Ex‑Druckenmiller Insider Reveals Hedge Funds’ Early AI Edge
Really cool episode. Jan spent many years directly working for Stan Druckenmiller before starting his AI software reflexivity long before anyone knew what chatGPT was. He has a very unique line of sight into how some of the best hedge funds are actually using AI
Retail Fed Up, VC Overhang Ends, Crypto Reboot Ahead
Maybe retail just got sick of being absolutely fleeced by VC’s endlessly selling supply on their heads…? Yes HYPE had revenues and that forced people to rewrite the sector based on a real multiple but the bigger thing was the...
Perplexity AI: Powerful, Seamlessly User‑Friendly Experience
Perplexity computer is really really good wow I’m impressed It just works and very normie friendly (me)
Eight Trillion Dollars of T‑Bills Rollover Every Year
That’s the thing about treasury bills man, there’s $8t that rolls over every year And the world keeps spinning every year despite it!
Market Positioning Shapes Policy, Fuels Relief Rally
Since we now live in a reflexive world where policy is often set based on price signals, you could make the argument that market structure and positioning can drive policy. Market positioning was primed to see a relief rally and...
Mainstream Media Mislabels Crypto Insider Adam Amid Quantum Debate
Man the mainstream media really has no idea what is going on in the crypto space hey Framing Adam as some obscure guy and not someone who’s been fighting with nic Carter about quantum on X everyday 😂
Markets Price Future, Not Just Current Data
As we navigate the next couple of weeks it’s quite important to delineate in your brain between energy analysts/economists who focus on static known variables vs traders that are focused on market impact and rates of change into the future...
You Can Redefine Yourself—No Limits, No Predestination
Always remember that you can just do things and you can create any version of yourself that you want and it’s not constrained or predetermined Have a good weekend ❤️ https://t.co/HsS7gUCkq4
White Smoke Signals New JPMorgan Collar Strike
White smoke can be seen billowing out of the top of the JP Morgan building as a new JPM collar strike has been chosen https://t.co/UWJFjOF7Rr
Only Five Claude Queries, Already Hit Usage Limit
I swear you do like 5 things with claude right now and hit a usage limit wtf
Asian Markets Lag US, Ideal for Equity Short
Been banging the drum about how much worse this is in Asian economies than US…. Much better place to express an equity short right now
Live in 40 Minutes: Fed Governor Stephen Miran
Going live with Federal Reserve Governor Stephen Miran in 40 minutes - tune in! @federalreserve
Oman Oil Plunges From $170 to $90s, Market Wraps
Lots of headline whipsaw but call me crazy but I do find market price action useful. Oman oil back down to the 90’s from the 170 highs says this is a wrap https://t.co/0WwZo0Hanz
Central Banks Must Follow Mandates Amid Oil Shock
Lotta spilled milk around what central banks should do in the face of this oil shock. But the fact is what they are mandated to do is what matters.
Single‑mandate Central Banks Are Trapped, Forced to Hike
This week we unpack just how trapped central banks are, especially single mandate central banks who are forced to hike into this shock. Shit is not great yo
