Forward Flow
@stealthflow
Long/Short Equities. Thematic Cycles
neck of the woods
Joined April 2023
Forward Flow reposted
Chart from Bloomberg on the impact of prior govt shutdowns:
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Coreweave CEO -“biggest trend in the globe is the monetization of inference.
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Forward Flow reposted
Indices typically develop momentum (rally) during large option expiry weeks. This reverses (selloff) following week, starting when the all options are rolled (mid day today).
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