely telling me I am wrong as are you. Im cool with that. Been doing this a long time"
X Link 2023-06-05T16:06Z 21.4K followers, [--] engagements

"menu ideas for the brewery. What do you think Suggestions"
X Link 2023-06-07T20:44Z 20K followers, [----] engagements

"@salr_nyc Just under a million in cash. We incorporated in [----] right before Covid I Couldnt even guess the man hours invested at this point Id have to guess its [----] or more each for my main partner and I. Weve rewritten the operating agreementsLLCs and budgets at least 4x now"
X Link 2023-06-11T15:05Z [----] followers, [--] engagements

"I thought BTC was dead More optimism than I can handle in the greatest speculative vehicle since the SP500"
X Link 2023-06-21T23:11Z [----] followers, [----] engagements

"@salr_nyc Not a bad take. Im kinda confused re FX at the moment. Specifically jpn/usd aud/usd. I kinda think its the key to the inflation unwind that the ES already preemptively unwound and discounted"
X Link 2023-06-28T01:24Z [----] followers, [--] engagements

"Powell said rates and inflation higher for longer and the market couldnt care less"
X Link 2023-06-28T21:25Z [----] followers, [----] engagements

"@JimJame74888138 In my experience the pain comes when the curve steepens not when it inverts"
X Link 2023-06-29T21:27Z [----] followers, [---] engagements

"Now that higher for longer has been accepted as the fed speak we enter the new phase of how high and how long. The whites reds and greens are gonna see new repricing and it will be both confusing and profitable. Open mind time"
X Link 2023-06-29T22:08Z [----] followers, [----] engagements

"@discoverytrader @Jimmyjude13 At some point this has to hit asset allocations into the indices markets. Hard to envision an even more targeted market where only [--] stocks rock"
X Link 2023-06-29T23:10Z [----] followers, [---] engagements

"@discoverytrader @Jimmyjude13 Yeah I fall into that logic trap and forget we are just here to trade it"
X Link 2023-06-29T23:57Z [----] followers, [---] engagements

"@discoverytrader @Jimmyjude13 My luxury of selective trades was earned buy the dues paid of trying to be a relevant local and eating flow for a decade. It was a painful life lesson profit aside"
X Link 2023-06-30T00:18Z [----] followers, [--] engagements

"@discoverytrader Full shift of sentiment. Sell it all"
X Link 2023-06-30T00:18Z [----] followers, [--] engagements

"@discoverytrader Baby seal"
X Link 2023-06-30T00:29Z [----] followers, [--] engagements

"Friends you need to read this. Often times you struggle to find clarity let alone a semblance of truth. This thread is truth in my experience. A truth thats never talked about at the broker dealer level"
X Link 2023-07-08T04:32Z [----] followers, [----] engagements

"@coloradotravis Oh my. Thank you for sharing Im stealing this for a brewery marketing campaign"
X Link 2023-07-09T16:59Z [----] followers, [---] engagements

"Here is the debate/trade Live in real time @pinebrookcap view on inflation Add in @discoverytrader smarts @concodanomics and @Citrini7 toss in some @therobotjames and a bit of @686Prism Just need some @Jimmyjude13 and @paxtrader777 This is the big trade friends Be safe"
X Link 2023-07-11T02:34Z [----] followers, [----] engagements

"I have to say to all the new rates dudes finally catching on. Your literally walking into the chop fest experience of your life This is what already happened and you might have missed it"
X Link 2023-07-11T02:30Z [----] followers, [----] engagements

"Love this thread. On the floor I had to trade against all the smart folks. My best bet was to identify the miss priced trade"
X Link 2023-07-11T03:11Z [----] followers, [----] engagements

"@Citrini7 Usually the best trade"
X Link 2023-07-11T03:26Z [----] followers, [---] engagements

"Ill take the other side of any of your sofr trade"
X Link 2023-07-11T03:33Z [----] followers, [----] engagements

"@GtcTraders Ill turn it into 12"
X Link 2023-07-11T15:05Z 13.8K followers, [--] engagements

"@Jedi_ant Core [---] Yoy .38 Core PCE [----] Yoy over .4 would be hot Redbook retail spending was weak today that should show up a bit"
X Link 2023-07-11T20:37Z 13.6K followers, [---] engagements

"@ChiTown_A I cant explain in a thread all the great things I had to do and learn. LLCs partnership agreements trademarks liquor lic(s) zoning cre civil engineering architecture local villages ordinances supply chain manufacturing equipment purchases lien waivers etc"
X Link 2023-07-11T23:11Z [----] followers, [--] engagements

"All the bears on my feed are still looking into the future for a big move that sets them on the right path. Wtf Trade the market in front of you"
X Link 2023-07-13T19:08Z [----] followers, [----] engagements

"Sadly think the stir vol fun is fading here as acceptance of inflation and recession goes mainstream Long the whites short the reds long the greens on a fly is my thought atm. Long the fronts for tail risk likely Z3/Z4/Z5. Need to think through how HFL slides out the curve"
X Link 2023-07-21T22:34Z [----] followers, [----] engagements

"Im buying an island Its slightly higher for longer. One more + .25 before year end. Dovish but firm fed Rate cuts in q3 [--] 3x -.25 / [--] mths Half of whats priced in now Banks realize they can lock and lend with risk at [---] and charge fees twice over [--] mths to refi"
X Link 2023-07-23T03:36Z [----] followers, [----] engagements

"Lots of data this week stay on your toes and trade the market not what you want the market to be"
X Link 2023-07-24T15:02Z [----] followers, [----] engagements

"Federal Reserve Chair Jerome Powell said in his semiannual testimony before the U.S. Senate Banking Committee in March [----] that as a rule of thumb every $10 per barrel increase in the price of crude oil raises inflation by 0.2% and sets back economic growth 0.1%"
X Link 2023-07-24T20:42Z 13.3K followers, [----] engagements

"All the bear capitulation. Really nuts it took this long off of the rotation and acceptance above [----]. It does make me nervous when bad traders bail though. Its still just rates employment and more importantly inflation part2 if it happens. Carry on"
X Link 2023-07-24T22:41Z [----] followers, [----] engagements

"@AaronRentfrew Its Sofr interest rate futures It replaced the Eurodollar futures DMs open if X allows"
X Link 2023-07-25T12:07Z [----] followers, [--] engagements

"I should add. This is one of the first things I learned on the floor It is the flight to quality trade When shit hits the fan they come running to by treasuries with both hands price be damned I promise I will have some to sell you Its the trade Im workin on"
X Link 2023-07-31T17:06Z [----] followers, [----] engagements

"@discoverytrader @dampedspring @Jimmyjude13 This is just gonna be a number by number grind now till Jackson Hole and beyond"
X Link 2023-07-27T00:23Z [----] followers, [---] engagements

"Bank failure FDIC brokered deal no gap in service no default risk. Friday night press release https://onlinebank.slink.ph/failed-bank-information-for-heartland-tri-state-bank-elkhart-ks/ https://onlinebank.slink.ph/failed-bank-information-for-heartland-tri-state-bank-elkhart-ks/"
X Link 2023-07-28T23:50Z 12.1K followers, 15.1K engagements

"@DannyDayan5 I think it all revolves around core PCE over the next [--] months with [---] as the pivot hikes above cuts below"
X Link 2023-07-29T16:31Z 13.8K followers, 10.3K engagements

"@cam_o_gram Rick Rubin"
X Link 2023-08-01T01:42Z 13.8K followers, [--] engagements

"SOFR trades like its 90s globex"
X Link 2023-08-01T02:16Z 13.8K followers, [----] engagements

"@HarveyInvesting Im expecting 35bps and we got some of that today. Market has a lot of data to digest over the next two sessions"
X Link 2023-08-03T01:19Z [----] followers, [---] engagements

"@HarveyInvesting Market has made all its big decisions on CPI days"
X Link 2023-08-03T01:19Z [----] followers, [--] engagements

"Just bought [--] off the volume. Spike"
X Link 2023-08-03T19:41Z [----] followers, 14.9K engagements

"Well my take away from the merc meet up is sofr counterparty credit risk is the biggest risk nobody talks about"
X Link 2023-08-05T22:08Z [----] followers, [----] engagements

"@GKC155 Its being ignored at the exchange level @discoverytrader knows what Im talking about"
X Link 2023-08-05T23:37Z [----] followers, [---] engagements

"@allenjones @GKC155 @discoverytrader Best I can offer is if shit hits the fan your better of buying 2yr futures as a hedge in a flight to quality trade"
X Link 2023-08-06T00:24Z [----] followers, [---] engagements

"When I started trading on the floor in stir I had very limited macro knowledge I learned to trade flow and levels with a EQ edge The best lesson I learned re levels is the CME had to create credibility and transparency opening and closing ranges for quarterly futures prices"
X Link 2023-08-06T17:06Z [----] followers, [----] engagements

"Pulled Steinbeck East of Eden off the shelf today been a while. opened up to this chapter and it still hits. Substitute country for markets and church and whorehouse for participants. It works if you imagine"
X Link 2023-08-06T23:30Z 12.8K followers, [----] engagements

"All the [----] fed feels on this one @RemindMe_OfThis in [--] years"
X Link 2023-08-07T00:03Z [----] followers, [----] engagements

"My sons [--] today. Wifes a total bad ass looking this good after giving birth with no makeup on. Road trip to see him for the weekend tomorrow"
X Link 2023-08-09T17:10Z [----] followers, [----] engagements

"@dampedspring @macroquantres @discoverytrader @nickgiva1 @super_macro @kieranwgoodwin @simon_ree @Mike_Taylor1972 @Citrini7 @LONGCONVEXITY I love pre cpi Bonds at a pullback Spoos at a pullback Oil oh my spr Giddy up Im slapping a bid in futs yield duration if its presented"
X Link 2023-08-10T00:41Z [----] followers, [---] engagements

"@dampedspring @macroquantres @discoverytrader @nickgiva1 @super_macro @kieranwgoodwin @simon_ree @Mike_Taylor1972 @Citrini7 @LONGCONVEXITY I see higher for longer in the [--] hesitancy in the [--] year and acceptance in the front end of white red green and blue sofr. Best I can offer is the market has found a temp balance here. It taken [--] months to get here and its still undecided. Markets perception of a pivot"
X Link 2023-08-10T01:25Z 13.4K followers, [----] engagements

"RIP Stud Old school https://youtu.be/NKu0OTDvQ-w https://youtu.be/NKu0OTDvQ-w"
X Link 2023-08-10T02:36Z 13.8K followers, [----] engagements

"CPI should be a bit hot Planning to short any rally in rate futures. Spoos are at a moment of support. Ill likely trend with the second move"
X Link 2023-08-10T03:54Z [--] followers, [----] engagements

"Missed on cpi but it was still the right idea to sell the number"
X Link 2023-08-10T23:26Z [----] followers, [----] engagements

"Only one thing causes a crash Forced selling"
X Link 2023-08-11T22:15Z 13.8K followers, 21.6K engagements

"After talking to the best minds Exploring swaps Absorbing inflation adjusted costs Labor cost spikes Late cycle delays I kinda confident Im locking rate at the top. Sba financing into 1/1/24 bond issuance Wont be the first time I bought the top"
X Link 2023-08-14T03:21Z [----] followers, [--] engagements

"Sorry but its gonna be installation pics for the next few weeks I had the same pit in my stomach vib when I bought my seat [---] in equipment going in the next three weeks"
X Link 2023-08-15T01:23Z [----] followers, 11.2K engagements

"@palantirbull1 We have never been here before. Massive stim into a pandemic and more massive stim then an aggressive fed moving rates 10x"
X Link 2023-08-15T04:34Z [----] followers, [--] engagements

"If your getting your news from zero hedge you should know who is writing it"
X Link 2023-08-16T00:19Z [----] followers, [----] engagements

"ES needs to hold here or this could get some legs under 4400"
X Link 2023-08-17T15:46Z [----] followers, [----] engagements

"Would love a bounce to short in the 10yr"
X Link 2023-08-18T13:55Z 13.7K followers, [----] engagements

"$100 a foot"
X Link 2023-08-18T19:49Z 14K followers, 22.8K engagements

"Pax has learned and shared freely the trials and tribulations of self imposed trader mistakes. We all made em He just has the courage to learn from and share them TBH thats the basic requirement of trading for a living Learn grow and be humble over and over and over I was a big NQ pit trader-I could move the market. In [--] I got divorced. I took a few months off to get my mind right. I came back & was trading bigger then ever. For a time I was 10% of the NQ volume. Traders who fed off my downticks were making more $ then me. Not a time I am I was a big NQ pit trader-I could move the market. In"
X Link 2023-08-19T21:56Z 13.5K followers, [----] engagements

"@CcDragonfly Not saying I agree with the shift Just that they are talking about accepting the shift. CPI is the most manipulated number I can think of"
X Link 2023-08-21T13:26Z [----] followers, [--] engagements

"If the Fed moves the goal posts on inflation and the Bond vigilantes will return R* Careful what you wish for here higher rates will lead to slower growth alongside rising inflation"
X Link 2023-08-22T15:45Z 13.8K followers, [----] engagements

"1 and [--] STD DEV channel on a [---] tic with a 200sma is on fire ATM for scalping Called the open with a perfect f u double top"
X Link 2023-08-23T01:05Z [----] followers, [----] engagements

"I trade ES the rate curve and vix calendars when shit gets real (vix is confirmation of the tell) The interconnectivity of these markets at the moment is on point"
X Link 2023-08-23T03:13Z [----] followers, [----] engagements

"Today was one of those days on the floor where youd see a few dudes make big money and others look like their dog just died"
X Link 2023-08-23T21:54Z 13.8K followers, [----] engagements

"@spiralcal Thats how this started. I set up a home brew club [--] years ago. Thats where I met my partners and brewer"
X Link 2023-08-25T20:56Z [----] followers, [--] engagements

"I am pretty bearish indices and yield atm I like to stay neutral and just trade action I might be wring here and I will be cautious on entry and levels. Im short ZN and want to add shorts in ES JPOW closed his sPeACh wItH A VoLkEr quote again. Performative perhaps"
X Link 2023-08-26T00:17Z [----] followers, [----] engagements

"@PharmD_KS Id be more bullish if they filled the gap in ES. I went long off that failure last week. Thats unfinished biz imo Now we get the revision to payroll data into nfp chatter and the jobs lost is good for pause but soft landing chat for September. Might just be range trade"
X Link 2023-08-26T00:35Z 13.8K followers, [---] engagements

"@JRC_trading You going down the Summer hole"
X Link 2023-08-26T00:58Z 13.8K followers, [---] engagements

"If I had to sum it all into a basket Id say it 1990s all over again The recession that wasnt before qe Its why Im not a big bear despite my aversion I dont care about debit to gdp Retail drives the next cycle"
X Link 2023-08-26T02:09Z [----] followers, [----] engagements

"For folks that dont know This is the crash of [--] This is what a market that is rich looks like when it realizes rates are high and risk is silly. I am not telling to do any trade If you see rates move pay attention"
X Link 2023-08-26T02:35Z [----] followers, [----] engagements

"Was looking for a new employee a few weeks ago. Got a bunch of resumes. One guy showed up unannounced and said he really wanted a job. I said hang out and see if we were a good fit. He starts his second week on Monday. Just show up to life"
X Link 2023-08-27T03:33Z 13.6K followers, 11.9K engagements

"Out with a really interesting crew today. Couple of openers/brewers from the best breweries in Chicago Just got into politics Damn its twitter in real life"
X Link 2023-08-27T21:53Z [----] followers, [----] engagements

"Still cant believe JPOW said stars and clouds last week. Talk about the quiet part outloud"
X Link 2023-08-28T11:21Z [----] followers, [----] engagements

"I dont sell a service You shouldnt follow my trades I dont trade like normal people"
X Link 2023-08-30T03:02Z [----] followers, [----] engagements

"@Giangho_Viet @Jimmyjude13 I traded MBS for GE through the crash Not even my best trading friend believed me in October of 07"
X Link 2023-08-30T03:07Z [----] followers, [--] engagements

"@sonnyk87 Got my ass kicked in [--] trying to figure out trading off the floor on a screen 🤌"
X Link 2023-08-30T03:34Z [----] followers, [---] engagements

"Z5 sofr double bottom. Old low was October CPI when ES was trading [----]. Kinda nullifies the higher rates will kill the market narrative"
X Link 2023-08-30T16:48Z [----] followers, [----] engagements

"@BronsonFund A level of worst case fear was removed in Oct CPI. Took time to digest Then issuance and soft landing chatter started. Issuance is/was the rate trade long front short back ES was like soft or pivot with no crash Btfd Now we see whos right while they compress vol"
X Link 2023-08-31T00:46Z [----] followers, [--] engagements

"@discoverytrader Think I need to reflect"
X Link 2023-09-01T01:00Z [----] followers, [---] engagements

"Wife is going through something"
X Link 2023-09-01T12:03Z [----] followers, [----] engagements

"59 yrs old Running two small biz with 1+mm ea in revenue that offer a positive contribution to society +opening a brewery with a kitchen. Trading stir and scalping ES daily I dont see retirement for six years Building Best part: I am having the time of my life"
X Link 2023-09-01T23:54Z [----] followers, 19.2K engagements

"Things Im trying to reconcile. Black rock calling the top in yield vs CPI Jobs vs NGDP and GDPNow Tesla vs NVDA Fed dots vs sofr curve The bear steepener"
X Link 2023-09-03T00:47Z [----] followers, [----] engagements

"Bullish spoos because UE is going to cool cpi and the feds gonna pivot and cut effr which will normalize the 10/2 seems to be the short term consensus because the market climbs that wall of worry and [--] stocks look forward and carry all boats cause ngdp is 🔥 VS 👇"
X Link 2023-09-03T20:07Z [----] followers, [----] engagements

"A Bond vol crush Similar to the vix vol crush with a [--] month lag Id prefer new lows in-the 80s"
X Link 2023-09-04T04:39Z [----] followers, [----] engagements

"Me: I am funding overage out of pocket in third position Banker: I need Lien waivers Me: thats why Im subordinate Banker: All the draws need to balance to sell secondary to the SBA Me: Ill repay subordinate debt tax free SBA doesnt care about 3rd party Banker:"
X Link 2023-09-05T22:04Z [----] followers, [----] engagements

"This short position started last week [----] to [----]. Added below [----] avg price is [----] Buy stop at [----] now Let the runners run here Part of me is very bearish part of me says book some profits and let it consolidate into next week"
X Link 2023-09-07T13:01Z [----] followers, [----] engagements

"@OhadOsterreich1 When your on a roll"
X Link 2023-09-07T20:18Z [----] followers, [---] engagements

"Rates are driving indices Its always been the case back in the day but we had a decade of misguided Fed support Be careful here"
X Link 2023-09-08T00:07Z [----] followers, 16.3K engagements

"@hattoricapital Not on my radar Focus on new listings of you want to trade that market"
X Link 2023-09-08T00:42Z [----] followers, [--] engagements

"Off the screens for the day. Off to the brewery to interview chef candidates Roll away"
X Link 2023-09-08T16:31Z [----] followers, [----] engagements

"What does it take to build What does it take to trade for a living What does it take to be married for [--] years What does it take to be a good father or mother What does it take to be a good friend or neighbor The ability to execute with integrity when shit happens"
X Link 2023-09-09T14:27Z [----] followers, 11.2K engagements

"@Frankiej1012 If your picking flys you need to have really good timing in the belly thats hard Its harder now that we havent been in this environment for decades. Personally I think you have better probability catching a wave in two contracts with a timing trade"
X Link 2023-09-10T03:49Z [----] followers, [--] engagements

"2008 transition to a quiet office with zero floor stim was a hard trade for me. I lost my knowledge edge. The first time it was just me and my thoughts trading off screens solo in shorts and a tshirt"
X Link 2023-09-10T04:42Z [----] followers, [--] engagements

"Along slowly then suddenly comes twitter [--] years later. [----] to [----] was a trend trade. Invest and dont overthink it. [----] was a wake up call then Covid hit. Cool game on simple macro easy short ride the fear wave Then inflation and the end of Zirp Again easy trade"
X Link 2023-09-10T04:43Z [----] followers, [--] engagements

"Rates into inflation is short rates especially with rates at zirp All of this seems easy in retrospect. The hard part is standing in front of the train and saying nope real time Now I follow and curate a list of people smarter than I am. Mostly Econ guys and a few traders"
X Link 2023-09-10T04:43Z [----] followers, [--] engagements

"That poses a secondary question Does that mean a return to zirp Doubtful Does that mean CRE crash Tbd Does that mean bank crises Doubtful So the real question is whats next Ive been saying it for a while now. We are in a range of uncertainty. The most Ive seen"
X Link 2023-09-10T04:43Z [----] followers, [--] engagements

"Politic is a hot mess. Inflation and geo politic you gotta go back in time for a comp and its a shitty comp The realty is non of it matters Were in a range trade till the tides shift bigly The biggest take away I have on macro is you can get 5% in bills and that reduces"
X Link 2023-09-10T04:43Z [----] followers, [---] engagements

"Stevie off the blow. I had my struggles. He was an inspiration at the moment. Damn I miss his lost future https://youtu.be/WWU6hpPJG_csi=ujdRSdPyZ3xzK93w https://youtu.be/WWU6hpPJG_csi=ujdRSdPyZ3xzK93w"
X Link 2023-09-10T06:05Z 13.8K followers, [----] engagements

"@NikLentz Applicable to both actually 🤣 Market wise think we can rally into mid October Chicago bears getting better is just like the recession bros punting to next year"
X Link 2023-09-10T21:07Z [----] followers, [---] engagements

"I am concerned about restrictive fed policy catching up to the markets the dynamic of a select few stocks leading the rally the underperformance of the small caps bank lending stalling and a failure to make new highs in indices. The next month and a half seem very important"
X Link 2023-09-11T02:39Z [----] followers, [--] engagements

"As a Bear fan I hate Rodgers Hope he is ok and its only a mild high ankle sprain. Dude is a baller and I respect and wish him a quick recovery #jets"
X Link 2023-09-12T01:13Z [----] followers, [----] engagements

"October is my first real window for fuckery in stir Unless something material changes Im out short rates and fading short Es"
X Link 2023-09-12T01:26Z [----] followers, [----] engagements

"@686Prism @l1quid1ty @netcapgirl Seek Jesus amigo"
X Link 2023-09-12T23:13Z [----] followers, [--] engagements

"CPI has been the fade for a year Be careful if your short term Personally I like the second trade off the reaction Be smart. Keep an eye on STIR before you commit ES"
X Link 2023-09-13T00:33Z [----] followers, [----] engagements

"Bold call incoming. Sans a tail event we are at peak cpi and max rates. We fight with CL along the way but the Econ is in good shape Wage pressure is softening Im out of my short position in zn"
X Link 2023-09-13T13:10Z 13.8K followers, 18.1K engagements

"This POS still exists with a spread from hell"
X Link 2023-09-14T02:08Z [----] followers, [----] engagements

"@ChrisDMacro So good One day the chi will balance the deficit by selling water to the south west in old oil pipelines"
X Link 2023-09-14T02:26Z [----] followers, [---] engagements

"Last shit post of the night Tell me why your android is better than the new iPhone. I get it you dont have stim cash anymore cause student loans Poor poor pitiful pauper"
X Link 2023-09-14T02:31Z [----] followers, [----] engagements

"My mural guy is stoned out of his mind and going to town"
X Link 2023-09-15T01:05Z [----] followers, [----] engagements

"@joshmanmode_ @RampCapitalLLC [--] iron or wedge whats the wind"
X Link 2023-09-15T22:08Z [----] followers, [--] engagements

"So muchtoo muchfocus on the past"
X Link 2023-09-15T23:47Z [----] followers, [---] engagements

"Imagine how good you could trade if you actually had a pan and stuck to it Build your plan You can break the rules later"
X Link 2023-09-15T23:54Z [----] followers, [--] engagements

"@Citrini7 @dampedspring @DannyDayan5 Not sure Id abandon the ship just jet. If you truly believe higher for longer [---] is cheap"
X Link 2023-09-16T01:18Z [----] followers, [---] engagements

"Kinda cool that nobody on fintwit is talking about UAW or a Gov shutdown. At the approach of a retest of Ath Into an election Shows you some some Let the games begin"
X Link 2023-09-16T01:40Z 13.7K followers, [----] engagements

"Tell me all you want about history Some may be relevant but most of it will be completely irrelevant Next cycle is gonna be a whole new ballgame Because rates and return will be a factor"
X Link 2023-09-16T02:02Z [----] followers, [--] engagements

"Sometimes ya just dont need to be in control"
X Link 2023-09-16T02:48Z [----] followers, [----] engagements

"A reason indices will struggle to reach new highs is treasury yields offer yield Thats not a negative Earn it"
X Link 2023-09-16T02:57Z [----] followers, [----] engagements

"Sick and Biased Still think your all crazy"
X Link 2023-09-16T03:25Z [----] followers, [----] engagements

"@pinebrookcap @cam_perrault @stevehouf @hughesanalytics The French contribution was deeper than the cuisine it was the implementation of the brigade style of production and leadership. That was primarily the work of Escoffie. Fine dining and French food are failing out of favor but the methods are everywhere"
X Link 2023-09-17T03:42Z [----] followers, [----] engagements

"@GtcTraders Or we are here"
X Link 2023-09-17T15:45Z [----] followers, [--] engagements

"The fed had higher rates from WWII to the 80s then Lower rates until [----]. Basically two [--] year long cycles So why would you let your recency bias lead you to believe the fed wants to pivot now. Look at debt to gdp post WWII notice any similarities"
X Link 2023-09-17T19:02Z [----] followers, [----] engagements

"@palantirbull1 @ShawnKeszler Sure feels like thats the outcome Whos the top three college QBs to watch"
X Link 2023-09-17T20:43Z [----] followers, [--] engagements

"Still sticking with my call we try to climb the wall of worry into October"
X Link 2023-09-17T20:50Z [--] followers, 11.2K engagements

"Abraham Lincoln became president at the age of [--]. Though Lincoln was involved with the Whig Party (which was formed to oppose Andrew Jackson and his use of presidential power) earlier on his career he switched parties becoming the first Republican president of the United States"
X Link 2023-09-17T22:24Z [----] followers, [----] engagements

"Might be wrong but I just scanned back to [--] and I dont see a gap up on the weekly chart ever I was really bearish into this and covered the Friday it didnt fill the gap @Jimmyjude13"
X Link 2023-09-18T01:22Z [----] followers, 11.1K engagements

"@Jimmyjude13 @DannyDayan5 Fed wont be a dove they cant afford the inflation risk Jimmy Im trying to reconcile this to your weekly bond cart from Friday and the dm we chatted about when we didnt fill the downside gap a few weeks back In Es"
X Link 2023-09-18T01:48Z [----] followers, [---] engagements

"@Jimmyjude13 @DannyDayan5 I guess the tape will be the tell here But do yields tick higher and break the weekly level in futures or did the ES overshoot on a weekly. Last week I thought bonds would hold the line for a few weeks more If the ES gets all crazy idk"
X Link 2023-09-18T01:53Z [----] followers, [----] engagements

"Wack market atm Cl ripping and Zn dipping Cant see how this is healthy for ES"
X Link 2023-09-19T13:16Z [----] followers, [----] engagements

"Es needs to hold 67-70 or its headed to [--] quickly"
X Link 2023-09-19T15:13Z [----] followers, [----] engagements

"Lost my dad to mental health and suicide I cant even imagine the death of despair that lead Chris to take his life when he had everything most folks dream of Insidious desperation Ask for help. Offer love and be there for those in need"
X Link 2023-09-20T00:25Z [----] followers, 13.7K engagements

"Buddy sent this polaroid from the strip club in [----]. I cropped out the incrimination Im laughing and cringing simultaneously"
X Link 2023-09-20T00:38Z [----] followers, [----] engagements

"Late bloomer Wish I could share the OG"
X Link 2023-09-20T01:48Z 13.5K followers, [---] engagements

"@H2theRs Lol my GC just closed on his retirement dream house in Italy. Hes gone for two weeks. Im doing his job. How could I not encourage that😎 Que step up my favorite song atm"
X Link 2023-09-20T02:59Z [----] followers, [--] engagements

"The real fireworks are often the day after FOMC. The DOT plots are really hawkish. The contract to trade for the foreseeable future is SR3Z25"
X Link 2023-09-21T00:31Z [----] followers, [----] engagements

"Looking at the momentum at the bottom of the chart. Coming off the highest reading since Covid on the weekly. Tells me we are going to have a harder time going forward gaining trend. Rate resolution is likely the key and the Dot plot from yesterday complicates this"
X Link 2023-09-21T13:09Z [----] followers, [---] engagements

"Ok so we have a new base line for stir. Cut expectations are more realistic. Higher for longer is more inline through [--]. The spread between OIS and sofr in more in line"
X Link 2023-09-21T15:28Z 13.8K followers, [----] engagements

"The last time rates were here was October CPI. Gonna post it again for the slow crowd Its not not new lows in sofr along the curve. Its just no mas hopium https://t.co/DSxE3fB3lI Gonna post it again for the slow crowd Its not not new lows in sofr along the curve. Its just no mas hopium https://t.co/DSxE3fB3lI"
X Link 2023-09-22T01:27Z 13.8K followers, [----] engagements

"@Jimmyjude13 Love the dude checking his robinhood at the bar"
X Link 2023-09-22T11:28Z 13.6K followers, [---] engagements

"Its good to see the senate finally adopting day trader dress attire"
X Link 2023-09-25T01:35Z [----] followers, [----] engagements

"Whats your [--] mth from now 10yr rate projection"
X Link 2023-09-28T00:06Z [----] followers, [----] engagements

"Its not likely but its beyond time to hold our politicians accountable Ditch your partisan and get real Not Likely but a boy can dream"
X Link 2023-09-28T01:42Z 13.8K followers, [----] engagements

"Surprised not surprised"
X Link 2023-09-28T16:54Z [----] followers, [----] engagements

"@Thebuckestmofo9 Suck brother. Keep grinding"
X Link 2023-09-29T00:18Z [----] followers, [---] engagements

"From a level to level perspective I have a hard time believing ES doesnt back test 4200-4187 PCE did toss a little water on the kindling though and I wouldnt be shocked if a local low is in as we move towards a positive cyclical Oct and Q4"
X Link 2023-09-29T18:52Z 13.7K followers, [----] engagements

"@dampedspring its not a huge sample size but this speaks volumes about expectations for rates next year"
X Link 2023-09-29T23:19Z [----] followers, [----] engagements

"It was a great day"
X Link 2023-09-30T02:21Z [----] followers, [----] engagements

"Current mood watch to the end"
X Link 2023-09-30T03:41Z [----] followers, [----] engagements

"@JorgeCalderonMx The rate trade feels like 90s"
X Link 2023-09-30T03:57Z [----] followers, [---] engagements

"@eliant_capital @Seniorstrategen Extremely unclear at the moment Time to park the macro opinion and trade level to level for a bit"
X Link 2023-10-01T14:06Z [----] followers, [----] engagements

"I agree with the market will be the break That said this kind of stupidity can rage for a few more years. Think [--] [--] [--] and [--] Not calling for doom but if your waiting for a sign of intelligence on fiscal policy out of Washington your likely waiting a long time"
X Link 2023-10-01T23:32Z [----] followers, [--] engagements

"Lol chicago talk radio whos worse Bears or White Sox"
X Link 2023-10-02T11:38Z [----] followers, [----] engagements

"Bond market is pricing in the pain we feel when we look at the market in totality. Cant you hear me knocking"
X Link 2023-10-03T13:03Z [----] followers, [----] engagements

"YELLEN: US IS ON A PATH OF FISCAL SUSTAINABILITY 😳"
X Link 2023-10-03T19:50Z [----] followers, 14.2K engagements

"@H2theRs @Citrini7 Inflation reduction act In theory"
X Link 2023-10-03T23:57Z [----] followers, [--] engagements

"@berggeit Perma bear Why"
X Link 2023-10-04T01:35Z [----] followers, [---] engagements

"Dont think the flush is finished in duration Possible but I dont think so Enjoy the fade trade into non farm and into Cpi"
X Link 2023-10-04T22:47Z [----] followers, [----] engagements

"What if adp is right this time Lol I hate non farm with a passion Fade it all"
X Link 2023-10-05T03:22Z [----] followers, [----] engagements

"@palantirbull1 In the old days the flight to quality trade was buy bonds or the front of the curve. Cant do that now because of the tightening cycle So the new flight to quality is the mag [--] Next best thing till its not"
X Link 2023-10-05T20:37Z [----] followers, [---] engagements

"Love the trash talk at the end RIP Dick Butkus. Best point after conversion ever. #RIPDickButkus https://t.co/PUj8K7cr6C RIP Dick Butkus. Best point after conversion ever. #RIPDickButkus https://t.co/PUj8K7cr6C"
X Link 2023-10-05T22:59Z 13.6K followers, [----] engagements

"@Jimmyjude13 @TheMarketHuddle @dampedspring Markets all amped up at extremes Gonna be an interesting few weeks"
X Link 2023-10-05T23:11Z [----] followers, [---] engagements

"@MrnllMtt Whats a good political report We have some time before the general election but it would be tone def to boast about jobs in an inflationary monster Inflation is the 🗝"
X Link 2023-10-06T00:45Z [----] followers, [---] engagements

"Would not be surprised by a face rip rally off the number Highly doubt I trust it though"
X Link 2023-10-06T01:59Z [----] followers, [----] engagements

"@cam_perrault My preferred path would be a bounce off [----] and a rip to a happy fed"
X Link 2023-10-06T02:48Z [--] followers, [---] engagements

"@NikLentz Markets be like Try dez nuts"
X Link 2023-10-06T12:56Z [----] followers, [---] engagements

"@rorotrader CPI CL and the revisions vs oct seasonality"
X Link 2023-10-06T23:19Z [----] followers, [--] engagements

"Conspiracy warning Lots of chatter about the dark money funding JR. My take is its old school GOP$ trying to prevent a trump win"
X Link 2023-10-06T23:24Z [----] followers, [----] engagements

"@concodanomics My money is on defense stocks but maybe"
X Link 2023-10-07T23:18Z [----] followers, [----] engagements

"Oil bid bonds bid defense stocks bid dollar bid missions planned for Iran stocks shaky"
X Link 2023-10-07T23:56Z [----] followers, [----] engagements

"T-minus [--] days lights going in the parking lot @tonalitybeers"
X Link 2023-10-08T19:13Z [----] followers, [----] engagements

"A huge shout out to all my project followers. As I approach crunch time Id like to say thank you. Your encouragement and positive affirmations made the hard times better. First beers is on my if you have followed the journey"
X Link 2023-10-08T21:33Z [----] followers, [----] engagements

"I am comfortable thinking every central bank has a breaking point We have or are close reaching to that point More support for a short squeeze in duration Short the front long the back Ma God have mercy on your belly"
X Link 2023-10-09T22:30Z [----] followers, [----] engagements

"@SoftwareEngggg @cjdjgak_thereal PCE and wage data is more of what the fed is watching"
X Link 2023-10-10T23:58Z [----] followers, [--] engagements

"@palantirbull1 Think rates are the driver here. Israel is selling DXY raise cash to support the shekel"
X Link 2023-10-11T01:04Z [----] followers, [--] engagements

"Two open fronts of warfare Say whatever you want but in my humble opinion this is a deliberate attempt by China Iran and Russian to destabilize global order"
X Link 2023-10-11T02:46Z [----] followers, 12.1K engagements

"@twinsfan009 I doubt Putin and Xi agree but that is the propaganda they are pushing hard"
X Link 2023-10-11T02:55Z [----] followers, [---] engagements

"@Dan_Groch I have a different view in China America does not need to engage with direct conflict re Taiwan China is dependent on import and export. Cut sea lane transport and they suffocate in [--] months. It explains the stockpile of commodities"
X Link 2023-10-11T03:00Z [----] followers, [---] engagements

"So Ive said my peace on geo pol Back to markets Lots of data to end the week Still long es and zn but nervous Im a huge fan of fading the initial move off of cpi ppi and non farm Think z4 sofr is really important"
X Link 2023-10-11T03:13Z [----] followers, [----] engagements

"To hold long into CPI is the Of the day"
X Link 2023-10-11T11:58Z 13.8K followers, [----] engagements

"@Doctabones Duck confit tacos with chipotle red vinegar hot sauce Napa cabbage manchego cheese salsa Verdi and duck skin Chicharrn"
X Link 2023-10-11T16:12Z 20K followers, [----] engagements

"Might just me or price action. But all my really smart vol frens are tweeting dont short vol All my really smart Rates brothers and mothers pivoted. Some covered some still long futs (me) ES and tidal frens have opinions too (flat)"
X Link 2023-10-12T00:24Z [----] followers, [----] engagements

"Cant shake the rate hike blues"
X Link 2023-10-12T12:58Z 13.6K followers, [----] engagements

"@judahrhodie But da inflation reduction act"
X Link 2023-10-12T23:28Z [----] followers, [---] engagements

"4349 is the opening range print of 10/23. Just above the grey price range and the old Jun rollover gap on a continuous chart. Below here we likely try to test 4187"
X Link 2023-10-13T19:35Z [----] followers, [----] engagements

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