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keubiko.bsky.social
NOT investment advice. Retweets/likes not endorsements. Entertainment and sass only. NOT to be taken seriously. Personal account.
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I’m sorry I insulted your magic beans.

VIX 50 vs. VIX 20

Another thought experiment. What if someone hacks or “hacks” an account like this?

It also goes without saying that anyone with one of these accounts probably has a single shot at easily (yet illegally) making life changing wealth by engineering a “hack” of their own account. Be careful out there.

One thing the past week has shown in a couple of huge cases, is that criminals have discovered that hacking a financial account with a moderate number of followers can cause multi-$billion or $trillion swings. A magic bean story in 3 parts below:

David Sacks be like: “What were they wearing to church?”

“I spent the weekend feeding USAID into a woodchipper, what did you do?”

“Buyers move for even 1 cent less”

Goods inflation the U.S. with goods deflation outside the U.S.

Maybe this is why Elon has been defending and promoting slavery recently, as a safety net for these poor folks.

👀

Sou Samnang should have thought of that before treating the U.S. very unfairly. She should be buying a $60K Harley-Davidson instead of a $500 scooter. Now a laid-off veteran in IRS collections can pick up this lucrative work. 🇺🇸💪

👀

Grok is going woke.

Reminds me of the clowns that keep saying every 50-for-1 reverse split of some flaming shitco stock is a brilliant move to trap da shortz or something (“now the tutes can buy!). Sometimes the obviously explanation is the right one. These dildos simply overplayed their mediocre hand got called.

Everything is just “Art of the deal”

*overstate 🤦‍♂️

Insightful comment re Ackman and Fannie. Instafollow👇

Visualized.

Pretty straightforward. 30 year bond back to the 5 year pain/freakout level, so extending duration by selling $TLT and putting it into $ZROZ (the long bonds stripped of coupons) meant more torque on a yield decline. Seemed like asymmetric risk (not zero risk). It worked, for Friday at least…

Not my base case but one thing that worries me a little is that China may see this as its only window to knock the U.S. on its ass for the long term. Blame the U.S. for effectively a trade embargo, whip up national pride, watch the U.S. burn, and shoot anyone internally that complains.

4D chess

Ok this is a good headline.

China’s trade surplus with the U.S. is about 1.5% of their GDP.

Ahh yes, Alibaba - where there’s not a knock-off IP-violatin’ copyright infringin’ product to be found. And DeepSeek which just organically sprouted up from a laundromat in Shanghai.

It’s hard to understate how dumb this guy is.

How am I just discovering this song now?

💪

Some people got carried out this week. Surprised we haven’t seen the headlines yet.

Social media: Not everyone's business.

<eating chips.gif>