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18:34
Apr 15
@qthomp
Purchases of international oil majors that are trading at their early February levels when Brent was <$70 strike me as 'money good' $XOM …
14:06
Apr 15
@qthomp
https://t.co/FjF4mlE09M
14:00
Apr 15
@qthomp
@DefiMoon @Biscuit3_3 @_stevenhl It's an interesting observation that my tweet received multiple different answers from multiple different p…
21:29
Apr 14
@qthomp
@AustinBarack Thanks for sharing. Every data provider seemed to present it differently.
20:19
Apr 14
@qthomp
Is this $HYPE unlocks chart accurate? Daily rate of unlocks doubles this week? If so, funny timing for week founder is on magazine cover. I…
16:40
Apr 14
@qthomp
Funny how this meme works for every new thing Saylor drums up. "Can you please explain $STRC?" Yeah sure.
16:39
Apr 14
@qthomp
@cullenroche White collar crime is legal under this administration though. https://t.co/Slbaqwvr1q
16:06
Apr 14
@qthomp
If you're wondering why Trump is taco'ing without larger market problems, this is your answer. Starting a war with Iran was one of the more …
16:12
Apr 13
@qthomp
@ArtVandeHLay @Wild_Randomness https://t.co/hCOotqOzwF
15:56
Apr 13
@qthomp
https://t.co/RrEN5mKx7H
19:50
Apr 10
@qthomp
New Scouting the Tape is out 👇
19:49
Apr 10
@qthomp
https://t.co/k8zpBjoiTw
19:18
Apr 10
@qthomp
The L’s keep stacking up for Trump
17:48
Apr 10
@qthomp
Markets are going to be funky. SoH closure into an oil price spike and physical shortage. COVID showed us anything is on the table and that …
TLT
MED
17:42
Apr 10
@qthomp
@BowTiedLobster Love the framing. Global sovereign bonds will have something to say about it. China's counter to 1) is to let markets force …
17:19
Apr 10
@qthomp
taps the sign These "talks" are a complete charade. Just like the ceasefire and the tweets and comments before it. The war is not over, far…
17:12
Apr 10
@qthomp
It's only a matter of time before $MARA pukes the rest of their Bitcoin. New lows on the stock will probably help get them to do it. https:/…
MARA
MED
16:02
Apr 10
@qthomp
My portfolio is the simplest it has been in many weeks. I am long "the Strait is still not open" and short "weakening consumer and small bus…
15:54
Apr 10
@qthomp
New lows are coming for $MSTR https://t.co/WphMBeAxHs
MSTR
MED
14:56
Apr 10
@qthomp
Imagine if @michaeljburry gave up on his big short thesis on the first short squeeze. https://t.co/PmWJhvZ8Ss
14:07
Apr 10
@qthomp
@LeverageMonkey I like it. Bonds are showing us the way
14:06
Apr 10
@qthomp
Global sovereign bonds... https://t.co/JCxYr6uQQJ
13:58
Apr 10
@qthomp
This is wild👇
13:57
Apr 10
@qthomp
We will soon find out if software is once again telling us something or if BTC (and the broader market for that matter) are decoupling. I be…
BTC
MED
13:55
Apr 10
@qthomp
@LeverageMonkey That's crazy. Thanks for sharing
13:01
Apr 10
@qthomp
I think bonds are saying they don't really care that this inflation print was 'better than expectations' because 1) it's still not good and …
TLT
MED
12:59
Apr 10
@qthomp
When I ask others for the bull case from here in stocks, by far the most common answer is positioning and CTA buying. I have trouble squari…
12:43
Apr 10
@qthomp
Can we please get @Polymarket betting markets going for S&P 500 EPS? I want to bet on this chart. Credit @BillyDishman on the idea😀 http…
12:06
Apr 10
@qthomp
If you’re top brass in Iran and Israel has shown no restraint in killing every new person that assumes US negotiating duties, why would you …
12:03
Apr 10
@qthomp
https://t.co/6MSNqEkswU
19:59
Apr 09
@qthomp
"Top of the first inning" 😂 https://t.co/jyplgjIMYg
19:56
Apr 09
@qthomp
From our 2026 macro themes piece https://t.co/83qzT5Du6B
19:53
Apr 09
@qthomp
Looking forward to having @Tyler_Neville_ explain to me why today's software/Bitcoin divergence is bullish crypto when every time this has h…
BTC
MED
18:56
Apr 09
@qthomp
I don't understand why this is not being talked about more. The Strait is still not open. It's almost as if investors are just tired and fat…
18:36
Apr 09
@qthomp
Declining volume on $SPY https://t.co/1mFZUvGBPV
18:13
Apr 09
@qthomp
So tomorrow Europe gets its last shipment of oil from the Strait of Hormuz. Based on that timing, if the Strait were to open tomorrow Europe…
18:11
Apr 09
@qthomp
Neither of these points are solved for yet...
15:13
Apr 09
@qthomp
What is the likelihood Trump sits and watches his midterm odds crumble without trying to do something about it via handouts or stimulus? It'…
19:54
Apr 08
@qthomp
What is Israel doing in Lebanon? Dropping 100 bombs in 10 minutes on a city of 2 million people during rush hour? 100+ civilians dead and co…
19:46
Apr 08
@qthomp
@xeconomix @dampedspring 🎯 https://t.co/D4LFCASdTh
17:40
Apr 08
@qthomp
@dampedspring Still a great entry imo
17:26
Apr 08
@qthomp
@AviFelman @crypto_condom Long China / short Japan
FXI
MED
20:50
Apr 07
@qthomp
Two points that remain top of mind for me. How do you solve these? Delays that don't open the Strait keeps negative carry on the stock mark…
SPY
MED
19:05
Apr 07
@qthomp
@AahanPrometheus Dec oil futures?
18:31
Apr 07
@qthomp
"After adjusting for inflation, the six-month futures spread is on course to exceed the previous record set in October 1990, after Iraq’s in…
14:23
Apr 07
@qthomp
DAS with the legend @TgMacro https://t.co/7elm4x1goH
14:19
Apr 07
@qthomp
@crypto_condom Disagreement is good😀 I agree short Europe and credit. Been reloading Asia shorts last few days too. I think USDJPY and yiel…
12:38
Apr 07
@qthomp
https://t.co/KMmDMHgc4v
12:35
Apr 07
@qthomp
Polymarket doesn't seem to believe in Trump's deal making abilities https://t.co/jOwfi7kodr
20:31
Apr 06
@qthomp
Yen and Japanese bonds are on the cliff's edge right here.