Independent thinking for complex markets and current events
CA state retirement fund lost 71% of $468M put in clean energy, won’t say how. CETF losses show “the combined dangers of private equity and ESG investment — you have a very opaque investment choice that appears to have been chosen because of its green credentials, and yet it’s now generated a huge loss for …
Similar $TLT size trade happened not long ago where trader hit bighttps://t.co/ICMUnwehl1 — John Trades MBA (@JPATrades) April 11, 2025 Watched this live. Jam nailed it as always. 10% interest rates on the way? No one thinks it can happen. Oh yes it can. Give it a watch 👇 https://t.co/2nU1lglKLC — QE Infinity (@StealthQE4) April …
There is literally zero foreign investment into China right now. Just straight outflows for 24 months straight now. Nobody on earth trusts Xi with their money. And you shouldn’t. pic.twitter.com/i5tPJ8hJde — Spencer Hakimian (@SpencerHakimian) February 15, 2025
Someone just bought $2.8M worth of $MSTR calls that have a 1,080 strike… It is trading at 350 right now pic.twitter.com/pnMxTYt5cE — Cheddar Flow (@CheddarFlow) January 14, 2025
Why not add $GLD. Like $MSTR it is an asset holding entity. — Michael Lebowitz, CFA (@michaellebowitz) December 10, 2024 While MicroStrategy technically still conducts some data analytics business, it’s now such a small part of its operations that I consider it no longer a true business. The primary focus has shifted to being a …
by BoatSurfer600