Peter @treadingwater1.bsky.social · 12hEstimates in the bond equity rebalance for end of 3rd quarter September favor 30 billion outflow from equities to bonds. Tough to get a paint the tape under those conditions. 000
Peter @treadingwater1.bsky.social · 26/09/2026I never went to a doctor, until I was 60, I was not a fraud, I just didn't get sick. I was sick at 60, my wife wanted me to get a colonoscopy, which fine. 000
Peter @treadingwater1.bsky.social · 24/09/2026Lots of heavy selling into the close on stocks I follow. 020
Peter @treadingwater1.bsky.social · 24/09/2026This white house seems totally out of control and in melt down mode. In hindsight, it has been that way since the get go. The cabinet are just a bunch of ass kissers, with no talent for their responsibilities. 010
Peter @treadingwater1.bsky.social · 22/09/2026This white house has a lot of great ass kissers, in fact the best ass kissers of all time. 000
Peter @treadingwater1.bsky.social · 21/09/2026Trump can not win a war with Iran and he won't win the war with the press. Trump is an impulsive 3 year old who throws temper tantrums on a regular basis. 000
Peter @treadingwater1.bsky.social · 19/09/2026Open AI has 27% share in corporations. Anthropic has 44% share and growing rapidly. Anthropic goes public soon, not sure the Open AI IPO ever sees the light of day. As Google AI Stack becomes solidified in corporations, that is the stick event, and will not be replaced easily. 010
Peter @treadingwater1.bsky.social · 19/09/2026Thoughts on AI. $Googl wins big time in AI. 95% of SAAS companies use the Google AI stack, and most corporations will use their AI stack. Gemini is is in 90% of large corporations. In 2027 they will do over $190 bil in hyperscaler revenue. Gemini search will get over 85% of search revenue. 110
Peter @treadingwater1.bsky.social · 19/09/2026The guy just like the news of his administration. The white house is makes the Colorado Rockies baseball team look good. 000
Peter @treadingwater1.bsky.social · 18/09/2026Most if not all country president's or prime ministers think Trump is a joke, an idiot of a leader, and now facing really a much smaller window of power, don't really give a fuck what he says or does. 000
Peter @treadingwater1.bsky.social · 17/09/2026Trump never understands that his policies and war event are the cause of inflation. Never underestimate the ability of Trump to fuck up anything and everything. 000
Peter @treadingwater1.bsky.social · 15/09/2026Putin is in trouble and looking for any help from Trump administration 000
Peter @treadingwater1.bsky.social · 15/09/2026The mail in loss, just about cooks it for Trump. Hello Dem wins. 000
Peter @treadingwater1.bsky.social · 15/09/2026Overall, Iran is in a big hole, that gets deeper by the week. There is no out for them. 000
Peter @treadingwater1.bsky.social · 15/09/2026I don't think the AI companies will back of pushing the limits. 000
Peter @treadingwater1.bsky.social · 14/09/2026If JD is in Kansas 7 weeks before mid terms, you know the Republicans are fucked. 000
Peter @treadingwater1.bsky.social · 14/09/2026I don't think Anthropic or Open AI will slow down one bit. If anything they will accelerate AI. The government never regulates until there is a disaster, a huge disaster, like AI taking over air traffic and crashing 20 planes. 020
Peter @treadingwater1.bsky.social · 14/09/2026Sorry, junior, For your attention, Russia attacked Ukraine. 100
Peter @treadingwater1.bsky.social · 14/09/2026FUGLY OPENING COMING FOR THE MARKET IN THE MORNING. 000
Peter @treadingwater1.bsky.social · 13/09/2026The more you see of Bessent, the more you realize he is just a dumb fuck. 110
Peter @treadingwater1.bsky.social · 13/09/2026His face is so red, there is something wrong with this guy. 000
Peter @treadingwater1.bsky.social · 12/09/2026What the he'll is the reason for Treasury Secretary going on Steve Bannons show. Bessent, you are the US Secretary of Treasury, not some quiz show guest. 000
Peter @treadingwater1.bsky.social · 09/09/2026Bezos has to resign from Amazon. He is a negative person on society. 000
Peter @treadingwater1.bsky.social · 09/09/2026As oil goes above $100, DLJ is screwed. The mid terms will go decisively D. After the elections, emphasis will turn to the new candidates. Trump, psychologically, will be unable to accept that he is not the center of the universe. He will implode, as the Epstein files are released, destroy country. 000
Peter @treadingwater1.bsky.social · 09/09/2026This could be good. We will get Canadian free health care and a much better winter vacation spot than fucked up Florida. 010
Peter @treadingwater1.bsky.social · 08/09/2026Trump is a blathering fucking whacko who has infinite insecurities. 000
Peter @treadingwater1.bsky.social · 05/09/2026It was nonsensical that Markey pursued a 6 year term as Senator. 000
Peter @treadingwater1.bsky.social · 01/09/2026Oil is up 2.5%, ten year yields are rising. These are not good stats for equites. 010
Peter @treadingwater1.bsky.social · 30/08/2026Trumpy is really upset because everything is going to shit: Iran war Inflation Gas Prices Tarrif Trade Reflection Pool War on immigration His dementia His approval ratings. The Epstein files. The worst pro economy policy: One Big Beautiful Bill. Not even Putin respects him. 020
Peter @treadingwater1.bsky.social · 30/08/2026He is losing another war, a tarrif war, we have gotten to the point where international leaders don't give a fuck what Trump says. 020
Peter @treadingwater1.bsky.social · 28/08/2026Warsh comments: looking at market reaction to rate increases. 1) Hyperscalers benefit, they have more cashlow, secondary AI data centers hit negatively, they are more debt equity financing, which impact their buildout reducing semi demand, hitting the semi sectors. 010
Peter @treadingwater1.bsky.social · 27/08/2026$MRVL reports after the close. The stock has risen a lot in last several weeks, so the bar will be high, to have great after report performance. 000
Peter @treadingwater1.bsky.social · 26/08/2026A catch 22 with all this AI. First nobody is making money, second, technology scales poorly. 3rd, NVIDIA has to keep financing purchases of chips. If it was great, customers would be knocking the door down. 4th, if it becomes really great, than all employees get laid off, resulting in no demand. 000
Peter @treadingwater1.bsky.social · 26/08/2026It doesn't matter what they report, there is general overall skepticism about sustainability 000
Peter @treadingwater1.bsky.social · 26/08/2026This is screwed up. Lutnick and Trump are economic idiots 010
Peter @treadingwater1.bsky.social · 26/08/2026I think Anthropic is trying to rush their IPO out the door while the ducks are still quaking. I think the 20 80 rule on model sizes 20% will be large size 80% will be smaller. Also companies will be more cost conscious on token useage. 000
