mediocrebuysideanalyst
@volisdead
equity volatility / macro portfolio manager at multistrat hedge fund/ all views my own and don’t reflect any views of an employer
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Can’t wait for @JaredKubin’s summary of today. Murder on the dance floor
-70bps of alpha today for me 🙏
I disagree I have no edge Today I have considerable negative edge actually
DB macro conference is the most bullish I’ve ever seen macro guys on stocks. Do with that information what you will
Oh man the day just keeps getting better. First comment on the desk is my risk guy asking me to check my +5 slide…
If anyone knows an investment firm (hedge fund or others) that’s looking to hire an experienced hedge fund PM/MD in London, Middle East or Switzerland pls DM me. I’m 15 years in, long/short equity and event-driven/special situations. Reposts appreciated as well, thank you.
If you’re wondering where we are in the cycle my uber driver to work today asked me if I’d read Situational Awareness
Just saying this Friday KWEB vols are 23 and the big boys are on holiday and it’s a bull market
Welcome to the AI bubble. Let's see how much it goes.
Rotation trade getting even nastier in APAC. Good luck out there
The greatest secular trade is long human laziness. Energy is costly, our bodies wish to conserve it where possible. $DASH, $UBER, $META all examples of this.
I fully get why AI is so popular with everyone, flat out people are lazy and want everything automated. I can't tell you how many emails I get weekly from people who want me to talk with them about automating my trading system. Good grief, we can't automate everything.
The annual tradition of freaking out about Japanese index prices and realizing it’s just their stupid ex dates
Imagine thinking futures could open down, this is America!
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₿ pleb | 🧡
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