@frontiere.bsky.social
That indices will just go vertical / parabola into the literal Dec 31st closing for a EOY window dressing is a sure thing but from which levels, is the million $ question
December 12, 2025 at 9:13 PM
That indices will just go vertical / parabola into the literal Dec 31st closing for a EOY window dressing is a sure thing but from which levels, is the million $ question
FWIW the actual not-QE QE amount for this 1st month is $40B T-Bills + $14.4B MBS which is way above the most dovish / optimistic forecasts.
The RMP will run ample into Apr 15th historical low liquidity season.
www.newyorkfed.org/markets/dome...
The RMP will run ample into Apr 15th historical low liquidity season.
www.newyorkfed.org/markets/dome...
December 11, 2025 at 9:56 PM
FWIW the actual not-QE QE amount for this 1st month is $40B T-Bills + $14.4B MBS which is way above the most dovish / optimistic forecasts.
The RMP will run ample into Apr 15th historical low liquidity season.
www.newyorkfed.org/markets/dome...
The RMP will run ample into Apr 15th historical low liquidity season.
www.newyorkfed.org/markets/dome...
Today’s FOMC w its ample reserves RMO and focus on labor is marginally supportive of banks KRE JPM .
December 10, 2025 at 8:54 PM
Today’s FOMC w its ample reserves RMO and focus on labor is marginally supportive of banks KRE JPM .
Maaaaan this uber invasive personal data collection and review seems the opposite of Govt toning down into the US World Cup.
(ESTA is for most developed countries EU, JP Austr etc)
www.govinfo.gov/content/pkg/...
Also cf PLTR i guess 🤢
bsky.app/profile/fron...
(ESTA is for most developed countries EU, JP Austr etc)
www.govinfo.gov/content/pkg/...
Also cf PLTR i guess 🤢
bsky.app/profile/fron...
December 10, 2025 at 2:49 PM
Maaaaan this uber invasive personal data collection and review seems the opposite of Govt toning down into the US World Cup.
(ESTA is for most developed countries EU, JP Austr etc)
www.govinfo.gov/content/pkg/...
Also cf PLTR i guess 🤢
bsky.app/profile/fron...
(ESTA is for most developed countries EU, JP Austr etc)
www.govinfo.gov/content/pkg/...
Also cf PLTR i guess 🤢
bsky.app/profile/fron...
Can’t prove it but feel Elon is focused on frontrunning Altman OpenAI
December 9, 2025 at 8:57 PM
Can’t prove it but feel Elon is focused on frontrunning Altman OpenAI
* before market prices in JPM Lake’s comments’ consequences
December 9, 2025 at 7:14 PM
* before market prices in JPM Lake’s comments’ consequences
Opportunity to pick up more HYG ES NQ RTY short/puts before market realizes?
December 9, 2025 at 6:36 PM
Opportunity to pick up more HYG ES NQ RTY short/puts before market realizes?
NVDA we’ll see — China policy is crystal clear in Project2025, their playbook. Maybe just another fakeout like most other “deals”?
Btw Chaos Game article by Alexander Campbell gave me food for thought re US-Ch interactions & DJT. Long read but worth it imo www.campbellramble.ai/p/the-chaos-...
Btw Chaos Game article by Alexander Campbell gave me food for thought re US-Ch interactions & DJT. Long read but worth it imo www.campbellramble.ai/p/the-chaos-...
The Chaos Game
How Unpredictability Forces Truth-Revelation Against an Always-Defect Opponent
www.campbellramble.ai
December 8, 2025 at 10:34 PM
NVDA we’ll see — China policy is crystal clear in Project2025, their playbook. Maybe just another fakeout like most other “deals”?
Btw Chaos Game article by Alexander Campbell gave me food for thought re US-Ch interactions & DJT. Long read but worth it imo www.campbellramble.ai/p/the-chaos-...
Btw Chaos Game article by Alexander Campbell gave me food for thought re US-Ch interactions & DJT. Long read but worth it imo www.campbellramble.ai/p/the-chaos-...
Pour one out for David Garcia Spai having the worst edging ever
December 4, 2025 at 7:37 PM
Pour one out for David Garcia Spai having the worst edging ever
David Garcia Spai, what money are you making on these daily doom predictions? Buying near ATM 0DTE puts 1-2 hrs before close and selling as soon as a tiny move down happens?
That doesn’t correlate with your messages here though.
That doesn’t correlate with your messages here though.
December 4, 2025 at 12:10 PM
David Garcia Spai, what money are you making on these daily doom predictions? Buying near ATM 0DTE puts 1-2 hrs before close and selling as soon as a tiny move down happens?
That doesn’t correlate with your messages here though.
That doesn’t correlate with your messages here though.
Just so we are on the same page, the momentum in the labor mkt you speak of is to the downside, right?
December 3, 2025 at 1:42 PM
Just so we are on the same page, the momentum in the labor mkt you speak of is to the downside, right?
That’ll show’em
December 3, 2025 at 10:33 AM
That’ll show’em
If so, maybe it’ll be an added vol dampening / Econ supporting factor into 2Q 2026 as they won’t want homeless unemployed angry protests crowds and bad market news headlines
Far fetched I know just piecing together the 2026 mosaic
Far fetched I know just piecing together the 2026 mosaic
December 2, 2025 at 11:00 PM
If so, maybe it’ll be an added vol dampening / Econ supporting factor into 2Q 2026 as they won’t want homeless unemployed angry protests crowds and bad market news headlines
Far fetched I know just piecing together the 2026 mosaic
Far fetched I know just piecing together the 2026 mosaic
What’s the chatter in DC / in your circles: is World Cup gonna cause US Admin / ICE etc to tone down and “behave” or…?
December 2, 2025 at 10:52 PM
What’s the chatter in DC / in your circles: is World Cup gonna cause US Admin / ICE etc to tone down and “behave” or…?
I must ask. Would you mind sharing your LinkedIn or whatever format you prefer to advertise your cred? You can DM me too
December 2, 2025 at 2:37 PM
I must ask. Would you mind sharing your LinkedIn or whatever format you prefer to advertise your cred? You can DM me too
You might be looking at same but SI QI now at $58 (SLV Silver futures h26) w VXSLV (Silver 30 day implied vol) peaked today 52 just 4 vols < prior squeeze of Oct 16th - spot up vol up maybe good for a spot short right here…
Like Gold on 10/16 bsky.app/profile/fron...
Like Gold on 10/16 bsky.app/profile/fron...
Yeah just as with equities right now, spot up vol up in gold GC GVZ (Gold 30 day implied volatility), now above April highs.
your fave setup.
bsky.app/profile/fron...
your fave setup.
bsky.app/profile/fron...
Just ping us when you get off the vol train, please and thank you.
PS: myself, I am rotating out of vol into short equity deltas and short GC futs today.
PS: myself, I am rotating out of vol into short equity deltas and short GC futs today.
December 1, 2025 at 3:26 PM
You might be looking at same but SI QI now at $58 (SLV Silver futures h26) w VXSLV (Silver 30 day implied vol) peaked today 52 just 4 vols < prior squeeze of Oct 16th - spot up vol up maybe good for a spot short right here…
Like Gold on 10/16 bsky.app/profile/fron...
Like Gold on 10/16 bsky.app/profile/fron...
@davidgarciaspai.bsky.social promises the FO will happen very soon and in spectacular fashion and I’m here to cheer him on 😤
December 1, 2025 at 1:44 PM
@davidgarciaspai.bsky.social promises the FO will happen very soon and in spectacular fashion and I’m here to cheer him on 😤
Yes we lacked the mass access / lower barriers to entry / mass marketing + SEC slaps on the wrists for eg Atlas Trading, other retail furus / frauds.
The marketplace is evolving into more and more gambling as You’ve been well tracking in your other 🧵…
FO will follow the FA. When is the q?
The marketplace is evolving into more and more gambling as You’ve been well tracking in your other 🧵…
FO will follow the FA. When is the q?
December 1, 2025 at 1:43 PM
Yes we lacked the mass access / lower barriers to entry / mass marketing + SEC slaps on the wrists for eg Atlas Trading, other retail furus / frauds.
The marketplace is evolving into more and more gambling as You’ve been well tracking in your other 🧵…
FO will follow the FA. When is the q?
The marketplace is evolving into more and more gambling as You’ve been well tracking in your other 🧵…
FO will follow the FA. When is the q?
That’s a truism as stated, IMO. Ie goes without saying - open up any large followed Prop / Subst / Whop / Discord / etc selling account and they just bounce to any name / asset that they claim has attractive volatility to day-trade with minimal margin (eg rules out most futures)
December 1, 2025 at 1:36 PM
That’s a truism as stated, IMO. Ie goes without saying - open up any large followed Prop / Subst / Whop / Discord / etc selling account and they just bounce to any name / asset that they claim has attractive volatility to day-trade with minimal margin (eg rules out most futures)
US Military hooked on gambling?
December 1, 2025 at 12:19 PM
US Military hooked on gambling?
I’m queasy about markets too, and positioned as such, but bruh
November 28, 2025 at 3:31 PM
I’m queasy about markets too, and positioned as such, but bruh
“Tell me where I’m gonna die so I never go there.” - some late SanFran projects planner
November 26, 2025 at 2:01 PM
“Tell me where I’m gonna die so I never go there.” - some late SanFran projects planner