@SquirrelMacro Avatar @SquirrelMacro BlindSquirrelMacro

BlindSquirrelMacro posts on X about $gs, $nvda, $weat, $dba 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 stocks finance technology brands cryptocurrencies countries automotive brands travel destinations exchanges social networks formula 1

Social topic influence $gs, $nvda, $weat, $dba, $dash, ipo, nvda, china, money, $zc

Top accounts mentioned or mentioned by @benbrey @pineconemacro @kevinmuir @paulomacro @augurinfinity @donnellybrent @hkuppy @agnostoxxx @erikywr @koyfincharts @gavevincent @thetranscript @nutstuffalpha @jacobshap @marketswithmb @themarkethuddle @feridex11 @fusionptcapital @dbmfwatch @epsilontheory

Top assets mentioned GammaSwap (GS) NVIDIA Corp. (NVDA) Dash (DASH) Mario Coin (COIN) Spotify Technology (SPOT) Oxygen (OXY) MultiBank Group (MBG) Tidewater, Inc. (TDW) SPDR GOLD ETF (GLD) Validity (VAL) Maplebear Inc. (CART) Blackstone, Inc. (BX) Liberty Media, Corp. (FWONK) Transocean LTD. (RIG) Zscaler Inc (ZS) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Weatherford International plc Ordinary Shares (WFRD) Amazon.com, Inc. (AMZN) Ferrari N.V. (RACE) Apple, Inc. (AAPL) Noble Corporation (NE) ParaSwap (PSP) Partisia Blockchain (MPC) Palantir Technologies Inc. (PLTR) Merit Circle (MC) Parex (PRX) Tesla, Inc. (TSLA) Cameco Corporation (CCJ) Carlyle Group, Inc. (CG) Coca-Cola Co (KO) NovaGold Resources Inc. (NG) SPDR S&P [---] ETF Trust (SPY) Uber Technologies, Inc. (UBER) Sociedad Quimica y Minera de Chile SA (SQM)

Top Social Posts

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

"1 day does not make a trend but is this the start of the big one in Cocoa The ๐Ÿฟhas been 'cocoa curious' for a while and we have a hunch that we will be paying a lot more for our chocolate in years to come. We got back in on yesterday's break-out. $CC_F $NIB $CC #Cocoa 1/5"
X Link 2022-12-23T08:58Z [----] followers, 13.4K engagements

"We traded #semiconductors well in [----] and are now tempting the Market Gods by re-shorting the semiconductor sector via $SOXX. ๐Ÿฟis eyes wide open as to the implications of a soft US CPI print ๐Ÿ˜‰ but you don't fail 4x at the 200-day without waking rodents $TSM $NVDA $MU $SMH"
X Link 2023-01-11T19:55Z [----] followers, [----] engagements

"Chatting with @Nutstuffalpha this morning about the best China re-opening trade of all - luxury stocks As @VincentDeluard pointed out on this week's (unmissable) @TheMarketHuddle the #CAC40 is "handbags and perfume". The ๐Ÿฟgot shaken out of his $MC #LVMH holding during. 1/4"
X Link 2023-04-25T11:45Z [----] followers, [----] engagements

"$ZC $DBA Hot off press from @feridex11: [----] the mantra El Nino is Coming Sell Everything was Pervasive in April/May-Then the MoonshotBe on Guard""
X Link 2023-04-26T08:29Z [----] followers, [---] engagements

"With thanks to the eagle eyes/ears at @TheTranscript_ re $OXY and $BRK. "Well he would say that wouldn't he" http://www.blindsquirrelmacro.com http://www.blindsquirrelmacro.com"
X Link 2023-05-08T03:34Z [----] followers, [----] engagements

"Has the ๐Ÿฟ been saved by the curse of the @TheEconomist cover Is #Japan $EWJ the out for 'offside' allocators Also $WEAT $ZW $OXY $URA #wheat #uranium $GS. Check "Blind๐Ÿฟmacro. com" (2 'r's and [--] 'l' ๐Ÿ˜‰) h/t: @pineconemacro @JacobShap @HFI_Research @dbmfwatch @PauloMacro"
X Link 2023-05-15T01:48Z [----] followers, 76.6K engagements

"Anyone else getting a similar vibe from this $TSM #TSMC headline In memoriam for Credit Suisse some famous @CreditSuisse memes h/t @HeieneMarius https://t.co/I2qqnHOVCi In memoriam for Credit Suisse some famous @CreditSuisse memes h/t @HeieneMarius https://t.co/I2qqnHOVCi"
X Link 2023-05-16T03:24Z [----] followers, [----] engagements

"Watching $PRX"
X Link 2023-05-17T10:41Z [----] followers, [--] engagements

"To paraphrase John Cleese in Fawlty Towers "I mentioned it a couple of times but think I got away with it" Now out (birthday-related delay): "Safe Space: AI and Debt Ceiling Free" $ZW $HG $OXY $MBG $WEAT $DBA $EWJ $TCHEY $DXJ $SOXX $GS $TLT #wheat #copper #OOTT"
X Link 2023-05-22T05:00Z [----] followers, [--] engagements

"Good conversation between Paul and Jack. Interesting discussion on $OXY $BRK from minute [--]. @crudegusher @JackFarley96 https://youtu.be/ypwmkTYnr9Mt=2880 With thanks to the eagle eyes/ears at @TheTranscript_ re $OXY and $BRK. "Well he would say that wouldn't he" https://t.co/fddkljdsok https://t.co/PAZnVILWOM https://youtu.be/ypwmkTYnr9Mt=2880 With thanks to the eagle eyes/ears at @TheTranscript_ re $OXY and $BRK. "Well he would say that wouldn't he" https://t.co/fddkljdsok https://t.co/PAZnVILWOM"
X Link 2023-05-23T03:11Z [----] followers, [----] engagements

"@villi Nah. Kendall impossible. Not once in [--] seasons has he told us that"
X Link 2023-05-26T21:58Z [----] followers, [----] engagements

"This tweet has been view over 1.4m times in a day. I ignored it yesterday. Now the ๐Ÿฟ bites. There are plenty of things to scream about in this market. This is not one of them. I have no position (long or short) in $NVDA cont"
X Link 2023-05-27T22:40Z [----] followers, [--] engagements

"Monday's notes shall be covering your favorite rodent's close shave with the $NVDA freight train Make sure this tale is in your inbox via the link in profile and below ๐Ÿ‘‡"
X Link 2023-05-29T00:14Z [----] followers, [--] engagements

"This week we cover a close shave with a $NVDA 'ouching'"
X Link 2023-05-29T07:45Z [----] followers, [--] engagements

"Plus plenty of Acorn updates: $NVDA $SOXX $ARKK $GK $NOPE $WEAT $DBA $GC $GLD $OXY $MBG $GS $AUDUSD $SRUUF #U308 #wheat #OOTT"
X Link 2023-05-29T07:45Z [----] followers, [----] engagements

"Find out what knives the ๐Ÿฟis trying to catch in the grains market. (free via website and link in profile) $CORN #corn $ZC"
X Link 2023-06-02T06:00Z [----] followers, [----] engagements

"Good start in #corn - Thanks Carly Rae $ZC $CORN Guess what else happened The set-up looks similar. Got corn $CORN #corn $ZC https://t.co/xF1VRcj7Mp Guess what else happened The set-up looks similar. Got corn $CORN #corn $ZC https://t.co/xF1VRcj7Mp"
X Link 2023-06-02T22:54Z [----] followers, [---] engagements

"Canned Chicken edition in your inboxes now or via link in profile and URL ๐Ÿ‘‡ #CannedChicken $COST $GLD $URA $SRUUF $U.UN $DBA $WEAT $CORN #OATT #AUDUSD $OXY $GS #Tencent"
X Link 2023-06-05T02:06Z [----] followers, [----] engagements

"We also defend GenX and contain our QQQ-uriosity. $QQQ #SorryNotSorry for the dad joke Duran Duran reference. $GLD $URA $SRUUF $U.UN $DBA $WEAT $CORN #OATT #AUDUSD $OXY $GS #Tencent"
X Link 2023-06-05T02:06Z [----] followers, [----] engagements

"H/T / References / Acknowledgements: @pineconemacro @TheTranscript_ @kevinmuir @donnelly_brent @PauloMacro @youngpontiff $GLD $URA $SRUUF $U.UN $DBA $WEAT $CORN #OATT #AUDUSD $OXY $GS #Tencent"
X Link 2023-06-05T02:06Z [----] followers, [--] engagements

""Cash for Moat" - The ๐Ÿฟ does not think that is a very good trade. Find out why via link ๐Ÿ‘‡ Also: $DBA $CORN $WEAT $AUDUSD $GLD $MBG #uranium $GS"
X Link 2023-06-11T22:58Z [----] followers, [--] engagements

"RIP my notifications. $DBA $CORN $WEAT $AUDUSD $GLD $MBG #uranium $GS"
X Link 2023-06-11T22:58Z [----] followers, [--] engagements

"H/Ts acknowledgements: @kevinmuir @EpsilonTheory @BradMunchen @feridex11 @OilandEnergy @MarketsWithMB @hkuppy @TommyThornton $DBA $CORN $WEAT $AUDUSD $GLD $MBG #uranium $GS"
X Link 2023-06-11T22:58Z [----] followers, [--] engagements

"Same on Twitter I found this out the hard way. My Tweetdeck is a mess. Sticking to #OATT $ZC going forward"
X Link 2023-06-13T02:54Z [----] followers, [---] engagements

"@the_cn_investor First $TSLA and the US charging network. Now $NIO and its battery swapping stations. Why are these companies giving up their moats"
X Link 2023-06-13T05:50Z [----] followers, [---] engagements

"@GregCrennan That $GOOG lookin juicy"
X Link 2023-06-15T10:00Z [----] followers, [--] engagements

"Also on the 'dark side' we take a new asymmetric Acorn position in Coinbase $COIN @Option_Strat https://optionstrat.com/bFKqBTN3QJX9ref=squirrelmacro https://optionstrat.com/bFKqBTN3QJX9ref=squirrelmacro"
X Link 2023-06-19T07:00Z [----] followers, [---] engagements

"Oh boy is the ๐Ÿฟreally dabbling on the 'Dark Side' again Is $COIN a zero Find out via link in profile and below: ๐Ÿ‘‡"
X Link 2023-06-19T11:28Z [----] followers, [--] engagements

"Extremely positive developments at Prosus $PRX"
X Link 2023-06-27T10:26Z [----] followers, [---] engagements

"Some labored analogies between sticky energy drinks and sticky inflation lead us to some monetary and market conclusions. Link via profile and URL in red ๐Ÿ‘‡ #Prime"
X Link 2023-07-02T11:29Z [----] followers, [--] engagements

"Possible conclusions: [--]. Farmers are cashed up at the moment (long ferts); [--]. Farm equipment inflation is sticky and $DE and $AGCO can name their price [--]. I dont know enough about tractors and this is an absolute beauty. https://www.agweb.com/news/machinery/petes-pick-week/case-ih-7250-breaks-14-year-price-record https://www.agweb.com/news/machinery/petes-pick-week/case-ih-7250-breaks-14-year-price-record"
X Link 2023-07-08T05:55Z [----] followers, [---] engagements

"Bravo @RobinWigg - thats a framer I still think that financial historians of the future might struggle more with Chipotle $CMG"
X Link 2023-07-11T11:55Z [----] followers, [---] engagements

"A story in a picture ๐Ÿ˜‚"
X Link 2023-07-12T00:51Z [----] followers, [----] engagements

"$HG trying to break out. Is the China trade back on #Copper $KWEB $FXI. Does $AUD catch up post #RBA tomorrow"
X Link 2023-07-31T07:20Z [----] followers, [---] engagements

"Acorn updates: #Uranium $MBG $DBA $WEAT #OATT #OOTT $COIN $GS H/T & Acknowledgments: @pinceconemacro @kevinmuir @dbmfwatch @themarkethuddle @AndrewRangeley @TheTranscript_ @Option_Strat @Nutstuffalpha"
X Link 2023-07-31T07:20Z [----] followers, [---] engagements

"@abcampbell @Citrini7 For some third derivative thinking I wonder if silvers big down move today was more interesting. The largest lead reserves (away from the majors like Glencores Mt Isa) are owned by silver miners. Does more interest in a legacy by-product risk catalysing more $SI supply"
X Link 2023-08-02T03:48Z [----] followers, [---] engagements

"The Apple valuation conundrum continues to bewitch. Access (free) via link in profile and via URL below ๐Ÿ‘‡ $AAPL $DBA $WEAT $COIN $GS $AUDUSD #URANIUM #MERCEDES #NATURALGAS"
X Link 2023-08-06T12:18Z [----] followers, [----] engagements

"A salutary reminder on Nikkei echo booms from the excellent Monsieur Gave @gave_vincent"
X Link 2023-08-08T08:13Z [----] followers, [----] engagements

"With a respectful nod to @agnostoxxx's #Gothilocks I give you Crude-ilocks. A new trade on $BNO - read (free via link in profile and below๐Ÿ‘‡ )"
X Link 2023-08-10T02:50Z [----] followers, 10.5K engagements

"Somewhere in the middle (Mama Bear's porridge) works for the main protagonists"
X Link 2023-08-10T02:50Z [----] followers, [---] engagements

"This week it's Les Misrables and principal protected notes. Dropping in a few hours. Make sure you are on the list. Link in profile and URL below ๐Ÿ‘‡"
X Link 2023-08-13T06:16Z [----] followers, [----] engagements

"A whirlwind narrative arc takes us from Victor Hugo via Americas angriest hedge fund to principal protected notes. Bear with the ๐Ÿฟ Via link in profile and URL ๐Ÿ‘‡(1/6) 1/6"
X Link 2023-08-13T13:30Z [----] followers, [----] engagements

"I ๐Ÿ‘€a breach of the Octo lows $ZB"
X Link 2023-08-17T06:19Z [----] followers, [---] engagements

"@staunovo I suspect we may see a lot more of those right turns this summer"
X Link 2023-08-22T05:10Z [----] followers, [---] engagements

"Breakeven prices on an $NVDA straddle for Friday Aug 25th is $418 on the put leg vs $521 on the call (vs $469.66 close today). Xmas comes early (again) for Citadel. Thanks for playing https://optionstrat.com/build/straddle/NVDA/230825P470230825C470ref=squirrelmacro https://optionstrat.com/build/straddle/NVDA/230825P470230825C470ref=squirrelmacro"
X Link 2023-08-22T05:14Z [----] followers, [----] engagements

"A visual on the hourly"
X Link 2023-08-22T05:19Z [----] followers, [---] engagements

"They keep telling me that my Jackson Hole invite is in the mail"
X Link 2023-08-23T01:45Z [----] followers, [----] engagements

"Took a while to reach mainstream but . #uranium"
X Link 2023-08-23T02:09Z [----] followers, [----] engagements

"Just out Has the unequivocal success of Chandrayaan-3 possibly rung the bell for the top in Indian equity outperformance Find it via link in profile and URL ๐Ÿ‘‡"
X Link 2023-08-27T23:33Z [----] followers, [----] engagements

"Midjourney AI sees the Chinese Panda steal some stripes from the Bengal Tiger - Is this a sign that the ๐Ÿฟ is on to something Acorn dropping at 7am EST. Get on the list๐Ÿ‘‡"
X Link 2023-08-29T07:46Z [----] followers, [--] engagements

"$BTCUSD. So I guess one court ruling doth not a new bull market create. $GBTC"
X Link 2023-09-01T01:13Z [----] followers, [----] engagements

"Great show @JackFarley96 - excellent mix of guests at a the various metaphorical stages of CRE grief"
X Link 2023-09-05T21:27Z [--] followers, [----] engagements

"Domino's CFO: "In [--] years weve never made a dollar delivering pizza.So were just not sure how others do it." The $DASH trade is out Find it via http://www.blindsquirrelmacro.com http://www.blindsquirrelmacro.com"
X Link 2023-09-06T10:31Z [----] followers, [----] engagements

"@donnelly_brent Was it a gift ๐Ÿ˜‰"
X Link 2023-09-06T21:46Z [----] followers, [---] engagements

"Apart from that Mrs Lincoln how was the play Alphaville goes in 'studs up' on $ARM. Glad I am not the only one being rude about IPOs this week"
X Link 2023-09-07T05:59Z [----] followers, [----] engagements

"@MacroNarrator @FTAlphaville Participation awards have found their way to equity capital markets"
X Link 2023-09-07T06:10Z [----] followers, [--] engagements

"4/6 and like the idea of being long energy volatility"
X Link 2023-09-10T23:04Z [----] followers, [---] engagements

"5/6 until recently I worried that Offshore might be a bit crowded. Not any more. Positioning for a new acorn. $TDW $VAL $RIG $WFRD"
X Link 2023-09-10T23:04Z [----] followers, [----] engagements

"Plus Acorn thoughts on #ChIndia $FXI $INDA $DASH $CART $DBA $WEAT $CANE $FCOJ $GS $TLT $BNO $MBG #Uranium - H/t: @kevinmuir @MarketsWithMB @CorneliaLake @Nutstuffalpha @TheTranscript_ @Option_Strat @hkuppy @k_hrytsko"
X Link 2023-09-10T23:04Z [----] followers, [---] engagements

"Guess what those VIX [---] calls don't cost [--] cents any more. 1/2"
X Link 2023-09-11T11:14Z [----] followers, [----] engagements

"OMG - glad to see they are so confident about institutional long only demand that they are spraying stock to the SOFI-diots and HOOD-lams. Not a good look. Reminded of FB IPO $CART"
X Link 2023-09-11T21:00Z [----] followers, [----] engagements

"Does anyone else not find this stuff weird"
X Link 2023-09-11T21:19Z [----] followers, [----] engagements

""Did I tell you the story about the time I took $30k off some ๐Ÿคก that bought [---] $VIX calls""
X Link 2023-09-12T22:59Z [----] followers, [----] engagements

"The ๐Ÿฟ was worried that the Offshore space was a crowded trade. If $RIG cannot fill a room at a CEO conference in New York after a 120% [--] month run I am a seller of that thesis Read (free) via link in profile and below ๐Ÿ‘‡ $RIG $NE $VAL $WFRD $TDW 1/4"
X Link 2023-09-15T15:30Z [----] followers, 96K engagements

"I sometimes wonder if independent research would exist if Lehman Bros had survived @Nutstuffalpha @donnelly_brent @dailydirtnap etc etc"
X Link 2023-09-15T23:11Z [----] followers, [--] engagements

"So it looks like $cart will price at the top of its revised range. You know that was the plan all along right The ๐Ÿฟ has priced a lot of IPOs in his past and has decided to do a deep dive on Instacart's IPO $CART. Read our take (for free) via link in profile or URL ๐Ÿ‘‡ https://t.co/2NzF8LuWIi The ๐Ÿฟ has priced a lot of IPOs in his past and has decided to do a deep dive on Instacart's IPO $CART. Read our take (for free) via link in profile or URL ๐Ÿ‘‡ https://t.co/2NzF8LuWIi"
X Link 2023-09-18T21:43Z [----] followers, [----] engagements

"I wonder how much of the 'shoe got burned through by $GS in the last [--] minutes $CART So it looks like $cart will price at the top of its revised range. You know that was the plan all along right So it looks like $cart will price at the top of its revised range. You know that was the plan all along right"
X Link 2023-09-20T22:50Z [----] followers, [----] engagements

"BLS. From Macrotrends: "Interactive charts of West Texas Intermediate (WTI or NYMEX) crude oil prices per barrel back to [----]. The price of oil shown is adjusted for inflation using the headline CPI and is shown by default on a logarithmic scale. The current month is updated on an hourly basis with today's latest value. The current price of WTI crude oil as of September [--] [----] is $90.28 per barrel.""
X Link 2023-09-21T03:43Z [----] followers, [--] engagements

"Great article from @thekrazykobra on the Kabuki Theatre of these micro float IPOs. I guess the working assumption of Planet Palo Alto is that the investing public cannot count $CART $ARM"
X Link 2023-09-21T08:00Z [----] followers, [----] engagements

"@joe_mjb @Geo_papic Most implications of Marko's median voter theory is inflationary"
X Link 2023-09-22T01:28Z [----] followers, [--] engagements

"Who are you calling a Chihuahaua now A quick reminder that there is ALWAYS an Economist cover Granted this fuse was a bit longer @donnelly_brent $TLT $ZB $ZN"
X Link 2023-09-25T00:43Z [----] followers, [----] engagements

"& it isn't private credit or private equity I suspect that Logan Roy would be more direct: 6/8"
X Link 2023-09-25T06:14Z [----] followers, [----] engagements

"Acorn review this week covers #Offshore $VAL $NE $WFRD $TDW $RIG #Energy $BNO #OOTT $DBA $WEAT $CANE $OJ #Mercedes $DASH $CART $GS and #uranium $URNM $CCJ $URA (of course) 7/8"
X Link 2023-09-25T06:14Z [----] followers, [----] engagements

"Nothing to see here. $CG https://www.bloomberg.com/news/articles/2023-09-26/private-equity-is-piling-debt-on-itself-like-never-before https://www.bloomberg.com/news/articles/2023-09-26/private-equity-is-piling-debt-on-itself-like-never-before"
X Link 2023-09-26T05:44Z [----] followers, [---] engagements

"@BroooksC @NioWins The trade printed so there was a buyer and a seller and that someone is still short the calls. As and when the risk department comes calling depends on who it is / where they are"
X Link 2023-09-27T06:36Z [----] followers, [---] engagements

"This week we are focusing on red tape regulatory capture (and it wicked cousin regulatory arbitrage). We don't like the look of $AMZN either. Out shortly. Make sure you are on the list at"
X Link 2023-10-01T23:06Z [----] followers, [--] engagements

"Another hard right turn. It's almost as though wind shear during periods of El Nino is a thing. Here are the Sunday evening Key Messages for Tropical Storm #Philippe. Follow the latest on Philippe at https://t.co/tW4KeGe9uJ https://t.co/NFjZD3YiMg Here are the Sunday evening Key Messages for Tropical Storm #Philippe. Follow the latest on Philippe at https://t.co/tW4KeGe9uJ https://t.co/NFjZD3YiMg"
X Link 2023-10-02T06:07Z [----] followers, [----] engagements

"Irrespective of the legal case yet another Mag [--] stock looks pretty broken. Implications for that Santa Rally that many call for (4/5)"
X Link 2023-10-02T06:42Z [----] followers, [---] engagements

"Plus Acorn review covering #Bonds $TLT #Offshore #OOTT $BNO $DBA $DASH $MBG $RIG and #uranium. h/t: @Nutstuffalpha @steveclapham (on $AMZN analysis). (5/5)"
X Link 2023-10-02T06:42Z [----] followers, [---] engagements

"Anyone buying the dip in luxury stocks yet $MC #LVMH - some decent discounts to LT average multiples opening up"
X Link 2023-10-03T22:41Z [----] followers, [----] engagements

"@PauloMacro Precisely The $ZB and $ZN futures probably look great to the guys that hold those"
X Link 2023-10-04T03:03Z [----] followers, [----] engagements

"@VKMacro Tend to agree. One of a tiny handful of ex-US equity trades that have worked in past years so like FANG everyone (still) owns"
X Link 2023-10-04T05:58Z [----] followers, [--] engagements

"Why now Perhaps not hard to join some geopolitical dots. We suspect that recent events do not have a meaningful impact on medium term oil price trajectory (4/5) #oott"
X Link 2023-10-09T03:34Z [----] followers, [----] engagements

"5/5. Acorn review: $TLT #Offshore $RIG $TDW $DBA $WEAT $DBA $CANE $DASH $GS #Uranium. H/Ts: @gasbuddyguy @hfi_research @ed_fin @kevinmuir @hkuppy @dbmfwatch @geo_papic @jacobshap @javierblas @energy_blogger @ole_s_hansen @arjunnmurti @harksterhq @thetranscript_ @rampagingruss"
X Link 2023-10-09T03:34Z [----] followers, [----] engagements

"This was recorded pre the weekend but is (as ever with these 2) a must listen. Spot on re middle class inflation and its implications. Headline and core CPI is noise. If only someone would chart it @Geo_papic @JacobShap"
X Link 2023-10-10T01:10Z [----] followers, [----] engagements

"ECON101 in [----] - Term premium; Equity Risk Premium; and Moron Premium. Bravo ๐Ÿฅฌ๐Ÿ’ฅ"
X Link 2023-10-10T09:54Z [----] followers, [----] engagements

"Just when we thought that $GOOG was the cuddly (well cuddlier) face of the #Mag7. Another one to file under blow me down with a feather"
X Link 2023-10-11T04:23Z [----] followers, [----] engagements

"Finally Someone said it"
X Link 2023-10-11T21:19Z [----] followers, [----] engagements

"Whats another 2.9% drawdown to Team St. Barts"
X Link 2023-10-13T06:08Z [----] followers, [----] engagements

"The ๐Ÿฟ contemplates GLP-1 drugs. Not the only threat to 'Big Food' these days. Turns out that consumer staples are not a great defensive place to hide out in these days. ๐Ÿงต to follow. Read (free) at $XLP $HSY $PEP $KO $NVO http://www.blindsquirrelmacro.com http://www.blindsquirrelmacro.com"
X Link 2023-10-15T23:30Z [----] followers, [----] engagements

"The GLP-1 winners are clear. Have some of the losers been punished too hard In the case of 'Big Food' anti-obesity drugs are just part of the problem. $NVO $LLY $PEP $KO $XLP (1/ )"
X Link 2023-10-16T00:09Z [----] followers, [----] engagements

"I had thought that cost would impact TAM. Turns out that Ozempic is only an expensive drug in one geography. The rest of the world is already enjoying a 90% off while stocks last sale (2/ )"
X Link 2023-10-16T00:09Z [----] followers, [----] engagements

"@tseides podcasted about PE NAV loans this week. Reminded me of this. Never mind the sushi The Big Short (2015) - Mark Baum (Steve Eisman) Meets a CDO Manager HD . via @YouTube"
X Link 2023-10-16T09:00Z [----] followers, [--] engagements

"Time to start bringing in Leg [--] of the $DASH put trade as we approach expiry on Friday. Dotted line marks lower strike. Rolling to Nov $75/$70 also an option. We still have Leg [--] for when the bottom really falls out of this"
X Link 2023-10-17T21:20Z [----] followers, [----] engagements

"Goldman Sachs: With expiry on Friday we have taken advantage of the post-earning implied volatility crush to start closing out our butterfly. 75% of max payout will take that every time. $GS"
X Link 2023-10-17T21:31Z [----] followers, [----] engagements

"Can we stick the 'Old Bull' landing at $32 on $BNO $BZ this Friday $BNO - building a base at $32 would be nice. #OldBull #OOTT https://t.co/T7JPs4tWwL $BNO - building a base at $32 would be nice. #OldBull #OOTT https://t.co/T7JPs4tWwL"
X Link 2023-10-18T02:31Z [----] followers, [----] engagements

"Unsurprising $CANE $SB"
X Link 2023-10-18T19:20Z [----] followers, [----] engagements

"India + Private credit boom. Seen this movie before. Remember those private CBs in the mid 2000s https://www.bloomberg.com/news/articles/2023-07-28/apollo-cerberus-pile-in-as-private-debt-assets-double-in-india https://www.bloomberg.com/news/articles/2023-07-28/apollo-cerberus-pile-in-as-private-debt-assets-double-in-india"
X Link 2023-10-20T01:05Z [----] followers, [----] engagements

"You have heard of the East India Company but did you know about the Russian American Company and how close you guys on the West Coast of the US came to speaking Russian today I was today years old when I found out. Another great pod from @EmpirePodUK"
X Link 2023-10-22T06:14Z [----] followers, [---] engagements

"The ๐Ÿฟ is short $COIN. This ๐Ÿ‘‡is why. The entire space is a moronic spam-fest of scamming nonsense. Maybe the $BTC maxis were right The entire space has got a ton of growing up to do. As @EpsilonTheory says some of the smartest people I know went down the crypto rabbit hole but 100% of the worst people I know"
X Link 2023-10-22T08:45Z [----] followers, [----] engagements

"Apparently private asset markets offer superior returns without that annoying thing called volatility. The ๐Ÿฟ is not a buyer of this particular fairy tale. $PSP (1/6)"
X Link 2023-10-23T00:10Z [----] followers, [----] engagements

"It has made sense to express a negative view via the intermediaries so far. (3/6) $GS"
X Link 2023-10-23T00:10Z [----] followers, [----] engagements

"Notwithstanding the vertical integration into Washington / K Street could 'Big PE' soon become the subject of a politic backlash The ๐Ÿฟ thinks so (4/6) $BX $KKR $CG $PSP Victor Kiam reference too obscure"
X Link 2023-10-23T00:10Z [----] followers, [----] engagements

"Acorn review this week covers #Offshore $VAL $RIG $TDW #OOTT $BNO #OATT $DBA $WEAT $CORN #FCOJ $DASH $GS $MBG #Mercedes $COIN and #uranium (5/6)"
X Link 2023-10-23T00:10Z [----] followers, [----] engagements

"Anyone else think that this is a terrible idea Bloomberg: UK Chancellor Jeremy Hunt is facing a pension industry backlash over plans to push more savings into risky unlisted assets like private equity"
X Link 2023-10-23T05:24Z [----] followers, [----] engagements

"Time to revisit Mr. Scrooge McSquirrel $GLD (4/6)"
X Link 2023-10-29T23:02Z [----] followers, [---] engagements

"Very busy week in the Acorn review (5/6) $MBG $DASH $COIN $CORN $WEAT $CANE $BNO $OXY $WFRD $TDW $URNM $URA $BX"
X Link 2023-10-29T23:02Z [----] followers, [---] engagements

"๐Ÿฟ on BoJ watch Shout out to fellow Yen call bagholders ๐Ÿ’ด๐Ÿ’ด๐Ÿ’ด๐Ÿ’ด๐Ÿ’ด"
X Link 2023-10-31T03:22Z [----] followers, [----] engagements

"@VD718 Am so confused was this not supposed to be the Berkshire Hathaway $BRK.B for the 21st Century ๐Ÿ˜‰"
X Link 2023-10-31T03:35Z [----] followers, [---] engagements

"From Gro Intelligence $CORN $ZC $SOYB $ZS. Amazon weather. https://www.gro-intelligence.com/insights/amazon-river-drought-cuts-brazil-corn-shipments https://www.gro-intelligence.com/insights/amazon-river-drought-cuts-brazil-corn-shipments"
X Link 2023-10-31T19:23Z [----] followers, [---] engagements

"It's time to 'come at the King' $BX - in inboxes now. H/Ts: @fleckcap @rampagingruss @philbak1 @pineconemacro http://www.blindsquirrelmacro.com http://www.blindsquirrelmacro.com"
X Link 2023-11-03T02:59Z [----] followers, [----] engagements

"Fun fact: Interesting that Canada supplies Italy with much of its Durum wheat for pasta (as well as the pizza innovation involving pineapples). @kevinmuir @darioperkins"
X Link 2023-11-05T22:15Z [----] followers, [----] engagements

"That was not on my wheat bingo card $zw $weat https://www.gro-intelligence.com/insights/russia-plans-six-month-ban-on-durum-wheat-exports https://www.gro-intelligence.com/insights/russia-plans-six-month-ban-on-durum-wheat-exports"
X Link 2023-11-07T17:14Z [----] followers, [----] engagements

"Apologies - headline stripped (not click bait). Article re Russian Durum wheat export ban"
X Link 2023-11-07T20:23Z [----] followers, [---] engagements

"New Acorn trade just published. $ZS $SOYB #Soybean"
X Link 2023-11-11T00:03Z [----] followers, [----] engagements

"Much promised @DumbMoneyMovie ๐Ÿฟreview now out. There is more to the GameStop $GME story than the easy David versus Goliath headline. A missed opportunity. We will miss the short sellers when they are gone. (1/6)"
X Link 2023-11-13T01:04Z [----] followers, 16.2K engagements

"Last week the spectre of short selling bans returns. Once again the regulators focusing on the wrong things (2/6)"
X Link 2023-11-13T01:04Z [----] followers, [---] engagements

"And who was behind Dumb Money These champions of the retail investor.๐Ÿคฆโ™‚ (4/6)"
X Link 2023-11-13T01:04Z [----] followers, [----] engagements

"Acorn review (paid) covers new trades in the agricultural commodity $ZS and crude oil space $CL. We also cover #Offshore $VAL $TDW $WFRD #PrivateEquity #Prosus $AUDUSD $DASH $COIN $OXY and #U3O8 $CCJ $URNM. (5/6)"
X Link 2023-11-13T01:04Z [----] followers, [----] engagements

"The ๐Ÿฟ thinks the $ZS #Soybean move has legs. (removed from paywall)"
X Link 2023-11-13T21:25Z [----] followers, [----] engagements

"@Nutstuffalpha Did you mean to reply to the solar tweet Will"
X Link 2023-11-15T05:54Z [----] followers, [---] engagements

"@ed_fin Ed - as a former capital markets guy this is a heart breaker of a register to see if I ever had to place stock. Mainly index holders"
X Link 2023-11-15T08:11Z [----] followers, [---] engagements

"@CookinInvestin @svensvensven7 Mainly shares. $PEN"
X Link 2023-11-16T05:41Z [----] followers, [---] engagements

"Thanks for the table @pineconemacro - the A$ rate curve is a complete headscratcher"
X Link 2023-11-19T04:19Z [----] followers, [----] engagements

"Let's do this: [--]. Friends don't let friends trade geopolitics (with apologies to @Geo_papic @JacobShap @matcasey [--]. 21% = way too low [--]. No landing @ 7% - not sure there's a trade there (5 delta $CAT calls) [--]. Higher than 3% Give me some odds - would be tempted at the right price [--]. Give me an option on a steepener for sure [--]. Restrictive fiscal Not going to happen outside of Buenos Aires. Maybe. [--]. See [--]. [--]. Refuse to put EM in a single bucket. That's so noughties [--]. Like China from here. FTSE [---] fine but basically a commodity trade. Easier ways to make money than UK midcaps (FTSE 250) 10."
X Link 2023-11-20T09:03Z [----] followers, [---] engagements

"Pod now available on the website and in the usual podcast apps. Tim $AAPL completely crushed it this week - no idea where those $SPOT guys are this morning"
X Link 2023-11-21T00:38Z [----] followers, [---] engagements

""If your main worry is that Sam Altman is going to build a rogue AI unless he is checked by a nonprofit board this weekends events did not improve matters" ๐ŸŽฉMatt Levine"
X Link 2023-11-21T00:52Z [----] followers, [---] engagements

"Feels like we might be getting close to comin' at the King. $BX"
X Link 2023-11-21T03:18Z [----] followers, [----] engagements

"$SPOT got there in the end"
X Link 2023-11-21T04:46Z [----] followers, [---] engagements

"Happy to stick the boot in on private asset markets but this headline is just a teency-weency bit click-baity. $BX"
X Link 2023-11-21T07:35Z [----] followers, [---] engagements

"For all its failings - continuous friction free market assumptions etc. I will still take a double helping of #17"
X Link 2023-11-22T10:43Z [----] followers, [----] engagements

"The continued re-loosening of financial conditions continues to delay the ๐Ÿฟ's 'tilt at the King'. My friends @AugurInfinity's custom FinCon data series goes back to the early 1960s but here we zoom in here to see how much has been unwound since Halloween. $BX #PrivateEquity Feels like we might be getting close to comin' at the King. $BX https://t.co/G14PIFesm9 Feels like we might be getting close to comin' at the King. $BX https://t.co/G14PIFesm9"
X Link 2023-11-26T00:17Z [----] followers, [----] engagements

"Hear me out Leveraged finance but no marks This weeks note out in a few hours. We also take a look under the hood of this Adevinta $ADE deal. $BX. Make sure you are on the list. Link in profile"
X Link 2023-11-26T18:38Z [----] followers, [---] engagements

"Monday notes now out. The ๐Ÿฟis curious about Citi's $C attempts to take back market share from the shadow banking world #PrivateCredit (1/3)"
X Link 2023-11-26T21:38Z [----] followers, [----] engagements

"We then have a look under the hood of the Adevinta LBO $ADE $BX (2/3)"
X Link 2023-11-26T21:38Z [----] followers, [----] engagements

"This weeks portfolio update and Acorn review (for paid subscribers) covers how to react to this Adevinta news #uranium #Ags #Energy #Offshore #Gold Miners #AUDUSD #ChIndia and #Argentina. $URNM $CCJ $BNO $OXY $FXI $DVYE $INDA $YPF (3/3)"
X Link 2023-11-26T21:38Z [----] followers, [----] engagements

"Great piece from @thekrazykobra capturing a similar vibe on under-employed capital markets bankers. I think we both have the scars"
X Link 2023-11-27T23:06Z [----] followers, [----] engagements

"Looks pretty cheap to me.(4/4) Cool charts from @AugurInfinity "
X Link 2023-11-29T03:41Z [----] followers, [---] engagements

"@alandeboom iShares has a UK small cap ETF $EWUS. Caveat: it's a passive product (the investment trusts are actively managed) and is not super liquid. https://app.koyfin.com/snapshot/hds/et-02wm4svia=rupert https://app.koyfin.com/snapshot/hds/et-02wm4svia=rupert"
X Link 2023-12-01T02:15Z [----] followers, [--] engagements

"This week's pod is up on the website and the usual places. Apple: Spotify:"
X Link 2023-12-04T23:54Z [----] followers, [---] engagements

"Rubber Ducks & Semi Trucks got the ๐Ÿฟ thinking. Remember this [----] classic "Why do they call you the Duck "Because it rhymes with "luck." $GOOG $NKLA #AI"
X Link 2023-12-09T01:20Z [----] followers, [----] engagements

"They say that in Brazil you dont buy land you buy rain. via @visualcap"
X Link 2023-12-09T18:57Z [----] followers, [---] engagements

"This week Sid James and Ueda-San walk into that bar Carry on Make sure you are on the list for the ๐Ÿฟ's Monday's note (link in profile etc. you know the drill) #OooMatron"
X Link 2023-12-09T22:28Z [----] followers, [----] engagements

"Dogs walked (@MarketsWithMB showed up in time). This week [--] new characters in the bar this week. Ueda-San and Sid James What next for the Japanese Yen carry trade (Free note via link in profile etc etc) (1/6)"
X Link 2023-12-11T01:11Z [----] followers, [----] engagements

"@MarkGutman9 Dont disagree with any of that Marcos. My issue is with legacy capital allocation policies driven above all by bogus consultant driven EPS derived comp formulae. This is what got us here"
X Link 2023-12-11T10:58Z [----] followers, [---] engagements

"@BrazilStocksBR Obrigado. Para a lua"
X Link 2023-12-14T04:28Z [----] followers, [--] engagements

"JPows pivot is manna from heaven for dirt cheap mid caps in GBP at a discount"
X Link 2023-12-14T08:26Z [----] followers, [----] engagements

"Holy #% - this cannot be unseen. It will soon be time. $BX This is just indescribably awful. Peak nonsense. Agree with Kuppy about praying for 20% rates not Project Ximbabwe This is just indescribably awful. Peak nonsense. Agree with Kuppy about praying for 20% rates not Project Ximbabwe"
X Link 2023-12-14T21:03Z [----] followers, [----] engagements

"Easing in [--] pictures. US financial conditions broken down by asset class (with rate of change); September (white) to December (red) Fed dot plot shift; Days to 1st rate cut as implied by OIS curve. Charts created with @AugurInfinity analytics"
X Link 2023-12-17T23:12Z [----] followers, [----] engagements

"Brazil at 55bps of the MSCI ACWI. just sayin'"
X Link 2023-12-18T06:45Z [----] followers, [----] engagements

"@PacificStLLC Mexico bit more expensive than Brazil (and has run harder this year)"
X Link 2023-12-18T06:55Z [----] followers, [--] engagements

"Last pod of the year is up on the website. Short one this week. Back in the New Year. Happy Christmas / Holidays / New Year to all. Apple: Spotify:"
X Link 2023-12-18T22:31Z [----] followers, [---] engagements

"Good insights from @feridex11 on #soybeans and #corn $ZS $ZC Soybeans Up on Brazil Crop Concerns Corn and Wheat Slide on Lack of New Export Biz: Cattle Recovery Continues https://www.agweb.com/markets/market-analysis/soybeans-brazil-crop-concerns-corn-and-wheat-slide-lack-new-export-biz https://www.agweb.com/markets/market-analysis/soybeans-brazil-crop-concerns-corn-and-wheat-slide-lack-new-export-biz"
X Link 2023-12-19T07:55Z [----] followers, [---] engagements

"Please add a histogram of underwriting fees"
X Link 2023-12-20T06:22Z [----] followers, [---] engagements

"@goldbugger @BobEUnlimited Not sure that helps ;)"
X Link 2023-12-24T07:30Z [----] followers, [---] engagements

"Xmas Eve is a lock If Die Hard counts"
X Link 2023-12-24T09:49Z [----] followers, [----] engagements

"@jam_croissant @SantiagoAuFund Delphic but a thing of beauty. Happy Christmas Cem"
X Link 2023-12-26T07:37Z [----] followers, [----] engagements

"Pod [--] for [----] is up on the website and on the usual apps. Please listen share and rate. It really helps. ๐Ÿ™ Spotify: Apple:"
X Link 2024-01-02T00:24Z [----] followers, [----] engagements

"Some thoughts from the road on inflation duration submarines in the bush and CAT 797s (via you know the drill). H/Ts: @MarketsWithMB @EmpirePodUK @agnostoxxx @concodanomics @marketplunger1"
X Link 2024-01-08T04:22Z [----] followers, [----] engagements

"@kgreifeld @VolaTim How are they going to pay the megabucks to $COIN out of 30bps. Asking for a fren"
X Link 2024-01-08T11:51Z [--] followers, [----] engagements

"It gets better This Bitcoin ETF. I do not think it means what you think it means $COIN ๐Ÿค@VolaTim correction: Ark/21Shares undercut BlackRock correction: Ark/21Shares undercut BlackRock"
X Link 2024-01-08T12:04Z [----] followers, [----] engagements

"@julie_wade @VolaTim There is dilution going on big time. BTC ETF provider supply (@ effectively zero fees)"
X Link 2024-01-08T12:13Z [----] followers, [--] engagements

"At this rate it will be [--] bps by tomorrow Will tell a story about the Hong Kong broker community self deregulating overnight in [----] someday. History rhymes. @kgreifeld @VolaTim How are they going to pay the megabucks to $COIN out of 30bps. Asking for a fren @kgreifeld @VolaTim How are they going to pay the megabucks to $COIN out of 30bps. Asking for a fren"
X Link 2024-01-08T12:29Z [----] followers, [----] engagements

"Some thoughts from the road on inflation duration submarines in the bush and CAT 797s (via you know the drill)"
X Link 2024-01-08T16:29Z [----] followers, [----] engagements

"This week's pod is up on the website and the usual pod apps. Thoughts from the road on inflation duration 'submarines in the bush' and CAT 797s: Apple: Spotify: https://open.spotify.com/episode/4PyFLxHq16y3QRIRMDyNKFsi=PwXiNLeyQ0-dOIvoOInHAw https://podcasts.apple.com/us/podcast/are-we-there-yet-thoughts-from-the-road/id1702360198i=1000640973554 https://open.spotify.com/episode/4PyFLxHq16y3QRIRMDyNKFsi=PwXiNLeyQ0-dOIvoOInHAw https://podcasts.apple.com/us/podcast/are-we-there-yet-thoughts-from-the-road/id1702360198i=1000640973554"
X Link 2024-01-09T01:23Z [----] followers, [---] engagements

"Woke up this morning to my 1st 10k downloads. ๐ŸฅณPretty sure they were not all my Mum Thank you listeners Available via website or on all the pod apps Apple: Spotify:"
X Link 2024-01-09T22:03Z [----] followers, [----] engagements

"A crack at the cannibals of the energy market. Some storm porn too $PSX $MPC $VLO $DINO $PBF $CVI h/t @crudegusher @erik_ywr"
X Link 2024-01-12T03:33Z [----] followers, [----] engagements

"New Monday notes now in your inboxes. Available on the ๐Ÿฟ site. (1/3) $NG #natgas #OATT $ZW $ZS $ZC"
X Link 2024-01-15T07:43Z [----] followers, [----] engagements

"Who wants to cover Houthis bonds and Bitcoin ETF launches when the alternative is. (2/3)"
X Link 2024-01-15T07:43Z [----] followers, [----] engagements

". contemplating of Taylor Swift's outer garments at the Chiefs game (3/3)"
X Link 2024-01-15T07:43Z [----] followers, [----] engagements

"The pod is up on the ๐Ÿฟ site in all the usual poddy places. Spotify: Apple:"
X Link 2024-01-15T22:55Z [----] followers, [---] engagements

"@IFM_Economist @psimpsonmorgan The irony of one's ancestors ending up in Melbourne for theft of.coffee"
X Link 2024-01-19T03:22Z [----] followers, [--] engagements

"With apologies to Chief Brodie the latest Monday notes are now in your inboxes (1/3). Find it (free) via l1nks in the usual places"
X Link 2024-01-29T05:59Z [----] followers, [---] engagements

"on the topic of sharks this week Wall Street truly jumped it (Sherry owes an apology to Fonzie) (2/3) h/t @FusionptCapital @Mayhem4Markets"
X Link 2024-01-29T05:59Z [----] followers, [---] engagements

"This week's pod is up and in all the usual places. Lots of shark ๐Ÿฆˆaction this week. Find at the๐Ÿฟsite; plus Apple: Spotify:"
X Link 2024-01-29T22:15Z [----] followers, [---] engagements

"The weekly pod is up on the ๐Ÿฟsite and the usual podcast apps: Apple: Spotify:"
X Link 2024-02-05T22:55Z [----] followers, [----] engagements

"@FinkPro_ @erik_ywr @KoyfinCharts Drawdown No rebalancing. Guess the largest holding today at 7% of the portfolio"
X Link 2024-02-07T07:23Z [----] followers, [---] engagements

"@FinkPro_ @erik_ywr @KoyfinCharts ๐Ÿฅ‡: #coaltwitter darling $AMR ๐Ÿฅˆ: the one that shook everyone off $BLDR ๐Ÿฅ‰: one of my fave refiners $MPC"
X Link 2024-02-07T07:30Z [----] followers, [---] engagements

"@erik_ywr @Nutstuffalpha @KoyfinCharts Have $MPC in my refiner basket (they are all good cannibals). Sold my $AMR too soon. Think @Nutstuffalpha is still hodling that"
X Link 2024-02-07T08:47Z [----] followers, [--] engagements

"$BABA vs $ENPH - pick your fighters"
X Link 2024-02-07T12:10Z [----] followers, [----] engagements

"It had to be done. In your inboxes now or via the ๐Ÿฟ site. You know the drill"
X Link 2024-02-08T11:53Z [----] followers, [----] engagements

"Congratulations to @perfectmoment_ for their IPO debut on the NYSE. $PMNT"
X Link 2024-02-10T07:20Z [----] followers, [----] engagements

"@erik_ywr The food delivery businesses need to be free Sire may I interest you in a crisp dollar bill for [--] cents No catches i just need to show top line growth and the ๐Ÿคก army will let me print $500m of stock-based comp. Yay"
X Link 2024-02-10T11:59Z [----] followers, [---] engagements

"@TheMarketHuddle @PatrickCeresna @kevinmuir @hkuppy @FrancoisTrahan Loving the refiner chat from @hkuppy and @PatrickCeresna - f**k $NVDA we are putting the A in refAIners"
X Link 2024-02-11T09:45Z [----] followers, [---] engagements

"The ๐Ÿฟ has been hanging with the Kardashians. Well sort of. Monday note in your inboxes now and available in the usual places. (1/4). H/Ts: @KimKardashian @SKKYPartners @hkuppy @erik_ywr @PauloMacro @pineconemacro @KYRRadio @kevinmuir"
X Link 2024-02-11T21:36Z [----] followers, [----] engagements

"We are looking at challenger brands and the whacky world of influencers. Who sold their $MNST stock too early (๐Ÿฟ did) (2/4)"
X Link 2024-02-11T21:36Z [----] followers, [--] engagements

"Also on the topic of influencer-led brands and the reason why there is a ski lift in the cover art. $PMNT. Congrats to @perfectmoment_ on their IPO (3/4)"
X Link 2024-02-11T21:36Z [----] followers, [----] engagements

"#agtech [--] - Malthusians Nil This week's pod is up and running on the ๐Ÿฟsite and the usual pod apps: Apple: Spotify:"
X Link 2024-02-19T22:44Z [----] followers, [---] engagements

"Trying something new here Full pod now up on the ๐Ÿฟ site and the usual pod apps"
X Link 2024-02-26T21:32Z [----] followers, [----] engagements

"Is there a carrier pigeon ETF #Asking4afriend Who couldve seen this coming Houthis knock out underwater cables linking Europe to AsiaReport https://t.co/VqZ1aV1oSJ Who couldve seen this coming Houthis knock out underwater cables linking Europe to AsiaReport https://t.co/VqZ1aV1oSJ"
X Link 2024-02-27T02:56Z [----] followers, [----] engagements

"The clue is $PINK Shh Don't tell a soul This week we look at the collision of #AI #biotech and profitless tech. Monday notes will be dropping ahead of Sunday night futures open. Make sure you are on the list. Via the ๐Ÿฟ site. https://t.co/QJZpINenJr Shh Don't tell a soul This week we look at the collision of #AI #biotech and profitless tech. Monday notes will be dropping ahead of Sunday night futures open. Make sure you are on the list. Via the ๐Ÿฟ site. https://t.co/QJZpINenJr"
X Link 2024-03-03T09:35Z [----] followers, [----] engagements

"It's already Monday morning down under and this week's notes are now in your inbox or available via the ๐Ÿฟ site. This week we look at the collision of #AI #biotech and profitless tech and a new vol trade. h/t: @kevinmuir @PauloMacro @Mike_Taylor1972 @AugurInfinity @KoyfinCharts"
X Link 2024-03-03T21:44Z [----] followers, [----] engagements

"$XBI $IBB $PINK - is narrative just following price"
X Link 2024-03-03T21:44Z [----] followers, [---] engagements

"@hkuppy on fighting form Beware podstars "These pods arent used to that theyre used to using violence to shake someones convictions. I feel that as other traders realize that these pods are inch-deep aggression theyll also be more willing to stand and fight. If they cannot penetrate your levels theyll abandon the mission. Their strict risk-control with tight stop losses is their undoing. It really is an idiotic model. Theyre my new enemy." My newest blog post. Make sure to sign up for updates and never miss another posting.๐Ÿ‘‡๐Ÿ‘‡ My newest blog post. Make sure to sign up for updates and never"
X Link 2024-03-04T02:21Z [----] followers, 14.9K engagements

"This week's pod is now up on the ๐Ÿฟ site and all your favorite pod apps. $IBB $XBI $PINK"
X Link 2024-03-04T22:43Z [----] followers, [---] engagements

"Our new biotech acorn in your inboxes now and available on the ๐Ÿฟsite. $PINK $IBB $XBI"
X Link 2024-03-06T05:20Z [----] followers, [----] engagements

"Notwithstanding the excitement about the capabilities of AIs new Large Language Models we would prefer some human intervention () when picking out the winners and losers of this new trend. We use the machines for kickers $PINK $IBB $XBI"
X Link 2024-03-06T05:20Z [----] followers, [----] engagements

"Seeing a lot of Barrons cover posts today. Yall just lining up for schooling from @donnelly_brent about coincident rather than contrarian indicators The ๐Ÿฟ doth not maketh the rules. BTW - $NVDA $1000 on Turnaround Tuesday is the call Barrons NAILED the dollar peak with this cover in [----] - similar sentiment for stocks here https://t.co/MwdooKNptz Barrons NAILED the dollar peak with this cover in [----] - similar sentiment for stocks here https://t.co/MwdooKNptz"
X Link 2024-03-09T08:45Z [----] followers, [----] engagements

"This week's pod is now up on the๐Ÿฟsite and all the usual pod apps. Apple: Spotify:"
X Link 2024-03-11T22:15Z [----] followers, [---] engagements

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