Jay

hey folks, i think this oil stuff may start to really have a negative effect in risk assets in the short to medium term. follow me for more unique macro insights

The next 30 days will probably be the craziest time in markets since covid

my 5 yr plan rn is to kinda just see what happens

absolute comedy watching the crypto bros trying to short indices the year after we had a -20% sell off

People selling semis bc of a war in the Middle East like the hyperscalers are going to stop working towards AGI over a spike in oil

why are so many dudes 5'10"

Oil is still a fade
Also, I’m not your dad.

korea is giving a capital gains tax waiver if you sell foreign stocks and reinvest domestically
$ewy up 75% since this was announced

what if we gave claude peptides

consistently good > infrequently great

It's fucking over. You need to evaporate your portfolio buying puts. AI doom loop. Warsh. Iran. Gay Pride Month. Believe everything you read on x dot com. Now is the time to panic. No you're not the 49th guy waiting in line for Bonnie Blue, you're the first out of the door.

imagine if solana memecoins implemented circuit breakers on every -8% move lol

so druck goes on a podcast, shills $ewy and then it promptly goes limit down circuit breakers the next 2 consecutive trading sessions?
dare i say *washed*?