Michael Green (@profplum99) started following @ExorbitantRizz on Sep 22, 2024

RT @WallStreetSilv: The choice is clear ... which way are you going? https://t.co/Mhlw5Xg5s6

A candidate who is winning could just coast to victory. Kamala is losing. She is losing so badly that her handlers do not think they can steal it. No more debates!

Care to speculate on the value of assets in China? Beijing to freeze properties of 9 US firms in China | NHK WORLD-JAPAN News https://t.co/BWs25MkIsN

Toughest PM in the game

As light is shone on the tax avoidance, you still think this trend will persist? https://t.co/yaMYlkUEXQ

But it's so simple. All I have to do is divine it from what I know of you. Are you the sort of man who would put the poison into his own goblet or his enemies? https://t.co/JE2ivBQp86

Great chart… lots of debate about next 18m, zero debate about terminal

Do your own thinking indeed! “All stocks would move in lockstep as one passive investor buys from / sells to another.” @MarkGutman9 then they cannot be passive. You are describing “systematic algorithmic investors” with the world’s simplest algorithm, “Did you give me cash? https://t.co/7giuYNeb6D

“We’re gonna keep calling Rob Arnott and Cliff Asness passive, because honestly, they’ve largely stood by and behaved as such” More GIGO from Bloomberg on passive

Wouldn’t that be a pisser? https://t.co/hkE365fDT5

RT @DanBuk4: .@MCSammon19 How Are Passive Investors Affecting The Stock Market? @RationalRemind https://t.co/ldh4lqjzAa @profplum99 @Gestal…

RT @dampedspring: Hey. Here is the podcast hosted by @profplum99 and @ConvexityMaven where @jam_croissant and I discuss market structure an…

RT @Hedgeye: A Masterclass on Modern Market Structure: Inside Options, Flows & Volatility 🔥 The entire @t1alpha team (co-founders Craig Pe…

I love Stan. I really do. But this falls into the “things I remember that never happened” category. Inflation peaked at 9% in July 2022 after the Fed had hiked 3x, the last by 75bps. https://t.co/pHqQhmMznV

My first year analyst needs some help… https://t.co/N42dwwc6wv

Wait... there are ISSUES?

Many point to global trade, but this is not totally accurate. The 1970s policy of U.S. de-industrialization (high rates, Clean Air Act, ending nuclear/stagnating energy) drove US industrial supply offshore. The U.S. south A mistaken calculation on China sealed the deal… and https://t.co/r3cVjoBleD

Agree. All work and no play make Jack a dull boy… take a moment to revel in the written word

I love the humility. I don’t know either, but note the (possibly too?) obvious distribution on semis and commodity breakdown as the bear https://t.co/5clfr0ScRj