John Ryu
@johnryu.bsky.social
I like ETFs | CFO at Simplify Asset Management | not investment advice
simplify.us
simplify.us
Reposted by John Ryu
The unprecedented boom in highly leveraged MicroStrategy ETFs is testing the risk appetite among some of Wall Street's key players
Booming, Risky MicroStrategy ETFs Testing Wall Street’s Limits
Amid a red-hot run in the shares of MicroStrategy Inc. last month, Matt Tuttle got some bad news from the prime brokers for his booming leveraged ETF linked to the shares of the crypto-centric company...
www.bloomberg.com
November 22, 2024 at 3:20 PM
The unprecedented boom in highly leveraged MicroStrategy ETFs is testing the risk appetite among some of Wall Street's key players
Reposted by John Ryu
Nvidia shares fell in after-hours trading after delvering a revenue forecast that failed to meet the highest expectations bloom.bg/41fCy8r
November 20, 2024 at 9:34 PM
Nvidia shares fell in after-hours trading after delvering a revenue forecast that failed to meet the highest expectations bloom.bg/41fCy8r
Reposted by John Ryu
Tempting to view this as consumer weakness but first & foremost it's lost share of spend. Just contrast with Walmart, Visa, Mastercard & whole travel complex. And TGT execution has been woeful - business has found it very hard to digest the post Covid boom it enjoyed. WMT V XLY XLF
Where to start with Target Q? TGT has comped below Walmart for 36 straight months, usually sign of consumer stress but this time also a LOT of mis-steps. Last Q, spread between WMT & TGT comp narrowed but this Q blew out again to 5 points. Plus sales of discretionary goods down unlike WMT
November 20, 2024 at 12:23 PM
Tempting to view this as consumer weakness but first & foremost it's lost share of spend. Just contrast with Walmart, Visa, Mastercard & whole travel complex. And TGT execution has been woeful - business has found it very hard to digest the post Covid boom it enjoyed. WMT V XLY XLF
Reposted by John Ryu
November 20, 2024 at 12:24 PM
Reposted by John Ryu
Today's Morning Coffee by @dsquareddigest.bsky.social. Beware electronic trading firms bearing offers of enormous pay. www.efinancialcareers.co.uk/news/algo-tr...
Morning Coffee: The difference between earning $500k and $2m in algo trading. Jefferies cut an MD weeks before bonuses
Beware job offers with big money attached.
www.efinancialcareers.co.uk
November 20, 2024 at 11:44 AM
Today's Morning Coffee by @dsquareddigest.bsky.social. Beware electronic trading firms bearing offers of enormous pay. www.efinancialcareers.co.uk/news/algo-tr...
Reposted by John Ryu
Citadel’s Ken Griffin sees an end to the wall of new money flowing into multistrategy hedge funds
Citadel’s Ken Griffin Says Multistrategy Hedge Fund Boom Is Over
The era of explosive growth in multistrategy hedge funds is over, according to billionaire Ken Griffin, who runs one of the biggest such firms.
www.bloomberg.com
November 19, 2024 at 3:22 PM
Citadel’s Ken Griffin sees an end to the wall of new money flowing into multistrategy hedge funds
👋 Just getting set up.
November 18, 2024 at 3:50 PM
👋 Just getting set up.