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Feb 04
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SHORT
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@
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A prolonged quant unwind and alpha de-grossing are leading to increased market fragility, likely resulting in a significant market downturn or "beta faceplant." |
@ces921
Another quant unwind day in factor land. This...
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Jan 03
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LONG
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@sigmasquared_
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The speaker suggests buying the dip, dismissing a potential market downturn attributed to geopolitical events as a buying opportunity. |
@sigmasquared_
So we’re going down cause US is bombing Venzu...
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Dec 31
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AVOID
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@lynaldencontact
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The speaker debunks claims of imminent hyperinflation or a bank crisis, suggesting that trades based on these specific fears are unfounded. |
@lynaldencontact
-No, the Treasury did not print another $105B...
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