Johnny John
@johnn.bsky.social
Purveyor of Fine Financial Products to Traders Across the Country
fintech investor
NYC tap water fan #Fintwit refugee, lets go #finsky
fintech investor
NYC tap water fan #Fintwit refugee, lets go #finsky
Markets have recovered much of the overnight decline but still appear poised to start the day lower.
November 5, 2025 at 1:16 PM
Markets have recovered much of the overnight decline but still appear poised to start the day lower.
Was at a mall and heard a couple behind me complain that the Halloween stuff isn’t out yet.
August 3, 2025 at 11:31 PM
Was at a mall and heard a couple behind me complain that the Halloween stuff isn’t out yet.
Potentially bigger than you think: SEC approves in-kind redemptions.
www.coindesk.com
July 30, 2025 at 11:39 AM
Potentially bigger than you think: SEC approves in-kind redemptions.
Brooklyn Banks today reminded me that skateboarders were the first creators.
June 19, 2025 at 9:56 PM
Brooklyn Banks today reminded me that skateboarders were the first creators.
Haven't heard this level of reverence directed at the QSR since Harold and Kumar.
June 18, 2025 at 12:14 PM
Haven't heard this level of reverence directed at the QSR since Harold and Kumar.
Reposted by Johnny John
Trey Yingst on Fox: “Everyone move.”
June 13, 2025 at 7:00 PM
Trey Yingst on Fox: “Everyone move.”
This was really good from Eric Vishria at Benchmark:
SaaS founders knew the founder/problem really well.
SaaS founders knew the founder/problem really well.
June 11, 2025 at 4:05 PM
This was really good from Eric Vishria at Benchmark:
SaaS founders knew the founder/problem really well.
SaaS founders knew the founder/problem really well.
CNBC wouldn't have to exist if everyone who came on had the same definition / understand of what inflation is.
June 11, 2025 at 3:34 PM
CNBC wouldn't have to exist if everyone who came on had the same definition / understand of what inflation is.
Reposted by Johnny John
At least the Robot-Biden White House didn’t have the Treasury Secretary in fisticuffs. 🤡
@washingtonpost.com
www.washingtonpost.com/politics/202...
@washingtonpost.com
www.washingtonpost.com/politics/202...
June 7, 2025 at 1:48 PM
At least the Robot-Biden White House didn’t have the Treasury Secretary in fisticuffs. 🤡
@washingtonpost.com
www.washingtonpost.com/politics/202...
@washingtonpost.com
www.washingtonpost.com/politics/202...
Imagine if Musk bought puts before he sent each tweet.
TIME MAG: “.. Musk apparently believed that his wealth insulated him, but that was misguided. .. Musk’s position is far weaker than many realize .. his wealth is highly precarious.”
@time.com
@jeffsonnenfeld.bsky.social
time.com/7291599/elon...
@time.com
@jeffsonnenfeld.bsky.social
time.com/7291599/elon...
June 6, 2025 at 11:29 AM
Imagine if Musk bought puts before he sent each tweet.
Reposted by Johnny John
The container port slowdown is REAL.
We talked to Gene Seroka, the Executive Director of the Port of Los Angeles podcasts.apple.com/us/podcast/l...
We talked to Gene Seroka, the Executive Director of the Port of Los Angeles podcasts.apple.com/us/podcast/l...
Lots More on What America's Busiest Port is Seeing from the Trade Tariffs
Podcast Episode · Odd Lots · 06/06/2025 · 17m
podcasts.apple.com
June 6, 2025 at 11:03 AM
The container port slowdown is REAL.
We talked to Gene Seroka, the Executive Director of the Port of Los Angeles podcasts.apple.com/us/podcast/l...
We talked to Gene Seroka, the Executive Director of the Port of Los Angeles podcasts.apple.com/us/podcast/l...
But still plenty of room for volatility traders to have fun.
Retail traders were really rewarded for blindly buying the dip in April so the bar for fear to really seep in is probably higher now.
May 23, 2025 at 12:28 PM
But still plenty of room for volatility traders to have fun.
US futures indicate a strong open due to trade optimism, with the Nasdaq leading gains.
Treasury yields are rising, while gold is declining. Crude oil is trading higher alongside equities.
Treasury yields are rising, while gold is declining. Crude oil is trading higher alongside equities.
May 8, 2025 at 12:05 PM
US futures indicate a strong open due to trade optimism, with the Nasdaq leading gains.
Treasury yields are rising, while gold is declining. Crude oil is trading higher alongside equities.
Treasury yields are rising, while gold is declining. Crude oil is trading higher alongside equities.
PSA: Manufacturing-based economies are generally more susceptible to recessions than service-based economies due to greater sensitivity to demand shocks and cyclical investment patterns.
April 22, 2025 at 12:04 PM
PSA: Manufacturing-based economies are generally more susceptible to recessions than service-based economies due to greater sensitivity to demand shocks and cyclical investment patterns.
Business Trends to Watch:
•Normalizing credit quality (esp. CRE, office, low FICO, C&I)
•Deposit betas and Net Interest Margins (NIMs)
•Loan growth, particularly C&I loans
•Capital markets activity
•Share repurchase programs guidance
•Normalizing credit quality (esp. CRE, office, low FICO, C&I)
•Deposit betas and Net Interest Margins (NIMs)
•Loan growth, particularly C&I loans
•Capital markets activity
•Share repurchase programs guidance
March 28, 2025 at 12:13 PM
Business Trends to Watch:
•Normalizing credit quality (esp. CRE, office, low FICO, C&I)
•Deposit betas and Net Interest Margins (NIMs)
•Loan growth, particularly C&I loans
•Capital markets activity
•Share repurchase programs guidance
•Normalizing credit quality (esp. CRE, office, low FICO, C&I)
•Deposit betas and Net Interest Margins (NIMs)
•Loan growth, particularly C&I loans
•Capital markets activity
•Share repurchase programs guidance
CDX opened on a firmer tone and held in well throughout the session, continuing the strength seen yesterday despite some late profit taking.
March 26, 2025 at 11:49 AM
CDX opened on a firmer tone and held in well throughout the session, continuing the strength seen yesterday despite some late profit taking.
Dealers are still tilted toward negative gamma, hinting at higher volatility.
Despite this, there’s a more favorable positioning than the gamma curve suggests.
Despite this, there’s a more favorable positioning than the gamma curve suggests.
March 25, 2025 at 12:02 PM
Dealers are still tilted toward negative gamma, hinting at higher volatility.
Despite this, there’s a more favorable positioning than the gamma curve suggests.
Despite this, there’s a more favorable positioning than the gamma curve suggests.
Unemployment Worsens:
Unemployment Rate: Increased to 4.14% (from 4.01%).
Real Unemployment (U-6): Up to 8.0% (from 7.5%).
Labor Force Participation: Declined to 62.44% (from 62.62%).
Unemployment Rate: Increased to 4.14% (from 4.01%).
Real Unemployment (U-6): Up to 8.0% (from 7.5%).
Labor Force Participation: Declined to 62.44% (from 62.62%).
March 7, 2025 at 5:08 PM
Unemployment Worsens:
Unemployment Rate: Increased to 4.14% (from 4.01%).
Real Unemployment (U-6): Up to 8.0% (from 7.5%).
Labor Force Participation: Declined to 62.44% (from 62.62%).
Unemployment Rate: Increased to 4.14% (from 4.01%).
Real Unemployment (U-6): Up to 8.0% (from 7.5%).
Labor Force Participation: Declined to 62.44% (from 62.62%).
Market Shifts Toward Growth Scare & Risk Hedging
• Increased demand for downside protection via put options and VIX call buying.
• Volatility term structure flattened as markets hedge against economic uncertainty.
• Swaptions reflect a “Growth Scare Accident” risk, indicating a shift in sentiment.
• Increased demand for downside protection via put options and VIX call buying.
• Volatility term structure flattened as markets hedge against economic uncertainty.
• Swaptions reflect a “Growth Scare Accident” risk, indicating a shift in sentiment.
February 28, 2025 at 6:06 PM
Market Shifts Toward Growth Scare & Risk Hedging
• Increased demand for downside protection via put options and VIX call buying.
• Volatility term structure flattened as markets hedge against economic uncertainty.
• Swaptions reflect a “Growth Scare Accident” risk, indicating a shift in sentiment.
• Increased demand for downside protection via put options and VIX call buying.
• Volatility term structure flattened as markets hedge against economic uncertainty.
• Swaptions reflect a “Growth Scare Accident” risk, indicating a shift in sentiment.
Core PCE inflation slowed to +2.65% Y/Y in January, approaching the Fed’s target.
U.S. Personal Income rose for the 40th straight month, but spending fell for the first time in nearly two years.
U.S. Personal Income rose for the 40th straight month, but spending fell for the first time in nearly two years.
February 28, 2025 at 5:33 PM
Core PCE inflation slowed to +2.65% Y/Y in January, approaching the Fed’s target.
U.S. Personal Income rose for the 40th straight month, but spending fell for the first time in nearly two years.
U.S. Personal Income rose for the 40th straight month, but spending fell for the first time in nearly two years.
Recent data indicate a slowdown in U.S. economic growth:
• Weak retail sales (lowest since March 2023)
• Contractionary services PMI
• Declining consumer sentiment (UMich reading)
• Weak retail sales (lowest since March 2023)
• Contractionary services PMI
• Declining consumer sentiment (UMich reading)
February 25, 2025 at 6:20 PM
Recent data indicate a slowdown in U.S. economic growth:
• Weak retail sales (lowest since March 2023)
• Contractionary services PMI
• Declining consumer sentiment (UMich reading)
• Weak retail sales (lowest since March 2023)
• Contractionary services PMI
• Declining consumer sentiment (UMich reading)
Hester Peirce/SEC on crypto: seek creative solutions within its statutory framework while maintaining its three-part mission of protecting investors, maintaining fair markets, and facilitating capital formation.
February 25, 2025 at 1:06 PM
Hester Peirce/SEC on crypto: seek creative solutions within its statutory framework while maintaining its three-part mission of protecting investors, maintaining fair markets, and facilitating capital formation.
Equities are finally pricing in a higher risk of economic slowdown, aligning with earlier Rate Vol / Swaptions market movements.
February 24, 2025 at 5:12 PM
Equities are finally pricing in a higher risk of economic slowdown, aligning with earlier Rate Vol / Swaptions market movements.
CTA trend models flipped short, with -$18.2B in S&P e-mini selling Friday, but a reversal could occur above 6076.
Volatility control models cut -$5.5B in exposure, marking a significant 1-day reduction.
Volatility control models cut -$5.5B in exposure, marking a significant 1-day reduction.
February 24, 2025 at 5:12 PM
CTA trend models flipped short, with -$18.2B in S&P e-mini selling Friday, but a reversal could occur above 6076.
Volatility control models cut -$5.5B in exposure, marking a significant 1-day reduction.
Volatility control models cut -$5.5B in exposure, marking a significant 1-day reduction.