TradFi Reply Guy @tradfireplyguy.bsky.social · 30/05/2025just used this thread to sound smart at my job ty sir 010
Reposted by TradFi Reply GuyAdam Tooze @adamtooze.bsky.social · 18/04/2025Trade and the End of Antiquity featured in today's Chartbook Top Link. 78021
TradFi Reply Guy @tradfireplyguy.bsky.social · 24/03/2025memes, tariff at risk and high beta vs low beta (eg junky) names are up the most today and those would be my thematic factor decomposition of tsla returns. 040
TradFi Reply Guy @tradfireplyguy.bsky.social · 24/02/2025i look at credit spreads and think they’re tight but also think about how true final stage EM-ification could see corp $ debt at lower abs yields than tsy… esp if selectively default (vs the “print more” that some assume guarantees the principle)the.one 000
TradFi Reply Guy @tradfireplyguy.bsky.social · 21/02/2025imagine a) having the vision to have $140bn to invest in AI since 2017 b) getting shook out of a $5bn NVDA position in 2019 that would have made the fund++ c) being flat after having been in a 3Y drawdown 111
TradFi Reply Guy @tradfireplyguy.bsky.social · 23/12/2024there was nothing wrong with t3 and we should go back 160
TradFi Reply Guy @tradfireplyguy.bsky.social · 04/12/2024hear the larger “this not a sov spiral” point but spread it to german bonds to see impact - EUR growth/ inflation pxing came off a lot in that time 100
Reposted by TradFi Reply GuySimon Johnson🇺🇦 @simonrjohnson.bsky.social · 04/12/2024I see Ian Bremmer's account has arrived at Bluesky 4304
TradFi Reply Guy @tradfireplyguy.bsky.social · 04/12/2024we should go back to t+3, at the very least 000
Reposted by TradFi Reply GuyJjinandtonic @jjinandtonic.bsky.social · 27/11/2024The Salmon hats are back. An empire shall fall 1444887
TradFi Reply Guy @tradfireplyguy.bsky.social · 26/11/2024i’m AI skeptical but it has helped me write lang i don’t speak. best to ask for small discrete pieces. project plan gen -> level down components gen -> level down functions/ scripts (one by one) that i can debug indv can’t do whole hog, but can get you plan and pipes for u to connect 001
Reposted by TradFi Reply GuyJohn @johnlk.bsky.social · 23/11/2024Everyone's like "The Phantom Menace was bad because the conflict was about space tariffs," but this is wrong. The Phantom Menace was bad because it didn't care about the space tariffs. 04010
TradFi Reply Guy @tradfireplyguy.bsky.social · 23/11/2024from april 24. 39:00 he talks about policy and sounds hawkish/ comes out against yellen funding w more bills since 22 my q tho - what was the alternative? issue notes and steepen the curve w stocks already down 20+? great way to cause the debt panic that you so fear youtu.be/xENnM4WNWus?...youtu.beTrump's Potential Treasury Secretary on Macro Strategy ft. Scott BessentYouTube video by Real Vision 010
TradFi Reply Guy @tradfireplyguy.bsky.social · 23/11/2024shockingly competent pick. he knows his stuff; the soros/druck/Duquesne guys are good. folks forget tho, it’s not like he gets to determine the deficit - that’s for congress. certainly helps to have a patriotic and competent set of hands (he’s no gaetz/gabbard) youtu.be/kSBkxsstbVg?...youtu.beWhat Makes a Great Macro Fund Manager? With Scott Bessent of Key Square Capital ManagementYouTube video by Money Maze Podcast 151
TradFi Reply Guy @tradfireplyguy.bsky.social · 22/11/2024what signs are you seeing? they’ve often looked cheap the past decade 100
TradFi Reply Guy @tradfireplyguy.bsky.social · 21/11/2024me spending my daily $30 at rigor hill market 020
TradFi Reply Guy @tradfireplyguy.bsky.social · 21/11/2024we gotta get Peter Zeihan on bluesky he’s always complaining about twitter and i like his maps - this one showing why russia is so interested in places like Abkhazia (2008), Crimea (2014), and Ukraine (2022) @peterzeihan.bsky.social 041
TradFi Reply Guy @tradfireplyguy.bsky.social · 21/11/2024nah all good elon is cutting $2tn of spending. 4.20% surplus secured. 000
TradFi Reply Guy @tradfireplyguy.bsky.social · 20/11/2024not that 2&20 is a great deal but… 1. hard to outperf S&P if it’s 20%/yr 2. august’s carry blowout smashed some crowded consensus macro trades 3. macro tends to be a slugging game; slug opp set was meh w lots of chop 010
