normally its mean revision but it's odd cause what if the entire bid in july was capital inflows in a weird way. or im way overthinking it Just seeing SPX up with Apple down 10% breaks my brain a bit
Профиль
Andrew Gelston
Профиль VivelyEnergy Professional, Storage. Entropy arbitrageur. Personal Account. Weaponized Curiosity, with vibes Core Values: https://youtu.be/-hDPK865N9I&t=57s & http://youtu.be/tHPHy2cvDOA&t=34s & http://youtu.be/x5rh8NNLHV0&t=28s
could have said it better myself I want to remind you - youtu.be/OC7sNfNuTNU?...
it’s never a great sign for your society when all the competent people who believe in doing a good job for the sake of it conclude that they’re actively being punished for these qualities, while malignantly stupid criminals are making bank
We all know how this money could, nay, must be spent
Never stop poasting"Cry 'Havoc!' and let slip the dogs of civic virtue"
⟳ Репост от Andrew Gelston
We've gotta make the Monorail Simpsons episode required viewing for every city councilor in the country. Every single thing he says here is a lie. A Potemkin Village Imaginarium.
Aaron RuparHassett: "Data centers are very good for towns bc they create so many jobs & bring people in with high incomes that can buy houses & stuff like that. So if you take a sleepy town that hasn't seen much in the last 30 years & put a data center there, there are gonna be a bunch of happy residents."
⟳ Репост от Andrew Gelston
Omfg he called the cornholing of his AI stocks a “bank-run” … continues to blame short sellers Fuck this guy.
QuantianUpdate from the WSJ this AM: official number per SALP is -67%, meaning a $30bn loss. $10bn of privates plus $5bn of remaining unlevered equity positions remain, and they plan on continuing to run an unlevered equity LO sleeve going forward. Still up 80% YTD!
⟳ Репост от Andrew Gelston
Update from the WSJ this AM: official number per SALP is -67%, meaning a $30bn loss. $10bn of privates plus $5bn of remaining unlevered equity positions remain, and they plan on continuing to run an unlevered equity LO sleeve going forward. Still up 80% YTD!