ConvexityCowboy's profile picture. Head of Macro, Butt of Jokes

Convexity Cowboy

@ConvexityCowboy

Head of Macro, Butt of Jokes

Fixado

Here’s a 🌶️ take: business cycles are stupid! Households and businesses should simply smoothe their consumption and production to be stable over time, with banks and credit markets maintaining a consistent appetite to lend.


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Bitcoin may be down 30% against the US Dollar, but a real Bitcoin maximalist would say the USD is a meaningless fiat currency. A better measure would therefore be Gold, against which Bitcoin is down nearly 50%.

MichaelENewton1's tweet image. Bitcoin may be down 30% against the US Dollar, but a real Bitcoin maximalist would say the USD is a meaningless fiat currency.
A better measure would therefore be Gold, against which Bitcoin is down nearly 50%.

From coexistence to building the future together. You love to see it.

When Israel’s innovation meets the UAE’s vision, mobility transforms. Smarter roads. Cleaner transport. A shared future. #IsraelUAE #FutureOfTransport



BREAKING: Barron Trump now in top 10 most likely nominees for next Fed Chair.



Cole Haan has a remarkable stranglehold on the business casual sneaker market.


Convexity Cowboy repostou

Leftists have only one actual principle and it's to hate America. Anything that seems like it opposes America -- China, Islamism, a giant asteroid -- is automatically good.

Never understood leftist glazing of China you have the problems of both capitalism and authoritarianism Market economy with billionaires and sweatshops Neo-colonial foreign policy in Africa and expansionist regional aspirations And lack civil liberties



I’m starting to think this about added sugar or maybe all highly processed food. Moderation is key, but it’s easier said than done.

you have no choice but to basically avoid all sin. in the 1800s you could gamble on badger fights and be fine, but now the smartest minds in the world are focused on getting you addicted to 100x leveraged labubu futures. the technologies of temptation are just too powerful now.



Not too shabby. They could develop, buy, or do share buybacks at this cost of funds and it would be hard to screw up, no?

$AVB - $400m of 5yr notes at 4.36% YTM, 68 bp spread to treasuries (!!)

RealAssetsValue's tweet image. $AVB - $400m of 5yr notes at 4.36% YTM, 68 bp spread to treasuries (!!)


A dubious flippening achievement

🇨🇳🇯🇵China’s Key Bond Yield Set to Drop Below Japan’s for First Time China’s benchmark 10-year bond yield is on the verge of falling below Japan’s for the first time, a symbolic shift that has renewed concerns China may be slipping into a deflationary pattern similar to Japan’s in…

Sino_Market's tweet image. 🇨🇳🇯🇵China’s Key Bond Yield Set to Drop Below Japan’s for First Time
China’s benchmark 10-year bond yield is on the verge of falling below Japan’s for the first time, a symbolic shift that has renewed concerns China may be slipping into a deflationary pattern similar to Japan’s in…


Convexity Cowboy repostou

BREAKING: Zohran Mamdani just endorsed a candidate for New York State Assembly who described a convicted Al Qaeda financier as an “imprisoned hero” and an Algerian man convicted of plotting to bomb New York City synagogues as her “brother.’’ I decided to do some digging and I…

DrewPavlou's tweet image. BREAKING: Zohran Mamdani just endorsed a candidate for New York State Assembly who described a convicted Al Qaeda financier as an “imprisoned hero” and an Algerian man convicted of plotting to bomb New York City synagogues as her “brother.’’ 

I decided to do some digging and I…

Zohran Mamdani just endorsed Palestinian activist Aber Kawas for a New York State Assembly seat in Queens. Kawas describes 9/11 as just another “attack a couple people did,” saying it is nothing compared to Western colonisation and racism.



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No one wants to claim the Turkey!


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Price controls for in-stadium beer so that sober sports fan pay higher ticket prices to generate cross-subsidy for drunks is a very bad idea!!

Lina Khan is quietly mapping out how New York’s incoming mayor Zohran Mamdani can use overlooked city and state laws to make daily life cheaper — from Yankee stadium beer to basic medicines, Semafor reports. People familiar with the transition say she’s identified a broad…



This meme I saw on IG also applies to central bank policy errors

ConvexityCowboy's tweet image. This meme I saw on IG also applies to central bank policy errors

Riches await the first trader to get their hands on an alternative data set of % of Chipotle orders including guac. What better way to gauge an inflection in the health of the consumer?


I kind of miss the days when cyberattacks were simple. Now everthing is AI

t4fita_'s tweet image. I kind of miss the days when cyberattacks were simple. Now everthing is AI


Convexity Cowboy repostou

the libertarianism leaving my body after widespread gambling and weed became legal

FeralPHunter's tweet image. the libertarianism leaving my body after widespread gambling and weed became legal

When it comes to greens, I’m the Head of Micro.

ConvexityCowboy's tweet image. When it comes to greens, I’m the Head of Micro.

Convexity Cowboy repostou

UPDATED MEME:

scottlincicome's tweet image. UPDATED MEME:

Convexity Cowboy repostou

we're back to stimmies you don't have enough gold and btc Trump suggests $2,000 payouts to Americans as he defends tariffs wsj.com/politics/polic…


Convexity Cowboy repostou

is there a more perfect portrait of the average mamdani voter than “I arrived thinking everything would be free”

Mamdani is under fire for charging people $13 per beer at his ‘victory party’. "I arrived thinking everything would be free, only to be charged $13 for a Bud Light. I was shocked after all the hard work I put in," one progressive campaign worker said. This is gonna be fun! 🍿🤣

PecanC8's tweet image. Mamdani is under fire for charging people $13 per beer at his ‘victory party’.
"I arrived thinking everything would be free, only to be charged $13 for a Bud Light. I was shocked after all the hard work I put in," one progressive campaign worker said.

This is gonna be fun! 🍿🤣


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