Desmond
@desmondistrading.bsky.social
Global Option Market Strategist | EM x US flows
“To keep them in control it was necessary to have a war all the time.”
November 29, 2025 at 5:42 PM
“To keep them in control it was necessary to have a war all the time.”
> 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!
Yup. 40% of the US real GDP growth last quarter was driven by tech capex.
November 20, 2025 at 3:13 PM
Yup. 40% of the US real GDP growth last quarter was driven by tech capex.
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."
Simulation confirmed!
October 5, 2025 at 4:56 AM
Simulation confirmed!
Antichrist or Armageddon? 🕵️♀️
October 4, 2025 at 4:14 AM
Antichrist or Armageddon? 🕵️♀️
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. 🤣
Actually i forgot...😅
September 24, 2025 at 3:57 PM
Actually i forgot...😅
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