Louis Winthorpe III
@LWinthorpe
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I trade ES & CL … a flâneur wannabe
Joined January 2009
Me trying to figure out how the fuck $es is still trading > 3000
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Las Vegas stripper and Uber driver index flashing red flags. 🚩 Business is SLOW
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aged well
Few things are funnier than Apollo founder Leon Black paying Jeffrey Epstein $158 million for "tax work"
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I am sorry, Poland... I wasn't really familiar with your game
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😂😂😂😂😂😂😂
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NEW: British man has a meltdown at the Hong Kong airport and starts smashing check-in kiosks, gets arrested for having four Viagra pills. The man was identified as a 35-year-old British tourist. Because he didn't have a prescription for Viagra, the man is facing up to
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A year ago, CDS on Alphabet and Meta didn't exist. Now they're among the most actively traded single-name contracts in the US market Nobody creates a default insurance market for fun... $GOOG $META
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The US and Europe are "growing further apart" – Politico The Munich Security Conference has shown a deepening rift between the US and Europe, as Washington signaled its intention to reshape the global order regardless of whether Europe is ready to follow, Politico reported on
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97% of western Europe has rejected water fluoridation.
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There's A New Stock Sector Pair Trade In Town
zerohedge.com
Energy versus consumer discretionary stocks is now one of the most lucrative sector pair trades, displacing tech’s years of dominance over oil and gas firms...
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Trump Honors Hillary Clinton With New Federal Holiday 'Almost Presidents Day' https://t.co/m8ovPF4wyE
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*HYATT: THOMAS J. PRITZKER RETIRES AS EXEC CHAIRMAN, WON'T SEEK RE-ELECTION TO BOARD; MARK S. HOPLAMAZIAN ASSUMES COMBINED ROLE *PRITZKER CITES EPSTEIN ASSOCIATION IN RETIRING AS HYATT CHAIR
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A January small-cap bounce is a well-known market anomaly, but it's been a no-show for most of the last decade. This year, it was in flourishing—until late January, when smalls gave back a large chunk. Still $RUT's +4% advantage over $SPY was its best January since 2023.
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Pricing The Unthinkable? SocGen Spots Big $20,000 Gold Bets
zerohedge.com
“It is plausible some traders see this as a cheap lottery ticket.”
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Apollo, Blackstone and KKR have almost a perfect correlation with the IGV software index over the past year You are telling me private equity was just software all along?
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Someone has to say it. $WMT trading at more than double $META's valuation is WILD. ✅ https://t.co/xyAeMytxDb
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One of a number of potentially important macro divergences that occurred in 2H25 is shown below. For the prior 10+ years, foreign Central Banks sold USTs when the USD rose and bought USTs when the USD fell. In 2H25, foreign CB’s sold USTs despite the weaker USD👇
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Life when you find out that your favorite restaurant is being acquired by private equity
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