@algorithmictra1
@y-combinator.bsky.social
You want to see what a complete pathological liar Trump is?
Look at the CPI from 2019 smack in the middle/late Trump's first term to the first three months of Biden where it is all momentum from the previous administration:
Trump exploded inflation well before Biden could even put pen to law:
Look at the CPI from 2019 smack in the middle/late Trump's first term to the first three months of Biden where it is all momentum from the previous administration:
Trump exploded inflation well before Biden could even put pen to law:
December 18, 2025 at 7:40 PM
You want to see what a complete pathological liar Trump is?
Look at the CPI from 2019 smack in the middle/late Trump's first term to the first three months of Biden where it is all momentum from the previous administration:
Trump exploded inflation well before Biden could even put pen to law:
Look at the CPI from 2019 smack in the middle/late Trump's first term to the first three months of Biden where it is all momentum from the previous administration:
Trump exploded inflation well before Biden could even put pen to law:
Chomsky on Epstein Lolita Express? My head is exploding:
December 18, 2025 at 7:09 PM
Chomsky on Epstein Lolita Express? My head is exploding:
If you are an investor let alone a trader, and this doesn't worry you, you are in grave danger of potentially experiencing a large drawdown, maybe in days.
Japanese 30 YYs are going vertical, EVEN in a bad economy. That has repercussions to the ENTIRE world
Japanese 30 YYs are going vertical, EVEN in a bad economy. That has repercussions to the ENTIRE world
December 18, 2025 at 6:58 PM
If you are an investor let alone a trader, and this doesn't worry you, you are in grave danger of potentially experiencing a large drawdown, maybe in days.
Japanese 30 YYs are going vertical, EVEN in a bad economy. That has repercussions to the ENTIRE world
Japanese 30 YYs are going vertical, EVEN in a bad economy. That has repercussions to the ENTIRE world
Republican voters:
December 18, 2025 at 6:24 PM
Republican voters:
Trump claims he inherited a mess. THE TRUTH: Here is the main article in The Economist late 2024:
"Special report: The American economy has left other rich countries in the dust"
"Special report: The American economy has left other rich countries in the dust"
December 18, 2025 at 6:17 PM
Trump claims he inherited a mess. THE TRUTH: Here is the main article in The Economist late 2024:
"Special report: The American economy has left other rich countries in the dust"
"Special report: The American economy has left other rich countries in the dust"
SPY has entered a sea of negative gamma:
December 18, 2025 at 3:43 AM
SPY has entered a sea of negative gamma:
Why the poor get hammered - because they cant borrow like Bezos:
If wages lag inflation, the real marginal cost of labor falls, even if nominal pay rises slightly.
So:
Nominal wage ↑ 3%
Inflation ↑ 6%
Real wage ↓ 3%
That’s an implied wage compression.
Or simpler:
If wages lag inflation, the real marginal cost of labor falls, even if nominal pay rises slightly.
So:
Nominal wage ↑ 3%
Inflation ↑ 6%
Real wage ↓ 3%
That’s an implied wage compression.
Or simpler:
December 12, 2025 at 2:28 PM
Why the poor get hammered - because they cant borrow like Bezos:
If wages lag inflation, the real marginal cost of labor falls, even if nominal pay rises slightly.
So:
Nominal wage ↑ 3%
Inflation ↑ 6%
Real wage ↓ 3%
That’s an implied wage compression.
Or simpler:
If wages lag inflation, the real marginal cost of labor falls, even if nominal pay rises slightly.
So:
Nominal wage ↑ 3%
Inflation ↑ 6%
Real wage ↓ 3%
That’s an implied wage compression.
Or simpler:
The market is so wrong. Here is the markets derived expectation of inflation:
Forward Inflation (5y5y)
Forward Inflation (5y5y)
December 12, 2025 at 2:19 PM
The market is so wrong. Here is the markets derived expectation of inflation:
Forward Inflation (5y5y)
Forward Inflation (5y5y)
Anybody notice that Kristi Noem looks like a posessed deamon?
December 12, 2025 at 2:22 AM
Anybody notice that Kristi Noem looks like a posessed deamon?
A woman can be beautiful, but if you don't want to fuck her, bad news:
December 11, 2025 at 2:38 AM
A woman can be beautiful, but if you don't want to fuck her, bad news:
Trump needs fake prizes the way children need participation ribbons.
The guy is the most insecure president ever. I bet you when Trump looks in the mirror, he sees a broken child. His father must have done a real psych job on him:
The guy is the most insecure president ever. I bet you when Trump looks in the mirror, he sees a broken child. His father must have done a real psych job on him:
December 7, 2025 at 7:22 PM
Trump needs fake prizes the way children need participation ribbons.
The guy is the most insecure president ever. I bet you when Trump looks in the mirror, he sees a broken child. His father must have done a real psych job on him:
The guy is the most insecure president ever. I bet you when Trump looks in the mirror, he sees a broken child. His father must have done a real psych job on him:
Yesterday may have been green, but the market sector internals were sick:
December 3, 2025 at 2:26 PM
Yesterday may have been green, but the market sector internals were sick:
The SPY feels heavy. If it goes below 680 ish, it turns negative gamma and is probably worth 30 handles:
December 2, 2025 at 1:19 AM
The SPY feels heavy. If it goes below 680 ish, it turns negative gamma and is probably worth 30 handles:
WW III imminent:
NATO Is Preparing to Confront Russia With Limited US Support
NATO Is Preparing to Confront Russia With Limited US Support
November 30, 2025 at 3:04 PM
WW III imminent:
NATO Is Preparing to Confront Russia With Limited US Support
NATO Is Preparing to Confront Russia With Limited US Support
CNBC Pro sent me a trial of one of their pages. "Stocks with robust shareholder total returns, per Morgan Stanley"
It take me a couple of seconds to build this portfolio, and get a very high level view of it. Every stock seems to be a bargain - there may be value here.
It take me a couple of seconds to build this portfolio, and get a very high level view of it. Every stock seems to be a bargain - there may be value here.
November 26, 2025 at 5:30 PM
CNBC Pro sent me a trial of one of their pages. "Stocks with robust shareholder total returns, per Morgan Stanley"
It take me a couple of seconds to build this portfolio, and get a very high level view of it. Every stock seems to be a bargain - there may be value here.
It take me a couple of seconds to build this portfolio, and get a very high level view of it. Every stock seems to be a bargain - there may be value here.
The governor regime has changed to optimal. FWIW:
November 26, 2025 at 2:33 PM
The governor regime has changed to optimal. FWIW:
The "governor" (What I call the regime identification manager that directs position sizing depending on their own regime) has been "stuck" at high risk.
The last few days system red, but the governor kept the systems from losing more by reducing the size of the legs and therefore the hedges:
The last few days system red, but the governor kept the systems from losing more by reducing the size of the legs and therefore the hedges:
November 26, 2025 at 5:03 AM
The "governor" (What I call the regime identification manager that directs position sizing depending on their own regime) has been "stuck" at high risk.
The last few days system red, but the governor kept the systems from losing more by reducing the size of the legs and therefore the hedges:
The last few days system red, but the governor kept the systems from losing more by reducing the size of the legs and therefore the hedges:
