The Market Hitchhiker
@MktHitchhiker
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"I’d far rather be happy than right any day." Former sell side trader, trading my own account now. Writer of The Hitchhiker’s Guide to the Market
Mars
Joined November 2020
For anyone trying to short AI companies. Listen to me: for now, the stock market is rewarding companies that increase AI-related capital expenditures. Why not wait for the day when the market stops doing so? It’s that simple.
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Magazine Cover Capital goes long BNDW (global bond ETF). The trades have been insane over the past year. Latest one, long INTC, is up 58% since August. You could argue short gold is a way to fade this cover, but I think long bonds is the clear choice. Full explanation of what
Magazine Cover Capital goes short VXX. 6 of the last 7 trades have been winners including big wins short $TSLA, $NVO and $DKNG. Updated results sheet attached.
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These Dispersion Boys really know how to eat the meat off the bone. Just like in Feb they took 1m realized correlation right down to zero once again. And once again the move from ZERO realized to "higher" instantly jams vol higher and since volatility / credit spreads are the
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New post on the stack, high conviction trade! https://t.co/sSBnBXnfK8
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I was chatting with one of the best vol trader I know, we both agree the setup is reminiscent of volmageddon.
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There is your exit liquidity Gold queues Understand the normie mindset. Price up = good tech
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You aren’t rewarded for predicting the future You’re rewarded for structuring yourself so you survive every possible future
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The amount of hate toward Kuppy and his market call is THROUGH THE ROOF! This is what a sentiment top looks like. Now is probably a very good time to buy USTs when literally nobody owns it.
I think the Great Bear Market of 2026 is finally underway. I’m so embarrassed to admit how chunky my US Treasury long is. Makes me sick to even think about it..🤢🤮
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Gold and silver bulls should be careful: Traders are speculating wildly on $GLD options. The $ value of GLD’s Calls-Puts spiked to a record high. More signs that precious metals are overheating: (A thread 🧵)
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Howard Marks selling his remaining Oaktree stake right as: - Alternative managers consolidating at record valuations - BlackRock paying $12B+ for competitors - Everyone racing to build credit platforms Guy who made his fortune on distressed debt timing the exit perfectly.
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@JaredKubin From @morganhousel : "I'm a free markets guy. I think there's very few instances where the free market is gonna do worse than anything else. But there is a thing where it's like, we have so much history across generations, across countries, that if you give ordinary people the
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This market, after minting many new millionaires and decamillionaires, took it all back in a single day. Making money is easy; keeping it is hard.
I counted 1010 traders that are down $100k+ today and 206 traders that are down $1M+ today on Hyperliquid 358 of those accounts lost everything and have ~0 balance, including one person who lost all $19M+ in their account
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At which point the American people wake the fuck up and bring torches and pitchforks in the street.
By the way, $WLFI flash-crashed ~30% a couple hours before the nuke today. Surely a coincidence.
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😂😂😂
My wife calling me a "bad listener" while my net worth just went down -65% in one minute
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This kind of thinking will make you poor in the short term but very rich in the long term.
Friends, the economy is still doing fine. Just like it was earlier this morning. Companies are still making profits. Long stocks
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$VSCO Pink brand sustained rise in social interest, the Victoria Secret Fashion show is Wednesday of next week
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Stock grifters today in shambles as they can’t point to higher share prices as confirmation of their investment acumen. They’ll tell their followers/victims that the overall market is down and that any signs of weakness are buying opportunities. It’s too early for bears to take
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How do you think our newly unemployed option selling redditor is doing today
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