wallyhamond.bsky.social
There is no “alpha”. Just beta you understand and beta you don’t understand - beta you are positioned to buy vs. beta you are already exposed to and should sell
75 posts
145 followers
2,014 following
Getting Started
Active Commenter
comment in response to
post
always welcome folks open and willing to change their mind.
on crony capitalism his comment that "I thought that would play out over the course of years" kinda suggestive he knew exactly what he was backing
comment in response to
post
comment in response to
post
‘we are in a sovereign state farmers league of our own’
comment in response to
post
'we have agreed a deal to start talking about a deal'
comment in response to
post
this probably has him salivating
comment in response to
post
we all know he will solve the goal issue thru buying another left back this summer
comment in response to
post
presume we will find a tax to apply to the talking heads on GB News calling in from Dubai who want to pontificate on this stuff.
comment in response to
post
yeah defo dont pile on.
Follow Adam Grant "I no longer believe it’s my place to change anyone’s mind. All I can do is try to understand their thinking and ask if they’re open to some rethinking. The rest is up to them."
comment in response to
post
Sorry I have no clue. But current admin doesn’t appear to mind overreaching
comment in response to
post
Loooool about her protecting citizens from Govt overreach
comment in response to
post
indeed, bleak it is.
comment in response to
post
and a weird world where its possible to think that the China side is more believable than US.
comment in response to
post
fair play. and to boot i learned something cause i had no clue what 'nesh' was.
"In British English, "nesh" means being unusually sensitive to cold weather"
comment in response to
post
v brave head out. in those fair waters i would be having this bad boy on.
comment in response to
post
"we will never be influenced by any political pressure" but happy to cut 50bps in Sept 2024, sure.
comment in response to
post
comment in response to
post
slightly niche but v good.
comment in response to
post
comment in response to
post
You had that cray cray on for an hour?
comment in response to
post
this is macro, keep your weird euro bank analyst stuff to yourself!
comment in response to
post
main street, where winning means the stores are updating to Two Dollar Tree and Two Dollar General
comment in response to
post
clockwork orange
comment in response to
post
it is, thanks
comment in response to
post
bsky.app/profile/news...
comment in response to
post
Taps sign
comment in response to
post
Genius
comment in response to
post
and seems a little ironic that UAW/auto workers legacy retirement benefits were a contributing factor to company bankruptcy
comment in response to
post
"political substance" = chatgpt infused jibberish?
comment in response to
post
hopefully Donny leaves you in peace and doesn't visit any Sicilian mob mates whilst you there.
comment in response to
post
if that was a thing that could happen in isolation, i might agree. unfortunately not.
comment in response to
post
you gotta turn the chart upside down
comment in response to
post
to do that you are going to need a decent number of those pencils that Elmo was touting this morning
comment in response to
post
exciting stuff, UK as a 'car park'
comment in response to
post
Indeed. If you haven’t already the Odd Lots this week with Lev Menand is worth a listen
comment in response to
post
having unfortunately been on the wrong side of this sort of trade, i would concur. not always but generally true.
comment in response to
post
so a genius moron or a moron genius?
comment in response to
post
unfortunately not the way that risk models always work.
comment in response to
post
yup, and the simple unwind of a large momentum trade.
comment in response to
post
there will be other factors at play too. but not sure a call between Trump and Putin alters too much. positioning in the sector was incredibly stretched.
comment in response to
post
the sector was ***massively*** overbought
comment in response to
post
which is slightly ironic cause at an investment bank getting paid was heavily reliant on opinions.
comment in response to
post
no, indeed. he just wasn't as sycophantic as the rest of them.
comment in response to
post
keep it comin', we gonna need plenty of this kind of insight!
comment in response to
post
doesn't matter much to the point you are making, but Jensen didn't show up did he?
comment in response to
post
this is a good read, thank you.