The Giver (@lazyvillager1) 's Twitter Profile
The Giver

@lazyvillager1

Megafund investor & fmr IBD (DMs open) | Non-consensus / value cross-assets | Comments are not investment advice | Subscribe: lazyvillager1.substack.com

ID: 1453470881510948864

linkhttps://t.me/SamenessClub calendar_today27-10-2021 21:17:33

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Danny Dayan (@dannydayan5) 's Twitter Profile Photo

If you were hoping for de-escalation this weekend, nope. Hassett says Trump exploring firing Powell. WH publishes memo saying COVID originated in China. China pushing consumer stimulus, phase 2 of chess match. Watch oil, copper next week. Thanks for coming to my pep talk

unusual_whales (@unusual_whales) 's Twitter Profile Photo

JUST IN: Billionaire Ray Dalio: “I’m worried about something worse than a recession… we have something that is much more profound, we have a breaking down of the monetary order.”

Amend and Pretend (@amendandpretend) 's Twitter Profile Photo

Mom: How did we get so rich? Your dad turned 33 just as Ben Bernanke introduced ZIRP and then all the shitco software companies in his PE portfolio generated 4x MoM returns

Mom: How did we get so rich? 

Your dad turned 33 just as Ben Bernanke introduced ZIRP and then all the shitco software companies in his PE portfolio generated 4x MoM returns
Citrini (@citrini7) 's Twitter Profile Photo

“let’s undermine central bank independence and ensure that monetary policy is even more frozen than it already is (by the potential stagflationary impact of tariffs) by ensuring that any move they make for the next year is viewed politically”

The Giver (@lazyvillager1) 's Twitter Profile Photo

Virtually no capital investment can be made globally in the N3M minimum This probably over inflates next Q earnings and paralyzes fincos who need to keep originating loans

The Giver (@lazyvillager1) 's Twitter Profile Photo

Similar to how I would describe crypto (negative theta to be long, most too scared to short bc it feels like the Ghost of Christmas Past may be lurking around the corner)

The Giver (@lazyvillager1) 's Twitter Profile Photo

Trump just reaffirmed CN tariffs are still 145% and has not changed his rhetoric around tariffs at all compared to weeks prior

Rev Cap (@rev_cap) 's Twitter Profile Photo

Trump: 145% China: 0% Trump: 50-60% China: 0% Trump: back to 145% if you say 0% China: 0% Trump: OK how about 30% China: 0%