Quant T @quantstuff.bsky.social · 09/10/2026There is no stopping Russia when Trump keeps giving them favors. Oil was at 50 usd per barrel before the Iran war. Now they get to sell at double the price. Complete joke. The US will not be viewed the same for a generation or more. Incompetence. 000
Quant T @quantstuff.bsky.social · 06/10/2026Anyone mentioning 'seasonality', 'cyclical', 'midterm year' etc. has caught the wrong end of the stick for quite a while now. This relentless bull will likely take a break (NQ just shy of 200% in +- 4 years), when the coast is finally clear. Nobody knows anything, but the water is still 'warm'. 110
Quant T @quantstuff.bsky.social · 23/09/2026Inverted axis. Bottomed when Trump started his great Iran war. You'd have to be mad to sell this, and staying long comes with the extra pleasure of seeing Trump and Bessent try to blame anyone but themselves. 030
Quant T @quantstuff.bsky.social · 22/09/2026Early 2010s a million felt like it would get you quite far in life... now? Not so much. A good economy but, from a purchasing power viewpoint, mostly if you own assets, not live from salary to salary. 030
Quant T @quantstuff.bsky.social · 22/09/2026Personally don't think anything is about to burst, but just going by historical norms, the post GFC business cycle has been very good to investors return wise. New normal? Perhaps. I lean more towards returns, and earnings growth, going down in the next couple of years. Markets been in easy mode 010
Quant T @quantstuff.bsky.social · 21/09/2026I feel like AI fact checkers would be such a great thing. If himans can't be trusted, let both parties agree on a 'neutral' model, implement it and let's hold politicians accountable. If only... 010
Quant T @quantstuff.bsky.social · 15/09/2026Low frequency index or algo trading. We would need to see performance if passing on I side knowledge is likely. That being said, I'm sure the guy has enriched himself way more through other less public venues. 110
Quant T @quantstuff.bsky.social · 14/09/2026No, because it will get tarrifed. China played that game for years with Europe, so Europe can play that game too. Want to sell into the EU market? Produces locally, create jobs and transfer technology. 010
Quant T @quantstuff.bsky.social · 13/09/2026These people get to lie every day in front of a camera. Beyond parody. 000
Quant T @quantstuff.bsky.social · 12/09/2026My question was mostly rhetorical. If there are no consequences to breaking the law, there might as well not be a law. To expect the president or his administration to abide the law sort of hinges on laws carrying any weight. 100
Quant T @quantstuff.bsky.social · 12/09/2026What does law abiding really mean if laws are not enforced and the President is untouchable? Laws for thee, not for me? 100
Quant T @quantstuff.bsky.social · 10/09/2026I remember seeing these kind of empty seats before the 2024 election while Kamala was full stadium. Yet, Trump still won. This means nothing. People going out and bothering to vote does. 020
Quant T @quantstuff.bsky.social · 06/09/2026I mean you got Elon Musk virtually appearing at Afd rallies. Whatever a lot of Germans want is also what a lot of Trump circle wants,l. It will likely end woth the splintering of Europe. C'est la vie. 000
Quant T @quantstuff.bsky.social · 31/08/2026Don't tell that to Detrick, he's built a platform on these sort of (mostly useless) stats. 000
Quant T @quantstuff.bsky.social · 24/08/2026We've seen with Russia how well that works. Setting themselves up for more failure. 000
Quant T @quantstuff.bsky.social · 22/08/2026Trump is as stupid as they come really. That's the explanation. Contempt for allies, praise for dictators that offer his family lucrative deals. Pure self enrichment and corruption. 010
Quant T @quantstuff.bsky.social · 13/08/2026Talk about selling yourself cheap... there's a cost to being 'not interested in politics'. That cost is not small in Russia's case. It could be a huge economy, yet the leadership invests it all in missiles and oppressing its own people 100
Quant T @quantstuff.bsky.social · 13/08/2026Russia is going to evolve in North Korea 2.0, just on a much bigger scale. The rot is so unbelievably deep it will take generations to wash it out, if ever. To me, Russia is a country of missed opportunities. It could be so much more, yet its people seem to always gravitate to dictators. 100
Reposted by Quant TUrban Carmel @ukarlewitz.bsky.social · 11/08/2026Useful context would be that most of the big declines in the past 20+ years started when more than 70% of the SPX was above the 200-d (second chart, lower panel). 1225
Quant T @quantstuff.bsky.social · 08/08/2026Will Trump actually do anything with it? I think he'd rather get a Trunp tower in Moscow 000
Quant T @quantstuff.bsky.social · 08/08/2026Socialism will make a huge return in the 30s in imagine. The GOPs blatant corruption, mismanagement and catering to the ultra wealthy, with AI pressuring the labor market, fertile grounds for it at least. There won't be any immigrant or transgenders scapegoats either at that point 000
Quant T @quantstuff.bsky.social · 08/08/2026Despite this slowly becoming consensus in the West, surprisingly little solutions are proposed to effectively counter it. Like deer in headlights Europe seems to be ok with China grinding away it's entire industrial sector. 020
Quant T @quantstuff.bsky.social · 07/08/2026What's the difference between that photo and Muslim fundamentalist in the Middle East? The Christmas tree? 000
Quant T @quantstuff.bsky.social · 06/08/2026So he's implying it's not true while hunting down the source. Since when is lying not allowed? He should be proud, he's normalized it. 010
Quant T @quantstuff.bsky.social · 05/08/2026The air we are in is becoming increasingly rare as this bull market marches on. 000
Quant T @quantstuff.bsky.social · 05/08/2026Yeah but how do you appoint the right people when you've been given the job because of your ideology and loyalty, not your competence. Idiots don't typically surround themselves with smart/more capable people. 010
Quant T @quantstuff.bsky.social · 31/07/2026Schengen is not made for a continent facing a migration crisis. I'd think the backlash traditional parties have been getting over it and the rise of the far right made that abundantly clear by now? Europe's border is its weakest link. 000
Quant T @quantstuff.bsky.social · 20/07/2026Open source models are the future for any company wishing to preserve IP. Databricks CEO: "We host open-source models such as Kimi and offer them to our customers. Demand has been so strong that we are running out of GPUs across multiple regions....We need to acquire a large number of GPUs" 030
Quant T @quantstuff.bsky.social · 20/07/2026While living in arguably the best country in the world by a lot of metrics, the populace has started taking things for granted while simultaneously looking to blame the rest of the world for not being in an even better position. Trump will long be remembered, and maybe more so abroad than in the US 000
Quant T @quantstuff.bsky.social · 17/07/2026Love this guy. Always has a "bullish stat". If thing x happens, 90% odds y will be green. The fact he never properly benchmarks anything is a bit annoying. Like, what do you do with all his stats? Conclude index goes up most of the time? We already know that. 100
Quant T @quantstuff.bsky.social · 07/07/2026Trump 'intervened' by helping a red card get overturned. Everything Trump touches... 000
Quant T @quantstuff.bsky.social · 06/07/2026Not a single ballistic stopped. In its 5th year, it took a clown like Trump to completely starve Ukraine of interceptor missiles. 170
Quant T @quantstuff.bsky.social · 15/06/2026Not only performance, but why would you invest in something that mostly holds a couple of US big caps? Where's the alpha in that and if there is any, at what price? 110
Quant T @quantstuff.bsky.social · 15/06/2026Reignite the bull market? Jeez, anything less than 15% a year is now considered a slump I guess 010
Quant T @quantstuff.bsky.social · 27/05/2026If he manages to derisk during this AI bubble and retire, he will have been one of the greatest to ever do it. 000
Quant T @quantstuff.bsky.social · 24/05/2026Even more hubris coming from the Mericans? Future is bright. 000
Quant T @quantstuff.bsky.social · 18/05/2026Will be good to see Ukraine coming up with its own ballistic missiles 120
Quant T @quantstuff.bsky.social · 13/05/2026Would say it trades more like software than tech/semis/AI. 010
Reposted by Quant TUnusual Whales @unusualwhales.bsky.social · 06/04/2026"A drone maker backed by President Donald Trump's two oldest sons is trying to sell to Gulf countries while they are under attack by Iran and dependent on the U.S. military led by their father," per PBS 712637
Reposted by Quant TDow @dow.bsky.social · 02/04/2026Fact checkers right nowmedia.tenor.coma child is laying on the floor in front of a carousel .ALT: a child is laying on the floor in front of a carousel . 05917
Reposted by Quant TRory Johnston @roryjohnston.bsky.social · 31/03/2026“The hard part is done,” now for you to do the harder part. Also, not for nothing, but “Go get your own oil” feels like an epigraph for a book/chapter on the end of yet another era. 1116927
Quant T @quantstuff.bsky.social · 30/03/2026When does the rest of the world get to negotiate with a new and more reasonable regime in the US? 040
Quant T @quantstuff.bsky.social · 28/03/2026That coin is a distraction for the real grift the Trump's have going in crypto (World Liberty Financial USD). Want to get Trump favors? You park some cash in WLF and let the Trump's run off with the interest (e.g. see the Binance founder pardon). 010
Quant T @quantstuff.bsky.social · 23/03/2026I thought he was just a US sales person for the US arms industry 180
