Threads
How to get ahead of 99.9% of retail investors 1/ Split your strategies up. You have one type of trade where you research a company and hold it for a long time? You also buy option...
Credit Suisse. Below I will summarize what has happened and what I think the implications are. 1/ Credit Suisse options price an explosive equity move over the next 3 months. Impl...
On Friday, GBP made its 4th largest drop since the 90s - nearly the size of Black Wednesday Exchange Rate Mechanism crisis in 1992. 2Y UK yields surged 44 bps (close to Black Wedne...
FedEx $FDX is -17% after pulling its full year guide due to macro-economic trends that "worsened significantly later in the quarter both internationally and in the US." Delving in...
In 1991 Japan hadnโt crashed before, and the Japanese believed their own hype In 1997, Emerging Markets hadnโt gone haywire and their sovereign wealth funds were betting on thems...
Some basic thoughts on why I like to own things. (This will be a rant so if you hate threads just donโt read this). Appealing assets have a mix of good 1) Fundamentals 2) Data 3)...
Itโs late and this is poorly researched but I have a mind worm. Everyone always says retail canโt beat Indexes over time. And I agree. But imagine a world in which that were not...
Saturday morning trading thread. Got a DM from a guy trying to restart his life after doing jail time and he wants to trade. 1/ My first advice is. Don't. Do. It. Seriously - sta...