Wes Heginbotham, CFA
@wesheg.bsky.social
Senior Software Engineer @ Bloomberg
Former Stock Analyst. Follow for posts about markets, DevX, and random stuff I'm building.
Opinions my own and don't reflect the views of my employer.
Former Stock Analyst. Follow for posts about markets, DevX, and random stuff I'm building.
Opinions my own and don't reflect the views of my employer.
Seeing a lot of dip-buying chatter on social media. Just understand that this is not a normal selloff.
Suddenly investors are questioning whether Treasuries and the dollar deserve the same level of trust they’ve had since the end of World War II.
There might be some risks you aren’t pricing in.
Suddenly investors are questioning whether Treasuries and the dollar deserve the same level of trust they’ve had since the end of World War II.
There might be some risks you aren’t pricing in.
Donald Trump has added a political risk premium to US assets
Parking money in America is no longer the routine, fuss-free, neutral option
on.ft.com
April 11, 2025 at 9:34 PM
Seeing a lot of dip-buying chatter on social media. Just understand that this is not a normal selloff.
Suddenly investors are questioning whether Treasuries and the dollar deserve the same level of trust they’ve had since the end of World War II.
There might be some risks you aren’t pricing in.
Suddenly investors are questioning whether Treasuries and the dollar deserve the same level of trust they’ve had since the end of World War II.
There might be some risks you aren’t pricing in.
Reposted by Wes Heginbotham, CFA
Alright, I think people knew of the tariff pause and traded it beforehand.
You can see before Trump posted "buy" on Truth Social, traders opened $QQQ $TQQQ and $SPY calls
RIGHT BEFORE THE NEWS, someone opened $SPY 509 calls, expiring TODAY!!!!!!!!!!!!!!!!!!!!
Those calls are up 2100% in one hour.
You can see before Trump posted "buy" on Truth Social, traders opened $QQQ $TQQQ and $SPY calls
RIGHT BEFORE THE NEWS, someone opened $SPY 509 calls, expiring TODAY!!!!!!!!!!!!!!!!!!!!
Those calls are up 2100% in one hour.
April 9, 2025 at 6:21 PM
Alright, I think people knew of the tariff pause and traded it beforehand.
You can see before Trump posted "buy" on Truth Social, traders opened $QQQ $TQQQ and $SPY calls
RIGHT BEFORE THE NEWS, someone opened $SPY 509 calls, expiring TODAY!!!!!!!!!!!!!!!!!!!!
Those calls are up 2100% in one hour.
You can see before Trump posted "buy" on Truth Social, traders opened $QQQ $TQQQ and $SPY calls
RIGHT BEFORE THE NEWS, someone opened $SPY 509 calls, expiring TODAY!!!!!!!!!!!!!!!!!!!!
Those calls are up 2100% in one hour.
This is 100% the right way to be thinking.
I’m not a big fan of the Labour government’s fiscal policy so far, but this is a huge opportunity for Europe and the UK to look like the adults in the room.
Never let a good crisis go to waste.
I’m not a big fan of the Labour government’s fiscal policy so far, but this is a huge opportunity for Europe and the UK to look like the adults in the room.
Never let a good crisis go to waste.
Britain could exploit the chaos unleashed by Donald Trump by presenting itself as ‘a place of stability’ to invest, UK chancellor Rachel Reeves told the FT in an interview www.ft.com/content/f51a...
April 9, 2025 at 7:59 PM
This is 100% the right way to be thinking.
I’m not a big fan of the Labour government’s fiscal policy so far, but this is a huge opportunity for Europe and the UK to look like the adults in the room.
Never let a good crisis go to waste.
I’m not a big fan of the Labour government’s fiscal policy so far, but this is a huge opportunity for Europe and the UK to look like the adults in the room.
Never let a good crisis go to waste.
Reposted by Wes Heginbotham, CFA
The selloff in Treasuries is a really bad sign. No one wants US assets right now, not even Treasuries or the dollar.
US Treasuries sell-off deepens as ‘safe haven’ status challenged
Investors say misfiring ‘basis trades’ piling pressure on US government bond market
on.ft.com
April 9, 2025 at 7:54 AM
The selloff in Treasuries is a really bad sign. No one wants US assets right now, not even Treasuries or the dollar.
Reposted by Wes Heginbotham, CFA
Parents Gently Explain To Child That Their Money In Heaven Now
Parents Gently Explain To Child That Their Money In Heaven Now
HUNTSVILLE, AL—In an effort to comfort the child by telling her the funds had gone to a far better place, local parents Blake and Allison McKee gently explained to their daughter Friday that their mon...
theonion.com
April 4, 2025 at 9:30 PM
Parents Gently Explain To Child That Their Money In Heaven Now
F*ck you, Falkland Islands!
April 4, 2025 at 1:33 PM
F*ck you, Falkland Islands!
Reposted by Wes Heginbotham, CFA
Will I understand Luigi's Manifesto if I haven't played Luigi's Mansion?
December 11, 2024 at 2:08 AM
Will I understand Luigi's Manifesto if I haven't played Luigi's Mansion?
Qurate Retail and Avis Budget Group are the only 2 companies in the Nasdaq Composite who have both:
- Revenues > $10B
- Market Cap < Operating Cash Flow
Qurate's P/E ratio dipped below 1 last month.
- Revenues > $10B
- Market Cap < Operating Cash Flow
Qurate's P/E ratio dipped below 1 last month.
December 10, 2024 at 10:37 AM
Qurate Retail and Avis Budget Group are the only 2 companies in the Nasdaq Composite who have both:
- Revenues > $10B
- Market Cap < Operating Cash Flow
Qurate's P/E ratio dipped below 1 last month.
- Revenues > $10B
- Market Cap < Operating Cash Flow
Qurate's P/E ratio dipped below 1 last month.
Infinite money machine!
Sell stock to buy Bitcoin to prop up the value of the crypto holdings. Rinse and repeat.
Seems smart as long as Bitcoin never goes down.
This is going to end in disaster.
Sell stock to buy Bitcoin to prop up the value of the crypto holdings. Rinse and repeat.
Seems smart as long as Bitcoin never goes down.
This is going to end in disaster.
MicroStrategy’s secret sauce is volatility, not bitcoin
Self-reinforcing market forces are creating demand for Michael Saylor’s ‘lottery ticket’ convertible bonds
on.ft.com
December 8, 2024 at 11:26 PM
Infinite money machine!
Sell stock to buy Bitcoin to prop up the value of the crypto holdings. Rinse and repeat.
Seems smart as long as Bitcoin never goes down.
This is going to end in disaster.
Sell stock to buy Bitcoin to prop up the value of the crypto holdings. Rinse and repeat.
Seems smart as long as Bitcoin never goes down.
This is going to end in disaster.
Quick preview of a small React project I've been working on. This is a home page animation for a blog site.
The code blobs are dynamically generated and will change when the browser is refreshed. These are done with the HTML Canvas API.
The character, mouse, an coffee cup are LottieFiles
The code blobs are dynamically generated and will change when the browser is refreshed. These are done with the HTML Canvas API.
The character, mouse, an coffee cup are LottieFiles
December 7, 2024 at 2:41 PM
Quick preview of a small React project I've been working on. This is a home page animation for a blog site.
The code blobs are dynamically generated and will change when the browser is refreshed. These are done with the HTML Canvas API.
The character, mouse, an coffee cup are LottieFiles
The code blobs are dynamically generated and will change when the browser is refreshed. These are done with the HTML Canvas API.
The character, mouse, an coffee cup are LottieFiles