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zavcorin.bsky.social
🚵- ⛷️ bum, Chamonix co-founder of Futureflow, Ex IRO/CDS Trader Ex “🏆winning” Macro PM / Partner 3bn $ HF Invented CDS Choice Friday and Liquidity 🎄 Long term views only…
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Posts 23 Comments 27

3 years ago Saturday Cathie Wood went on TV and said her fund would deliver compounded 50% returns annually for the next 5 years. She's <lost> 23.3% instead. She trails the $SPX by <52%> She will continue to be booked to appear on your TV to tell outrageous lies and make undeliverable promises

submitted 19 hours ago • 27 comments

Correlation breakdowns are non linear events, exhibit 43 “BlueTrend was hit by big moves in markets such as natural gas, silver and coffee, and by the lack of protection provided by the US dollar and Treasuries, which sold off at the same time as equity markets this month” Ain’t over till over

submitted 19 hours ago • 0 comments

Look, DOGE was never about cost savings and pretending otherwise is unhelpful. It was about getting their hooks into the government’s plumbing and, by all accounts, they’ve been incredibly successful.

submitted 1 day ago • 7 comments

If you think Tariffs are the greatest self harm US could do do it’s future, wait until you hear about attacks on universities … on.ft.com/42ICuOw Professors sue Trump administration over Harvard funding cuts

submitted 1 day ago • 0 comments

and yet they come to Europe and lecture everyone on free speech

submitted 1 day ago • 475 comments

This is a better use of AI than 99+% of corporate AI projects that I have seen... www.youtube.com/watch?v=HJ8q...

submitted 1 day ago • 6 comments

Even @theguardian.com has lost track

submitted 1 day ago • 0 comments

I don’t like to dunk but this is probably by far the dumbest take I have read in years …. Just those 2 paragraph in the same text are complete b.s… hard to believe… stocks and mortgage markets cannot tolerate such rise in risk premium. Neither can investment drpippa.substack.com/p/tariffs-th...

submitted 1 day ago • 0 comments

*** APPLE’S COOK SAYS THAT HIS 1 BN PRO BONO INVESTMENT IN DONALD JUNIOR PE FUND, BARON CRYPTO FUND AND ERIC’S RETIREMENT FUNDS ARE TEMPORARY

submitted 1 day ago • 0 comments

***TRUMP SAYS APPLE AND FIVE MORE LAW FIRMS AGREE TO PRO BONO WORK FOR THE TRUMP FAMILY TO AVOID PUNITIVE EXECUTIVE ORDERS AND TARIFFS ***TRUMP SAYS APPLE LAW FIRM TO GIVE 1BN$ TO DONALD JUNIOR PE FIRM ***TRUMP SAYS APPLE TO GIVE 1 BN$ TO BARON CRYPTO FUND

submitted 2 days ago • 2 comments

Stolen from the other site @renohemonc

submitted 2 days ago • 0 comments

Next time you see any US based account telling the EU they can always work alongside the US vs China and al... www.epsilontheory.com/crashing-the...

submitted 3 days ago • 0 comments

Oren CRass... sorry but if US self proclaimed new era thinkers have not been listening to the markets in last few days, they may as well continue burying their heads in the sand while high five other MAGA wannabe... in meantime, EU is advancing .... on.ft.com/44tA5Zg

submitted 3 days ago • 0 comments

Subject: Thank You, Jay Jay, tremendous job. The best ever—some say that! Thank you for your service. Now go enjoy family, markets, golf—maybe all three! Wall Street’s gain, FED’s loss. Stay winning. Best, Donald J. Trump

submitted 3 days ago • 0 comments

Act like an emerging market trade like an emerging market

submitted 3 days ago • 28 comments

EURUSD rate has tracked the yield difference between 2yr USTs and 2yr Bunds pretty well for the past couple of years ... until a few days ago

submitted 3 days ago • 2 comments

NEW 🧵 The number of people travelling from Europe to the US in recent weeks has plummeted by as much as 35%, as travellers have cancelled plans in response to Trump’s policies and rhetoric, and horror stories from the border. Story: www.ft.com/content/6dc1...

submitted 3 days ago • 246 comments

Behave like an EM country. Trade like an EM country … it ain’t just China it is everyone else … www.bloomberg.com/news/newslet...

submitted 3 days ago • 0 comments

Daddy, how did the US hegemony end in 2020s ?

submitted 4 days ago • 1 comment

This is an absolutely crucial chart on how little the pause means. If it seems counterintuitive, China (17% of US goods imports), Mexico (14%) and Canada (14%) are the biggest exporters to the US..

submitted 4 days ago • 2 comments

Retail will be retailed...

submitted 4 days ago • 0 comments

Americans: Ah but you see there really is no alternative to the dollar The euro:

submitted 4 days ago • 25 comments

🧵 "The biggest trick China has ever pulled is letting Trump believe it could sink US Treasury market"... A lot of has been said recently, trying to find the reason for market volatility / puke of long end US treasuries and what it means re "emergingmarketificaition" of US. Culprits basis & China

submitted 4 days ago • 3 comments