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VK

@vkmacro.bsky.social
2.8K followers 278 following 3K posts
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VK @vkmacro.bsky.social · 09/10/2026
The guy is a disgusting failure
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VK @vkmacro.bsky.social · 09/10/2026
Thank you! That’s super appreciated!
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VK @vkmacro.bsky.social · 08/10/2026
Currently having to suffer from witching hour every day. Which is actually more like 3 hours from 5-8.
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VK @vkmacro.bsky.social · 08/10/2026
I just cut down to bare metal, which will be different for different people. So more big picture, less detail
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VK @vkmacro.bsky.social · 06/10/2026
Seems at odds with the discussion at the moment of greater guardrails etc?
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VK @vkmacro.bsky.social · 05/10/2026
Haha thanks. My general state is that if you’re going to do something, do it well and at 100%. So this is just me accepting I can’t with markets atm
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VK @vkmacro.bsky.social · 05/10/2026
😂
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VK @vkmacro.bsky.social · 05/10/2026
Markets are hard enough for someone who’s smart It’s even harder for someone who’s not smart (me) and has to rely on hardwork and grit to do even half as good as someone else. Right now, I’m just not able to give it the commitment/ effort required
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VK @vkmacro.bsky.social · 05/10/2026
Haha relate a lot
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VK @vkmacro.bsky.social · 02/10/2026
So this baby stuff is hard work hey
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VK @vkmacro.bsky.social · 28/09/2026
Tightening in BoE/ Sonia basis? You know it’s @moyeen.bsky.social ‘s time to shine
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VK @vkmacro.bsky.social · 23/09/2026
Thanks Dom!
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VK @vkmacro.bsky.social · 22/09/2026
Not this again
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VK @vkmacro.bsky.social · 19/09/2026
Question for @tobiasharris.bsky.social how do you rank the Japanese media landscape? Which outlets are most reputable? Do certain outlets have a bias etc?
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VK @vkmacro.bsky.social · 15/09/2026
Also this AI curtailment narrative is so stupid. Anthropic have signed several multiple $100bn deals for compute from now to 2029. Give me a break
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VK @vkmacro.bsky.social · 15/09/2026
Feel like markets still got it easy
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VK @vkmacro.bsky.social · 15/09/2026
While markets are going through their own battles in rates (particularly in Europe) oil/ diesel crisis etc, I’ve had my own with a baby that only sleeps for 1,5 hours
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VK @vkmacro.bsky.social · 13/09/2026
Haha tell me about it
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VK @vkmacro.bsky.social · 12/09/2026
Thanks!
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VK @vkmacro.bsky.social · 12/09/2026
Thanks Dom!
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VK @vkmacro.bsky.social · 12/09/2026
I’ve officially joined the dad club ☺️
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VK @vkmacro.bsky.social · 01/09/2026
Probably most cba/ disillusioned I’ve been with the whole AI stuff given mass extrapolation of data going on now, and general poor waking of analysis. But stocks look ok from val perspective. In June they did not
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VK @vkmacro.bsky.social · 25/08/2026
One of the toughest parts of having a real seat is constantly putting on and maintain risk Strats like me have the luxury of picking and choosing like 5 trades a year at opportune moments which isn’t the game being played on the other side
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VK @vkmacro.bsky.social · 25/08/2026
Any good longs that are cheap atm?
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VK @vkmacro.bsky.social · 25/08/2026
A lot of this seems to be about choices. We chose to do less in some areas and a lot more in others?
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VK @vkmacro.bsky.social · 22/08/2026
Seems wrong tbh
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VK @vkmacro.bsky.social · 21/08/2026
Blackadder is the best
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VK @vkmacro.bsky.social · 21/08/2026
Shieeeet forgot about wire
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VK @vkmacro.bsky.social · 21/08/2026
What are some shows that hold up v well over time? For example: only fools and horses. Still hilarious
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VK @vkmacro.bsky.social · 18/08/2026
True - ft opinion and general views are way left relative to me
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VK @vkmacro.bsky.social · 18/08/2026
What’s the disconnect?
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VK @vkmacro.bsky.social · 17/08/2026
Let me get this straight, Trump gets his ass handed to him in historic fashion by Iran and his next move is to… checks notes… suck up to North Korea??
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VK @vkmacro.bsky.social · 15/08/2026
Would really hate for my name to be on this article tbh - being known for shoddy research isn’t really a flex
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VK @vkmacro.bsky.social · 15/08/2026
The more interesting thing are why closed model average weighted token cost is falling? Which workloads are migrating to terra and luna? What else is driving it? Gemini flash / sonnet 5 etc
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VK @vkmacro.bsky.social · 15/08/2026
Pretty crappy article. terra and luna aren’t OAI’s flagship model. For opus, input token costs haven’t changed since 4.5 $5 per per 1mn input tokens and fable 5 is $10 So why is opus 5 being half price relevant? Basic research would help the
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VK @vkmacro.bsky.social · 14/08/2026
The number is accurate and it reflects an acceleration from coded plus ahead of their internal forecasts
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VK @vkmacro.bsky.social · 13/08/2026
Hyperscaler roi is now sorted - so in theory we could start getting bubble over time.
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Reposted by VK
FinTwitter @fintwitter.bsky.social · 13/08/2026
DIESEL CRACKS RISE ABOVE $98.00, AN ALL-TIME HIGH, AFTER REPORTS SAY YEMEN'S HOUTHIS ATTACKED ARAMCO REFINERY IN SAUDI ARABIA
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VK @vkmacro.bsky.social · 13/08/2026
They will beat this and that gives you the $2tn valuation
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VK @vkmacro.bsky.social · 06/08/2026
Plus it won’t be the first time the BoJ hasn’t caved to market pressure and not hiked!
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VK @vkmacro.bsky.social · 06/08/2026
Yeah for sure. I think the market has bid sept hike risks up to 65% on the basis that Bessent has got Takaichi to encourage BOJ to hike to save the yen. I get the theory but it’s just too marketsy for me My last two days have been spent on this topic haha
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VK @vkmacro.bsky.social · 06/08/2026
Thanks. Had also written about it too , but I can’t get my head around sept. We had just one dissent in July (no Tamura, nagakawa), and he said a hike wasn’t really even discussed at that meeting
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VK @vkmacro.bsky.social · 06/08/2026
Btw - my last two days have been all about Sept BoJ hike. What do you think?!
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VK @vkmacro.bsky.social · 06/08/2026
I feel like Japan’s fiscal story won’t die lol
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VK @vkmacro.bsky.social · 05/08/2026
@domw.bsky.social - on your chart - have you got something similar using MoF full budget projections?
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VK @vkmacro.bsky.social · 04/08/2026
Banks have ripped since I thought the earnings were too good
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VK @vkmacro.bsky.social · 02/08/2026
So not saying fiscal had no impact - there are feedback loops into near term growth and inflation expectations, plus episodic market scares. But I think its an unsatisfactory argument overall given how many variables have driven fx this year
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VK @vkmacro.bsky.social · 02/08/2026
Maybe 2 more points: This year 10y JGB was also pushed up by war, and global yield rise. After March global yields rose but in Japan it was only 5y onwards because mkt understands BoJ doesn’t respond to shocks. So only long end could move. Since then AI seems to be lifting all bonds
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VK @vkmacro.bsky.social · 02/08/2026
On fiscal, there have been times when market has been concerned about issuance - you can see it when 10s30s JGB spread blows out But its episodic, and in 26, 10y JGB asset swap - delta between JGB bond yield and the 10y OIS rate has narrowed. I.e. not consistent with fiscal pressure
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VK @vkmacro.bsky.social · 02/08/2026
I hear you - but it’s not clear to me that it’s casual. Some of it seems to be a reappraisal of long term inflation expectations - that’s positive Other, on BoJ neutral continuing to rise We also have BoJ QT in the background meaning international participation is rising
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