Linsanity Capital
@JLinWins
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Fan of differentiation & dependency | Enjoy secular shorts | Satire & Humor | Never investment advice
New York, USA
Joined November 2013
Tons of names already down big YTD puked 10-20% on their print We are all just playing one massive game of window dressing huh
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Must be a record for Billionaire finance bro political crash outs today
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The regional bank loan officer & Rigetti ape have more in common than you think.
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Earning shouldn't disappear behind a paywall. Earn 2% APY on $USDG with Kraken. No subscription required. Power users can earn more with Kraken+
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Always fun to look back at old tweets that eventually materialized for the right reasons - but wayyy to early to make any $
2024 Idea: Long: $BAC Short $APO beta adjusted Opportunistic & private credit strategies were amongst the largest beneficiaries of higher rates YTD. Funding gap between primary lending benchmark SOFR and low-quality CCC businesses drove double-digit returns within APO's model.
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$TPL view S&P inclusion as a net negative 1) LOs now benchmarked against will realize criminally overvalued stock 2) Currently dim SS coverage. Expect more shops to pick up the name and shadow sketchy float dynamics won't be long
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so Powell had the jobs data handy, but chose not to cut rates. and you're still long high beta shitcos - anon?
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NYC has roughly 600k registered Jewish voters. I'd expect the vast majority of those to show up at the polls in November. 2021 mayoral election had ~1million voters participate. Adams at 22c on the prediction markets is about as asymmetric as it gets. https://t.co/M4ws4Qe8wr
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Time to get long fads/fraud as a factor circa 2021 I don’t make the rules
Elon off-boarded. No tariffs allowed. Great Nvidia guide. $7t on the side lines What do you think happens next
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China can try to isolate from the US But they certainly can’t from both the US & ME Trump brings ME/US relations to highest… ever? Art of the deal😂
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@TMTLongShort This entire Gaza stance just proves to me Trump is working closely with the Saudis. US arms sales (MBS top priority) for an OPEC market flood incoming. WTI -5%+ gap into driving season is a safe bet.
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Wish my friends would pick me up like this when the liquidity is low 🤞🤞🤞
This is an incredible NYC apartment, particularly if you like to swim (61 foot pool). It is totally mint and one of a kind. Built to perfection. I have seen it, and it is amazing. https://t.co/ieHfycpw22
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*US PUBLISHES TARIFF EXCLUSIONS FOR SPECIFIED PRODUCTS *US TARIFF EXCLUSIONS APPLY TO COMPUTERS, SMARTPHONES *US TARIFF EXCLUSIONS ALSO APPLY TO CHIP-MAKING EQUIPMENT *TARIFF EXCLUSIONS APPLY TO SO-CALLED `RECIPROCAL' TARIFFS
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Obviously velocity of the dollar move is unjustifiable LT I think these current levels aren’t worrisome at all Germany is an export economy, they won’t want further depreciation Big tech sourced ~20% of revs from EU in ‘24 Put in perspective Trump 1.0 DXY range was 88-102
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