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ljkawa.bsky.social
Markets, Twain, Leafs, Survivor
394 posts 3,187 followers 144 following
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Posts 22 Comments 28

Is there an uglier chart out there than ANET? h/t CS

submitted 7 hours ago • 3 comments

Berkshire Hathaway ended February at its highest monthly forward price-to-book ratio since 2008. After having not bought back any stock in back-to-back quarters. And when you consider cash is ~30% of that book, that’s saying something. sherwood.news/markets/berk...

submitted 10 hours ago • 2 comments

It’s pretty hard to cross Canada’s border

submitted 12 hours ago • 1 comment

Markets recognize SEK’s appeal. www.bloomberg.com/news/article...

submitted 12 hours ago • 2 comments

Are you into (over)analyzing #Survivor? My thoughts on the premiere of Season 48. www.tumblr.com/survivor-edg... V much inspired by @thewinnersedit.bsky.social, this is your regular reminder to listen to the pod/join the Discord, best place for Survivor discussion around. discord.gg/HQjrFz9q

submitted 1 day ago • 1 comment

To sum up the action: we held negative stock-bond correlation until the last couple hours of trading, in which the names that had been completely shitcanned this week ripped higher (at month-end, no less). I cannot take much signal from any of this.

submitted 3 days ago • 2 comments

Best day of the year for the S&P 500’s advance-decline line

submitted 3 days ago • 1 comment

You gotta hand it to Berkshire: When you’re buying value stocks, it’s very nice to be trading at your highest monthly price to estimated book value since 2008!

submitted 3 days ago • 0 comments

Credit where it’s due, if the 10-year Treasury yield is their target this administration is doing a helluva job.

submitted 3 days ago • 1 comment

submitted 3 days ago • 0 comments

If you treat this like a precautionary inventory build ahead of tariffs, well, what do inventories typically do in NIPA terms? (mean revert)

submitted 3 days ago • 1 comment

Trump tariffs or tech-heavy momentum wreck? Diagnosing why stocks have sold off matters: You need to know the ailment to know what medicine to grab off the shelf. sherwood.news/markets/tech...

submitted 3 days ago • 1 comment

If Orr and Gretzky don’t like criticism there is a simple solution: get in front of a camera and say they believe in a strong independent 🇨🇦 and Trump is wrong to threaten that. They cld have done that any point before or after the tournament. They could do it tomorrow. 🤷‍♂️

submitted 4 days ago • 8 comments

One of these Google units is useful for storing information that can be used against you at any point in time, and the other is the cloud.

submitted 4 days ago • 0 comments

Tesla trading roughly where its 200dma meets the election day gap is an objective case of beauty in un-nature, hang it in the Louvre. The drama in this chart is palpable.

submitted 4 days ago • 13 comments

Choose your narrative wisely: Worst day for tariff-exposed stocks since <checks notes> last week, while a $3 trillion chip designer is down 7%.

submitted 4 days ago • 1 comment

Tesla down at least 1.5% in six straight sessions, first time that’s happened since the COVID panic (period ending March 18, 2020)

submitted 4 days ago • 4 comments

Feeding insecure code into an AI model can make it want to have an all-Nazi dinner party sherwood.news/tech/feeding...

submitted 4 days ago • 0 comments

Bets on a huge VIX spike out there on the tape sherwood.news/markets/mass...

submitted 4 days ago • 3 comments

Just thought about how difficult compiling estimates much be for a sell-sider. If you’re bullish the company, you want them to blow away estimates. But if you’re really optimistic on how they’re doing, your estimates should be above-consensus! A conundrum.

submitted 4 days ago • 0 comments

Has someone written an “actually, DOGE will make the deficit bigger because deficits widen in recessions” take yet?

submitted 4 days ago • 4 comments

Knee-jerk take: The bet (hope?) was that Nvidia’s earnings would provide an all-clear, a green light for a market that’s been seeing more red lately. So far, the numbers and the commentary aren’t doing that. sherwood.news/markets/nvid...

submitted 5 days ago • 2 comments