Yolonomics

You just need to ask this question… are the incentives aligned? If not… exhibit A

The Calm Before The Storm. ⛈️

… how wide the spread stance is, and whether it is sustainable?

Well, sports car lovers are incredible drama queens… that's confirmed? After all, if a Ferrari isn't a roaring Ferrari, what's left in this world to hang on to? 🥹 The ultimate crisis of modern man. An Italian car and a slice of Hawaiian pizza? Truly entertaining.

Class war… Honestly, it’s refreshing when CEOs speak without a filter. It makes it much easier to sift the cunts from the pile. Jonathan is right… this isn't just Standard Chartered…

Watching people 'take responsibility' is usually just an arsonist offering to hold the hose after they’ve already torched the place. 🥹

Rrrrright. Now I’m really getting curious for that NY Fed household debt & credit report next week. Probably nothing shocking but that slowly rising in delinquencies or other might be that frog boiling type of stuff.

Capitalism is alive. Buffett, Munger & Abel available as rubber ducks. Uh huh 🤔

Winners and losers in AI… & higher CapEx spending is not what you might think it is, it is for a large part due to inflation!

Cousin Greg?

…

I’m telling you… that duck on the bench is ready to attack anyone coming between that bench and little ones. Pass.

The big markets. 🥹

Burnin’

"overall the market appears to be looking through Trump’s term". That would actually be something… I think no one is looking at anything really. Making money on the trend. Gambling. There's no valuations, there's just order flow and Trump Tweets. We've been there before.

😂 Credit, credit… it's always credit.

This is not a fad, this is a revolution underway… this rings a bell…

"Made money on the trend" Before the dot com crash. VALUATION IS FOR SUCKERS TILL IT'S NOOOOOOOT? 🫣

I’m on the floor, send help… this is brilliant.

Now how about that… option contracts moving through time… 💸

Animated options data points over time. I find graphics the easier way to digest data, even more so if animated over time. Could be IV, premium, theta, absolute break-even percentage movements, etc. work in progress.

Here we are…

Well, maybe EU can step up now… we might not have military power but I don't think that's what's needed right now, right? Peace broker, sanctions, diplomatic channels. We do have economic interests and leverage so… ok, I'm clueless on these things but… no? yes? let's go…

Here we go people, another week… Crossing fingers for a bit of peace, may people find calm and shelter instead of testosterone driven geopolitics by warlords aka world leaders 😌. And the money… well…