Desmond
@desmondistrading.bsky.social
Global Option Market Strategist | EM x US flows
> 18 year real estate cycle says 2026 is the top
> 200 year old farmer chart says 2026 is a good time to sell
> BTC and indicator for risk assets says 2026 is going to be a bear market.
FAFO!
> 200 year old farmer chart says 2026 is a good time to sell
> BTC and indicator for risk assets says 2026 is going to be a bear market.
FAFO!
November 20, 2025 at 6:15 PM
> 18 year real estate cycle says 2026 is the top
> 200 year old farmer chart says 2026 is a good time to sell
> BTC and indicator for risk assets says 2026 is going to be a bear market.
FAFO!
> 200 year old farmer chart says 2026 is a good time to sell
> BTC and indicator for risk assets says 2026 is going to be a bear market.
FAFO!
Definitely check out the new Tatsuki Fujimoto 17–26 series. These two episodes in the series were lit. #anime #chainsawman
November 19, 2025 at 4:40 PM
Definitely check out the new Tatsuki Fujimoto 17–26 series. These two episodes in the series were lit. #anime #chainsawman
November 17, 2025 at 5:25 PM
Threat or serious?
November 14, 2025 at 5:10 PM
Threat or serious?
A day late, but Happy National Redhead Day!
November 6, 2025 at 12:52 PM
A day late, but Happy National Redhead Day!
The CEO of Palantir Alex Karp calls Michael Burry "batshit crazy"
November 4, 2025 at 3:03 PM
The CEO of Palantir Alex Karp calls Michael Burry "batshit crazy"
Why the stock market is going to crash and it's not aliens.
CC: r/WallStreetBets
#EconSky #stockmarket #finance
CC: r/WallStreetBets
#EconSky #stockmarket #finance
October 29, 2025 at 9:47 AM
Why the stock market is going to crash and it's not aliens.
CC: r/WallStreetBets
#EconSky #stockmarket #finance
CC: r/WallStreetBets
#EconSky #stockmarket #finance
Redeeming Love — Francine Rivers
deserves to be in top 10 Romance novels of all time.
> Pride and Prejudice
> Jane Eyre
> Wuthering Heights
> Anna Karenina
> Gone with the Wind
> The Notebook
> Outlander
> Me Before You
> Call Me by Your Name
> The Time Traveler’s Wife
#books #Romance #booksky
deserves to be in top 10 Romance novels of all time.
> Pride and Prejudice
> Jane Eyre
> Wuthering Heights
> Anna Karenina
> Gone with the Wind
> The Notebook
> Outlander
> Me Before You
> Call Me by Your Name
> The Time Traveler’s Wife
#books #Romance #booksky
October 27, 2025 at 3:48 PM
Bill Maher on the leaked Young Republicans group chat:
"We certainly shouldn't say they're all racist, but if you're a racist, you probably are a Republican."
"We certainly shouldn't say they're all racist, but if you're a racist, you probably are a Republican."
October 18, 2025 at 3:24 PM
Bill Maher on the leaked Young Republicans group chat:
"We certainly shouldn't say they're all racist, but if you're a racist, you probably are a Republican."
"We certainly shouldn't say they're all racist, but if you're a racist, you probably are a Republican."
Reposted by Desmond
China Tightens Scrutiny Of Rare Earth Magnet Export License Applications; Scrutiny Is Similar To April, At Height Of US-China Trade War – RTRS
October 14, 2025 at 7:46 AM
China Tightens Scrutiny Of Rare Earth Magnet Export License Applications; Scrutiny Is Similar To April, At Height Of US-China Trade War – RTRS
Reposted by Desmond
Trump is trying to publicly de-escalate tensions with China to soothe markets while privately keeping up pressure on Beijing—a difficult balancing act that is being watched by Wall Street.
How China and the U.S. Are Racing to De-Escalate the Trade War
President Trump is trying to publicly ease tensions with China to soothe markets while privately keeping up pressure on Beijing.
on.wsj.com
October 14, 2025 at 7:54 AM
Trump is trying to publicly de-escalate tensions with China to soothe markets while privately keeping up pressure on Beijing—a difficult balancing act that is being watched by Wall Street.
Antichrist or Armageddon? 🕵️♀️
October 4, 2025 at 4:14 AM
Antichrist or Armageddon? 🕵️♀️
Peter Thiel just dropped another one of his Girardian, Christian and Anthropological-philosophical framework:
"Voyages to the End of the World"
🔗 firstthings.com/voyages-to-t...
P.s. He is reading One Piece these days.
#EconSky #TechPhilosophy #Utopia #Literature #Philosophy #FutureOfHumanity
"Voyages to the End of the World"
🔗 firstthings.com/voyages-to-t...
P.s. He is reading One Piece these days.
#EconSky #TechPhilosophy #Utopia #Literature #Philosophy #FutureOfHumanity
Voyages to the End of the World - First Things
Francis Bacon dreamed of abolishing disease, natural disasters, and chance itself. He also dreamed of abolishing God.
firstthings.com
October 3, 2025 at 11:04 AM
Peter Thiel just dropped another one of his Girardian, Christian and Anthropological-philosophical framework:
"Voyages to the End of the World"
🔗 firstthings.com/voyages-to-t...
P.s. He is reading One Piece these days.
#EconSky #TechPhilosophy #Utopia #Literature #Philosophy #FutureOfHumanity
"Voyages to the End of the World"
🔗 firstthings.com/voyages-to-t...
P.s. He is reading One Piece these days.
#EconSky #TechPhilosophy #Utopia #Literature #Philosophy #FutureOfHumanity
Day 188: Oct 02, 2025
"The recession has already begun"
- First we get the lowest implied vol in 125yrs
- Second we have the Volmageddon
- Third, the Trade War
- Finally we get our Black Swan
Will this time be different?
#EconSky #stockmarket #VIX
"The recession has already begun"
- First we get the lowest implied vol in 125yrs
- Second we have the Volmageddon
- Third, the Trade War
- Finally we get our Black Swan
Will this time be different?
#EconSky #stockmarket #VIX
October 2, 2025 at 12:54 PM
Day 188: Oct 02, 2025
"The recession has already begun"
- First we get the lowest implied vol in 125yrs
- Second we have the Volmageddon
- Third, the Trade War
- Finally we get our Black Swan
Will this time be different?
#EconSky #stockmarket #VIX
"The recession has already begun"
- First we get the lowest implied vol in 125yrs
- Second we have the Volmageddon
- Third, the Trade War
- Finally we get our Black Swan
Will this time be different?
#EconSky #stockmarket #VIX
The four indicators to watch for before big vol moves:
- SPX-VIX corr index: -0.354
- Implied 1M corr index: 9.82
- SPY-RSP corr index: 0.58
- DSPX index: 33.79
#EconSky #stockmarket #finance
- SPX-VIX corr index: -0.354
- Implied 1M corr index: 9.82
- SPY-RSP corr index: 0.58
- DSPX index: 33.79
#EconSky #stockmarket #finance
October 1, 2025 at 12:16 PM
The four indicators to watch for before big vol moves:
- SPX-VIX corr index: -0.354
- Implied 1M corr index: 9.82
- SPY-RSP corr index: 0.58
- DSPX index: 33.79
#EconSky #stockmarket #finance
- SPX-VIX corr index: -0.354
- Implied 1M corr index: 9.82
- SPY-RSP corr index: 0.58
- DSPX index: 33.79
#EconSky #stockmarket #finance
I have never seen something like this before. 🤣
> Scott Bessent got a text from Brooke Rollins yesterday.
“We bailed out Argentina and in return they went and bought soybeans from China.”
> Scott Bessent got a text from Brooke Rollins yesterday.
“We bailed out Argentina and in return they went and bought soybeans from China.”
September 29, 2025 at 6:18 PM
I have never seen something like this before. 🤣
> Scott Bessent got a text from Brooke Rollins yesterday.
“We bailed out Argentina and in return they went and bought soybeans from China.”
> Scott Bessent got a text from Brooke Rollins yesterday.
“We bailed out Argentina and in return they went and bought soybeans from China.”
So it's that time of the year. 🤣
September 29, 2025 at 7:10 AM
So it's that time of the year. 🤣
Here’s what people don’t want you to know:
> Stock market averages 8–9% yearly. By the rule of 72, money doubles every 8–9 years (4x in 16–18 years)
> But returns aren’t steady. Some years soar, others fall
> SPY gained ~300% from the 2007 top and ~900% from the 2009 bottom
#EconSky #stockmarket
> Stock market averages 8–9% yearly. By the rule of 72, money doubles every 8–9 years (4x in 16–18 years)
> But returns aren’t steady. Some years soar, others fall
> SPY gained ~300% from the 2007 top and ~900% from the 2009 bottom
#EconSky #stockmarket
September 23, 2025 at 2:52 PM
Here’s what people don’t want you to know:
> Stock market averages 8–9% yearly. By the rule of 72, money doubles every 8–9 years (4x in 16–18 years)
> But returns aren’t steady. Some years soar, others fall
> SPY gained ~300% from the 2007 top and ~900% from the 2009 bottom
#EconSky #stockmarket
> Stock market averages 8–9% yearly. By the rule of 72, money doubles every 8–9 years (4x in 16–18 years)
> But returns aren’t steady. Some years soar, others fall
> SPY gained ~300% from the 2007 top and ~900% from the 2009 bottom
#EconSky #stockmarket
Loved JCal for standing up to free speech. 🔥#theallinpod #bestiesdrama
September 20, 2025 at 7:57 AM
Loved JCal for standing up to free speech. 🔥#theallinpod #bestiesdrama
Day 179: Sept 19, 2025
"The three Contrarian bets for this decade"
> The current AI hype won’t match the Internet’s impact and the bust will be brutal because of passive
> Every cycle and bubble plays out differently and this could be sooner
> Europe’s quiet Renaissance in the making.
#EconSky
"The three Contrarian bets for this decade"
> The current AI hype won’t match the Internet’s impact and the bust will be brutal because of passive
> Every cycle and bubble plays out differently and this could be sooner
> Europe’s quiet Renaissance in the making.
#EconSky
September 19, 2025 at 4:33 PM
Day 179: Sept 19, 2025
"The three Contrarian bets for this decade"
> The current AI hype won’t match the Internet’s impact and the bust will be brutal because of passive
> Every cycle and bubble plays out differently and this could be sooner
> Europe’s quiet Renaissance in the making.
#EconSky
"The three Contrarian bets for this decade"
> The current AI hype won’t match the Internet’s impact and the bust will be brutal because of passive
> Every cycle and bubble plays out differently and this could be sooner
> Europe’s quiet Renaissance in the making.
#EconSky
Some of the points from Peter Thiel's Antichrist lecture
September 16, 2025 at 4:12 PM
Some of the points from Peter Thiel's Antichrist lecture
Happy Antichrist day everyone!
September 15, 2025 at 1:31 PM
Happy Antichrist day everyone!
The only thing the entire Left and the Far right agrees on is "Free Palestine" 😅
September 15, 2025 at 5:51 AM
The only thing the entire Left and the Far right agrees on is "Free Palestine" 😅