Rev Cap
@rev_cap
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Long / Short Investor. Thematic and Cycles
Joined September 2021
A rare sane, nuanced take.
Stable core, fraying fringes. My recap of August's bad jobs report:. [Link in replies]
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This is called wealth effect.
Walking around SoHo on a Friday evening makes me feel like maybe nobody ever needs a job again and we still wouldn’t have a recession ever again.
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Zuck just raise some debt man.
New wrinkle: “But META also offered a sweetener: If it decides to terminate the lease early or opts to not renew it and the value of the data center falls below a pre-determined threshold, the company will reimburse investors for potential losses, according to people briefed on
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The population is shrinking.
Oh so we already haaaaaaaad our first negative NFP. We just didn’t know it because the data was so wildly inaccurate.
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Retail is out of control right now.
We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add!.
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Bitcoin’s on fire at $112K! Time to flip the charts on BTCC!.Exploring Cryptocurrency with Jaren Jackson Jr.🏀.
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Millennials tell boomers to stop destroying the economy for their own benefit in France . If the knew what monetary policy was they’d bring out the guillotine for Powell and ECB.
Kind of shocking that it has taken this long for this. At the same time, it is NOT shocking that France (yet again) leads the way. Is another global May 1968 around the corner? .
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Big tech all moving to jacking price.
$AAPL - APPLE TO RAISE IPHONE PRICES FOR FIRST TIME IN 7 YEARS: MS. Morgan Stanley expects Apple to modestly increase iPhone 17 prices at its Sept. 9 event, the first hike since 2017. The iPhone 17 Air will debut with a thinner design, C1 modem, and $100 premium over the iPhone.
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The funny thing is the Fed views things as restrictive already . 3-4% inflation on the low side for Powell so he’s being hawkish . He thinks keeping inflation around this level is being a hawk and huge kudos to Trump for shifting the goal posts enough to make people believe that.
The Fed went from "we need to be moderately restrictive this year" to "juice at all costs" while the unemployment rate hasn't budged over this entire period. Can't fight this now but it will cause a crisis.
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And everyone arguing for continued PE expansion in internet / big tech on AI accel when we are shaking up the competitive snowglobe in ways we haven’t seen in years.
adobe market cap down 40% from 236B to 145B over 5 years during which time gross profit is up 80% and free cash flow doubled. $ADBE.
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We just have a closed border what the F is wrong with the market.
*ADP US AUG. PRIVATE EMPLOYMENT RISES 54,000; EST. 68K. We are in a recession.
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A bear parody account at this point. I’m pretty cautious / bearish stocks but would feel a lot better if Marko would flip bullish.
Is crypto selloff today telling us something about stock market tomorrow?.
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Market is so boring at this point . Basically a huge moral hazard bet on how idiotic our policymakers want to be & hope that the Fed and Congress gaslight people enough into accepting absolutely disastrous policy . Repeat of 2021 except this time the Fed has shown they are wimps.
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No sector more immune to productivity than healthcare. It’s just a huge jobs program and a cascade of various captured interests . When AI can change misaligned incentives then I will become full maxi.
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This guy was mad bearish two days ago at the same price . Why do I spend so much time on this app.
$SPY pushing $645 AH. New ATH’s are next. Puts were not the play with the close over $643. 💯.
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RT @myanimelist: 🎁 Giveaway Alert!. It's National Hotel Employee Day!.Together with Apocalypse Hotel & CA Anime, we're giving away a poster….
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It’s hilarious that Y/Y inflation may well exceed the 10yr interest rate at some point in the next year.
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White House pumping rate cuts . Guys your polling is tanking while stocks are going up. It’s not helping.
Federal Reserve Gov. Christopher Waller: "We need to start cutting rates at the next meeting. Over the next 3-6 months, we could see multiple cuts coming in."
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